The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 106,307 | 2,825,047 | SH | DFND | 1 | 0 | 1,768,949 | 1,056,098 | |
| ACUITY BRANDS INC | COM | 00508Y102 | 98,429 | 567,742 | SH | DFND | 1 | 0 | 357,409 | 210,333 | |
| ASTRONICS CORP | COM | 046433108 | 18,030 | 1,282,395 | SH | DFND | 1 | 0 | 796,094 | 486,301 | |
| AVANOS MED INC | COM | 05350V106 | 96,322 | 3,087,229 | SH | DFND | 1 | 0 | 1,945,933 | 1,141,296 | |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 80,447 | 1,747,336 | SH | DFND | 1 | 0 | 1,094,666 | 652,670 | |
| CAPSTEAD MTG CORP | COM NO PAR | 14067E506 | 28,072 | 4,196,167 | SH | DFND | 1 | 0 | 2,177,996 | 2,018,171 | |
| CBIZ INC | COM | 124805102 | 44,557 | 1,377,770 | SH | DFND | 1 | 0 | 872,464 | 505,306 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 105,469 | 4,716,878 | SH | DFND | 1 | 0 | 2,973,572 | 1,743,306 | |
| CNO FINL GROUP INC | COM | 12621E103 | 108,186 | 4,595,840 | SH | DFND | 1 | 0 | 2,886,942 | 1,708,898 | |
| CRAWFORD & CO | CL A | 224633206 | 22,056 | 2,458,833 | SH | DFND | 1 | 0 | 1,639,207 | 819,626 | |
| CRAWFORD & CO | CL B | 224633107 | 10,816 | 1,207,202 | SH | DFND | 1 | 0 | 851,375 | 355,827 | |
| CREDICORP LTD | COM | G2519Y108 | 3,824 | 34,471 | SH | DFND | 1 | 0 | 34,471 | 0 | |
| ENPRO INDS INC | COM | 29355X107 | 60,143 | 690,344 | SH | DFND | 1 | 0 | 427,914 | 262,430 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 103,676 | 2,479,682 | SH | DFND | 1 | 0 | 1,548,471 | 931,211 | |
| EROS STX GLOBAL CORPORATION | SHS NEW | G3788M114 | 9,914 | 10,782,171 | SH | DFND | 1 | 0 | 7,131,452 | 3,650,719 | |
| FARO TECHNOLOGIES INC | COM | 311642102 | 54,810 | 832,859 | SH | DFND | 1 | 0 | 517,063 | 315,796 | |
| GATES INDUSTRIAL CORPRATIN P | ORD SHS | G39108108 | 42,908 | 2,637,240 | SH | DFND | 1 | 0 | 1,643,414 | 993,826 | |
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 82,718 | 1,933,557 | SH | DFND | 1 | 0 | 1,216,298 | 717,259 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 20,115 | 275,204 | SH | DFND | 1 | 0 | 275,204 | 0 | |
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 7,322 | 159,663 | SH | DFND | 1 | 0 | 159,663 | 0 | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 8,139 | 60,868 | SH | DFND | 1 | 0 | 60,868 | 0 | |
| ITT INC | COM | 45073V108 | 125,354 | 1,460,323 | SH | DFND | 1 | 0 | 916,450 | 543,873 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 84,477 | 5,154,207 | SH | DFND | 1 | 0 | 3,225,123 | 1,929,084 | |
| KORN FERRY | COM NEW | 500643200 | 77,382 | 1,069,399 | SH | DFND | 1 | 0 | 667,528 | 401,871 | |
| LEAR CORP | COM NEW | 521865204 | 93,826 | 599,606 | SH | DFND | 1 | 0 | 377,328 | 222,278 | |
| LINCOLN EDL SVCS CORP | COM | 533535100 | 12,760 | 1,907,344 | SH | DFND | 1 | 0 | 1,280,043 | 627,301 | |
| LIVANOVA PLC | SHS | G5509L101 | 98,283 | 1,241,108 | SH | DFND | 1 | 0 | 777,411 | 463,697 | |
| LUXFER HOLDINGS PLC | SHS | G5698W116 | 44,952 | 2,289,957 | SH | DFND | 1 | 0 | 1,440,587 | 849,370 | |
| MSC INDL DIRECT INC | CL A | 553530106 | 71,024 | 885,693 | SH | DFND | 1 | 0 | 556,053 | 329,640 | |
| NOVANTA INC | COM | 67000B104 | 52,513 | 339,887 | SH | DFND | 1 | 0 | 212,948 | 126,939 | |
| NUVASIVE INC | COM | 670704105 | 82,319 | 1,375,421 | SH | DFND | 1 | 0 | 856,989 | 518,432 | |
| ORTHOFIX MED INC | COM | 68752M108 | 38,548 | 1,011,240 | SH | DFND | 1 | 0 | 641,094 | 370,146 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 7,453 | 23,382 | SH | DFND | 1 | 0 | 23,382 | 0 | |
| SKILLSOFT CORP | CL A | 83066P200 | 131,061 | 11,211,419 | SH | DFND | 1 | 0 | 7,029,854 | 4,181,565 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 25,958 | 232,494 | SH | DFND | 1 | 0 | 232,494 | 0 | |
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 86,198 | 3,618,705 | SH | DFND | 1 | 0 | 2,262,879 | 1,355,826 | |
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 43,113 | 4,222,612 | SH | DFND | 1 | 0 | 2,652,006 | 1,570,606 | |
| XP INC | CL A | G98239109 | 7,650 | 190,449 | SH | DFND | 1 | 0 | 190,449 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 14,638 | 183,685 | SH | DFND | 1 | 0 | 183,685 | 0 | |