The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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 96,817 2,779,713 SH   DFND 1 0 1,723,615 1,056,098
ACUITY BRANDS INC COM 00508Y102 94,195 444,902 SH   DFND 1 0 276,373 168,529
ASTRONICS CORP COM 046433108 15,097 1,258,076 SH   DFND 1 0 771,775 486,301
AVANOS MED INC COM 05350V106 109,502 3,158,415 SH   DFND 1 0 1,970,319 1,188,096
AXIS CAP HLDGS LTD SHS G0692U109 93,546 1,717,377 SH   DFND 1 0 1,064,707 652,670
CBIZ INC COM 124805102 52,918 1,352,716 SH   DFND 1 0 847,410 505,306
CDK GLOBAL INC COM 12508E101 41,653 997,917 SH   DFND 1 0 627,367 370,550
CHAMPIONX CORPORATION COM 15872M104 93,643 4,633,505 SH   DFND 1 0 2,890,199 1,743,306
CNO FINL GROUP INC COM 12621E103 107,288 4,500,355 SH   DFND 1 0 2,791,457 1,708,898
CRAWFORD & CO CL A 224633206 17,948 2,396,315 SH   DFND 1 0 1,576,689 819,626
CRAWFORD & CO CL B 224633107 8,766 1,170,357 SH   DFND 1 0 814,530 355,827
CREDICORP LTD COM G2519Y108 4,203 34,428 SH   DFND 1 0 34,428 0
ENPRO INDS INC COM 29355X107 74,352 675,493 SH   DFND 1 0 413,063 262,430
ENVISTA HOLDINGS CORPORATION COM 29415F104 109,861 2,438,114 SH   DFND 1 0 1,506,903 931,211
FARO TECHNOLOGIES INC COM 311642102 56,609 808,474 SH   DFND 1 0 492,678 315,796
FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 20,613 1,379,696 SH   DFND 1 0 716,123 663,573
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 43,976 2,764,044 SH   DFND 1 0 1,720,569 1,043,475
HAIN CELESTIAL GROUP INC COM 405217100 67,664 1,587,974 SH   DFND 1 0 990,599 597,375
HDFC BANK LTD SPONSORED ADS 40415F101 20,213 310,635 SH   DFND 1 0 310,635 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 5,954 159,463 SH   DFND 1 0 159,463 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,159 60,795 SH   DFND 1 0 60,795 0
ITT INC COM 45073V108 146,131 1,429,997 SH   DFND 1 0 886,124 543,873
KAR AUCTION SVCS INC COM 48238T109 94,840 6,071,673 SH   DFND 1 0 3,793,519 2,278,154
KORN FERRY COM NEW 500643200 58,831 776,848 SH   DFND 1 0 485,346 291,502
LEAR CORP COM NEW 521865204 107,279 586,386 SH   DFND 1 0 364,108 222,278
LINCOLN EDL SVCS CORP COM 533535100 11,660 1,560,967 SH   DFND 1 0 1,043,494 517,473
LIVANOVA PLC SHS G5509L101 106,694 1,220,336 SH   DFND 1 0 756,639 463,697
LUXFER HOLDINGS PLC SHS G5698W116 43,139 2,234,032 SH   DFND 1 0 1,384,662 849,370
MSC INDL DIRECT INC CL A 553530106 73,177 870,538 SH   DFND 1 0 540,898 329,640
NOMAD FOODS LTD USD ORD SHS G6564A105 41,638 1,639,938 SH   DFND 1 0 1,031,394 608,544
NOVANTA INC COM 67000B104 45,454 257,776 SH   DFND 1 0 160,914 96,862
NUVASIVE INC COM 670704105 83,630 1,593,568 SH   DFND 1 0 994,496 599,072
ORTHOFIX MED INC COM 68752M108 30,837 991,865 SH   DFND 1 0 621,719 370,146
SEA LTD SPONSORD ADS 81141R100 5,225 23,354 SH   DFND 1 0 23,354 0
SKILLSOFT CORP CL A 83066P200 101,535 11,096,699 SH   DFND 1 0 6,915,134 4,181,565
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 27,939 232,227 SH   DFND 1 0 232,227 0
UNIVAR SOLUTIONS INC COM 91336L107 100,808 3,555,827 SH   DFND 1 0 2,200,001 1,355,826
VINTAGE WINE ESTATES INC COM 92747V106 48,664 4,117,050 SH   DFND 1 0 2,546,444 1,570,606
XP INC CL A G98239109 3,976 138,358 SH   DFND 1 0 138,358 0
YANDEX N V SHS CLASS A N97284108 7,619 125,939 SH   DFND 1 0 125,939 0