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 59,216 1,851,088 SH   DFND 1 0 985,509 865,579
ACUITY BRANDS INC COM 00508Y102 57,127 301,782 SH   DFND 1 0 160,496 141,286
AVANOS MED INC COM 05350V106 82,422 2,460,367 SH   DFND 1 0 1,301,642 1,158,725
AXIS CAP HLDGS LTD SHS G0692U109 80,389 1,329,401 SH   DFND 1 0 706,504 622,897
CBIZ INC COM 124805102 43,325 1,032,283 SH   DFND 1 0 552,562 479,721
CDK GLOBAL INC COM 12508E101 38,496 790,787 SH   DFND 1 0 420,373 370,414
CHAMPIONX CORPORATION COM 15872M104 81,232 3,318,318 SH   DFND 1 0 1,766,271 1,552,047
CNO FINL GROUP INC COM 12621E103 64,288 2,562,290 SH   DFND 1 0 1,360,072 1,202,218
COPA HOLDINGS SA CL A P31076105 6,934 82,899 SH   DFND 1 0 82,899 0
CREDICORP LTD COM G2519Y108 11,073 64,427 SH   DFND 1 0 64,427 0
ENCOMPASS HEALTH CORP COM 29261A100 47,388 666,404 SH   DFND 1 0 345,109 321,295
ENPRO INDS INC COM 29355X107 48,509 496,358 SH   DFND 1 0 258,954 237,404
ENVISTA HOLDINGS CORPORATION COM 29415F104 43,544 893,934 SH   DFND 1 0 476,266 417,668
FARO TECHNOLOGIES INC COM 311642102 32,883 633,341 SH   DFND 1 0 322,968 310,373
FRONTDOOR INC COM 35905A109 38,710 1,296,808 SH   DFND 1 0 690,615 606,193
GATES INDL CORP PLC ORD SHS G39108108 41,301 2,742,452 SH   DFND 1 0 1,449,768 1,292,684
HAIN CELESTIAL GROUP INC COM 405217100 42,610 1,238,654 SH   DFND 1 0 656,079 582,575
HDFC BANK LTD SPONSORED ADS 40415F101 18,095 295,040 SH   DFND 1 0 295,040 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,411 64,048 SH   DFND 1 0 64,048 0
ITT INC COM 45073V108 81,638 1,085,466 SH   DFND 1 0 579,849 505,617
KAR AUCTION SVCS INC COM 48238T109 83,741 4,639,395 SH   DFND 1 0 2,432,134 2,207,261
KORN FERRY COM NEW 500643200 39,219 603,924 SH   DFND 1 0 320,575 283,349
LEAR CORP COM NEW 521865204 64,935 455,397 SH   DFND 1 0 242,293 213,104
LINCOLN EDL SVCS CORP COM 533535100 2,100 293,682 SH   DFND 1 0 84,821 208,861
LIVANOVA PLC SHS G5509L101 77,108 942,290 SH   DFND 1 0 498,966 443,324
LUXFER HOLDINGS PLC SHS G5698W116 27,240 1,621,408 SH   DFND 1 0 772,038 849,370
MSC INDL DIRECT INC CL A 553530106 57,472 674,475 SH   DFND 1 0 360,543 313,932
NOMAD FOODS LTD USD ORD SHS G6564A105 43,936 1,945,786 SH   DFND 1 0 1,036,894 908,892
NOVANTA INC COM 67000B104 28,003 196,799 SH   DFND 1 0 101,192 95,607
NUVASIVE INC COM 670704105 71,251 1,256,638 SH   DFND 1 0 662,314 594,324
ORTHOFIX MED INC COM 68752M108 32,878 1,005,452 SH   DFND 1 0 518,975 486,477
PROGRESS SOFTWARE CORP COM 743312100 43,932 932,941 SH   DFND 1 0 495,641 437,300
SKILLSOFT CORP CL A 83066P200 53,033 8,780,240 SH   DFND 1 0 4,598,675 4,181,565
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 25,983 249,209 SH   DFND 1 0 249,209 0
UNIVAR SOLUTIONS INC COM 91336L107 84,381 2,625,431 SH   DFND 1 0 1,394,879 1,230,552
VINTAGE WINE ESTATES INC COM 92747V106 40,500 4,103,394 SH   DFND 1 0 2,156,382 1,947,012
XP INC CL A G98239109 5,438 180,656 SH   DFND 1 0 180,656 0
YANDEX N V SHS CLASS A N97284108 0 50,208 SH   DFND 1 0 50,208 0