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 |
| 1 800 FLOWERS COM INC | CL A | 68243Q106 | 5,752 | 450,771 | SH | DFND | 450,771 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 110,418 | 1,685,000 | SH | DFND | 1,685,000 | 0 | 0 | ||
| ACI WORLDWIDE INC | COM | 004498101 | 57,492 | 1,825,715 | SH | DFND | 1,825,715 | 0 | 0 | ||
| AVIENT CORPORATION | COM | 05368V106 | 49,797 | 1,037,435 | SH | DFND | 1,037,435 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 35,190 | 1,800,000 | SH | DFND | 1,800,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 54,300 | 798,533 | SH | DFND | 798,533 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 146,309 | 3,486,031 | SH | DFND | 3,486,031 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 54,189 | 1,113,175 | SH | DFND | 1,113,175 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 32,677 | 438,969 | SH | DFND | 438,969 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 53,246 | 1,133,375 | SH | DFND | 1,133,375 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 56,742 | 858,813 | SH | DFND | 858,813 | 0 | 0 | ||
| HOLLEY INC | COM | 43538H103 | 50,530 | 3,632,639 | SH | DFND | 3,632,639 | 0 | 0 | ||
| INOTIV INC | COM | 45783Q100 | 77,151 | 2,946,961 | SH | DFND | 2,946,961 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 53,319 | 651,583 | SH | DFND | 651,583 | 0 | 0 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 22,486 | 2,786,377 | SH | DFND | 2,786,377 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 25,419 | 134,863 | SH | DFND | 134,863 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 78,270 | 2,753,071 | SH | DFND | 2,753,071 | 0 | 0 | ||
| PREMIER INC | CL A | 74051N102 | 18,941 | 532,201 | SH | DFND | 532,201 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 14,250 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| RADNET INC | COM | 750491102 | 4,474 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| TENNANT CO | COM | 880345103 | 39,400 | 500,002 | SH | DFND | 500,002 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 16,730 | 950,000 | SH | DFND | 950,000 | 0 | 0 | ||