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 29,695 1,755,019 SH   DFND 1 0 889,440 865,579
ACUITY BRANDS INC COM 00508Y102 43,402 281,758 SH   DFND 1 0 140,472 141,286
AVANOS MED INC COM 05350V106 63,163 2,310,272 SH   DFND 1 0 1,151,547 1,158,725
AXIS CAP HLDGS LTD SHS G0692U109 54,007 945,998 SH   DFND 1 0 471,886 474,112
CBIZ INC COM 124805102 38,198 955,912 SH   DFND 1 0 476,191 479,721
CHAMPIONX CORPORATION COM 15872M104 61,336 3,089,974 SH   DFND 1 0 1,537,927 1,552,047
CNO FINL GROUP INC COM 12621E103 43,448 2,401,791 SH   DFND 1 0 1,199,573 1,202,218
COPA HOLDINGS SA CL A P31076105 6,420 101,305 SH   DFND 1 0 101,305 0
CREDICORP LTD COM G2519Y108 7,725 64,427 SH   DFND 1 0 64,427 0
ENCOMPASS HEALTH CORP COM 29261A100 46,920 837,107 SH   DFND 1 0 417,456 419,651
ENPRO INDS INC COM 29355X107 38,321 467,728 SH   DFND 1 0 230,324 237,404
ENVISTA HOLDINGS CORPORATION COM 29415F104 32,663 847,518 SH   DFND 1 0 429,850 417,668
FARO TECHNOLOGIES INC COM 311642102 22,385 726,074 SH   DFND 1 0 367,680 358,394
FRONTDOOR INC COM 35905A109 31,633 1,313,683 SH   DFND 1 0 666,412 647,271
GATES INDL CORP PLC ORD SHS G39108108 37,260 3,446,852 SH   DFND 1 0 1,745,907 1,700,945
HAIN CELESTIAL GROUP INC COM 405217100 34,167 1,439,199 SH   DFND 1 0 728,981 710,218
HDFC BANK LTD SPONSORED ADS 40415F101 15,221 276,946 SH   DFND 1 0 276,946 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,448 79,316 SH   DFND 1 0 79,316 0
ITT INC COM 45073V108 73,145 1,087,825 SH   DFND 1 0 547,011 540,814
KAR AUCTION SVCS INC COM 48238T109 70,667 4,784,528 SH   DFND 1 0 2,403,866 2,380,662
KORN FERRY COM NEW 500643200 32,671 563,105 SH   DFND 1 0 279,756 283,349
LEAR CORP COM NEW 521865204 58,157 461,969 SH   DFND 1 0 233,051 228,918
LINCOLN EDL SVCS CORP COM 533535100 1,853 293,682 SH   DFND 1 0 84,821 208,861
LIVANOVA PLC SHS G5509L101 54,608 874,151 SH   DFND 1 0 430,827 443,324
LUXFER HOLDINGS PLC SHS G5698W116 26,087 1,725,326 SH   DFND 1 0 842,146 883,180
MSC INDL DIRECT INC CL A 553530106 46,333 616,862 SH   DFND 1 0 302,930 313,932
NOMAD FOODS LTD USD ORD SHS G6564A105 38,894 1,945,682 SH   DFND 1 0 986,365 959,317
NOVANTA INC COM 67000B104 22,603 186,386 SH   DFND 1 0 90,779 95,607
NUVASIVE INC COM 670704105 58,392 1,187,787 SH   DFND 1 0 593,463 594,324
ORTHOFIX MED INC COM 68752M108 22,483 955,079 SH   DFND 1 0 468,602 486,477
PROGRESS SOFTWARE CORP COM 743312100 43,215 953,964 SH   DFND 1 0 475,239 478,725
SKILLSOFT CORP CL A 83066P200 30,965 8,796,986 SH   DFND 1 0 4,417,133 4,379,853
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,373 249,209 SH   DFND 1 0 249,209 0
UNIVAR SOLUTIONS INC COM 91336L107 61,435 2,470,265 SH   DFND 1 0 1,239,713 1,230,552
VINTAGE WINE ESTATES INC COM 92747V106 30,605 3,893,803 SH   DFND 1 0 1,946,948 1,946,855
YANDEX N V SHS CLASS A N97284108 0 50,208 SH   DFND 1 0 50,208 0