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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ARC DOCUMENT SOLUTIONS INC COM 00191G103 4,698 1,174,561 SH   DFND   5,040 1,022,961 146,560
ADOBE SYS INC COM 00724F101 2,314 50,792 SH   DFND   2,850 47,942 0
AMETEK INC NEW COM 031100100 9,037 213,629 SH   DFND   20,302 193,327 0
AMPHENOL CORP NEW CL A 032095101 29,194 374,566 SH   DFND   27,244 347,322 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,034 22,540 SH   DFND   1,250 21,290 0
ANN INC COM 035623107 19,204 578,428 SH   DFND   2,270 488,663 87,495
ASCENA RETAIL GROUP INC COM 04351G101 56,299 3,226,294 SH   DFND   50,600 2,766,564 409,130
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 45,828 1,047,260 SH   DFND   22,940 909,325 114,995
BARD C R INC COM 067383109 6,427 59,135 SH   DFND   5,633 53,502 0
CABOT CORP COM 127055101 36,408 972,954 SH   DFND   14,766 827,823 130,365
CABOT MICROELECTRONICS CORP COM 12709P103 31,635 958,351 SH   DFND   15,935 834,234 108,182
CARDTRONICS INC COM 14161H108 40,358 1,462,237 SH   DFND   26,390 1,260,812 175,035
CLEAN HARBORS INC COM 184496107 87,383 1,729,326 SH   DFND   35,969 1,503,407 189,950
COACH INC COM 189754104 1,850 32,402 SH   DFND   1,810 30,592 0
COGNEX CORP COM 192422103 25,820 570,992 SH   DFND   2,235 482,562 86,195
COPART INC COM 217204106 63,475 2,060,892 SH   DFND   17,744 1,754,813 288,335
COVANTA HLDG CORP COM 22282E102 60,014 2,997,693 SH   DFND   56,737 2,565,326 375,630
CURTISS WRIGHT CORP COM 231561101 41,123 1,109,640 SH   DFND   20,964 1,012,646 76,030
DEVON ENERGY CORP NEW COM 25179M103 984 18,974 SH   DFND   980 17,994 0
DOLLAR TREE INC COM 256746108 12,056 237,145 SH   DFND   16,400 220,745 0
DONALDSON INC COM 257651109 1,677 47,040 SH   DFND   4,290 42,750 0
DREW INDS INC COM NEW 26168L205 3,394 86,307 SH   DFND   185 80,102 6,020
ENTEGRIS INC COM 29362U104 37,557 4,001,864 SH   DFND   48,100 3,411,029 542,735
ESTERLINE TECHNOLOGIES CORP COM 297425100 44,787 619,550 SH   DFND   4,030 565,730 49,790
FTI CONSULTING INC COM 302941109 8,943 271,894 SH   DFND   1,130 233,074 37,690
GRACO INC COM 384109104 53,797 851,083 SH   DFND   13,539 723,903 113,641
HAEMONETICS CORP COM 405024100 51,681 1,249,846 SH   DFND   23,054 1,077,437 149,355
HEICO CORP NEW CL A 422806208 51,971 1,408,034 SH   DFND   23,016 1,202,039 182,979
SCHEIN HENRY INC COM 806407102 13,549 141,518 SH   DFND   10,111 131,407 0
HITTITE MICROWAVE CORP COM 43365Y104 33,061 570,013 SH   DFND   2,015 491,678 76,320
IDEX CORP COM 45167R104 67,690 1,257,948 SH   DFND   22,041 1,077,882 158,025
INGREDION INC COM 457187102 84,377 1,285,844 SH   DFND   25,845 1,113,479 146,520
INNOPHOS HOLDINGS INC COM 45774N108 2,672 56,636 SH   DFND   290 49,311 7,035
INTREPID POTASH INC COM 46121Y102 18,189 954,819 SH   DFND   3,840 804,969 146,010
IRON MTN INC COM 462846106 13,424 504,472 SH   DFND   36,001 468,471 0
KAMAN CORP COM 483548103 22,985 665,078 SH   DFND   2,800 595,708 66,570
KAR AUCTION SVCS INC COM 48238T109 68,945 3,014,638 SH   DFND   25,120 2,567,803 421,715
KENNAMETAL INC COM 489170100 25,685 661,473 SH   DFND   13,358 567,157 80,958
LABORATORY CORP AMER HLDGS COM NEW 50540R409 7,386 73,790 SH   DFND   6,400 67,390 0
LINEAR TECHNOLOGY CORP COM 535678106 12,080 327,912 SH   DFND   21,569 306,343 0
MARKEL CORP COM 570535104 17,909 33,987 SH   DFND   2,350 31,637 0
MASTERCARD INC CL A 57636Q104 3,342 5,818 SH   DFND   328 5,490 0
MID-AMER APT CMNTYS INC COM 59522J103 10,726 158,271 SH   DFND   655 135,076 22,540
NABORS INDUSTRIES LTD SHS G6359F103 3,616 236,205 SH   DFND   21,001 215,204 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 23,551 209,122 SH   DFND   15,255 193,867 0
ORTHOFIX INTL N V COM N6748L102 20,465 760,767 SH   DFND   2,915 650,167 107,685
PALL CORP COM 696429307 14,975 225,431 SH   DFND   16,064 209,367 0
POWER INTEGRATIONS INC COM 739276103 31,664 780,673 SH   DFND   2,930 665,850 111,893
PRECISION CASTPARTS CORP COM 740189105 11,219 49,639 SH   DFND   3,299 46,340 0
RBC BEARINGS INC COM 75524B104 53,912 1,037,771 SH   DFND   3,940 878,251 155,580
RLI CORP COM 749607107 22,488 294,308 SH   DFND   1,030 251,846 41,432
RITCHIE BROS AUCTIONEERS COM 767744105 11,742 610,919 SH   DFND   2,570 513,199 95,150
ROCKWELL COLLINS INC COM 774341101 8,099 127,720 SH   DFND   8,719 119,001 0
SEMTECH CORP COM 816850101 42,456 1,211,976 SH   DFND   4,625 1,029,931 177,420
SIMPSON MANUFACTURING CO INC COM 829073105 56,649 1,925,511 SH   DFND   32,924 1,667,152 225,435
SOLERA HOLDINGS INC COM 83421A104 14,404 258,826 SH   DFND   16,715 242,111 0
TD AMERITRADE HLDG CORP COM 87236Y108 9,008 370,869 SH   DFND   23,195 347,674 0
TECHNE CORP COM 878377100 8,102 117,285 SH   DFND   7,639 109,646 0
TELEDYNE TECHNOLOGIES INC COM 879360105 35,423 457,957 SH   DFND   1,900 415,487 40,570
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,926 49,129 SH   DFND   2,770 46,359 0
THERMON GROUP HLDGS INC COM 88362T103 23,282 1,141,265 SH   DFND   4,415 969,735 167,115
TIFFANY & CO NEW COM 886547108 8,720 119,717 SH   DFND   7,410 112,307 0
TITAN INTL INC ILL COM 88830M102 10,271 608,840 SH   DFND   2,440 513,295 93,105
UGI CORP NEW COM 902681105 56,696 1,449,651 SH   DFND   20,854 1,239,897 188,900
UNITED STATIONERS INC COM 913004107 36,850 1,098,374 SH   DFND   21,998 933,609 142,767
VISA INC COM CL A 92826C839 2,937 16,070 SH   DFND   910 15,160 0
WASTE CONNECTIONS INC COM 941053100 92,166 2,240,298 SH   DFND   36,440 1,931,619 272,239
WOODWARD INC COM 980745103 37,644 941,107 SH   DFND   3,790 791,827 145,490