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
AZZ INC COM 002474104 13,474 242,463 SH   DFND   1,225 213,432 27,806
ADOBE SYS INC COM 00724F101 2,569 27,346 SH   DFND   2,915 24,431 0
AMETEK INC NEW COM 031100100 4,839 90,296 SH   DFND   18,669 71,627 0
AMPHENOL CORP NEW CL A 032095101 11,108 212,679 SH   DFND   38,928 173,751 0
ANALOGIC CORP COM PAR $0.05 032657207 17,001 205,818 SH   DFND   840 179,498 25,480
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,639 13,109 SH   DFND   1,404 11,705 0
ASCENA RETAIL GROUP INC COM 04351G101 22,061 2,239,651 SH   DFND   51,439 1,955,498 232,714
BWX TECHNOLOGIES INC COM 05605H100 5,067 159,496 SH   DFND   31,548 127,948 0
BIO TECHNE CORP COM 09073M104 1,311 14,571 SH   DFND   2,704 11,867 0
CABOT CORP COM 127055101 26,576 650,110 SH   DFND   16,527 565,642 67,941
CABOT MICROELECTRONICS CORP COM 12709P103 17,845 407,608 SH   DFND   2,003 357,065 48,540
CARDTRONICS INC COM 14161H108 39,018 1,159,511 SH   DFND   30,385 1,009,104 120,022
CLEAN HARBORS INC COM 184496107 48,951 1,175,295 SH   DFND   44,395 1,021,654 109,246
COACH INC COM 189754104 804 24,559 SH   DFND   2,604 21,955 0
COGNEX CORP COM 192422103 17,306 512,464 SH   DFND   2,550 449,688 60,226
COPART INC COM 217204106 66,102 1,739,078 SH   DFND   49,193 1,510,519 179,366
CORE LABORATORIES N V COM N22717107 2,290 21,063 SH   DFND   4,340 16,723 0
COVANTA HLDG CORP COM 22282E102 23,668 1,527,956 SH   DFND   7,383 1,341,376 179,197
DOLLAR TREE INC COM 256746108 9,198 119,114 SH   DFND   21,994 97,120 0
DORMAN PRODUCTS INC COM 258278100 23,523 495,539 SH   DFND   2,418 433,820 59,301
EOG RES INC COM 26875P101 540 7,625 SH   DFND   799 6,826 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 13,200 329,920 SH   DFND   1,595 289,082 39,243
ENTEGRIS INC COM 29362U104 45,726 3,445,836 SH   DFND   108,583 2,994,413 342,840
ESSENDANT INC COM 296689102 24,466 752,569 SH   DFND   18,604 651,831 82,134
ESTERLINE TECHNOLOGIES CORP COM 297425100 38,477 475,029 SH   DFND   4,727 438,587 31,715
FCB FINL HLDGS INC CL A 30255G103 10,784 301,314 SH   DFND   1,369 266,293 33,652
F M C CORP COM NEW 302491303 3,105 79,352 SH   DFND   16,310 63,042 0
GENERAC HLDGS INC COM 368736104 25,594 859,740 SH   DFND   29,274 748,375 82,091
GENESCO INC COM 371532102 14,263 250,978 SH   DFND   1,224 220,322 29,432
GENESEE & WYO INC CL A 371559105 2,867 53,403 SH   DFND   10,563 42,840 0
GRACO INC COM 384109104 44,484 617,227 SH   DFND   13,969 536,419 66,839
HEICO CORP NEW CL A 422806208 57,228 1,163,162 SH   DFND   26,013 1,064,695 72,454
HELEN OF TROY CORP LTD COM G4388N106 17,445 185,091 SH   DFND   903 162,172 22,016
SCHEIN HENRY INC COM 806407102 6,460 40,836 SH   DFND   8,437 32,399 0
IDEX CORP COM 45167R104 65,193 850,978 SH   DFND   20,815 739,554 90,609
INGREDION INC COM 457187102 81,961 855,186 SH   DFND   24,294 744,126 86,766
WILEY JOHN & SONS INC CL A 968223206 3,833 85,132 SH   DFND   17,142 67,990 0
KAMAN CORP COM 483548103 23,301 570,961 SH   DFND   2,953 528,096 39,912
KAR AUCTION SVCS INC COM 48238T109 80,254 2,167,274 SH   DFND   51,631 1,885,412 230,231
KIRBY CORP COM 497266106 1,942 36,903 SH   DFND   7,408 29,495 0
LEGACY TEX FINL GROUP INC COM 52471Y106 18,145 725,219 SH   DFND   3,369 631,749 90,101
LINEAR TECHNOLOGY CORP COM 535678106 4,793 112,865 SH   DFND   20,705 92,160 0
MARKEL CORP COM 570535104 11,393 12,897 SH   DFND   2,361 10,536 0
MASTERCARD INC CL A 57636Q104 2,574 26,435 SH   DFND   2,819 23,616 0
MEDTRONIC PLC SHS G5960L103 2,220 28,856 SH   DFND   3,076 25,780 0
MID-AMER APT CMNTYS INC COM 59522J103 32,462 357,467 SH   DFND   10,133 310,924 36,410
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,098 28,010 SH   DFND   5,683 22,327 0
OCEANEERING INTL INC COM 675232102 1,428 38,053 SH   DFND   7,580 30,473 0
OMNICELL INC COM 68213N109 5,082 163,511 SH   DFND   1,121 144,634 17,756
ORTHOFIX INTL N V COM N6748L102 6,117 156,007 SH   DFND   557 137,426 18,024
PDF SOLUTIONS INC COM 693282105 13,399 1,236,037 SH   DFND   6,101 1,081,709 148,227
POWER INTEGRATIONS INC COM 739276103 28,796 592,144 SH   DFND   2,904 519,117 70,123
RBC BEARINGS INC COM 75524B104 48,827 755,953 SH   DFND   3,672 659,053 93,228
RLI CORP COM 749607107 38,200 618,628 SH   DFND   2,964 539,621 76,043
ROCKWELL COLLINS INC COM 774341101 4,570 49,515 SH   DFND   10,413 39,102 0
SIMPSON MANUFACTURING CO INC COM 829073105 32,869 962,486 SH   DFND   4,765 847,788 109,933
SOTHEBYS COM 835898107 4,187 162,525 SH   DFND   793 142,169 19,563
SYNOPSYS INC COM 871607107 3,756 82,356 SH   DFND   16,939 65,417 0
SYNTEL INC COM 87162H103 26,572 587,237 SH   DFND   2,873 514,507 69,857
TD AMERITRADE HLDG CORP COM 87236Y108 3,654 105,285 SH   DFND   18,361 86,924 0
TALMER BANCORP INC COM 87482X101 4,275 236,033 SH   DFND   47,325 188,708 0
TELEDYNE TECHNOLOGIES INC COM 879360105 31,823 358,770 SH   DFND   1,720 323,964 33,086
THERMON GROUP HLDGS INC COM 88362T103 20,679 1,222,152 SH   DFND   5,888 1,070,491 145,773
UGI CORP NEW COM 902681105 52,811 1,564,315 SH   DFND   34,436 1,362,250 167,629
VALMONT INDS INC COM 920253101 1,276 12,034 SH   DFND   2,450 9,584 0
VISA INC COM CL A 92826C839 2,573 33,185 SH   DFND   3,538 29,647 0
WASTE CONNECTIONS INC COM 941053100 80,012 1,420,662 SH   DFND   36,030 1,238,704 145,928
WATERS CORP COM 941848103 2,151 15,983 SH   DFND   1,703 14,280 0
WOODWARD INC COM 980745103 43,504 876,041 SH   DFND   23,690 798,098 54,253