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 7,229 783,168 SH   DFND   3,280 674,313 101,170
AZZ INC COM 002474104 14,215 305,106 SH   DFND   1,225 264,573 37,775
ADOBE SYS INC COM 00724F101 3,980 53,834 SH   DFND   2,700 49,249 0
AMETEK INC NEW COM 031100100 4,908 93,411 SH   DFND   18,669 74,742 0
AMPHENOL CORP NEW CL A 032095101 20,901 354,675 SH   DFND   48,289 303,346 0
ANALOGIC CORP COM PAR $0.05 032657207 23,080 253,909 SH   DFND   840 215,941 35,990
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,759 22,631 SH   DFND   1,125 20,711 0
ANN INC COM 035623107 14,058 342,636 SH   DFND   997 287,664 52,282
ASCENA RETAIN GROUP INC COM 04351G101 39,472 2,720,325 SH   DFND   51,439 2,341,113 313,730
BIO TECHNE CORP COM 09073M104 4,778 47,640 SH   DFND   7,014 40,626 0
CABOT CORP COM 127055101 32,311 718,018 SH   DFND   11,896 616,862 85,630
CABOT MICROELECTRONICS CORP COM 12709P103 29,851 597,374 SH   DFND   9,401 513,562 71,367
CARDTRONICS INC COM 14161H108 46,889 1,247,040 SH   DFND   24,357 1,074,041 142,815
CLEAN HARBORS INC COM 184496107 78,464 1,381,899 SH   DFND   34,247 1,191,498 147,865
CLOUD PEAK ENERGY INC COM 18911Q102 8,231 1,414,253 SH   DFND   5,638 1,218,031 182,982
COACH INC COM 189754104 1,717 41,447 SH   DFND   2,085 37,922 0
COGNEX CORP COM 192422103 30,922 623,545 SH   DFND   2,550 537,665 79,955
COPART INC COM 217204106 78,541 2,090,533 SH   DFND   37,682 1,801,135 239,220
CORE LABORATORIES N V COM N22717107 2,258 21,610 SH   DFND   4,340 17,270 0
COVANTA HLDG CORP COM 22282E102 40,907 1,823,757 SH   DFND   7,290 1,571,631 235,015
DOLLAR TREE INC COM 256746108 13,891 171,183 SH   DFND   21,333 148,020 0
DONALDSON INC COM 257651109 1,818 48,199 SH   DFND   9,625 38,574 0
DORMAN PRODUCTS INC COM 258278100 19,658 395,139 SH   DFND   1,561 335,972 55,504
EOG RES INC COM 26875P101 1,208 13,172 SH   DFND   640 12,072 0
ENTEGRIS INC COM 29362U104 52,240 3,815,907 SH   DFND   85,391 3,267,880 444,230
ESTERLINE TECHNOLOGIES CORP COM 297425100 64,571 564,330 SH   DFND   3,760 512,941 43,575
F M C CORP COM NEW 302491303 920 16,065 SH   DFND   3,200 12,865 0
GENERAC HLDGS INC COM 368736104 48,573 997,593 SH   DFND   23,719 868,829 99,205
GENESCO INC COM 371532102 20,239 284,136 SH   DFND   1,121 245,340 36,163
GRACO INC COM 384109104 52,337 725,285 SH   DFND   12,678 621,930 86,951
HAEMONETICS CORP COM 405024100 45,910 1,022,029 SH   DFND   22,783 877,397 115,496
HEICO CORP NEW CL A 422806208 70,131 1,415,641 SH   DFND   26,013 1,274,484 107,759
SCHEIN HENRY INC COM 806407102 7,455 53,392 SH   DFND   8,437 44,955 0
IDEX CORP COM 45167R104 79,047 1,042,430 SH   DFND   19,637 895,531 121,045
INGREDION INC COM 457187102 86,157 1,107,135 SH   DFND   24,927 956,618 118,790
WILEY JOHN & SONS INC CL A 968223206 4,034 65,975 SH   DFND   11,900 54,075 0
KAMAN CORP COM 483548103 25,887 610,112 SH   DFND   2,460 553,478 50,795
KAR AUCTION SVCS INC COM 48238T109 101,369 2,672,538 SH   DFND   39,710 2,301,878 317,587
KENNAMETAL INC COM 489170100 17,908 531,567 SH   DFND   8,429 458,210 62,228
KIRBY CORP COM 497266106 1,006 13,408 SH   DFND   2,600 10,808 0
KULICKE & SOFFA INDS INC COM 501242101 17,021 1,089,012 SH   DFND   4,920 934,592 142,880
LEGACY TEX FINL GROUP INC COM 52471Y106 20,078 883,305 SH   DFND   3,340 756,553 118,292
LINEAR TECHNOLOGY CORP COM 535678106 7,632 163,080 SH   DFND   20,127 141,393 0
MARKEL CORP COM 570535104 16,884 21,957 SH   DFND   2,826 18,911 0
MASTERCARD INC CL A 57636Q104 5,038 58,315 SH   DFND   2,940 53,395 0
MID-AMER APT CMNTYS INC COM 59522J103 33,792 437,323 SH   DFND   9,835 375,481 49,115
O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,042 88,060 SH   DFND   13,239 74,441 0
OCEANEERING INTL INC COM 675232102 2,076 38,500 SH   DFND   7,580 30,920 0
ORTHOFIX INTL N V COM N6748L102 30,219 841,991 SH   DFND   3,415 726,593 107,435
PDF SOLUTIONS INC COM 693282105 23,040 1,285,736 SH   DFND   5,060 1,109,381 164,455
PALL CORP COM 696429307 10,442 104,018 SH   DFND   14,010 89,228 0
POWER INTEGRATIONS INC COM 739276103 36,093 693,028 SH   DFND   2,770 599,743 86,853
PRECISION CASTPARTS CORP COM 740189105 6,994 33,304 SH   DFND   3,503 29,270 0
RBC BEARINGS INC COM 75524B104 70,867 925,884 SH   DFND   3,672 793,167 124,095
RLI CORP COM 749607107 38,797 740,256 SH   DFND   2,800 634,584 99,129
ROCKWELL COLLINS INC COM 774341101 5,894 61,046 SH   DFND   9,185 51,861 0
SEMTECH CORP COM 816850101 51,508 1,933,114 SH   DFND   7,845 1,669,046 245,820
SIMPSON MANUFACTURING CO INC COM 829073105 44,174 1,182,075 SH   DFND   4,765 1,022,439 148,505
SOLERA HOLDINGS INC COM 83421A104 7,491 145,014 SH   DFND   18,173 125,521 0
SYNOPSYS INC COM 871607107 5,085 109,779 SH   DFND   16,939 92,840 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,486 120,384 SH   DFND   12,380 106,804 0
TELEDYNE TECHNOLOGIES INC COM 879360105 45,746 428,613 SH   DFND   1,720 388,889 35,660
THERMON GROUP HLDGS INC COM 88362T103 33,886 1,407,804 SH   DFND   5,470 1,214,187 180,760
UGI CORP NEW COM 902681105 59,509 1,825,994 SH   DFND   24,411 1,569,750 222,305
UNITED STATIONERS INC COM 913004107 37,329 910,695 SH   DFND   18,604 777,805 109,802
VALMONT INDS INC COM 920253101 1,596 12,985 SH   DFND   2,450 10,535 0
VISA INC COM CL A 92826C839 4,257 65,088 SH   DFND   3,260 59,588 0
WASTE CONNECTIONS INC COM 941053100 87,180 1,810,976 SH   DFND   35,243 1,566,158 198,349
WOODWARD INC COM 980745103 42,164 826,591 SH   DFND   3,350 748,911 69,735