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 8,084 791,037 SH   DFND   3,280 681,362 101,990
AZZ INC COM 002474104 14,551 310,121 SH   DFND   1,225 269,308 38,055
ADOBE SYS INC COM 00724F101 3,943 54,234 SH   DFND   2,700 49,649 0
AMETEK INC NEW COM 031100100 5,044 95,844 SH   DFND   19,042 76,802 0
AMPHENOL CORP NEW CL A 032095101 19,428 361,054 SH   DFND   49,148 308,866 0
ANALOGIC CORP COM PAR $0.05 032657207 21,689 256,342 SH   DFND   840 218,014 36,350
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,561 22,801 SH   DFND   1,125 20,881 0
ANN INC COM 035623107 19,825 543,460 SH   DFND   2,150 463,060 75,365
ASCENA RETAIN GROUP INC COM 04351G101 34,448 2,742,686 SH   DFND   52,240 2,360,313 316,090
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 11,166 226,490 SH   DFND   950 193,173 31,094
BIO TECHNE CORP COM 09073M104 4,487 48,565 SH   DFND   7,159 41,406 0
CABOT CORP COM 127055101 31,818 725,445 SH   DFND   12,126 623,419 86,270
CABOT MICROELECTRONICS CORP COM 12709P103 28,557 603,493 SH   DFND   9,565 518,977 71,907
CARDTRONICS INC COM 14161H108 48,582 1,259,264 SH   DFND   24,750 1,084,652 144,035
CLEAN HARBORS INC COM 184496107 67,031 1,395,036 SH   DFND   34,564 1,203,198 148,985
COACH INC COM 189754104 1,568 41,747 SH   DFND   2,085 38,222 0
COGNEX CORP COM 192422103 25,945 627,743 SH   DFND   2,550 541,243 80,575
COPART INC COM 217204106 76,968 2,109,289 SH   DFND   38,159 1,817,494 241,140
COVANTA HLDG CORP COM 22282E102 42,611 1,935,991 SH   DFND   26,577 1,662,738 236,855
DOLLAR TREE INC COM 256746108 12,231 173,790 SH   DFND   21,660 150,300 0
DONALDSON INC COM 257651109 1,882 48,722 SH   DFND   9,690 39,032 0
DORMAN PRODUCTS INC COM 258278100 6,682 138,430 SH   DFND   380 123,930 13,620
ENTEGRIS INC COM 29362U104 50,159 3,797,048 SH   DFND   76,000 3,254,832 447,810
ESTERLINE TECHNOLOGIES CORP COM 297425100 62,033 565,584 SH   DFND   3,760 514,195 43,575
F M C CORP COM NEW 302491303 916 16,065 SH   DFND   3,200 12,865 0
GENERAC HLDGS INC COM 368736104 47,138 1,008,078 SH   DFND   24,080 878,173 99,985
GENESCO INC COM 371532102 19,257 251,329 SH   DFND   1,020 220,392 28,575
GRACO INC COM 384109104 58,752 732,750 SH   DFND   12,859 628,574 87,591
HAEMONETICS CORP COM 405024100 43,100 1,151,787 SH   DFND   26,894 991,013 126,735
HEICO CORP NEW CL A 422806208 67,658 1,428,594 SH   DFND   26,309 1,287,141 107,759
SHEIN HENRY INC COM 806407102 8,191 60,163 SH   DFND   9,451 50,712 0
IDEX CORP COM 45167R104 81,830 1,051,255 SH   DFND   19,921 903,112 122,005
INGREDION INC COM 457187102 95,971 1,131,198 SH   DFND   25,755 978,373 120,190
IRON MTN INC COM 462846106 3,608 93,326 SH   DFND   11,198 80,784 0
WILEY JOHN & SONS INC CL A 968223206 3,996 67,455 SH   DFND   11,900 55,555 0
KAMAN CORP COM 483548103 24,658 615,074 SH   DFND   2,460 558,440 50,795
KAR AUCTION SVCS INC COM 48238T109 95,752 2,763,398 SH   DFND   40,740 2,383,697 325,115
KENNAMETAL INC COM 489170100 19,215 536,884 SH   DFND   8,573 462,883 62,728
KULICKE & SOFFA INDS INC COM 501242101 15,841 1,095,537 SH   DFND   4,920 941,117 142,880
LINEAR TECHNOLOGY CORP COM 535678106 7,556 165,707 SH   DFND   20,454 143,693 0
MARKEL CORP COM 570535104 15,249 22,332 SH   DFND   2,876 19,236 0
MASTERCARD INC CL A 57636Q104 5,061 58,735 SH   DFND   2,940 53,815 0
MID-AMER APT CMNTYS INC COM 59522J103 33,028 442,258 SH   DFND   9,835 380,016 49,515
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,706 91,920 SH   DFND   13,820 77,720 0
OCEANEERING INTL INC COM 675232102 2,239 38,076 SH   DFND   7,580 30,496 0
ORTHOFIX INTL N V COM N6748L102 25,514 848,773 SH   DFND   3,415 732,555 108,255
PDF SOLUTIONS INC COM 693282105 19,150 1,288,708 SH   DFND   5,060 1,111,033 165,775
PALL CORP COM 696429307 10,730 106,022 SH   DFND   14,334 90,908 0
POWER INTEGRATIONS INC COM 739276103 36,134 698,373 SH   DFND   2,770 604,428 87,513
PRECISION CASTPARTS CORP COM 740189105 7,578 31,459 SH   DFND   3,439 27,565 0
RBC BEARINGS INC COM 75524B104 62,266 964,914 SH   DFND   3,800 826,332 129,675
RLI CORP COM 749607107 36,992 748,823 SH   DFND   2,800 642,291 99,989
ROCKWELL COLLINS INC COM 774341101 5,258 62,240 SH   DFND   9,359 52,881 0
SEMTECH CORP COM 816850101 53,786 1,950,905 SH   DFND   7,845 1,684,957 247,700
SIMPSON MANUFACTURING CO INC COM 829073105 41,244 1,192,025 SH   DFND   4,765 1,031,229 149,665
SOLERA HOLDINGS INC COM 83421A104 7,544 147,406 SH   DFND   18,465 127,621 0
SYNOPSYS INC COM 871607107 4,882 112,310 SH   DFND   17,550 94,760 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,366 122,024 SH   DFND   12,580 108,244 0
TELEDYNE TECHNOLOGIES INC COM 879360105 44,470 432,845 SH   DFND   1,720 393,121 35,660
THERMON GROUP HLDGS INC COM 88362T103 34,356 1,420,268 SH   DFND   5,470 1,227,416 179,995
UGI CORP NEW COM 902681105 69,906 1,840,608 SH   DFND   24,771 1,582,284 224,025
UNITED STATIONERS INC COM 913004107 38,771 919,616 SH   DFND   19,038 785,452 110,642
VALMONT INDS INC COM 920253101 1,682 13,245 SH   DFND   2,450 10,795 0
VIEWPOINT FINL GROUP INC MD COM 92672A101 893 37,447 SH   DFND   0 33,847 2,900
VISA INC COM CL A 92826C839 4,300 16,400 SH   DFND   815 15,025 0
WASTE CONNECTIONS INC COM 941053100 80,268 1,824,695 SH   DFND   35,740 1,577,880 199,849
WOODWARD INC COM 980745103 41,068 834,198 SH   DFND   3,350 756,518 69,735