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 7,604 925,006 SH   DFND   3,640 800,556 120,810
AZZ INC COM 002474104 13,820 282,840 SH   DFND   1,085 247,110 34,645
ADOBE SYS INC COM 00724F101 3,161 52,792 SH   DFND   3,070 49,722 0
AMETEK INC NEW COM 031100100 8,304 157,659 SH   DFND   20,302 137,357 0
AMPHENOL CORP NEW CL A 032095101 23,767 266,503 SH   DFND   26,364 240,139 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,044 19,201 SH   DFND   1,085 18,116 0
ANN INC COM 035623107 20,721 566,757 SH   DFND   2,150 481,187 83,420
ASCENA RETAIL GROUP INC COM 04351G101 64,721 3,058,670 SH   DFND   54,220 2,654,620 349,830
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 39,022 948,275 SH   DFND   23,020 826,370 98,885
CABOT CORP COM 127055101 46,539 905,429 SH   DFND   14,486 781,458 109,485
CABOT MICROELECTRONICS CORP COM 12709P103 31,935 698,802 SH   DFND   10,245 606,480 82,077
CARDTRONICS INC COM 14161H108 60,035 1,381,694 SH   DFND   25,950 1,202,699 153,045
CLEAN HARBORS INC COM 184496107 94,003 1,567,759 SH   DFND   35,884 1,367,475 164,400
COACH INC COM 189754104 2,230 39,727 SH   DFND   2,265 37,462 0
COGNEX CORP COM 192422103 30,252 792,351 SH   DFND   3,070 682,036 107,245
COPART INC COM 217204106 85,011 2,319,539 SH   DFND   37,919 2,014,610 267,010
COVANTA HLDG CORP COM 22282E102 50,123 2,823,828 SH   DFND   56,337 2,429,241 338,250
DEVON ENERGY CORP NEW COM 25179M103 1,179 19,049 SH   DFND   1,055 17,994 0
DOLLAR TREE INC COM 256746108 9,478 167,995 SH   DFND   16,400 151,595 0
DONALDSON INC COM 257651109 1,639 37,705 SH   DFND   4,290 33,415 0
ENTEGRIS INC COM 29362U104 43,905 3,788,143 SH   DFND   46,480 3,276,103 465,560
ESTERLINE TECHNOLOGIES CORP COM 297425100 61,992 608,000 SH   DFND   3,940 556,590 47,470
GENESCO INC COM 371532102 19,132 261,870 SH   DFND   1,020 229,440 31,410
GRACO INC COM 384109104 61,817 791,313 SH   DFND   13,319 681,243 96,751
HAEMONETICS CORP COM 405024100 54,553 1,294,884 SH   DFND   27,874 1,126,875 140,135
HEICO CORP NEW CL A 422806208 67,481 1,602,121 SH   DFND   28,089 1,411,698 162,334
SHEIN HENRY INC COM 806407102 11,219 98,188 SH   DFND   10,111 88,077 0
HITTITE MICROWAVE CORP COM 43365Y104 38,871 629,698 SH   DFND   2,315 542,788 84,595
IDEX CORP COM 45167R104 84,542 1,144,783 SH   DFND   20,821 988,977 134,985
INGREDION INC COM 457187102 85,875 1,254,387 SH   DFND   27,955 1,093,617 132,815
IRON MTN INC COM 462846106 10,406 342,866 SH   DFND   29,752 313,114 0
KAMAN CORP COM 483548103 25,503 641,908 SH   DFND   2,460 584,253 55,195
KAR AUCTION SVCS INC COM 48238T109 85,014 2,876,944 SH   DFND   24,360 2,491,029 361,555
KENNAMETAL INC COM 489170100 30,947 594,341 SH   DFND   11,353 513,510 69,478
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,427 59,395 SH   DFND   6,465 52,930 0
LINEAR TECHNOLOGY CORP COM 535678106 10,797 237,032 SH   DFND   21,754 215,278 0
MARKEL CORP COM 570535104 18,296 31,526 SH   DFND   2,906 28,620 0
MASTERCARD INC CL A 57636Q104 4,664 5,583 SH   DFND   318 5,265 0
MID-AMER APT CMNTYS INC COM 59522J103 19,073 314,011 SH   DFND   5,635 269,701 38,675
NORDION INC COM 65563C105 5,283 622,303 SH   DFND   3,860 521,423 97,020
O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,220 149,326 SH   DFND   15,300 134,026 0
ORTHOFIX INTL N V COM N6748L102 20,693 906,772 SH   DFND   3,415 783,652 119,705
PALL CORP COM 696429307 14,019 164,252 SH   DFND   16,154 148,098 0
POWER INTEGRATIONS INC COM 739276103 41,982 752,093 SH   DFND   2,770 652,410 96,913
PRECISION CASTPARTS CORP COM 740189105 10,066 37,379 SH   DFND   3,339 34,040 0
RBC BEARINGS INC COM 75524B104 69,381 980,645 SH   DFND   3,680 846,410 130,555
RLI CORP COM 749607107 27,560 283,010 SH   DFND   1,030 246,668 35,312
RITCHIE BROS AUCTIONEERS COM 767744105 13,174 574,543 SH   DFND   2,250 494,513 77,780
ROCKWELL COLLINS INC COM 774341101 7,482 101,220 SH   DFND   9,799 91,421 0
SEMTECH CORP COM 816850101 52,531 2,077,968 SH   DFND   7,845 1,796,133 273,990
SIMPSON MANUFACTURING CO INC COM 829073105 49,598 1,350,351 SH   DFND   14,714 1,167,392 168,245
SOLERA HOLDINGS INC COM 83421A104 13,889 196,286 SH   DFND   16,855 179,431 0
SYNOPSYS INC COM 871607107 7,523 185,430 SH   DFND   18,090 167,340 0
TD AMERITRADE HLDG CORP COM 87236Y108 8,343 272,304 SH   DFND   23,440 248,864 0
TECHNE CORP COM 878377100 7,455 78,745 SH   DFND   7,639 71,106 0
TELEDYNE TECHNOLOGIES INC COM 879360105 41,279 449,367 SH   DFND   1,720 409,027 38,620
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,858 46,359 SH   DFND   0 46,359 0
THERMON GROUP HLDGS INC COM 88362T103 39,746 1,454,313 SH   DFND   5,470 1,266,633 182,210
TITAN INTL INC ILL COM 88830M102 10,565 587,575 SH   DFND   2,360 505,350 79,865
UGI CORP NEW COM 902681105 56,539 1,363,696 SH   DFND   20,414 1,177,877 165,405
UNITED STATIONERS INC COM 913004107 46,057 1,003,641 SH   DFND   21,578 859,901 122,162
VALMONT INDS INC COM 920253101 2,912 19,525 SH   DFND   2,450 17,075 0
VISA INC COM CL A 92826C839 3,470 15,585 SH   DFND   855 14,730 0
WASTE CONNECTIONS INC COM 941053100 88,727 2,033,626 SH   DFND   38,355 1,774,687 220,584
WOODWARD INC COM 980745103 38,961 854,229 SH   DFND   3,310 776,169 74,750