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
8x8, Inc. COM 282914100 699 49,600 SH   SOLE   49,600 0 0
8x8, Inc. COM 282914100 564 40,000 SH   DFND 1 0 40,000 0
A10 Networks, Inc. COM 002121101 671 86,900 SH   SOLE   86,900 0 0
A10 Networks, Inc. COM 002121101 1,054 136,500 SH   DFND 1 0 136,500 0
Abbott Laboratories COM 002824100 285 5,000 SH   SOLE   5,000 0 0
Addus homeCare Corporation COM 006739106 514 14,770 SH   SOLE   14,770 0 0
Addus homeCare Corporation COM 006739106 1,041 29,900 SH   DFND 1 0 29,900 0
Adirondack Trust co Saratoga S COM 007014103 448 280 SH   SOLE   280 0 0
Aerohive Networks Inc COM 007786106 1,075 184,400 SH   SOLE   184,400 0 0
Air Transport Services Group COM 00922r105 1,666 72,000 SH   DFND 1 0 72,000 0
Albany International Corp. 'A' COM 012348108 614 10,000 SH   SOLE   10,000 0 0
Allegheny Technologies Inc COM 01741R102 982 40,700 SH   SOLE   40,700 0 0
Allegheny Technologies Inc COM 01741R102 255 10,550 SH   DFND 1 0 10,550 0
Allscripts Healthcare Solution COM 01988P108 26,337 1,810,100 SH   SOLE   1,810,100 0 0
Allscripts Healthcare Solution COM 01988P108 2,030 139,500 SH   DFND 1 0 139,500 0
Amer Eagle Outfitters COM 02553e106 1,796 95,550 SH   SOLE   95,550 0 0
Amer Eagle Outfitters COM 02553e106 2,192 116,600 SH   DFND 1 0 116,600 0
American Airlines Group Inc. COM 02376r102 520 10,000 SH   SOLE   10,000 0 0
American Financial Group COM 025932104 2,016 18,575 SH   SOLE   18,575 0 0
American Financial Group COM 025932104 309 2,850 SH   DFND 1 0 2,850 0
American Woodmark Corporation COM 030506109 26,415 202,800 SH   SOLE   202,800 0 0
Aptargroup, Inc. COM 038336103 1,219 14,125 SH   SOLE   14,125 0 0
Arris Intl PLc COM G0551a103 1,387 54,000 SH   SOLE   54,000 0 0
Arris Intl PLc COM G0551a103 742 28,900 SH   DFND 1 0 28,900 0
Aspen Insurance Holdings Ltd COM g05384105 1,171 28,850 SH   SOLE   28,850 0 0
Aspen Insurance Holdings Ltd COM g05384105 177 4,350 SH   DFND 1 0 4,350 0
Atricure Inc COM 04963c209 547 30,000 SH   SOLE   30,000 0 0
Atricure Inc COM 04963c209 182 10,000 SH   DFND 1 0 10,000 0
Banner Corp New COM 06652v208 1,488 27,000 SH   DFND 1 0 27,000 0
Barnes & Noble, Inc. COM 067774109 201 30,000 SH   SOLE   30,000 0 0
Barnes & Noble, Inc. COM 067774109 335 50,000 SH   DFND 1 0 50,000 0
Baxter International COM 071813109 679 10,500 SH   SOLE   10,500 0 0
Best Buy Co COM 086516101 4,023 58,750 SH   SOLE   58,750 0 0
Best Buy Co COM 086516101 849 12,400 SH   DFND 1 0 12,400 0
Black Box Corporation COM 091826107 4,245 1,195,800 SH   SOLE   1,195,800 0 0
Black Box Corporation COM 091826107 710 200,000 SH   DFND 1 0 200,000 0
Black Knight Inc. COM 09215c105 384 8,706 SH   SOLE   8,706 0 0
Black Knight Inc. COM 09215c105 80 1,809 SH   DFND 1 0 1,809 0
Blackstone Mortgage TR Inc Cl COM 09257w100 1,866 58,000 SH   DFND 1 0 58,000 0
BMC Stock Holdings COM 05591b109 4,711 186,200 SH   SOLE   186,200 0 0
BMC Stock Holdings COM 05591b109 1,217 48,100 SH   DFND 1 0 48,100 0
Boise Cascade Company COM 09739d100 965 24,187 SH   SOLE   24,187 0 0
Boise Cascade Company COM 09739d100 335 8,400 SH   DFND 1 0 8,400 0
Broadcom Ltd COM y09827109 42,311 164,700 SH   SOLE   164,700 0 0
Brooks Automation Inc. COM 114340102 88 3,700 SH   SOLE   3,700 0 0
Brooks Automation Inc. COM 114340102 1,425 59,750 SH   DFND 1 0 59,750 0
Caleres Inc COM 129500104 28,846 861,600 SH   SOLE   861,600 0 0
Caleres Inc COM 129500104 2,411 72,000 SH   DFND 1 0 72,000 0
Cannae Holdings Inc. COM 13765n107 545 32,000 SH   SOLE   32,000 0 0
Cannae Holdings Inc. COM 13765n107 114 6,700 SH   DFND 1 0 6,700 0
Capitol Federal Financial Inc COM 14057J101 516 38,500 SH   SOLE   38,500 0 0
Capitol Federal Financial Inc COM 14057J101 105 7,800 SH   DFND 1 0 7,800 0
Carpenter Technology Corp COM 144285103 622 12,200 SH   SOLE   12,200 0 0
Carpenter Technology Corp COM 144285103 173 3,400 SH   DFND 1 0 3,400 0
Cavium Inc. COM 14964u108 29 340 SH   SOLE   340 0 0
Cavium Inc. COM 14964u108 292 3,488 SH   DFND 1 0 3,488 0
CDW Corporation COM 12514g108 347 5,000 SH   SOLE   5,000 0 0
Ceragon Networks Ltd COM m22013102 69 35,000 SH   SOLE   35,000 0 0
Citi Trends, Inc. COM 17306X102 16,088 608,000 SH   SOLE   608,000 0 0
Citi Trends, Inc. COM 17306X102 661 25,000 SH   DFND 1 0 25,000 0
Colgate-Palmolive COM 194162103 6,496 86,100 SH   SOLE   86,100 0 0
Comcast Corporation Cl A COM 20030n101 521 13,000 SH   SOLE   13,000 0 0
Convergys Corporation COM 212485106 2,162 91,980 SH   SOLE   91,980 0 0
Convergys Corporation COM 212485106 1,925 81,900 SH   DFND 1 0 81,900 0
Cray Computer COM 225223304 23,416 967,600 SH   SOLE   967,600 0 0
DSW, Inc. COM 23334L102 734 34,287 SH   SOLE   34,287 0 0
DSW, Inc. COM 23334L102 75 3,500 SH   DFND 1 0 3,500 0
Ducommun Inc COM 264147109 17,867 628,000 SH   SOLE   628,000 0 0
Ducommun Inc COM 264147109 1,991 70,000 SH   DFND 1 0 70,000 0
Edwards Lifesciences Corporati COM 28176E108 890 7,900 SH   SOLE   7,900 0 0
EMCOR Group, Inc. COM 29084Q100 2,297 28,100 SH   SOLE   28,100 0 0
EMCOR Group, Inc. COM 29084Q100 2,242 27,425 SH   DFND 1 0 27,425 0
Emcore Corporation COM 290846203 15,197 2,356,200 SH   SOLE   2,356,200 0 0
Emcore Corporation COM 290846203 1,096 170,000 SH   DFND 1 0 170,000 0
EnerSys COM 29275y102 25,206 362,000 SH   SOLE   362,000 0 0
EnerSys COM 29275y102 299 4,300 SH   DFND 1 0 4,300 0
Ensign Group, Inc. COM 29358p101 155 7,000 SH   SOLE   7,000 0 0
Ensign Group, Inc. COM 29358p101 1,132 51,000 SH   DFND 1 0 51,000 0
Entegris Inc COM 29362u104 16,677 547,700 SH   SOLE   547,700 0 0
Entegris Inc COM 29362u104 365 12,000 SH   DFND 1 0 12,000 0
Exactech Inc. COM 30064e109 1,236 25,000 SH   SOLE   25,000 0 0
Express Inc. COM 30219e103 207 20,350 SH   SOLE   20,350 0 0
Express Inc. COM 30219e103 1,163 114,575 SH   DFND 1 0 114,575 0
Extreme Networks COM 30226d106 63,155 5,044,300 SH   SOLE   5,044,300 0 0
Extreme Networks COM 30226d106 3,506 280,000 SH   DFND 1 0 280,000 0
Fabrinet COM g3323l100 17,900 623,700 SH   SOLE   623,700 0 0
Fabrinet COM g3323l100 255 8,900 SH   DFND 1 0 8,900 0
Federal Signal Corp COM 313855108 7,686 382,600 SH   SOLE   382,600 0 0
Fidelity National Financial COM 31620r303 1,114 28,393 SH   SOLE   28,393 0 0
Fidelity National Financial COM 31620r303 232 5,900 SH   DFND 1 0 5,900 0
Finisar Corp COM 31787a507 18,517 909,950 SH   SOLE   909,950 0 0
Finisar Corp COM 31787a507 594 29,200 SH   DFND 1 0 29,200 0
Finish Line, Inc. COM 317923100 392 27,000 SH   SOLE   27,000 0 0
First Merchants Corporation COM 320817109 1,628 38,700 SH   DFND 1 0 38,700 0
Foot Locker, Inc. COM 344849104 2,222 47,400 SH   SOLE   47,400 0 0
Foot Locker, Inc. COM 344849104 1,749 37,300 SH   DFND 1 0 37,300 0
Formfactor Inc COM 346375108 10,626 679,001 SH   SOLE   679,001 0 0
Formfactor Inc COM 346375108 2,817 180,000 SH   DFND 1 0 180,000 0
Foundation Building Materials COM 350392106 5,906 399,300 SH   SOLE   399,300 0 0
Foundation Building Materials COM 350392106 1,479 100,000 SH   DFND 1 0 100,000 0
Francesca's Holdings Corp. COM 351793104 21,997 3,009,200 SH   SOLE   3,009,200 0 0
Francesca's Holdings Corp. COM 351793104 585 80,000 SH   DFND 1 0 80,000 0
Garmin LTD COM h2906t109 1,924 32,300 SH   SOLE   32,300 0 0
Garmin LTD COM h2906t109 381 6,400 SH   DFND 1 0 6,400 0
GATX Corp COM 361448103 1,167 18,775 SH   SOLE   18,775 0 0
GATX Corp COM 361448103 1,212 19,500 SH   DFND 1 0 19,500 0
Gentherm Inc COM 37253a103 476 15,000 SH   SOLE   15,000 0 0
Globus Medical Inc Cl A new COM 379577208 29,502 717,800 SH   SOLE   717,800 0 0
Globus Medical Inc Cl A new COM 379577208 727 17,700 SH   DFND 1 0 17,700 0
Gramercy PPTY TR COM 385002100 995 37,309 SH   DFND 1 0 37,309 0
Granite Construction Inc. COM 387328107 1,459 23,000 SH   DFND 1 0 23,000 0
Halozyme Therapeutics, Inc. COM 40637H109 203 10,000 SH   SOLE   10,000 0 0
Hillenbrand Inc COM 431571108 1,462 32,700 SH   SOLE   32,700 0 0
Hillenbrand Inc COM 431571108 474 10,600 SH   DFND 1 0 10,600 0
Huttig Building COM 448451104 12,121 1,822,700 SH   SOLE   1,822,700 0 0
Huttig Building COM 448451104 1,928 290,000 SH   DFND 1 0 290,000 0
IAC/Interactive Corp COM 44919p508 4,170 34,100 SH   SOLE   34,100 0 0
IAC/Interactive Corp COM 44919p508 2,672 21,850 SH   DFND 1 0 21,850 0
Ichor Holdings COM g4740b105 35,724 1,452,190 SH   SOLE   1,452,190 0 0
Ichor Holdings COM g4740b105 2,706 110,000 SH   DFND 1 0 110,000 0
Innospec Inc COM 45768s105 625 8,850 SH   SOLE   8,850 0 0
Innospec Inc COM 45768s105 125 1,775 SH   DFND 1 0 1,775 0
Insight Enterprises COM 45765U103 23,456 612,600 SH   SOLE   612,600 0 0
Insight Enterprises COM 45765U103 1,260 32,902 SH   DFND 1 0 32,902 0
Intuitive Surgical Inc New COM 46120e602 1,095 3,000 SH   SOLE   3,000 0 0
J2 Global Inc COM 48123v102 2,468 32,900 SH   SOLE   32,900 0 0
J2 Global Inc COM 48123v102 2,166 28,875 SH   DFND 1 0 28,875 0
Jabil Inc COM 466313103 18,601 708,600 SH   SOLE   708,600 0 0
Jabil Inc COM 466313103 864 32,900 SH   DFND 1 0 32,900 0
Johnson & Johnson COM 478160104 10,311 73,800 SH   SOLE   73,800 0 0
K2M Group Holdings, Inc COM 48273j107 198 11,000 SH   SOLE   11,000 0 0
Kadant Inc. COM 48282T104 1,506 15,000 SH   SOLE   15,000 0 0
Kadant Inc. COM 48282T104 1,335 13,300 SH   DFND 1 0 13,300 0
Kapstone Paper COM 48562p103 37,423 1,649,300 SH   SOLE   1,649,300 0 0
Kapstone Paper COM 48562p103 715 31,500 SH   DFND 1 0 31,500 0
Kelly Services Inc Class A COM 488152208 1,147 42,075 SH   SOLE   42,075 0 0
Kelly Services Inc Class A COM 488152208 522 19,125 SH   DFND 1 0 19,125 0
KEMET Corporation COM 488360207 301 20,000 SH   DFND 1 0 20,000 0
Kforce, Inc. COM 493732101 1,666 66,000 SH   SOLE   66,000 0 0
Kforce, Inc. COM 493732101 1,721 68,150 SH   DFND 1 0 68,150 0
Kratos Defense & Security Solu COM 50077b207 23,249 2,195,400 SH   SOLE   2,195,400 0 0
Kratos Defense & Security Solu COM 50077b207 1,588 150,000 SH   DFND 1 0 150,000 0
Kulicke & Soffa Industries Inc COM 501242101 1,862 76,500 SH   SOLE   76,500 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,920 78,900 SH   DFND 1 0 78,900 0
La Z Boy Inc COM 505336107 7,298 233,900 SH   SOLE   233,900 0 0
Lattice Semiconductor Corporat COM 518415104 2,072 358,400 SH   SOLE   358,400 0 0
Legacy Texas Finl Group Inc. COM 52471y106 66 1,575 SH   SOLE   1,575 0 0
Legacy Texas Finl Group Inc. COM 52471y106 1,701 40,300 SH   DFND 1 0 40,300 0
Magellan Health Services, Inc. COM 559079207 3,991 41,340 SH   SOLE   41,340 0 0
Magellan Health Services, Inc. COM 559079207 2,814 29,150 SH   DFND 1 0 29,150 0
Marvell Technology Group Ltd COM g5876h105 2,038 94,900 SH   SOLE   94,900 0 0
Marvell Technology Group Ltd COM g5876h105 404 18,825 SH   DFND 1 0 18,825 0
Masimo Corp COM 574795100 4,893 57,705 SH   SOLE   57,705 0 0
Masimo Corp COM 574795100 933 11,000 SH   DFND 1 0 11,000 0
Matrix Service Co. COM 576853105 1,825 102,525 SH   SOLE   102,525 0 0
Matrix Service Co. COM 576853105 2,017 113,300 SH   DFND 1 0 113,300 0
MaxLinear, Inc COM 57776j100 25,803 976,640 SH   SOLE   976,640 0 0
MaxLinear, Inc COM 57776j100 1,942 73,500 SH   DFND 1 0 73,500 0
Mednax Inc COM 58502b106 1,722 32,225 SH   SOLE   32,225 0 0
Mednax Inc COM 58502b106 1,296 24,250 SH   DFND 1 0 24,250 0
Merck & Co COM 58933y105 1,013 18,000 SH   SOLE   18,000 0 0
Meritor Inc COM 59001k100 3,359 143,200 SH   SOLE   143,200 0 0
Meritor Inc COM 59001k100 235 10,000 SH   DFND 1 0 10,000 0
Microsemi Corp COM 595137100 3,843 74,400 SH   SOLE   74,400 0 0
Microsemi Corp COM 595137100 2,603 50,400 SH   DFND 1 0 50,400 0
Mid America Apartment Communit COM 59522j103 2,586 25,715 SH   SOLE   25,715 0 0
Mid America Apartment Communit COM 59522j103 2,210 21,975 SH   DFND 1 0 21,975 0
MiMedx COM 602496101 4,276 339,100 SH   SOLE   339,100 0 0
MiMedx COM 602496101 1,009 80,000 SH   DFND 1 0 80,000 0
Mitel Networks Corp COM 60671q104 19,283 2,343,000 SH   SOLE   2,343,000 0 0
Mitel Networks Corp COM 60671q104 3,029 368,000 SH   DFND 1 0 368,000 0
MKS Instruments Inc. COM 55306n104 1,323 14,000 SH   SOLE   14,000 0 0
MKS Instruments Inc. COM 55306n104 236 2,500 SH   DFND 1 0 2,500 0
Modine Manufacturing Co COM 607828100 1,976 97,800 SH   SOLE   97,800 0 0
Modine Manufacturing Co COM 607828100 606 30,000 SH   DFND 1 0 30,000 0
MYR Group Inc. COM 55405w104 286 8,000 SH   SOLE   8,000 0 0
National Bank Hldgs Corp Cl A COM 633707104 647 19,936 SH   DFND 1 0 19,936 0
Nature's Sunshine Products, In COM 639027101 11,045 956,238 SH   SOLE   956,238 0 0
New York & Company, Inc. COM 649295102 16,861 5,895,586 SH   SOLE   5,895,586 0 0
New York & Company, Inc. COM 649295102 1,430 500,000 SH   DFND 1 0 500,000 0
Nu Skin Enterprises, Inc. COM 67018T105 341 5,000 SH   SOLE   5,000 0 0
Nuvasive Inc COM 670704105 1,170 20,000 SH   SOLE   20,000 0 0
Nuvasive Inc COM 670704105 205 3,500 SH   DFND 1 0 3,500 0
Oclaro Inc. COM 67555n206 12,063 1,789,800 SH   SOLE   1,789,800 0 0
Oclaro Inc. COM 67555n206 2,213 328,400 SH   DFND 1 0 328,400 0
Olin Corp COM 680665205 856 24,050 SH   SOLE   24,050 0 0
Olin Corp COM 680665205 168 4,725 SH   DFND 1 0 4,725 0
Omnicell Inc COM 68213n109 18,493 381,300 SH   SOLE   381,300 0 0
Omnicell Inc COM 68213n109 1,552 32,000 SH   DFND 1 0 32,000 0
Ooma Inc. COM 683416101 239 20,000 SH   SOLE   20,000 0 0
Park Ohio Holdings Corp. COM 700666100 329 7,150 SH   SOLE   7,150 0 0
PC Connection Inc COM 69318j100 6,324 241,300 SH   SOLE   241,300 0 0
PCM Inc COM 69323k100 4,832 488,100 SH   SOLE   488,100 0 0
PCM Inc COM 69323k100 258 26,100 SH   DFND 1 0 26,100 0
PepsiCo Inc COM 713448108 8,742 72,900 SH   SOLE   72,900 0 0
PerkinElmer, Inc. COM 714046109 3,426 46,850 SH   SOLE   46,850 0 0
PerkinElmer, Inc. COM 714046109 2,439 33,350 SH   DFND 1 0 33,350 0
Petroquest Energy Inc COM 716748108 26 13,500 SH   SOLE   13,500 0 0
Pier 1 Imports, Inc. COM 720279108 1,978 477,700 SH   SOLE   477,700 0 0
Pier 1 Imports, Inc. COM 720279108 331 80,000 SH   DFND 1 0 80,000 0
Procter & Gamble COM 742718109 331 3,600 SH   SOLE   3,600 0 0
Progress Software Corp COM 743312100 1,726 40,550 SH   SOLE   40,550 0 0
Progress Software Corp COM 743312100 251 5,900 SH   DFND 1 0 5,900 0
PTC Inc COM 69370c100 2,431 40,000 SH   SOLE   40,000 0 0
Qorvo Inc. COM 74736k101 3,615 54,280 SH   SOLE   54,280 0 0
Qorvo Inc. COM 74736k101 2,358 35,400 SH   DFND 1 0 35,400 0
Quality Systems Inc COM 747582104 11,769 866,662 SH   SOLE   866,662 0 0
R1 RCM, Inc COM 749397105 26,869 6,092,800 SH   SOLE   6,092,800 0 0
R1 RCM, Inc COM 749397105 3,355 760,700 SH   DFND 1 0 760,700 0
Regal Entertainment Group COM 758766109 2,612 113,500 SH   SOLE   113,500 0 0
Regal Entertainment Group COM 758766109 2,371 103,025 SH   DFND 1 0 103,025 0
Renasant Corporation COM 75970e107 1,308 32,000 SH   DFND 1 0 32,000 0
Ribbon Communications Inc COM 762544104 186 24,000 SH   SOLE   24,000 0 0
RTI Surgical Inc COM 74975n105 22,110 5,392,670 SH   SOLE   5,392,670 0 0
RTI Surgical Inc COM 74975n105 2,204 537,547 SH   DFND 1 0 537,547 0
Rudolph Technologies Inc. COM 781270103 7,646 319,900 SH   SOLE   319,900 0 0
Scansource Inc COM 806037107 2,580 72,065 SH   SOLE   72,065 0 0
Scansource Inc COM 806037107 1,432 40,000 SH   DFND 1 0 40,000 0
Sensient Technologies Corp COM 81725T100 1,496 20,450 SH   SOLE   20,450 0 0
Sensient Technologies Corp COM 81725T100 1,913 26,150 SH   DFND 1 0 26,150 0
Shire PLC SPON ADR COM 82481r106 605 3,900 SH   SOLE   3,900 0 0
Skyworks Solutions, Inc. COM 83088M102 25,544 269,025 SH   SOLE   269,025 0 0
Skyworks Solutions, Inc. COM 83088M102 836 8,800 SH   DFND 1 0 8,800 0
Stage Stores, Inc. COM 85254C305 4,013 2,388,900 SH   SOLE   2,388,900 0 0
Stage Stores, Inc. COM 85254C305 588 350,000 SH   DFND 1 0 350,000 0
Stein Mart Inc COM 858375108 886 764,200 SH   SOLE   764,200 0 0
Symantec Corp. COM 871503108 2,974 106,000 SH   SOLE   106,000 0 0
SYNNEX Corporation COM 87162W100 7,001 51,500 SH   SOLE   51,500 0 0
SYNNEX Corporation COM 87162W100 258 1,900 SH   DFND 1 0 1,900 0
Tabula Rasa Healthcare Inc COM 873379101 917 32,700 SH   SOLE   32,700 0 0
Tabula Rasa Healthcare Inc COM 873379101 1,394 49,700 SH   DFND 1 0 49,700 0
Tailored Brands Inc. COM 87403a107 296 13,575 SH   SOLE   13,575 0 0
Tailored Brands Inc. COM 87403a107 1,031 47,250 SH   DFND 1 0 47,250 0
Teradyne Inc COM 880770102 4,204 100,400 SH   SOLE   100,400 0 0
Teradyne Inc COM 880770102 1,078 25,750 SH   DFND 1 0 25,750 0
Tillys Inc COM 886885102 8,829 598,199 SH   SOLE   598,199 0 0
Tillys Inc COM 886885102 2,787 188,800 SH   DFND 1 0 188,800 0
Tivo Corp COM 88870P106 2,846 182,450 SH   SOLE   182,450 0 0
Tivo Corp COM 88870P106 1,257 80,600 SH   DFND 1 0 80,600 0
Tower International Inc. COM 891826109 1,741 57,000 SH   DFND 1 0 57,000 0
Triumph Group COM 896818101 253 9,300 SH   SOLE   9,300 0 0
Triumph Group COM 896818101 212 7,800 SH   DFND 1 0 7,800 0
TTM Technologies, Inc. COM 87305R109 34,551 2,204,929 SH   SOLE   2,204,929 0 0
TTM Technologies, Inc. COM 87305R109 2,131 136,000 SH   DFND 1 0 136,000 0
Ultra Clean Holdings Inc COM 90385v107 8,174 354,000 SH   SOLE   354,000 0 0
Visteon Corp COM 92839u206 1,001 8,000 SH   SOLE   8,000 0 0
Visteon Corp COM 92839u206 188 1,500 SH   DFND 1 0 1,500 0
Vocera Communications Inc COM 92857f107 9,897 327,500 SH   SOLE   327,500 0 0
Vocera Communications Inc COM 92857f107 1,511 50,000 SH   DFND 1 0 50,000 0
Wesco Aircraft Holdings COM 950814103 4,666 630,600 SH   SOLE   630,600 0 0
Wesco Aircraft Holdings COM 950814103 888 120,000 SH   DFND 1 0 120,000 0
Westlake Chemical Corp COM 960413102 1,976 18,550 SH   SOLE   18,550 0 0
Westlake Chemical Corp COM 960413102 410 3,850 SH   DFND 1 0 3,850 0
Westport Fuel COM 960908309 188 50,000 SH   DFND 1 0 50,000 0
Xcerra Corp COM 98400j108 14,683 1,499,800 SH   SOLE   1,499,800 0 0
Xcerra Corp COM 98400j108 1,468 150,000 SH   DFND 1 0 150,000 0
Zumiez, Inc. COM 989817101 208 10,000 SH   SOLE   10,000 0 0
Zumiez, Inc. COM 989817101 1,458 70,000 SH   DFND 1 0 70,000 0