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 10,480 205,092 SH   DFND   1,225 177,087 26,780
AMETEK INC. COM 031100100 14,967 206,528 SH   DFND   22,302 184,226 0
AMPHENOL CORP. CL A COM 032095101 20,935 238,441 SH   DFND   27,516 210,925 0
ANALOG DEVICES INC COM 032654105 3,036 34,100 SH   DFND   5,433 28,667 0
ANALOGIC CORP. COM 032657207 15,650 186,866 SH   DFND   1,120 160,684 25,062
BWX TECHNOLOGIES COM 05605H100 12,987 214,699 SH   DFND   23,105 191,594 0
BIO TECHNE CORP COM 09073M104 2,788 21,521 SH   DFND   2,324 19,197 0
CABOT CORP. COM 127055101 39,898 647,807 SH   DFND   14,865 560,924 72,018
CABOT MICROELECTRONICS COM 12709P103 26,717 283,981 SH   DFND   1,704 244,281 37,996
CHARLES RIVER LABORATORIES COM 159864107 7,364 67,279 SH   DFND   7,240 60,039 0
CHEMICAL FINANCIAL CORP COM 163731102 28,461 532,273 SH   DFND   24,009 464,666 43,598
CLEAN HARBORS INC. COM 184496107 61,283 1,130,675 SH   DFND   42,183 980,445 108,047
COGNEX CORP COM 192422103 38,102 622,996 SH   DFND   3,732 536,163 83,101
COPART INC. COM 217204106 105,176 2,435,204 SH   DFND   80,822 2,110,522 243,860
CORE LABORATORIES N.V. COM N22717107 3,723 33,985 SH   DFND   3,670 30,315 0
COVANTA HOLDING CORP COM 22282E102 34,088 2,017,024 SH   DFND   35,601 1,742,498 238,925
DOLLAR TREE INC. COM 256746108 18,661 173,902 SH   DFND   20,200 153,702 0
DORMAN PRODUCTS INC. COM 258278100 24,614 402,583 SH   DFND   2,418 346,429 53,736
EOG RESOURCES INC. COM 26875P101 1,368 12,677 SH   DFND   2,398 10,279 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 57,740 1,242,521 SH   DFND   18,568 1,066,176 157,777
ENTEGRIS INC. COM 29362U104 91,481 3,004,289 SH   DFND   94,724 2,603,994 305,571
ESTERLINE TECHNOLOGIES CORP COM 297425100 32,157 430,484 SH   DFND   2,779 394,089 33,616
FCB FINANCIAL HOLDING CL A COM 30255G103 31,324 616,607 SH   DFND   3,686 530,760 82,161
FMC CORP COM 302491303 20,294 214,392 SH   DFND   24,513 189,879 0
GENESEE & WYOMING INC-CL A COM 371559105 46,147 586,146 SH   DFND   19,741 509,308 57,097
GRACO INC. COM 384109104 71,191 1,574,322 SH   DFND   34,041 1,362,381 177,900
HALOZYME THERAPEUTICS INC. COM 40637H109 47,945 2,366,480 SH   DFND   64,546 2,050,972 250,962
HEICO CORP - CLASS A COM 422806208 87,056 1,101,282 SH   DFND   27,726 1,003,472 70,084
HELEN OF TROY LTD. COM G4388N106 47,152 489,387 SH   DFND   13,515 424,231 51,641
HENRY SCHEIN, INC. COM 806407102 12,780 182,885 SH   DFND   21,196 161,689 0
HEXCEL CORP COM 428291108 9,948 160,847 SH   DFND   17,310 143,537 0
HOSTESS BRANDS INC. COM 44109J106 24,070 1,625,263 SH   DFND   9,776 1,396,878 218,609
IDEX CORP. COM 45167R104 81,374 616,609 SH   DFND   14,877 533,178 68,554
INGREDION INC. COM 457187102 88,278 631,459 SH   DFND   21,504 547,134 62,821
KEYW HOLDING CORPORATION COM 493723100 9,040 1,540,090 SH   DFND   9,307 1,324,079 206,704
KAMAN CORP COM 483548103 30,903 525,204 SH   DFND   3,187 481,118 40,899
KAR AUCTION SERVICES INC. COM 48238T109 96,219 1,904,942 SH   DFND   58,018 1,647,381 199,543
LKQ CORP COM 501889208 11,180 274,905 SH   DFND   29,689 245,216 0
LEGACYTEXAS FINANCIAL GROUP, I COM 52471Y106 40,270 954,037 SH   DFND   23,594 826,529 103,914
MARKEL CORP. COM 570535104 5,687 4,992 SH   DFND   541 4,451 0
MASONITE INTL CORP COM 575385109 13,740 185,298 SH   DFND   1,120 159,288 24,890
MASTERCARD, INC. CL-A COM 57636Q104 3,222 21,289 SH   DFND   3,393 17,896 0
MEDTRONIC PLC COM G5960L103 2,766 34,255 SH   DFND   5,458 28,797 0
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 7,958 79,137 SH   DFND   9,423 69,714 0
MINERALS TECHNOLOGIES INC COM 603158106 18,608 270,266 SH   DFND   1,680 233,424 35,162
NATIONAL PRESTO IND INC. COM 637215104 7,440 74,811 SH   DFND   483 69,176 5,152
O'REILLY AUTOMOTIVE INC. COM 67103H107 2,415 10,041 SH   DFND   1,600 8,441 0
OMNICELL INC. COM 68213N109 10,131 208,885 SH   DFND   1,331 178,383 29,171
PDF SOLUTIONS, INC. COM 693282105 17,380 1,107,024 SH   DFND   6,667 951,586 148,771
POWER INTEGRATIONS INC. COM 739276103 36,314 493,732 SH   DFND   2,904 425,338 65,490
RBC BEARINGS INC. COM 75524B104 74,451 589,010 SH   DFND   3,528 506,613 78,869
RLI CORP. COM 749607107 25,664 423,077 SH   DFND   2,539 363,925 56,613
SRC ENERGY INC. COM 78470V108 20,986 2,460,288 SH   DFND   14,754 2,115,489 330,045
SENSIENT TECHNOLOGIES CORP COM 81725T100 21,648 295,946 SH   DFND   1,776 254,372 39,798
SERVICEMASTER GLOBAL HOLDING COM 81761R109 9,439 184,110 SH   DFND   19,814 164,296 0
SIMPSON MANUFACTURING COM 829073105 35,863 624,689 SH   DFND   3,738 536,682 84,269
STERIS CORP. COM G84720104 9,217 105,370 SH   DFND   11,351 94,019 0
SYNOPSYS INC. COM 871607107 11,269 132,209 SH   DFND   14,272 117,937 0
TD AMERITRADE HOLDING CORP. COM 87236Y108 9,085 177,675 SH   DFND   21,746 155,929 0
TAPESTRY, INC. COM 876030107 975 22,047 SH   DFND   3,517 18,530 0
TELEDYNE INC. COM 879360105 54,124 298,780 SH   DFND   1,720 259,112 37,948
THERMON GROUP HOLDINGS INC COM 88362T103 10,280 434,320 SH   DFND   2,598 373,469 58,253
UGI CORP. COM 902681105 70,193 1,495,048 SH   DFND   42,753 1,294,119 158,176
UNITED COMMUNITY BANKS, INC. O COM 90984P303 23,437 832,885 SH   DFND   5,000 716,437 111,448
VALMONT INDUSTRIES, INC. COM 920253101 4,526 27,287 SH   DFND   2,940 24,347 0
VISA INC-CLASS A SHARES COM 92826C839 2,978 26,122 SH   DFND   4,162 21,960 0
WASTE CONNECTIONS INC. COM 94106B101 24,775 349,241 SH   DFND   40,720 308,521 0
WATERS CORP. COM 941848103 2,283 11,819 SH   DFND   1,886 9,933 0
WESTERN ALLIANCE BANCORP COM 957638109 4,299 75,928 SH   DFND   8,110 67,818 0
WOODWARD INC. COM 980745103 59,966 783,461 SH   DFND   21,094 713,485 48,882