The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 10,048 | 198,964 | SH | DFND | 1,098 | 171,328 | 26,538 | ||
| AMETEK INC. | COM | 031100100 | 18,677 | 236,060 | SH | DFND | 21,896 | 214,164 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 24,929 | 265,145 | SH | DFND | 26,715 | 238,430 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,250 | 35,147 | SH | DFND | 5,646 | 29,501 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 13,013 | 1,896,878 | SH | DFND | 10,056 | 1,632,367 | 254,455 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 15,358 | 245,575 | SH | DFND | 22,783 | 222,792 | 0 | ||
| BIO TECHNE CORP | COM | 09073M104 | 5,594 | 27,406 | SH | DFND | 2,545 | 24,861 | 0 | ||
| CABOT CORP. | COM | 127055101 | 52,414 | 835,684 | SH | DFND | 20,560 | 726,080 | 89,044 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 28,377 | 275,053 | SH | DFND | 1,522 | 235,922 | 37,609 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 10,354 | 76,957 | SH | DFND | 7,140 | 69,817 | 0 | ||
| CHEMICAL FINANCIAL CORP | COM | 163731102 | 40,821 | 764,438 | SH | DFND | 24,582 | 667,471 | 72,385 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 81,732 | 1,141,832 | SH | DFND | 40,773 | 994,332 | 106,727 | ||
| COGNEX CORP | COM | 192422103 | 34,358 | 615,518 | SH | DFND | 3,400 | 528,053 | 84,065 | ||
| COHERENT INC. | COM | 192479103 | 17,591 | 102,163 | SH | DFND | 564 | 87,714 | 13,885 | ||
| COPART INC. | COM | 217204106 | 84,299 | 1,635,926 | SH | DFND | 41,768 | 1,417,088 | 177,070 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 23,333 | 1,435,904 | SH | DFND | 7,942 | 1,233,589 | 194,373 | ||
| DOLLAR TREE INC. | COM | 256746108 | 16,108 | 197,517 | SH | DFND | 20,381 | 177,136 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 31,947 | 415,333 | SH | DFND | 2,299 | 356,682 | 56,352 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 1,914 | 15,000 | SH | DFND | 2,899 | 12,101 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 73,282 | 1,113,198 | SH | DFND | 14,060 | 954,102 | 145,036 | ||
| ENTEGRIS INC. | COM | 29362U104 | 93,053 | 3,214,277 | SH | DFND | 103,303 | 2,798,662 | 312,312 | ||
| ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 37,877 | 416,457 | SH | DFND | 2,460 | 381,619 | 32,378 | ||
| FCB FINANCIAL HOLDING CL A | COM | 30255G103 | 32,112 | 677,475 | SH | DFND | 3,740 | 581,421 | 92,314 | ||
| FMC CORP | COM | 302491303 | 24,454 | 280,496 | SH | DFND | 28,715 | 251,781 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 59,258 | 651,261 | SH | DFND | 20,381 | 568,163 | 62,717 | ||
| GRACO INC. | COM | 384109104 | 65,003 | 1,402,747 | SH | DFND | 30,392 | 1,216,908 | 155,447 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 43,378 | 2,387,350 | SH | DFND | 62,597 | 2,074,998 | 249,755 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 106,459 | 1,410,053 | SH | DFND | 37,815 | 1,288,699 | 83,539 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 64,451 | 492,365 | SH | DFND | 13,069 | 428,307 | 50,989 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 17,491 | 205,703 | SH | DFND | 21,128 | 184,575 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 13,282 | 198,085 | SH | DFND | 18,387 | 179,698 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 18,714 | 1,690,522 | SH | DFND | 9,341 | 1,449,948 | 231,233 | ||
| IDEX CORP. | COM | 45167R104 | 81,389 | 540,217 | SH | DFND | 11,365 | 467,006 | 61,846 | ||
| INGREDION INC. | COM | 457187102 | 72,176 | 687,653 | SH | DFND | 22,062 | 597,234 | 68,357 | ||
| KEYW HOLDING CORPORATION | COM | 493723100 | 12,999 | 1,501,012 | SH | DFND | 8,297 | 1,289,670 | 203,045 | ||
| KAMAN CORP | COM | 483548103 | 29,475 | 441,376 | SH | DFND | 2,604 | 404,330 | 34,442 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 113,364 | 1,899,217 | SH | DFND | 59,452 | 1,650,329 | 189,436 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 11,853 | 178,839 | SH | DFND | 16,604 | 162,235 | 0 | ||
| LKQ CORP | COM | 501889208 | 13,349 | 421,508 | SH | DFND | 39,127 | 382,381 | 0 | ||
| LEGACYTEXAS FINANCIAL GROUP, I | COM | 52471Y106 | 40,739 | 956,320 | SH | DFND | 22,767 | 830,691 | 102,862 | ||
| MARKEL CORP. | COM | 570535104 | 6,779 | 5,704 | SH | DFND | 529 | 5,175 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 14,506 | 226,304 | SH | DFND | 1,255 | 194,080 | 30,969 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 4,082 | 18,339 | SH | DFND | 2,945 | 15,394 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 3,473 | 35,309 | SH | DFND | 5,672 | 29,637 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 17,766 | 321,142 | SH | DFND | 1,895 | 294,172 | 25,075 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 8,541 | 85,261 | SH | DFND | 7,912 | 77,349 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 18,361 | 271,616 | SH | DFND | 1,503 | 233,038 | 37,075 | ||
| NATIONAL PRESTO IND INC. | COM | 637215104 | 9,351 | 72,126 | SH | DFND | 426 | 66,744 | 4,956 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 2,861 | 8,237 | SH | DFND | 1,323 | 6,914 | 0 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 12,163 | 1,346,941 | SH | DFND | 7,455 | 1,155,571 | 183,915 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 30,296 | 479,371 | SH | DFND | 2,663 | 411,952 | 64,756 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 82,870 | 551,141 | SH | DFND | 3,023 | 472,955 | 75,163 | ||
| RLI CORP. | COM | 749607107 | 32,240 | 410,288 | SH | DFND | 2,278 | 352,059 | 55,951 | ||
| SRC ENERGY INC. | COM | 78470V108 | 22,264 | 2,504,401 | SH | DFND | 13,829 | 2,149,255 | 341,317 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 33,192 | 433,831 | SH | DFND | 2,400 | 372,210 | 59,221 | ||
| SERVICEMASTER GLOBAL HOLDINGS | COM | 81761R109 | 13,063 | 210,589 | SH | DFND | 19,537 | 191,052 | 0 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 43,921 | 606,141 | SH | DFND | 3,348 | 519,367 | 83,426 | ||
| STERIS CORP. | COM | G84720104 | 13,786 | 120,506 | SH | DFND | 11,180 | 109,326 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 14,901 | 151,109 | SH | DFND | 14,013 | 137,096 | 0 | ||
| TD AMERITRADE HOLDING CORP. | COM | 87236Y108 | 10,293 | 194,825 | SH | DFND | 21,398 | 173,427 | 0 | ||
| TAPESTRY, INC. | COM | 876030107 | 1,372 | 27,300 | SH | DFND | 4,385 | 22,915 | 0 | ||
| TELEDYNE INC. | COM | 879360105 | 66,998 | 271,600 | SH | DFND | 1,507 | 234,018 | 36,075 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 10,856 | 421,098 | SH | DFND | 2,329 | 361,259 | 57,510 | ||
| UGI CORP. | COM | 902681105 | 84,082 | 1,515,546 | SH | DFND | 44,521 | 1,314,422 | 156,603 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 29,453 | 1,056,041 | SH | DFND | 5,831 | 906,280 | 143,930 | ||
| VALMONT INDUSTRIES, INC. | COM | 920253101 | 4,322 | 31,206 | SH | DFND | 2,895 | 28,311 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 3,913 | 26,074 | SH | DFND | 4,184 | 21,890 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 31,322 | 392,656 | SH | DFND | 40,519 | 352,137 | 0 | ||
| WATERS CORP. | COM | 941848103 | 2,926 | 15,032 | SH | DFND | 2,415 | 12,617 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 13,839 | 243,254 | SH | DFND | 25,174 | 218,080 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 68,800 | 850,856 | SH | DFND | 22,230 | 777,631 | 50,995 | ||