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 | 7,877 | 195,170 | SH | DFND | 1,098 | 167,543 | 26,529 | ||
| AMETEK INC. | COM | 031100100 | 14,766 | 218,106 | SH | DFND | 21,820 | 196,286 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 20,036 | 247,300 | SH | DFND | 26,628 | 220,672 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,012 | 35,088 | SH | DFND | 5,632 | 29,456 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 8,579 | 2,092,473 | SH | DFND | 11,911 | 1,784,268 | 296,294 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 32,121 | 840,195 | SH | DFND | 40,489 | 759,006 | 40,700 | ||
| BIO TECHNE CORP | COM | 09073M104 | 4,411 | 30,482 | SH | DFND | 3,038 | 27,444 | 0 | ||
| CBOE GLOBAL MARKETS INC | COM | 12503M108 | 9,297 | 95,036 | SH | DFND | 9,496 | 85,540 | 0 | ||
| CABOT CORP. | COM | 127055101 | 47,268 | 1,100,803 | SH | DFND | 26,796 | 949,155 | 124,852 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 25,583 | 268,304 | SH | DFND | 1,522 | 228,545 | 38,237 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 8,048 | 71,104 | SH | DFND | 7,115 | 63,989 | 0 | ||
| CHEMICAL FINANCIAL CORP | COM | 163731102 | 33,787 | 922,878 | SH | DFND | 27,873 | 798,529 | 96,476 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 54,113 | 1,096,521 | SH | DFND | 41,164 | 948,784 | 106,573 | ||
| COGNEX CORP | COM | 192422103 | 23,268 | 601,698 | SH | DFND | 3,400 | 512,855 | 85,443 | ||
| COHERENT INC. | COM | 192479103 | 11,704 | 110,720 | SH | DFND | 628 | 94,473 | 15,619 | ||
| COPART INC. | COM | 217204106 | 75,314 | 1,576,271 | SH | DFND | 41,661 | 1,354,723 | 179,887 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 18,744 | 1,396,740 | SH | DFND | 7,942 | 1,191,371 | 197,427 | ||
| DOLLAR TREE INC. | COM | 256746108 | 16,686 | 184,742 | SH | DFND | 20,315 | 164,427 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 30,324 | 336,855 | SH | DFND | 1,918 | 287,276 | 47,661 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 1,306 | 14,971 | SH | DFND | 2,892 | 12,079 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 57,323 | 966,990 | SH | DFND | 11,032 | 833,041 | 122,917 | ||
| ENTEGRIS INC. | COM | 29362U104 | 92,882 | 3,329,694 | SH | DFND | 111,672 | 2,874,606 | 343,416 | ||
| ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 32,523 | 267,786 | SH | DFND | 1,633 | 244,624 | 21,529 | ||
| FCB FINANCIAL HOLDING CL A | COM | 30255G103 | 22,101 | 658,145 | SH | DFND | 3,740 | 560,622 | 93,783 | ||
| FMC CORP | COM | 302491303 | 21,138 | 285,801 | SH | DFND | 31,333 | 254,468 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 46,153 | 623,518 | SH | DFND | 20,318 | 539,468 | 63,732 | ||
| GRACO INC. | COM | 384109104 | 53,531 | 1,279,127 | SH | DFND | 29,908 | 1,103,713 | 145,506 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 41,458 | 2,833,759 | SH | DFND | 78,396 | 2,448,140 | 307,223 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 73,940 | 1,173,657 | SH | DFND | 30,508 | 1,069,179 | 73,970 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 51,978 | 396,231 | SH | DFND | 10,780 | 343,782 | 41,669 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 15,105 | 192,377 | SH | DFND | 21,059 | 171,318 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 10,494 | 183,010 | SH | DFND | 18,323 | 164,687 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 18,004 | 1,645,708 | SH | DFND | 9,341 | 1,401,321 | 235,046 | ||
| IDEX CORP. | COM | 45167R104 | 65,797 | 521,127 | SH | DFND | 11,337 | 448,057 | 61,733 | ||
| INGREDION INC. | COM | 457187102 | 60,420 | 661,053 | SH | DFND | 21,999 | 569,615 | 69,439 | ||
| KEYW HOLDING CORPORATION | COM | 493723100 | 9,765 | 1,459,712 | SH | DFND | 8,297 | 1,248,643 | 202,772 | ||
| KAMAN CORP | COM | 483548103 | 23,921 | 426,475 | SH | DFND | 2,604 | 389,573 | 34,298 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 87,222 | 1,827,790 | SH | DFND | 59,283 | 1,576,074 | 192,433 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 10,257 | 165,226 | SH | DFND | 16,546 | 148,680 | 0 | ||
| LKQ CORP | COM | 501889208 | 9,735 | 410,253 | SH | DFND | 40,888 | 369,365 | 0 | ||
| LEGACYTEXAS FINANCIAL GROUP, I | COM | 52471Y106 | 29,594 | 922,228 | SH | DFND | 22,703 | 794,981 | 104,544 | ||
| MARKEL CORP. | COM | 53814L108 | 12,686 | 919,277 | SH | DFND | 5,206 | 782,767 | 131,304 | ||
| MASONITE INTL CORP | COM | 570535104 | 5,475 | 5,274 | SH | DFND | 527 | 4,747 | 0 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 3,238 | 17,166 | SH | DFND | 2,756 | 14,410 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 3,206 | 35,250 | SH | DFND | 5,658 | 29,592 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 14,688 | 310,597 | SH | DFND | 1,895 | 283,720 | 24,982 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 7,539 | 78,775 | SH | DFND | 7,884 | 70,891 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 16,822 | 327,661 | SH | DFND | 1,866 | 279,448 | 46,347 | ||
| NATIONAL PRESTO IND INC. | COM | 637215104 | 8,111 | 69,372 | SH | DFND | 426 | 63,990 | 4,956 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 2,325 | 6,752 | SH | DFND | 1,084 | 5,668 | 0 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 10,978 | 1,302,300 | SH | DFND | 7,455 | 1,111,336 | 183,509 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 28,272 | 463,622 | SH | DFND | 2,663 | 395,207 | 65,752 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 55,250 | 421,436 | SH | DFND | 2,424 | 363,459 | 55,553 | ||
| RLI CORP. | COM | 749607107 | 27,541 | 399,210 | SH | DFND | 2,278 | 340,064 | 56,868 | ||
| SRC ENERGY INC. | COM | 78470V108 | 12,868 | 2,737,976 | SH | DFND | 15,681 | 2,332,042 | 390,253 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 23,547 | 421,614 | SH | DFND | 2,400 | 359,057 | 60,157 | ||
| SERVICEMASTER GLOBAL HOLDINGS | COM | 81761R109 | 7,149 | 194,570 | SH | DFND | 19,469 | 175,101 | 0 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 31,953 | 590,298 | SH | DFND | 3,348 | 502,139 | 84,811 | ||
| STERIS CORP. | COM | G84720104 | 11,896 | 111,338 | SH | DFND | 11,141 | 100,197 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 11,762 | 139,620 | SH | DFND | 13,964 | 125,656 | 0 | ||
| TD AMERITRADE HOLDING CORP. | COM | 87236Y108 | 9,367 | 191,313 | SH | DFND | 22,862 | 168,451 | 0 | ||
| TAPESTRY, INC. | COM | 876030107 | 920 | 27,253 | SH | DFND | 4,374 | 22,879 | 0 | ||
| TELEDYNE INC. | COM | 879360105 | 52,962 | 255,768 | SH | DFND | 1,462 | 219,306 | 35,000 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 8,286 | 408,567 | SH | DFND | 2,329 | 348,840 | 57,398 | ||
| UGI CORP. | COM | 902681105 | 73,042 | 1,369,115 | SH | DFND | 38,019 | 1,181,625 | 149,471 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 22,069 | 1,028,386 | SH | DFND | 5,831 | 876,328 | 146,227 | ||
| VALMONT INDUSTRIES, INC. | COM | 920253101 | 3,199 | 28,833 | SH | DFND | 2,885 | 25,948 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 3,257 | 24,684 | SH | DFND | 3,963 | 20,721 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 27,119 | 365,241 | SH | DFND | 40,066 | 325,175 | 0 | ||
| WATERS CORP. | COM | 941848103 | 2,481 | 13,151 | SH | DFND | 2,115 | 11,036 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 10,021 | 253,754 | SH | DFND | 27,879 | 225,875 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 61,811 | 832,021 | SH | DFND | 23,506 | 757,603 | 50,912 | ||