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 |
| AGILYSYS INC. | COM | 00847J105 | 13,353 | 799,609 | SH | DFND | 0 | 731,109 | 68,500 | ||
| ALLEGHANY CORP | COM | 017175100 | 6,160 | 11,153 | SH | DFND | 0 | 11,153 | 0 | ||
| AMETEK INC. | COM | 031100100 | 22,780 | 316,299 | SH | DFND | 0 | 316,299 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 20,937 | 287,281 | SH | DFND | 0 | 287,281 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,038 | 33,885 | SH | DFND | 0 | 33,885 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 11,655 | 2,280,905 | SH | DFND | 0 | 2,085,983 | 194,922 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 51,227 | 1,051,675 | SH | DFND | 0 | 1,043,795 | 7,880 | ||
| BIO TECHNE CORP | COM | 09073M104 | 8,745 | 46,117 | SH | DFND | 0 | 46,117 | 0 | ||
| BRINK'S CO, THE | COM | 109696104 | 20,986 | 403,194 | SH | DFND | 0 | 368,749 | 34,445 | ||
| BRIXMOR PROPERTY GROUP, INC. | COM | 11120U105 | 11,127 | 1,171,313 | SH | DFND | 0 | 1,070,075 | 101,238 | ||
| CACI INTERNATIONAL | COM | 127190304 | 40,459 | 191,613 | SH | DFND | 0 | 175,245 | 16,368 | ||
| CBOE GLOBAL MARKETS INC | COM | 12503M108 | 11,326 | 126,907 | SH | DFND | 0 | 126,907 | 0 | ||
| CABOT CORP. | COM | 127055101 | 27,065 | 1,036,196 | SH | DFND | 0 | 972,365 | 63,831 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 24,805 | 217,318 | SH | DFND | 0 | 198,708 | 18,610 | ||
| CATALENT INC. | COM | 148806102 | 17,085 | 328,876 | SH | DFND | 0 | 328,876 | 0 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 17,225 | 136,481 | SH | DFND | 0 | 136,481 | 0 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 56,278 | 1,096,180 | SH | DFND | 0 | 1,041,388 | 54,792 | ||
| COGNEX CORP | COM | 192422103 | 20,604 | 488,013 | SH | DFND | 0 | 446,190 | 41,823 | ||
| COHERENT INC. | COM | 192479103 | 12,040 | 113,147 | SH | DFND | 0 | 103,366 | 9,781 | ||
| COPART INC. | COM | 217204106 | 51,023 | 744,644 | SH | DFND | 0 | 698,132 | 46,512 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 9,754 | 1,140,796 | SH | DFND | 0 | 1,041,055 | 99,741 | ||
| DOLLAR TREE INC. | COM | 256746108 | 15,139 | 206,060 | SH | DFND | 0 | 206,060 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 13,316 | 240,935 | SH | DFND | 0 | 220,320 | 20,615 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 609 | 16,966 | SH | DFND | 0 | 16,966 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 59,703 | 1,031,859 | SH | DFND | 0 | 947,154 | 84,705 | ||
| ENTEGRIS INC. | COM | 29362U104 | 106,723 | 2,383,800 | SH | DFND | 0 | 2,262,678 | 121,122 | ||
| FMC CORP | COM | 302491303 | 31,563 | 386,378 | SH | DFND | 0 | 386,378 | 0 | ||
| GRACO INC. | COM | 384109104 | 45,665 | 937,094 | SH | DFND | 0 | 878,885 | 58,209 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 61,041 | 3,393,057 | SH | DFND | 0 | 3,202,632 | 190,425 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 38,524 | 602,885 | SH | DFND | 0 | 596,871 | 6,014 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 57,380 | 398,388 | SH | DFND | 0 | 374,804 | 23,584 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 15,434 | 305,501 | SH | DFND | 0 | 305,501 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 8,302 | 223,242 | SH | DFND | 0 | 223,242 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 16,918 | 1,587,093 | SH | DFND | 0 | 1,460,394 | 126,699 | ||
| IAA INC. | COM | 449253103 | 55,967 | 1,868,041 | SH | DFND | 0 | 1,758,225 | 109,816 | ||
| IDEX CORP. | COM | 45167R104 | 52,798 | 382,292 | SH | DFND | 0 | 356,986 | 25,306 | ||
| INGEVITY CORP | COM | 45688C107 | 6,585 | 187,085 | SH | DFND | 0 | 170,862 | 16,223 | ||
| INGREDION INC. | COM | 457187102 | 54,210 | 718,019 | SH | DFND | 0 | 679,479 | 38,540 | ||
| KAMAN CORP | COM | 483548103 | 13,312 | 346,039 | SH | DFND | 0 | 341,193 | 4,846 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 57,313 | 4,776,104 | SH | DFND | 0 | 4,524,930 | 251,174 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 12,873 | 153,838 | SH | DFND | 0 | 153,838 | 0 | ||
| LKQ CORP | COM | 501889208 | 12,259 | 597,714 | SH | DFND | 0 | 597,714 | 0 | ||
| LIGAND PHARMACEUTICALS | COM | 53220K504 | 12,458 | 171,315 | SH | DFND | 0 | 156,619 | 14,696 | ||
| LIVENT CORP | COM | 53814L108 | 1,406 | 267,875 | SH | DFND | 0 | 247,505 | 20,370 | ||
| MARKEL CORP. | COM | 570535104 | 7,160 | 7,716 | SH | DFND | 0 | 7,716 | 0 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 3,059 | 12,665 | SH | DFND | 0 | 12,665 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 3,070 | 34,044 | SH | DFND | 0 | 34,044 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 16,105 | 225,745 | SH | DFND | 0 | 222,552 | 3,193 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 10,827 | 105,086 | SH | DFND | 0 | 105,086 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 9,704 | 267,626 | SH | DFND | 0 | 244,746 | 22,880 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 1,599 | 5,310 | SH | DFND | 0 | 5,310 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 3,202 | 515,608 | SH | DFND | 0 | 462,519 | 53,089 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 12,506 | 1,067,036 | SH | DFND | 0 | 975,810 | 91,226 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 32,843 | 371,816 | SH | DFND | 0 | 339,804 | 32,012 | ||
| PROSPERITY BANCSHARES, INC. | COM | 743606105 | 23,703 | 491,245 | SH | DFND | 0 | 462,540 | 28,705 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 35,749 | 316,954 | SH | DFND | 0 | 290,545 | 26,409 | ||
| RLI CORP. | COM | 749607107 | 28,479 | 323,882 | SH | DFND | 0 | 296,125 | 27,757 | ||
| SCHWAB CORP | COM | 808513105 | 2,279 | 67,795 | SH | DFND | 0 | 67,795 | 0 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 15,916 | 365,793 | SH | DFND | 0 | 334,257 | 31,536 | ||
| SERVICEMASTER GLOBAL HOLDINGS | COM | 81761R109 | 8,025 | 297,205 | SH | DFND | 0 | 297,205 | 0 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 15,530 | 250,561 | SH | DFND | 0 | 229,035 | 21,526 | ||
| STERIS PLC | COM | G8473T100 | 16,123 | 115,190 | SH | DFND | 0 | 115,190 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 25,637 | 199,060 | SH | DFND | 0 | 199,060 | 0 | ||
| SYNOVUS FINANCIAL CORP. | COM | 87161C501 | 11,619 | 661,689 | SH | DFND | 0 | 604,838 | 56,851 | ||
| TCF FINANCIAL CORP | COM | 872307103 | 33,990 | 1,500,009 | SH | DFND | 0 | 1,414,622 | 85,387 | ||
| TD AMERITRADE HOLDING CORP. | COM | 87236Y108 | 3,505 | 101,138 | SH | DFND | 0 | 101,138 | 0 | ||
| TELEDYNE INC. | COM | 879360105 | 48,698 | 163,819 | SH | DFND | 0 | 149,774 | 14,045 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 7,021 | 465,924 | SH | DFND | 0 | 425,606 | 40,318 | ||
| UGI CORP. | COM | 902681105 | 57,000 | 2,137,240 | SH | DFND | 0 | 2,021,350 | 115,890 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 15,966 | 872,001 | SH | DFND | 0 | 796,483 | 75,518 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 3,039 | 18,863 | SH | DFND | 0 | 18,863 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 36,083 | 465,584 | SH | DFND | 0 | 465,584 | 0 | ||
| WATERS CORP. | COM | 941848103 | 2,225 | 12,222 | SH | DFND | 0 | 12,222 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 10,789 | 352,454 | SH | DFND | 0 | 352,454 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 47,616 | 801,073 | SH | DFND | 0 | 793,869 | 7,204 | ||