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
AGILYSYS INC. COM 00847J105 14,500 808,253 SH   DFND   0 739,865 68,388
ALLEGHANY CORP COM 017175100 7,289 14,902 SH   DFND   0 14,902 0
AMETEK INC. COM 031100100 30,134 337,180 SH   DFND   0 337,180 0
AMPHENOL CORP. CL A COM 032095101 29,941 312,504 SH   DFND   0 312,504 0
ANALOG DEVICES INC COM 032654105 7,837 63,905 SH   DFND   0 63,905 0
ATMOS ENERGY CORP. COM 049560105 9,494 95,339 SH   DFND   0 95,339 0
AVID BIOSERVICES INC. COM 05368M106 15,132 2,304,879 SH   DFND   0 2,110,278 194,601
BWX TECHNOLOGIES COM 05605H100 63,167 1,115,230 SH   DFND   0 1,107,434 7,796
BIO TECHNE CORP COM 09073M104 12,131 45,937 SH   DFND   0 45,937 0
BRINK'S CO, THE COM 109696104 16,574 364,181 SH   DFND   0 333,152 31,029
BRIXMOR PROPERTY GROUP, INC. COM 11120U105 15,171 1,183,366 SH   DFND   0 1,082,292 101,074
CACI INTERNATIONAL COM 127190304 43,164 199,023 SH   DFND   0 182,145 16,878
CBOE GLOBAL MARKETS INC COM 12503M108 11,766 126,135 SH   DFND   0 126,135 0
CABOT CORP. COM 127055101 38,620 1,042,377 SH   DFND   0 978,651 63,726
CABOT MICROELECTRONICS COM 12709P103 30,626 219,480 SH   DFND   0 200,900 18,580
CATALENT INC. COM 148806102 24,041 327,975 SH   DFND   0 327,975 0
CHARLES RIVER LABORATORIES COM 159864107 23,721 136,052 SH   DFND   0 136,052 0
CLEAN HARBORS INC. COM 184496107 73,743 1,229,463 SH   DFND   0 1,168,915 60,548
COGNEX CORP COM 192422103 29,420 492,638 SH   DFND   0 450,883 41,755
COHERENT INC. COM 192479103 14,982 114,381 SH   DFND   0 104,615 9,766
COPART INC. COM 217204106 70,531 847,012 SH   DFND   0 800,575 46,437
COVANTA HOLDING CORP COM 22282E102 11,060 1,153,241 SH   DFND   0 1,053,660 99,581
DOLLAR TREE INC. COM 256746108 18,984 204,830 SH   DFND   0 204,830 0
DORMAN PRODUCTS INC. COM 258278100 16,340 243,619 SH   DFND   0 223,037 20,582
EOG RESOURCES INC. COM 26875P101 1,743 34,408 SH   DFND   0 34,408 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 70,436 890,696 SH   DFND   0 823,151 67,545
ENTEGRIS INC. COM 29362U104 123,494 2,091,354 SH   DFND   0 1,991,769 99,585
FMC CORP COM 302491303 42,197 423,581 SH   DFND   0 423,581 0
GRACO INC. COM 384109104 45,259 943,090 SH   DFND   0 884,976 58,114
HALOZYME THERAPEUTICS INC. COM 40637H109 91,193 3,401,470 SH   DFND   0 3,211,356 190,114
HEICO CORP - CLASS A COM 422806208 43,612 536,825 SH   DFND   0 531,496 5,329
HELEN OF TROY LTD. COM G4388N106 75,569 400,767 SH   DFND   0 377,222 23,545
HENRY SCHEIN, INC. COM 806407102 22,095 378,404 SH   DFND   0 378,404 0
HEXCEL CORP COM 428291108 10,044 222,123 SH   DFND   0 222,123 0
HOSTESS BRANDS INC. COM 44109J106 21,071 1,724,314 SH   DFND   0 1,577,919 146,395
IAA INC. COM 449253103 60,925 1,579,583 SH   DFND   0 1,477,294 102,289
IDEX CORP. COM 45167R104 60,883 385,241 SH   DFND   0 359,976 25,265
INGEVITY CORP COM 45688C107 14,404 274,000 SH   DFND   0 250,674 23,326
INGREDION INC. COM 457187102 62,090 748,072 SH   DFND   0 709,596 38,476
KAMAN CORP COM 483548103 18,249 438,683 SH   DFND   0 432,604 6,079
KAR AUCTION SERVICES INC. COM 48238T109 68,464 4,975,574 SH   DFND   0 4,724,813 250,761
KEYSIGHT TECHNOLOGIES COM 49338L103 15,431 153,113 SH   DFND   0 153,113 0
LKQ CORP COM 501889208 15,572 594,357 SH   DFND   0 594,357 0
LIGAND PHARMACEUTICALS COM 53220K504 19,365 173,132 SH   DFND   0 158,460 14,672
MARKEL CORP. COM 570535104 7,088 7,678 SH   DFND   0 7,678 0
MASTERCARD, INC. CL-A COM 57636Q104 7,065 23,892 SH   DFND   0 23,892 0
MEDTRONIC PLC COM G5960L103 5,889 64,223 SH   DFND   0 64,223 0
MERCURY SYSTEMS INC. COM 589378108 17,958 228,298 SH   DFND   0 225,139 3,159
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 11,976 104,437 SH   DFND   0 104,437 0
MINERALS TECHNOLOGIES INC COM 603158106 12,700 270,614 SH   DFND   0 247,772 22,842
NATIONAL RETAIL PROPERTIES COM 637417106 7,553 212,883 SH   DFND   0 212,883 0
O'REILLY AUTOMOTIVE INC. COM 67103H107 4,018 9,529 SH   DFND   0 9,529 0
PDC ENERGY INC COM 69327R101 6,467 519,826 SH   DFND   0 466,824 53,002
PDF SOLUTIONS, INC. COM 693282105 21,094 1,078,444 SH   DFND   0 987,368 91,076
POWER INTEGRATIONS INC. COM 739276103 44,279 374,833 SH   DFND   0 342,873 31,960
PROSPERITY BANCSHARES, INC. COM 743606105 33,668 566,988 SH   DFND   0 532,283 34,705
RBC BEARINGS INC. COM 75524B104 37,715 281,370 SH   DFND   0 257,559 23,811
RLI CORP. COM 749607107 23,450 285,622 SH   DFND   0 261,481 24,141
SCHWAB CORP COM 808513105 4,238 125,614 SH   DFND   0 125,614 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 19,294 369,907 SH   DFND   0 338,423 31,484
SIMPSON MANUFACTURING COM 829073105 21,367 253,282 SH   DFND   0 231,791 21,491
STERIS PLC COM G8473T100 17,605 114,736 SH   DFND   0 114,736 0
SYNOPSYS INC. COM 871607107 38,633 198,116 SH   DFND   0 198,116 0
TCF FINANCIAL CORP COM 872307103 49,914 1,696,598 SH   DFND   0 1,595,745 100,853
TELEDYNE INC. COM 879360105 51,475 165,542 SH   DFND   0 151,520 14,022
THERMON GROUP HOLDINGS INC COM 88362T103 6,857 470,629 SH   DFND   0 430,376 40,253
UGI CORP. COM 902681105 87,588 2,754,339 SH   DFND   0 2,613,350 140,989
UNITED COMMUNITY BANKS, INC. O COM 90984P303 21,538 1,070,485 SH   DFND   0 980,021 90,464
VISA INC-CLASS A SHARES COM 92826C839 6,869 35,558 SH   DFND   0 35,558 0
WASTE CONNECTIONS INC. COM 94106B101 48,103 512,883 SH   DFND   0 512,883 0
WATERS CORP. COM 941848103 4,159 23,056 SH   DFND   0 23,056 0
WESTERN ALLIANCE BANCORP COM 957638109 14,816 391,224 SH   DFND   0 391,224 0
WOODWARD INC. COM 980745103 64,295 829,072 SH   DFND   0 821,946 7,126