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 | 19,477 | 806,183 | SH | DFND | 0 | 736,529 | 69,654 | ||
| ALLEGHANY CORP | COM | 017175100 | 7,629 | 14,659 | SH | DFND | 0 | 14,659 | 0 | ||
| AMETEK INC. | COM | 031100100 | 33,293 | 334,937 | SH | DFND | 0 | 334,937 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 33,701 | 311,267 | SH | DFND | 0 | 311,267 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 7,851 | 67,248 | SH | DFND | 0 | 67,248 | 0 | ||
| ATMOS ENERGY CORP. | COM | 049560105 | 11,718 | 122,586 | SH | DFND | 0 | 122,586 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 17,546 | 2,302,621 | SH | DFND | 0 | 2,103,670 | 198,951 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 62,711 | 1,113,682 | SH | DFND | 0 | 1,105,954 | 7,728 | ||
| BIO TECHNE CORP | COM | 09073M104 | 12,999 | 52,471 | SH | DFND | 0 | 52,471 | 0 | ||
| BRINK'S CO, THE | COM | 109696104 | 15,042 | 366,077 | SH | DFND | 0 | 334,428 | 31,649 | ||
| BRIXMOR PROPERTY GROUP, INC. | COM | 11120U105 | 13,807 | 1,181,130 | SH | DFND | 0 | 1,079,132 | 101,998 | ||
| CACI INTERNATIONAL | COM | 127190304 | 50,427 | 236,568 | SH | DFND | 0 | 216,111 | 20,457 | ||
| CABOT CORP. | COM | 127055101 | 37,364 | 1,037,018 | SH | DFND | 0 | 972,155 | 64,863 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 31,287 | 219,082 | SH | DFND | 0 | 200,169 | 18,913 | ||
| CATALENT INC. | COM | 148806102 | 27,632 | 322,582 | SH | DFND | 0 | 322,582 | 0 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 30,302 | 133,814 | SH | DFND | 0 | 133,814 | 0 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 72,322 | 1,290,765 | SH | DFND | 0 | 1,224,627 | 66,138 | ||
| COGNEX CORP | COM | 192422103 | 22,113 | 339,670 | SH | DFND | 0 | 310,294 | 29,376 | ||
| COHERENT INC. | COM | 192479103 | 12,662 | 114,147 | SH | DFND | 0 | 104,296 | 9,851 | ||
| COPART INC. | COM | 217204106 | 88,789 | 844,327 | SH | DFND | 0 | 797,576 | 46,751 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 8,911 | 1,149,765 | SH | DFND | 0 | 1,050,564 | 99,201 | ||
| DOLLAR TREE INC. | COM | 256746108 | 18,401 | 201,461 | SH | DFND | 0 | 201,461 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 21,995 | 243,359 | SH | DFND | 0 | 222,363 | 20,996 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 1,296 | 36,068 | SH | DFND | 0 | 36,068 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 68,680 | 664,662 | SH | DFND | 0 | 613,426 | 51,236 | ||
| ENTEGRIS INC. | COM | 29362U104 | 135,949 | 1,828,747 | SH | DFND | 0 | 1,740,441 | 88,306 | ||
| FMC CORP | COM | 302491303 | 44,730 | 422,342 | SH | DFND | 0 | 422,342 | 0 | ||
| FIRST AMERICAN FINANCIAL | COM | 31847R102 | 13,397 | 263,148 | SH | DFND | 0 | 263,148 | 0 | ||
| GRACO INC. | COM | 384109104 | 57,527 | 937,690 | SH | DFND | 0 | 878,828 | 58,862 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 88,824 | 3,379,927 | SH | DFND | 0 | 3,186,390 | 193,537 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 49,968 | 563,593 | SH | DFND | 0 | 527,821 | 35,772 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 77,097 | 398,395 | SH | DFND | 0 | 374,455 | 23,940 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 22,198 | 377,652 | SH | DFND | 0 | 377,652 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 7,330 | 218,470 | SH | DFND | 0 | 218,470 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 21,282 | 1,725,994 | SH | DFND | 0 | 1,576,821 | 149,173 | ||
| IAA INC. | COM | 449253103 | 57,527 | 1,104,802 | SH | DFND | 0 | 1,032,670 | 72,132 | ||
| IDEX CORP. | COM | 45167R104 | 69,972 | 383,595 | SH | DFND | 0 | 357,727 | 25,868 | ||
| INGEVITY CORP | COM | 45688C107 | 13,583 | 274,732 | SH | DFND | 0 | 250,984 | 23,748 | ||
| INGREDION INC. | COM | 457187102 | 56,533 | 747,007 | SH | DFND | 0 | 707,667 | 39,340 | ||
| KBR, INC. | COM | 48242W106 | 21,716 | 971,178 | SH | DFND | 0 | 887,185 | 83,993 | ||
| KAMAN CORP | COM | 483548103 | 18,396 | 472,053 | SH | DFND | 0 | 431,251 | 40,802 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 71,973 | 4,998,096 | SH | DFND | 0 | 4,741,428 | 256,668 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 14,876 | 150,596 | SH | DFND | 0 | 150,596 | 0 | ||
| LKQ CORP | COM | 501889208 | 16,211 | 584,584 | SH | DFND | 0 | 584,584 | 0 | ||
| LIGAND PHARMACEUTICALS | COM | 53220K504 | 16,481 | 172,906 | SH | DFND | 0 | 157,959 | 14,947 | ||
| MARKEL CORP. | COM | 570535104 | 7,351 | 7,550 | SH | DFND | 0 | 7,550 | 0 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 8,500 | 25,135 | SH | DFND | 0 | 25,135 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 7,023 | 67,583 | SH | DFND | 0 | 67,583 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 19,031 | 245,687 | SH | DFND | 0 | 224,459 | 21,228 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 11,910 | 102,719 | SH | DFND | 0 | 102,719 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 15,381 | 301,005 | SH | DFND | 0 | 274,976 | 26,029 | ||
| NATIONAL RETAIL PROPERTIES | COM | 637417106 | 7,227 | 209,416 | SH | DFND | 0 | 209,416 | 0 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 4,360 | 9,456 | SH | DFND | 0 | 9,456 | 0 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 20,158 | 1,077,387 | SH | DFND | 0 | 984,442 | 92,945 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 41,349 | 746,364 | SH | DFND | 0 | 681,931 | 64,433 | ||
| PROSPERITY BANCSHARES, INC. | COM | 743606105 | 31,388 | 605,586 | SH | DFND | 0 | 567,730 | 37,856 | ||
| R1 RCM INC. | COM | 749397105 | 25,700 | 1,498,539 | SH | DFND | 0 | 1,368,887 | 129,652 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 34,065 | 281,038 | SH | DFND | 0 | 256,747 | 24,291 | ||
| RLI CORP. | COM | 749607107 | 23,899 | 285,432 | SH | DFND | 0 | 260,769 | 24,663 | ||
| SCHWAB CORP | COM | 808513105 | 4,884 | 134,804 | SH | DFND | 0 | 134,804 | 0 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 21,321 | 369,265 | SH | DFND | 0 | 337,386 | 31,879 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 24,584 | 253,025 | SH | DFND | 0 | 231,164 | 21,861 | ||
| STERIS PLC | COM | G8473T100 | 19,883 | 112,848 | SH | DFND | 0 | 112,848 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 41,695 | 194,856 | SH | DFND | 0 | 194,856 | 0 | ||
| TCF FINANCIAL CORP | COM | 872307103 | 41,409 | 1,772,655 | SH | DFND | 0 | 1,664,716 | 107,939 | ||
| TELEDYNE INC. | COM | 879360105 | 51,284 | 165,319 | SH | DFND | 0 | 151,037 | 14,282 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 4,008 | 356,939 | SH | DFND | 0 | 325,863 | 31,076 | ||
| UGI CORP. | COM | 902681105 | 95,786 | 2,904,363 | SH | DFND | 0 | 2,752,676 | 151,687 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 19,479 | 1,150,532 | SH | DFND | 0 | 1,051,011 | 99,521 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 7,478 | 37,397 | SH | DFND | 0 | 37,397 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 53,120 | 511,751 | SH | DFND | 0 | 511,751 | 0 | ||
| WATERS CORP. | COM | 941848103 | 4,746 | 24,253 | SH | DFND | 0 | 24,253 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 13,290 | 420,311 | SH | DFND | 0 | 420,311 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 69,541 | 867,531 | SH | DFND | 0 | 819,567 | 47,964 | ||