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 33,704 878,161 SH   DFND   0 840,356 37,805
ALLEGHANY CORP COM 017175100 9,626 15,946 SH   DFND   0 15,946 0
AMETEK INC. COM 031100100 40,773 337,131 SH   DFND   0 337,131 0
AMPHENOL CORP. CL A COM 032095101 41,103 314,313 SH   DFND   0 314,313 0
ANALOG DEVICES INC COM 032654105 10,728 72,620 SH   DFND   0 72,620 0
ATMOS ENERGY CORP. COM 049560105 11,624 121,802 SH   DFND   0 121,802 0
AVID BIOSERVICES INC. COM 05368M106 28,942 2,507,956 SH   DFND   0 2,399,940 108,016
BWX TECHNOLOGIES COM 05605H100 70,435 1,168,456 SH   DFND   0 1,160,786 7,670
BIO TECHNE CORP COM 09073M104 16,544 52,100 SH   DFND   0 52,100 0
BRINK'S CO, THE COM 109696104 28,710 398,748 SH   DFND   0 381,564 17,184
BRIXMOR PROPERTY GROUP, INC. COM 11120U105 21,286 1,286,156 SH   DFND   0 1,230,796 55,360
CACI INTERNATIONAL COM 127190304 64,260 257,732 SH   DFND   0 246,623 11,109
CMC MATERIALS INC. COM 12571T100 36,092 238,544 SH   DFND   0 228,277 10,267
CABOT CORP. COM 127055101 49,451 1,101,852 SH   DFND   0 1,066,670 35,182
CATALENT INC. COM 148806102 33,334 320,301 SH   DFND   0 320,301 0
CHARLES RIVER LABORATORIES COM 159864107 33,199 132,871 SH   DFND   0 132,871 0
CLEAN HARBORS INC. COM 184496107 111,001 1,458,623 SH   DFND   0 1,419,572 39,051
COGNEX CORP COM 192422103 29,715 370,115 SH   DFND   0 354,162 15,953
COHERENT INC. COM 192479103 20,669 137,775 SH   DFND   0 131,835 5,940
COPART INC. COM 217204106 58,925 463,061 SH   DFND   0 453,834 9,227
COVANTA HOLDING CORP COM 22282E102 23,313 1,775,543 SH   DFND   0 1,698,975 76,568
DOLLAR TREE INC. COM 256746108 21,626 200,162 SH   DFND   0 200,162 0
DORMAN PRODUCTS INC. COM 258278100 23,011 265,045 SH   DFND   0 253,660 11,385
EOG RESOURCES INC. COM 26875P101 1,961 39,316 SH   DFND   0 39,316 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 64,824 723,477 SH   DFND   0 695,654 27,823
ENTEGRIS INC. COM 29362U104 168,175 1,750,003 SH   DFND   0 1,706,602 43,401
FMC CORP COM 302491303 49,058 426,853 SH   DFND   0 426,853 0
FIRST AMERICAN FINANCIAL COM 31847R102 13,489 261,257 SH   DFND   0 261,257 0
GLACIER BANCORP INC. COM 37637Q105 20,085 436,538 SH   DFND   0 417,708 18,830
GRACO INC. COM 384109104 63,828 882,215 SH   DFND   0 853,745 28,470
HALOZYME THERAPEUTICS INC. COM 40637H109 140,943 3,300,001 SH   DFND   0 3,203,858 96,143
HEICO CORP - CLASS A COM 422806208 70,181 599,530 SH   DFND   0 580,104 19,426
HELEN OF TROY LTD. COM G4388N106 93,822 422,258 SH   DFND   0 409,273 12,985
HENRY SCHEIN, INC. COM 806407102 27,765 415,267 SH   DFND   0 415,267 0
HEXCEL CORP COM 428291108 10,518 216,901 SH   DFND   0 216,901 0
HOSTESS BRANDS INC. COM 44109J106 34,922 2,385,406 SH   DFND   0 2,282,540 102,866
IAA INC. COM 449253103 76,521 1,177,616 SH   DFND   0 1,138,447 39,169
IDEX CORP. COM 45167R104 81,616 409,718 SH   DFND   0 395,672 14,046
INGEVITY CORP COM 45688C107 22,658 299,199 SH   DFND   0 286,303 12,896
INGREDION INC. COM 457187102 62,228 790,997 SH   DFND   0 769,636 21,361
KBR, INC. COM 48242W106 41,698 1,348,157 SH   DFND   0 1,290,024 58,133
KAMAN CORP COM 483548103 29,373 514,143 SH   DFND   0 491,986 22,157
KAR AUCTION SERVICES INC. COM 48238T109 98,391 5,286,978 SH   DFND   0 5,147,618 139,360
KEYSIGHT TECHNOLOGIES COM 49338L103 19,756 149,561 SH   DFND   0 149,561 0
LKQ CORP COM 501889208 20,457 580,511 SH   DFND   0 580,511 0
LIGAND PHARMACEUTICALS COM 53220K504 18,727 188,306 SH   DFND   0 180,187 8,119
MARKEL CORP. COM 570535104 7,750 7,500 SH   DFND   0 7,500 0
MASTERCARD, INC. CL-A COM 57636Q104 9,687 27,140 SH   DFND   0 27,140 0
MEDTRONIC PLC COM G5960L103 8,548 72,975 SH   DFND   0 72,975 0
MERCURY SYSTEMS INC. COM 589378108 23,564 267,594 SH   DFND   0 256,069 11,525
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 12,927 102,036 SH   DFND   0 102,036 0
MINERALS TECHNOLOGIES INC COM 603158106 20,370 327,920 SH   DFND   0 313,785 14,135
NATIONAL RETAIL PROPERTIES COM 637417106 10,791 263,707 SH   DFND   0 263,707 0
O'REILLY AUTOMOTIVE INC. COM 67103H107 4,625 10,220 SH   DFND   0 10,220 0
PDF SOLUTIONS, INC. COM 693282105 25,344 1,173,340 SH   DFND   0 1,122,940 50,400
POWER INTEGRATIONS INC. COM 739276103 66,513 812,518 SH   DFND   0 777,490 35,028
PROSPERITY BANCSHARES, INC. COM 743606105 53,926 777,483 SH   DFND   0 753,002 24,481
R1 RCM INC. COM 749397105 41,578 1,730,973 SH   DFND   0 1,656,359 74,614
RBC BEARINGS INC. COM 75524B104 54,803 306,096 SH   DFND   0 292,906 13,190
RLI CORP. COM 749607107 32,378 310,879 SH   DFND   0 297,489 13,390
SCHWAB CORP COM 808513105 8,313 156,737 SH   DFND   0 156,737 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 29,667 402,154 SH   DFND   0 384,856 17,298
SIMPSON MANUFACTURING COM 829073105 25,757 275,621 SH   DFND   0 263,755 11,866
STERIS PLC COM G8473T100 21,236 112,039 SH   DFND   0 112,039 0
SYNOPSYS INC. COM 871607107 45,410 175,166 SH   DFND   0 175,166 0
TCF FINANCIAL CORP COM 872307103 73,153 1,976,046 SH   DFND   0 1,914,651 61,395
TELEDYNE INC. COM 879360105 70,581 180,063 SH   DFND   0 172,308 7,755
UGI CORP. COM 902681105 109,256 3,125,170 SH   DFND   0 3,040,641 84,529
UNITED COMMUNITY BANKS, INC. O COM 90984P303 42,213 1,484,274 SH   DFND   0 1,420,267 64,007
VISA INC-CLASS A SHARES COM 92826C839 8,833 40,385 SH   DFND   0 40,385 0
WASTE CONNECTIONS INC. COM 94106B101 53,128 517,972 SH   DFND   0 517,972 0
WATERS CORP. COM 941848103 6,481 26,194 SH   DFND   0 26,194 0
WESTERN ALLIANCE BANCORP COM 957638109 32,492 541,989 SH   DFND   0 541,989 0
WOODWARD INC. COM 980745103 106,550 876,739 SH   DFND   0 851,435 25,304