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 |
| 1 800 FLOWERS COM INC | CL A | 68243Q106 | 15,262 | 653,077 | SH | DFND | 653,077 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 118,019 | 1,944,293 | SH | DFND | 1,944,293 | 0 | 0 | ||
| ACI WORLDWIDE INC | COM | 004498101 | 86,346 | 2,488,350 | SH | DFND | 2,488,350 | 0 | 0 | ||
| AVIENT CORPORATION | COM | 05368V106 | 73,003 | 1,304,787 | SH | DFND | 1,304,787 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 39,836 | 2,300,000 | SH | DFND | 2,300,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 90,594 | 1,381,632 | SH | DFND | 1,381,632 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 136,374 | 3,486,031 | SH | DFND | 3,486,031 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 62,900 | 1,506,946 | SH | DFND | 1,506,946 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 19,854 | 250,243 | SH | DFND | 250,243 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 66,640 | 1,425,453 | SH | DFND | 1,425,453 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 92,819 | 1,145,909 | SH | DFND | 1,145,909 | 0 | 0 | ||
| HOLLEY INC | COM | 43538H103 | 21,208 | 1,632,639 | SH | DFND | 1,632,639 | 0 | 0 | ||
| INOTIV INC | COM | 45783Q100 | 123,979 | 2,946,961 | SH | DFND | 2,946,961 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 56,968 | 651,583 | SH | DFND | 651,583 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 43,648 | 289,099 | SH | DFND | 289,099 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 87,292 | 3,254,745 | SH | DFND | 3,254,745 | 0 | 0 | ||
| PREMIER INC | CL A | 74051N102 | 27,557 | 669,358 | SH | DFND | 669,358 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 62,297 | 3,533,577 | SH | DFND | 3,533,577 | 0 | 0 | ||
| TENNANT CO | COM | 880345103 | 40,520 | 500,002 | SH | DFND | 500,002 | 0 | 0 | ||
| UNISYS CORP | COM NEW | 909214306 | 291 | 14,133 | SH | DFND | 14,133 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 17,043 | 950,000 | SH | DFND | 950,000 | 0 | 0 | ||