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
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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
ABERCROMBIE & FITCH CO CL A 002896207 27,634 1,777,105 SH   DFND 1 0 820,782 956,323
ACUITY BRANDS INC COM 00508Y102 44,969 285,573 SH   DFND 1 0 131,594 153,979
AVANOS MED INC COM 05350V106 51,036 2,343,232 SH   DFND 1 0 1,071,849 1,271,383
AXIS CAP HLDGS LTD SHS G0692U109 45,453 924,775 SH   DFND 1 0 429,076 495,699
CBIZ INC COM 124805102 30,801 719,987 SH   DFND 1 0 330,428 389,559
CHAMPIONX CORPORATION COM 15872M104 51,311 2,621,899 SH   DFND 1 0 1,214,071 1,407,828
CNO FINL GROUP INC COM 12621E103 43,698 2,431,720 SH   DFND 1 0 1,118,213 1,313,507
COPA HOLDINGS SA CL A P31076105 7,705 114,982 SH   DFND 1 0 114,982 0
CRANE HLDGS CO COM 224441105 10,222 116,773 SH   DFND 1 0 50,767 66,006
CREDICORP LTD COM G2519Y108 6,354 51,743 SH   DFND 1 0 51,743 0
ENCOMPASS HEALTH CORP COM 29261A100 38,518 851,593 SH   DFND 1 0 390,706 460,887
ENHABIT INC COM 29332G102 18,866 1,343,730 SH   DFND 1 0 626,154 717,576
ENPRO INDS INC COM 29355X107 39,996 470,647 SH   DFND 1 0 210,802 259,845
ENVISTA HOLDINGS CORPORATION COM 29415F104 27,987 852,997 SH   DFND 1 0 391,988 461,009
FARO TECHNOLOGIES INC COM 311642102 20,170 735,074 SH   DFND 1 0 340,429 394,645
FRONTDOOR INC COM 35905A109 36,468 1,788,500 SH   DFND 1 0 826,605 961,895
GATES INDL CORP PLC ORD SHS G39108108 37,511 3,843,304 SH   DFND 1 0 1,776,302 2,067,002
HAIN CELESTIAL GROUP INC COM 405217100 24,613 1,458,139 SH   DFND 1 0 678,049 780,090
HDFC BANK LTD SPONSORED ADS 40415F101 16,179 276,946 SH   DFND 1 0 276,946 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,204 79,316 SH   DFND 1 0 79,316 0
ITT INC COM 45073V108 72,029 1,102,369 SH   DFND 1 0 510,603 591,766
KAR AUCTION SVCS INC COM 48238T109 56,745 5,080,131 SH   DFND 1 0 2,353,987 2,726,144
KORN FERRY COM NEW 500643200 26,794 570,682 SH   DFND 1 0 260,905 309,777
LEAR CORP COM NEW 521865204 56,001 467,880 SH   DFND 1 0 216,962 250,918
LINCOLN EDL SVCS CORP COM 533535100 1,598 293,682 SH   DFND 1 0 84,821 208,861
LIVANOVA PLC SHS G5509L101 44,964 885,646 SH   DFND 1 0 404,608 481,038
LUXFER HLDGS PLC SHS G5698W116 25,408 1,752,250 SH   DFND 1 0 787,218 965,032
MSC INDL DIRECT INC CL A 553530106 45,526 625,265 SH   DFND 1 0 288,271 336,994
NOMAD FOODS LTD USD ORD SHS G6564A105 32,611 2,296,519 SH   DFND 1 0 1,065,019 1,231,500
NOVANTA INC COM 67000B104 5,973 51,644 SH   DFND 1 0 23,677 27,967
NUVASIVE INC COM 670704105 52,357 1,195,083 SH   DFND 1 0 542,287 652,796
ORTHOFIX MED INC COM 68752M108 18,482 967,148 SH   DFND 1 0 433,026 534,122
PROGRESS SOFTWARE CORP COM 743312100 46,952 1,103,459 SH   DFND 1 0 510,473 592,986
SKILLSOFT CORP CL A 83066P200 16,316 8,915,902 SH   DFND 1 0 4,049,125 4,866,777
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,086 249,209 SH   DFND 1 0 249,209 0
UNIVAR SOLUTIONS INC COM 91336L107 56,882 2,501,424 SH   DFND 1 0 1,150,562 1,350,862
VINTAGE WINE ESTATES INC COM 92747V106 10,919 3,941,765 SH   DFND 1 0 1,796,926 2,144,839
YANDEX N V SHS CLASS A N97284108 0 50,208 SH   DFND 1 0 50,208 0