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
3M CO COM 88579Y101 2,873 19,073 SH   SOLE   19,073 0 0
ABBVIE INC. COM COM 00287Y109 1,356 22,885 SH   SOLE   22,885 0 0
ABBVIE INC. COM COM 00287Y109 1,540 26,000 SH   DFND 1 26,000 0 0
ACE LTD COM H0023R105 2,086 17,850 SH   SOLE   17,850 0 0
ACE LTD COM H0023R105 6,076 52,000 SH   DFND 1 52,000 0 0
ACXIOM CORP COM 005125109 19,684 940,900 SH   SOLE   726,700 0 214,200
ADVANCED AUTO PARTS COM COM 00751Y106 36,411 241,920 SH   SOLE   7,900 0 234,020
ADVISORY BOARD COM 00762W107 17,710 356,987 SH   SOLE   124,970 0 232,017
AKORN INC COM COM 009728106 11,585 310,500 SH   SOLE   63,994 0 246,506
ALLERGAN PLC SHS COM G0177J108 3,125 10,000 SH   DFND 1 10,000 0 0
ALLIANCE RES PARTNR LP UT LTD COM 01877R108 351 26,000 SH   DFND 1 26,000 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 11,709 466,850 SH   SOLE   360,875 0 105,975
ALTRIA GROUP INC COM 02209S103 4,875 83,750 SH   SOLE   83,750 0 0
ALTRIA GROUP INC COM 02209S103 7,102 122,000 SH   DFND 1 122,000 0 0
AMERICAN EQTY INVT LFE COM COM 025676206 14,353 597,280 SH   SOLE   462,345 0 134,935
AMERICAN EXPRESS COM 025816109 4,973 71,500 SH   DFND 1 71,500 0 0
AMERICAN WTR WKS CO IN COM COM 030420103 3,884 65,000 SH   DFND 1 65,000 0 0
AMPHENOL CORP-CL A COM 032095101 1,420 27,180 SH   SOLE   27,180 0 0
ANHEUSER-BUSCH INBEV NV ADR COM 03524A108 4,375 35,000 SH   DFND 1 35,000 0 0
ANIXTER INTL INC COM COM 035290105 11,610 192,247 SH   SOLE   148,657 0 43,590
APOGEE ENTERPRISES COM 037598109 11,384 261,636 SH   SOLE   88,415 0 173,221
APPLE INC COM 037833100 5,195 49,357 SH   SOLE   49,357 0 0
APPLE INC COM 037833100 12,642 120,100 SH   DFND 1 120,100 0 0
ARES CAP CORP COM COM 04010L103 5,136 360,402 SH   SOLE   360,402 0 0
ARES CAP CORP COM COM 04010L103 869 61,000 SH   DFND 1 61,000 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 22,969 383,846 SH   SOLE   296,955 0 86,891
ASSURED GUARANTY LTD COM G0585R106 41,627 1,574,975 SH   SOLE   76,575 0 1,498,400
ASTRAZENECA PLC -SPONSORED ADR COM 046353108 4,260 125,465 SH   SOLE   125,465 0 0
ASTRAZENECA PLC -SPONSORED ADR COM 046353108 3,734 110,000 SH   DFND 1 110,000 0 0
AT&T INC COM 00206R102 8,918 259,163 SH   SOLE   259,163 0 0
AT&T INC COM 00206R102 1,676 48,700 SH   DFND 1 48,700 0 0
AUTO DATA PROCESSING COM 053015103 6,142 72,500 SH   DFND 1 72,500 0 0
AUTOZONE INC COM COM 053332102 1,825 2,460 SH   SOLE   2,460 0 0
AVISTA CORP. COM 05379B107 9,994 282,565 SH   SOLE   223,540 0 59,025
B&G FOODS INC-CLASS A COM 05508R106 700 20,000 SH   DFND 1 20,000 0 0
BANK HAWAII CORP COM COM 062540109 2,488 39,560 SH   SOLE   39,560 0 0
BANK OF AMER CORP COM 060505104 4 225 SH   SOLE   225 0 0
BANK OF AMER CORP COM 060505104 2,609 155,000 SH   DFND 1 155,000 0 0
BARNES GROUP INC COM COM 067806109 14,488 409,384 SH   SOLE   314,389 0 94,995
BB&T CORP COM COM 054937107 6,009 158,933 SH   SOLE   158,933 0 0
BB&T CORP COM COM 054937107 4,651 123,000 SH   DFND 1 123,000 0 0
BBCN BANCORP INC COM COM 073295107 16,029 930,844 SH   SOLE   719,215 0 211,629
BELDEN CDT INC COM 077454106 10,673 223,847 SH   SOLE   23,735 0 200,112
BIOMARIN PHARMACEUTICAL COM 09061G101 17,026 162,525 SH   SOLE   6,800 0 155,725
BLACK HILLS COM 092113109 9,505 204,711 SH   SOLE   161,936 0 42,775
BLACKROCK INC CL A COM 09247X101 5,507 16,173 SH   SOLE   16,173 0 0
BLACKROCK INC CL A COM 09247X101 3,746 11,000 SH   DFND 1 11,000 0 0
BLACKSTONE GROUP L P COM UNIT COM 09253U108 833 28,500 SH   DFND 1 28,500 0 0
BLACKSTONE MTG TR INC COM CL A COM 09257W100 3,505 130,990 SH   SOLE   130,990 0 0
BLACKSTONE MTG TR INC COM CL A COM 09257W100 535 20,000 SH   DFND 1 20,000 0 0
BOEING COM 097023105 2,856 19,749 SH   SOLE   19,749 0 0
BOEING COM 097023105 3,181 22,000 SH   DFND 1 22,000 0 0
BOOZ ALLEN HAMILTON HL CL A COM 099502106 25,736 834,225 SH   SOLE   12,025 0 822,200
BRISTOW GROUP INC COM COM 110394103 7,741 298,896 SH   SOLE   234,171 0 64,725
BROADCOM LIMITED COM Y0486S104 22,045 151,875 SH   SOLE   5,075 0 146,800
BRUNSWICK CORP COM COM 117043109 150,571 2,981,009 SH   SOLE   439,769 0 2,541,240
BURLINGTON STORES INC COM COM 122017106 55,345 1,290,097 SH   SOLE   173,440 0 1,116,657
CALGON CARBON CORP COM 129603106 12,242 709,701 SH   SOLE   549,621 0 160,080
CARDINAL FINL CORP COM COM 14149F109 15,647 687,792 SH   SOLE   231,027 0 456,765
CARDINAL HEALTH COM 14149Y108 5,981 67,000 SH   DFND 1 67,000 0 0
CARDTRONICS INC COM COM 14161H108 48,548 1,442,728 SH   SOLE   678,887 0 763,841
CARNIVAL CORP. COM 143658300 5,540 101,680 SH   SOLE   101,680 0 0
CARNIVAL CORP. COM 143658300 5,448 100,000 SH   DFND 1 100,000 0 0
CARRIZO OIL & INC COM COM 144577103 2,062 69,716 SH   SOLE   24,116 0 45,600
CARTER'S INC COM 146229109 6,387 71,735 SH   SOLE   2,660 0 69,075
CAVIUM COM 14964U108 6,095 92,762 SH   SOLE   31,210 0 61,552
CBS CORP-CL B COM 124857202 3,417 72,500 SH   DFND 1 72,500 0 0
CELGENE CORP COM COM 151020104 1,923 16,060 SH   SOLE   16,060 0 0
CELGENE CORP COM COM 151020104 3,593 30,000 SH   DFND 1 30,000 0 0
CENTENE COM 15135B101 10,225 155,379 SH   SOLE   22,775 0 132,604
CHARLES RIVER LABORATORIES COM 159864107 57,179 711,273 SH   SOLE   121,275 0 589,998
CHECK POINT SOFTWARE ORD COM M22465104 1,107 13,600 SH   SOLE   13,600 0 0
CHECK POINT SOFTWARE ORD COM M22465104 5,290 65,000 SH   DFND 1 65,000 0 0
CHESAPEAKE LODGING TR SH BEN I COM 165240102 9,587 381,041 SH   SOLE   292,585 0 88,456
CHEVRON CORP. COM 166764100 5,781 64,257 SH   SOLE   64,257 0 0
CHEVRON CORP. COM 166764100 5,398 60,000 SH   DFND 1 60,000 0 0
CHIMERIX INC COM COM 16934W106 354 39,530 SH   SOLE   14,230 0 25,300
CINEMARK HOLDINGS INC COM 17243V102 154 4,600 SH   SOLE   4,600 0 0
CINEMARK HOLDINGS INC COM 17243V102 3,343 100,000 SH   DFND 1 100,000 0 0
CISCO SYS INC COM COM 17275R102 4,998 184,041 SH   SOLE   184,041 0 0
CISCO SYS INC COM COM 17275R102 6,110 225,000 SH   DFND 1 225,000 0 0
CLARCOR COM 179895107 15,039 302,723 SH   SOLE   234,318 0 68,405
CLECO CORP NEW COM COM 12561W105 18,331 351,095 SH   SOLE   270,079 0 81,016
COCA-COLA COM 191216100 3,353 78,039 SH   SOLE   78,039 0 0
COGNIZANT TECH SOLUTIONS COM 192446102 60,259 1,003,975 SH   SOLE   37,420 0 966,555
COLUMBIA BKG SYS INC COM COM 197236102 17,491 538,005 SH   SOLE   415,550 0 122,455
COMCAST CORP CL A COM 20030N101 4,514 80,000 SH   DFND 1 80,000 0 0
CONOCOPHILLIPS COM 20825C104 3,960 84,805 SH   SOLE   84,805 0 0
CONOCOPHILLIPS COM 20825C104 957 20,500 SH   DFND 1 20,500 0 0
COSTCO WHOLESALE CORP. COM 22160K105 1,567 9,705 SH   SOLE   9,705 0 0
COSTCO WHOLESALE CORP. COM 22160K105 3,230 20,000 SH   DFND 1 20,000 0 0
COVANTA HLDG CORP COM COM 22282E102 929 60,000 SH   DFND 1 60,000 0 0
COWEN GROUP INC NEW CL A COM 223622101 7,692 2,008,272 SH   SOLE   681,385 0 1,326,887
CROCS INC COM 227046109 5,381 525,450 SH   SOLE   181,425 0 344,025
CROWN CASTLE INTL COM 22822V101 3,956 45,766 SH   SOLE   45,766 0 0
CROWN CASTLE INTL COM 22822V101 648 7,500 SH   DFND 1 7,500 0 0
CVB FINL CORP COM COM 126600105 10,771 636,575 SH   SOLE   503,600 0 132,975
CVS HEALTH CORP COM 126650100 6,551 67,000 SH   DFND 1 67,000 0 0
CYPRESS SEMICONDUCT COM 232806109 26,433 2,694,521 SH   SOLE   394,035 0 2,300,486
DECKERS OUTDOOR CORP. COM 243537107 6,870 145,550 SH   SOLE   115,150 0 30,400
DELTA AIRLINES COM 247361702 66,627 1,314,395 SH   SOLE   18,900 0 1,295,495
DIAMONDBACK ENERGY INC COM COM 25278X109 41,132 614,823 SH   SOLE   94,970 0 519,853
DINEEQUITY INC COM COM 254423106 974 11,500 SH   DFND 1 11,500 0 0
DIODES INC COM 254543101 9,225 401,447 SH   SOLE   317,622 0 83,825
DORMAN PRODUCTS INC COM COM 258278100 3,176 66,915 SH   SOLE   23,190 0 43,725
DOW CHEMICAL COM 260543103 3,362 65,303 SH   SOLE   65,303 0 0
DTE ENERGY COM 233331107 12 150 SH   SOLE   150 0 0
DTE ENERGY COM 233331107 882 11,000 SH   DFND 1 11,000 0 0
DUPONT FABROS TECH INC COM COM 26613Q106 9,769 307,302 SH   SOLE   243,152 0 64,150
E M C CORP MASS COM 268648102 2,568 100,000 SH   DFND 1 100,000 0 0
E*TRADE FINANCIAL CORP COM 269246401 63,721 2,149,818 SH   SOLE   69,635 0 2,080,183
EAGLE MATERIALS INC. COM 26969P108 13,228 218,894 SH   SOLE   169,850 0 49,044
EDUCATION RLTY TR INC COM COM 28140H203 14,945 394,540 SH   SOLE   305,049 0 89,491
EL PASO ELEC CO COM NEW COM 283677854 12,717 330,310 SH   SOLE   255,035 0 75,275
ELECTRONICS FOR IMAGING COM 286082102 21,870 467,909 SH   SOLE   157,965 0 309,944
ENDO INTERNATIONAL PLC COM G30401106 21,774 355,660 SH   SOLE   5,110 0 350,550
ENERGY TRANSFER PRTNRS UNIT LT COM 29273R109 2,418 71,700 SH   DFND 1 71,700 0 0
ENPRO INDUSTRIES INC COM 29355X107 10,308 235,123 SH   SOLE   180,498 0 54,625
ENTERPRISE PRODUCTS PARTNERS COM 293792107 3,965 155,000 SH   DFND 1 155,000 0 0
ESCO TECHNOLGOIES COM 296315104 19,038 526,795 SH   SOLE   407,295 0 119,500
ESSENDANT INC COM COM 296689102 12,058 370,895 SH   SOLE   286,830 0 84,065
EURONET WORLDWIDE INC COM COM 298736109 5,170 71,385 SH   SOLE   23,750 0 47,635
EVERCORE PARTNERS INC CLASS A COM 29977A105 22,726 420,312 SH   SOLE   139,143 0 281,169
EVERI HLDGS INC COM COM 30034T103 3,919 892,601 SH   SOLE   304,465 0 588,136
EXPRESS INC COM 30219E103 14,689 850,042 SH   SOLE   287,810 0 562,232
EXPRESS SCRIPTS HOLDING CO COM 30219G108 1,386 15,860 SH   SOLE   15,860 0 0
EXXON MOBIL CORP COM 30231G102 5,452 69,939 SH   SOLE   69,939 0 0
EXXON MOBIL CORP COM 30231G102 2,884 37,000 SH   DFND 1 37,000 0 0
FABRINET SHS COM G3323L100 18,895 793,258 SH   SOLE   613,998 0 179,260
FEDEX CORP COM 31428X106 4,172 28,000 SH   DFND 1 28,000 0 0
FIFTH THIRD BANCORP COM COM 316773100 4,003 199,137 SH   SOLE   199,137 0 0
FIFTH THIRD BANCORP COM COM 316773100 804 40,000 SH   DFND 1 40,000 0 0
FIRST BANCORP PUERTO RICO COM 318672706 36,830 11,332,231 SH   SOLE   3,908,075 0 7,424,156
FIRST INDUSTRIAL RLTY COM COM 32054K103 11,750 530,970 SH   SOLE   420,110 0 110,860
FIRST MIDWEST BANCORP INC/IL COM 320867104 13,215 717,055 SH   SOLE   553,055 0 164,000
FLAMEL TECHNOLOGIES-SP ADR COM 338488109 2,799 229,268 SH   SOLE   77,495 0 151,773
FNB CORP COM COM 302520101 15,535 1,164,547 SH   SOLE   963,962 0 200,585
FNB CORP COM COM 302520101 934 70,000 SH   DFND 1 70,000 0 0
FRANKLIN ELEC INC COM COM 353514102 7,868 291,080 SH   SOLE   230,305 0 60,775
FTD COS INC COM COM 30281V108 15,056 575,310 SH   SOLE   446,140 0 129,170
FTI CONSULTING COM 302941109 3,732 107,680 SH   SOLE   37,645 0 70,035
G & K SVCS INC CL A COM 361268105 11,539 183,455 SH   SOLE   141,761 0 41,694
GALLAGHER ARTHUR J &CO COM COM 363576109 4,066 99,328 SH   SOLE   99,328 0 0
GALLAGHER ARTHUR J &CO COM COM 363576109 3,644 89,000 SH   DFND 1 89,000 0 0
GATX CORP. COM 361448103 11,485 269,925 SH   SOLE   208,575 0 61,350
GENERAC HLDGS INC COM COM 368736104 11,953 401,520 SH   SOLE   310,555 0 90,965
GENERAL DYNAMICS CORP. COM 369550108 1,139 8,290 SH   SOLE   8,290 0 0
GENERAL ELECTRIC COM 369604103 14,097 452,557 SH   SOLE   452,557 0 0
GENERAL ELECTRIC COM 369604103 14,329 460,000 SH   DFND 1 460,000 0 0
GENERAL MOTORS COM 37045V100 5,763 169,439 SH   SOLE   169,439 0 0
GENERAL MOTORS COM 37045V100 5,442 160,000 SH   DFND 1 160,000 0 0
GILEAD SCIENCES COM 375558103 121 1,200 SH   SOLE   1,200 0 0
GILEAD SCIENCES COM 375558103 4,928 48,700 SH   DFND 1 48,700 0 0
GLAXOSMITHKLINE PLC-ADR COM 37733W105 3,506 86,900 SH   SOLE   86,900 0 0
GLOBAL PAYMENTS COM 37940X102 11,491 178,130 SH   SOLE   2,565 0 175,565
GLOBUS MED INC CL A COM 379577208 7,842 281,892 SH   SOLE   95,916 0 185,976
GOLAR LNG PARTNERS LP COM UNIT COM Y2745C102 241 18,000 SH   DFND 1 18,000 0 0
GRAND CANYON ED INC COM COM 38526M106 31,758 791,573 SH   SOLE   266,400 0 525,173
GREATBATCH INC COM 39153L106 11,790 224,578 SH   SOLE   173,906 0 50,672
H&E EQUIPMENT SERVICES INC COM 404030108 60,027 3,434,012 SH   SOLE   1,181,205 0 2,252,807
HAEMONETICS CORP COM COM 405024100 12,692 393,663 SH   SOLE   304,989 0 88,674
HAIN CELESTIAL GROUP INC COM 405217100 938 23,235 SH   SOLE   23,235 0 0
HANCOCK HLDG CO COM COM 410120109 12,613 501,121 SH   SOLE   166,870 0 334,251
HANESBRANDS COM 410345102 12,533 425,870 SH   SOLE   6,830 0 419,040
HARMAN INTERNATIONAL COM 413086109 13,763 146,090 SH   SOLE   4,950 0 141,140
HARSCO COM 415864107 5,093 646,265 SH   SOLE   506,265 0 140,000
HD SUPPLY HLDGS INC COM COM 40416M105 27,754 924,215 SH   SOLE   40,145 0 884,070
HEALTHCARE RLTY TR COM 421946104 18,012 636,003 SH   SOLE   491,308 0 144,695
HEALTHNET INC COM 42222G108 11,507 168,085 SH   SOLE   4,575 0 163,510
HEARTLAND PAYMENT SYSTEMS INC COM 42235N108 34,131 359,954 SH   SOLE   119,600 0 240,354
HELMERICH & PAYNE INC COM COM 423452101 1,980 36,982 SH   SOLE   36,982 0 0
HERCULES TECH GWTH CAP COM COM 427096508 3,387 277,812 SH   SOLE   277,812 0 0
HILTON WORLDWIDE HLDGS COM COM 43300A104 86,878 4,059,725 SH   SOLE   57,955 0 4,001,770
HONEYWELL INTL COM 438516106 1,549 14,960 SH   SOLE   14,960 0 0
HONEYWELL INTL COM 438516106 8,234 79,500 SH   DFND 1 79,500 0 0
HORIZON PHARMA PLC COM G4617B105 9,863 455,130 SH   SOLE   154,450 0 300,680
HOSPITALITY PROPERTIES TRUST COM 44106M102 523 20,000 SH   DFND 1 20,000 0 0
IBERIABANK CORP COM COM 450828108 19,642 356,677 SH   SOLE   12,285 0 344,392
IHS INC CL A COM 451734107 13,153 111,060 SH   SOLE   3,785 0 107,275
INC RESH HLDGS INC CL A COM 45329R109 25,421 524,044 SH   SOLE   176,660 0 347,384
INCYTE CORP COM 45337C102 7,623 70,295 SH   SOLE   2,535 0 67,760
INFO SVCS GRP INC COM COM 45675Y104 11,911 3,290,312 SH   SOLE   1,149,765 0 2,140,547
INNOPHOS HOLDINGS INC COM COM 45774N108 7,222 249,220 SH   SOLE   197,205 0 52,015
INTEGRATED DEVICE TECH COM COM 458118106 3,747 142,216 SH   SOLE   48,130 0 94,086
INTEL COM 458140100 8,945 259,640 SH   SOLE   259,640 0 0
INTEL COM 458140100 7,090 205,800 SH   DFND 1 205,800 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 84,998 331,685 SH   SOLE   4,795 0 326,890
INTERPUBLIC GROUP COS COM COM 460690100 8,661 372,050 SH   SOLE   5,350 0 366,700
INVESCO LTD SHS COM G491BT108 3,497 104,446 SH   SOLE   104,446 0 0
INVESCO LTD SHS COM G491BT108 837 25,000 SH   DFND 1 25,000 0 0
INVESTAR HLDG CORP COM COM 46134L105 3,479 197,648 SH   SOLE   65,065 0 132,583
IONIS PHARMACEUTICALS COM COM 462222100 18,439 297,739 SH   SOLE   100,520 0 197,219
IPG PHOTONICS CORP COM 44980X109 13,203 148,080 SH   SOLE   6,940 0 141,140
JARDEN CORP COM 471109108 1,414 24,760 SH   SOLE   24,760 0 0
JONES LANG LASALLE INC COM COM 48020Q107 62,955 393,815 SH   SOLE   5,675 0 388,140
JPMORGAN CHASE & CO. COM 46625H100 8,974 135,908 SH   SOLE   135,908 0 0
JPMORGAN CHASE & CO. COM 46625H100 11,753 178,000 SH   DFND 1 178,000 0 0
KAR AUCTION SVCS INC COM COM 48238T109 66,659 1,800,145 SH   SOLE   72,510 0 1,727,635
KAYNE ANDERSON MLP INV COM COM 486606106 1,156 66,888 SH   SOLE   66,888 0 0
KAYNE ANDERSON MLP INV COM COM 486606106 558 32,300 SH   DFND 1 32,300 0 0
KEARNY FINL CORP MD COM COM 48716P108 1,429 112,797 SH   SOLE   39,205 0 73,592
KITE RLTY GROUP TR COM COM 49803T300 12,797 493,508 SH   SOLE   382,496 0 111,012
KNOLL INC COM 498904200 12,954 689,055 SH   SOLE   532,530 0 156,525
KONA GRILL INC COM COM 50047H201 7,618 480,348 SH   SOLE   163,685 0 316,663
L BRANDS INC COM COM 501797104 5,366 56,000 SH   DFND 1 56,000 0 0
LAMAR ADVERTISING - CL A COM 512816109 5,098 85,000 SH   DFND 1 85,000 0 0
LANCASTER COLONY CORP COM COM 513847103 16,108 139,515 SH   SOLE   108,105 0 31,410
LAZARD LTD-CL A COM G54050102 67,619 1,502,303 SH   SOLE   61,495 0 1,440,808
LENNAR CORP COM 526057104 11,248 229,965 SH   SOLE   9,790 0 220,175
LINEAR TECHNOLOGY CORP COM 535678106 742 17,470 SH   SOLE   17,470 0 0
LOWES COS INC COM COM 548661107 1,915 25,190 SH   SOLE   25,190 0 0
LYONDELLBASELL INDUSTR SHS - A COM N53745100 5,206 59,910 SH   SOLE   59,910 0 0
LYONDELLBASELL INDUSTR SHS - A COM N53745100 3,259 37,500 SH   DFND 1 37,500 0 0
M & T BK CORP COM COM 55261F104 13 105 SH   SOLE   105 0 0
M & T BK CORP COM COM 55261F104 4,544 37,500 SH   DFND 1 37,500 0 0
MANHATTAN ASSOCIATES COM 562750109 28,128 425,089 SH   SOLE   70,910 0 354,179
MANPOWER INC COM 56418H100 80,620 956,465 SH   SOLE   13,605 0 942,860
MARATHON OIL CORP. COM 565849106 35 2,800 SH   SOLE   2,800 0 0
MARATHON OIL CORP. COM 565849106 1,511 120,000 SH   DFND 1 120,000 0 0
MARINEMAX INC COM 567908108 41,289 2,241,538 SH   SOLE   762,802 0 1,478,736
MASIMO CORP COM COM 574795100 15,471 372,704 SH   SOLE   126,300 0 246,404
MATTHEWS INTL CORP CL A COM 577128101 11,310 211,594 SH   SOLE   167,394 0 44,200
MAXIM INTEGRATED PRODS COM COM 57772K101 2,095 55,143 SH   SOLE   55,143 0 0
MAXIMUS COM 577933104 60,196 1,070,158 SH   SOLE   159,206 0 910,952
MCCORMICK & CO - NON VTG SHRS COM 579780206 1,546 18,075 SH   SOLE   18,075 0 0
MDC PARTNERS CL A COM 552697104 49,997 2,301,890 SH   SOLE   790,495 0 1,511,395
MEDTRONIC PLC COM G5960L103 138 1,800 SH   SOLE   1,800 0 0
MEDTRONIC PLC COM G5960L103 7,484 97,300 SH   DFND 1 97,300 0 0
MERCK COM 58933Y105 7,020 132,900 SH   SOLE   132,900 0 0
MERCK COM 58933Y105 9,111 172,500 SH   DFND 1 172,500 0 0
METLIFE COM 59156R108 4,606 95,533 SH   SOLE   95,533 0 0
METLIFE COM 59156R108 5,038 104,500 SH   DFND 1 104,500 0 0
MGIC INVT CORP WIS COM COM 552848103 87,530 9,912,826 SH   SOLE   2,082,815 0 7,830,011
MICROCHIP TECHNOLOGY COM 595017104 4,654 100,000 SH   DFND 1 100,000 0 0
MICRON TECHNOLOGY INC COM COM 595112103 871 61,535 SH   SOLE   61,535 0 0
MICRON TECHNOLOGY INC COM COM 595112103 1,841 130,000 SH   DFND 1 130,000 0 0
MICROSOFT COM 594918104 7,537 135,858 SH   SOLE   135,858 0 0
MICROSOFT COM 594918104 10,375 187,000 SH   DFND 1 187,000 0 0
MID-AMER APT CMNTYS COM - REIT COM 59522J103 17,518 192,907 SH   SOLE   162,392 0 30,515
MID-AMER APT CMNTYS COM - REIT COM 59522J103 3,178 35,000 SH   DFND 1 35,000 0 0
MINERALS TECHNOLOGIES COM COM 603158106 6,830 148,942 SH   SOLE   117,867 0 31,075
MOLINA HEALTHCARE INC COM 60855R100 32,205 535,591 SH   SOLE   177,846 0 357,745
MONDELEZ INTL INC CL A COM 609207105 121 2,700 SH   SOLE   2,700 0 0
MONDELEZ INTL INC CL A COM 609207105 3,363 75,000 SH   DFND 1 75,000 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 19,086 299,581 SH   SOLE   44,235 0 255,346
NATIONAL CINEMEDIA INC COM COM 635309107 676 43,000 SH   DFND 1 43,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,512 75,000 SH   DFND 1 75,000 0 0
NEWELL RUBBERMAID COM 651229106 3,747 85,000 SH   DFND 1 85,000 0 0
NOBLE CORP PLC COM G65431101 1,323 125,401 SH   SOLE   125,401 0 0
NOBLE CORP PLC COM G65431101 1,672 158,500 SH   DFND 1 158,500 0 0
NORDSTROM COM 655664100 12,958 260,145 SH   SOLE   4,075 0 256,070
NORFOLK SOUTHERN COM 655844108 759 8,975 SH   SOLE   8,975 0 0
NORTHWESTERN CORP COM 668074305 20,407 376,157 SH   SOLE   290,457 0 85,700
NORWEGIAN CRUISE LINE SHS COM G66721104 85,437 1,457,965 SH   SOLE   21,175 0 1,436,790
NUVASIVE INC COM 670704105 15,391 284,443 SH   SOLE   95,975 0 188,468
NVIDIA CORP COM 67066G104 2,096 63,600 SH   SOLE   63,600 0 0
NVIDIA CORP COM 67066G104 4,450 135,000 SH   DFND 1 135,000 0 0
NXP SEMICONDUCTORS N V COM COM N6596X109 36,188 429,535 SH   SOLE   13,845 0 415,690
NXSTAGE MEDICAL INC COM COM 67072V103 12,503 570,630 SH   SOLE   193,255 0 377,375
OCCIDENTAL PETROLEUM COM 674599105 5,493 81,251 SH   SOLE   81,251 0 0
OCCIDENTAL PETROLEUM COM 674599105 4,868 72,000 SH   DFND 1 72,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100 55,064 932,185 SH   SOLE   35,545 0 896,640
ON ASSIGNMENT INC COM COM 682159108 58,823 1,308,633 SH   SOLE   449,555 0 859,078
ORACLE COM 68389X105 135 3,700 SH   SOLE   3,700 0 0
ORACLE COM 68389X105 4,749 130,000 SH   DFND 1 130,000 0 0
OXFORD INDUSTRIES INC COM 691497309 8,313 130,250 SH   SOLE   103,050 0 27,200
PACWEST BANCORP DEL COM COM 695263103 17,923 415,849 SH   SOLE   339,405 0 76,444
PACWEST BANCORP DEL COM COM 695263103 862 20,000 SH   DFND 1 20,000 0 0
PEPSICO COM 713448108 3,852 38,548 SH   SOLE   38,548 0 0
PEPSICO COM 713448108 5,995 60,000 SH   DFND 1 60,000 0 0
PERRIGO CO PLC COM G97822103 32,322 223,370 SH   SOLE   3,190 0 220,180
PFIZER COM 717081103 10,090 312,572 SH   SOLE   312,572 0 0
PFIZER COM 717081103 11,066 342,800 SH   DFND 1 342,800 0 0
PHARMERICA CORP COM COM 71714F104 7,613 217,510 SH   SOLE   74,905 0 142,605
PHILIP MORRIS INTL INC COM COM 718172109 5,884 66,931 SH   SOLE   66,931 0 0
PHILIP MORRIS INTL INC COM COM 718172109 8,686 98,800 SH   DFND 1 98,800 0 0
PINNACLE FINL PARTNERS COM COM 72346Q104 18,057 351,580 SH   SOLE   270,655 0 80,925
PLEXUS CORP COM COM 729132100 15,123 433,075 SH   SOLE   334,958 0 98,117
PNC FINANCIAL SVCS COM 693475105 4,318 45,303 SH   SOLE   45,303 0 0
POOL CORP COM COM 73278L105 3,799 47,028 SH   SOLE   16,115 0 30,913
POPULAR INC COM 733174700 75,785 2,674,146 SH   SOLE   99,950 0 2,574,196
PPG INDUSTRIES COM 693506107 1,976 20,000 SH   DFND 1 20,000 0 0
PPL CORPORATION COM 69351T106 3,689 108,076 SH   SOLE   108,076 0 0
PPL CORPORATION COM 69351T106 4,778 140,000 SH   DFND 1 140,000 0 0
PRAXAIR INC COM COM 74005P104 1,473 14,385 SH   SOLE   14,385 0 0
PRIVATEBANCORP INC COM COM 742962103 13,582 331,095 SH   SOLE   111,695 0 219,400
PROGRESS SOFTWARE CORP COM COM 743312100 10,348 431,166 SH   SOLE   332,334 0 98,832
PROOFPOINT INC COM COM 743424103 14,901 229,206 SH   SOLE   77,305 0 151,901
PRUDENTIAL FINL COM 744320102 5,209 63,983 SH   SOLE   63,983 0 0
PS BUSINESS PARKS COM 69360J107 14,564 166,578 SH   SOLE   128,495 0 38,083
PTC INC COM COM 69370C100 14,667 423,546 SH   SOLE   48,380 0 375,166
PVH CORP COM 693656100 4,052 55,015 SH   SOLE   260 0 54,755
QLIK TECHNOLOGIES INC COM COM 74733T105 6,256 197,599 SH   SOLE   66,455 0 131,144
QUINTILES TRANSN HLDGS COM COM 74876Y101 46,353 675,112 SH   SOLE   21,715 0 653,397
RED ROBIN GOURMET BURG COM COM 75689M101 12,140 196,627 SH   SOLE   65,435 0 131,192
REGAL ENTERTAINMENT GROUP-A COM 758766109 3,933 208,420 SH   SOLE   208,420 0 0
REGAL ENTERTAINMENT GROUP-A COM 758766109 755 40,000 SH   DFND 1 40,000 0 0
RENASANT CORP COM COM 75970E107 10,459 303,962 SH   SOLE   240,562 0 63,400
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 70,538 696,950 SH   SOLE   9,995 0 686,955
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 2,395 52,308 SH   SOLE   52,308 0 0
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 1,365 29,800 SH   DFND 1 29,800 0 0
RSP PERMIAN INC COM COM 74978Q105 12,796 524,625 SH   SOLE   405,150 0 119,475
RUSH ENTERPRISES INC CL A COM 781846209 6,639 303,276 SH   SOLE   239,976 0 63,300
SANDERSON FARMS INC COM COM 800013104 19,281 248,721 SH   SOLE   191,610 0 57,111
SBA COMMUNICATIONS CORP-CL A COM 78388J106 21,039 200,235 SH   SOLE   7,140 0 193,095
SBA COMMUNICATIONS CORP-CL A COM 78388J106 3,362 32,000 SH   DFND 1 32,000 0 0
SCHLUMBERGER COM 806857108 1,766 25,325 SH   SOLE   25,325 0 0
SCHLUMBERGER COM 806857108 3,208 46,000 SH   DFND 1 46,000 0 0
SCHOLASTIC CORP COM 807066105 7,901 204,889 SH   SOLE   162,025 0 42,864
SCHWAB CHARLES CP NEW COM COM 808513105 8 250 SH   SOLE   250 0 0
SCHWAB CHARLES CP NEW COM COM 808513105 5,022 152,500 SH   DFND 1 152,500 0 0
SECTOR SPDR TR SBI INT-TECH COM 81369Y803 266 6,200 SH   SOLE   6,200 0 0
SEI INVESTMENTS COM 784117103 85,128 1,624,585 SH   SOLE   83,270 0 1,541,315
SELECTIVE INSURANCE GROUP COM 816300107 16,361 487,233 SH   SOLE   375,789 0 111,444
SILICON GRAPHICS INTL COM 82706L108 7,804 1,322,665 SH   SOLE   1,046,365 0 276,300
SIX FLAGS ENTMT CORP N COM COM 83001A102 22,699 413,158 SH   SOLE   82,933 0 330,225
SIX FLAGS ENTMT CORP N COM COM 83001A102 1,209 22,000 SH   DFND 1 22,000 0 0
SMUCKER J M CO COM COM 832696405 1,602 12,990 SH   SOLE   12,990 0 0
SNYDERS-LANCE INC COM 833551104 9,217 268,706 SH   SOLE   207,285 0 61,421
SONIC CORP. COM 835451105 33,369 1,032,787 SH   SOLE   347,360 0 685,427
SOUTH STATE CORP COM COM 840441109 18,176 252,626 SH   SOLE   194,655 0 57,971
SPDR S&P 500 ETF TRUST COM 78462F103 61 300 SH   SOLE   300 0 0
SPDR S&P 500 ETF TRUST COM 78462F103 1,162 5,700 SH   DFND 1 5,700 0 0
SPECTRANETICS CORP COM COM 84760C107 3,241 215,174 SH   SOLE   74,760 0 140,414
SPS COMMERCE COM 78463M107 25,676 365,697 SH   SOLE   123,193 0 242,504
SS&C TECHNOLOGIES HLDGS COM 78467J100 90,984 1,332,702 SH   SOLE   213,594 0 1,119,108
STATE BK FINL CORP COM COM 856190103 11,069 526,352 SH   SOLE   177,940 0 348,412
STEVEN MADDEN LTD COM 556269108 25,139 831,852 SH   SOLE   195,536 0 636,316
SUPERIOR ENERGY SERVICES INC COM 868157108 59,430 4,412,025 SH   SOLE   514,780 0 3,897,245
SYKES ENTERPRISES INC COM COM 871237103 7,751 251,814 SH   SOLE   199,352 0 52,462
TEAM HEALTH HOLDINGS I COM COM 87817A107 51,083 1,163,885 SH   SOLE   226,900 0 936,985
THERMO FISHER SCIENTIFIC INC COM 883556102 4,965 35,000 SH   DFND 1 35,000 0 0
TOTAL FINA S A SPONSORED ADR COM 89151E109 593 13,200 SH   DFND 1 13,200 0 0
TOWERS WATSON & CO CL A COM 891894107 6,215 48,380 SH   SOLE   1,050 0 47,330
TRACTOR SUPPLY COMPANY COM 892356106 74,253 868,460 SH   SOLE   29,750 0 838,710
TRI POINTE GROUP INC COM COM 87265H109 12,340 973,941 SH   SOLE   752,600 0 221,341
TRIBUNE PUBG CO COM COM 896082104 10,972 1,190,035 SH   SOLE   408,175 0 781,860
TRUEBLUE INC COM COM 89785X101 58,139 2,256,946 SH   SOLE   1,130,961 0 1,125,985
UMB FINL CORP COM COM 902788108 10,048 215,846 SH   SOLE   170,771 0 45,075
UMPQUA HLDGS CORP COM COM 904214103 12,311 774,290 SH   SOLE   595,190 0 179,100
UNITED BANKSHARES COM 909907107 12,293 332,338 SH   SOLE   257,245 0 75,093
UNITED CMNTY BKS GA COM COM 90984P303 13,601 697,825 SH   SOLE   539,050 0 158,775
UNITEDHEALTH GROUP COM 91324P102 3,294 28,000 SH   DFND 1 28,000 0 0
VANTIV INC CL A COM 92210H105 36,051 760,240 SH   SOLE   10,895 0 749,345
VERIZON COMMUNICATIONS COM 92343V104 17 360 SH   SOLE   360 0 0
VERIZON COMMUNICATIONS COM 92343V104 3,938 85,200 SH   DFND 1 85,200 0 0
VF CORP COM 918204108 1,328 21,330 SH   SOLE   21,330 0 0
VF CORP COM 918204108 4,669 75,000 SH   DFND 1 75,000 0 0
VWR CORP COM COM 91843L103 18,939 668,996 SH   SOLE   515,900 0 153,096
WAGEWORKS INC COM COM 930427109 27,246 600,528 SH   SOLE   203,475 0 397,053
WELLS FARGO & CO DEL COM COM 949746101 151 2,770 SH   SOLE   2,770 0 0
WELLS FARGO & CO DEL COM COM 949746101 9,296 171,000 SH   DFND 1 171,000 0 0
WNS HOLDINGS LTD SPON ADR COM 92932M101 28,618 917,524 SH   SOLE   308,798 0 608,726
WOLVERINE WORLD WIDE COM 978097103 7,878 471,470 SH   SOLE   373,120 0 98,350
XCEL ENERGY COM 98389B100 2,676 74,530 SH   SOLE   74,530 0 0
YADKIN FINL CORP COM COM 984305102 6,358 252,620 SH   SOLE   85,854 0 166,766