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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A10 Networks, Inc. COM 002121101   1,363,095 103,500 SH   SOLE   103,500 0 0
A10 Networks, Inc. COM 002121101   4,271,031 324,300 SH   DFND 1 0 324,300 0
Abbott Laboratories COM 002824100   869,553 7,900 SH   SOLE   7,900 0 0
Addus homeCare Corporation COM 006739106   1,371,394 14,770 SH   SOLE   14,770 0 0
Addus homeCare Corporation COM 006739106   3,584,010 38,600 SH   DFND 1 0 38,600 0
Adtran Inc COM 00486h105   5,013,954 683,100 SH   SOLE   683,100 0 0
Adtran Inc COM 00486h105   1,835,000 250,000 SH   DFND 1 0 250,000 0
Air Transport Services Group COM 00922R105   651,570 37,000 SH   DFND 1 0 37,000 0
Amer Eagle Outfitters COM 02553E106   81,995 3,875 SH   SOLE   3,875 0 0
Amer Eagle Outfitters COM 02553E106   3,023,764 142,900 SH   DFND 1 0 142,900 0
American Financial Group COM 025932104   766,840 6,450 SH   DFND 1 0 6,450 0
Applied Materials COM 038222105   324,140 2,000 SH   SOLE   2,000 0 0
Arlo Technologies, Inc. COM 04206a101   530,264 55,700 SH   SOLE   55,700 0 0
Arlo Technologies, Inc. COM 04206a101   483,616 50,800 SH   DFND 1 0 50,800 0
ATI Inc. COM 01741R102   818,460 18,000 SH   DFND 1 0 18,000 0
Atricure Inc COM 04963C209   1,211,675 33,950 SH   SOLE   33,950 0 0
Atricure Inc COM 04963C209   2,173,521 60,900 SH   DFND 1 0 60,900 0
AVIAT NETWORKS INC COM NEW COM 05366Y201   23,976,098 734,112 SH   SOLE   734,112 0 0
AVIAT NETWORKS INC COM NEW COM 05366Y201   4,899,000 150,000 SH   DFND 1 0 150,000 0
Axcelis Technologies Inc. COM 054540208   2,853,180 22,000 SH   SOLE   22,000 0 0
Axcelis Technologies Inc. COM 054540208   5,187,600 40,000 SH   DFND 1 0 40,000 0
Azenta Inc COM 114340102   241,018 3,700 SH   SOLE   3,700 0 0
Azenta Inc COM 114340102   2,468,806 37,900 SH   DFND 1 0 37,900 0
Banner Corp New COM 06652V208   482,040 9,000 SH   DFND 1 0 9,000 0
Baxter International COM 071813109   204,898 5,300 SH   SOLE   5,300 0 0
Best Buy Co COM 086516101   3,279,932 41,900 SH   DFND 1 0 41,900 0
Boise Cascade Company COM 09739D100   177,870 1,375 SH   SOLE   1,375 0 0
Boise Cascade Company COM 09739D100   5,433,120 42,000 SH   DFND 1 0 42,000 0
Bristol-Myers Squibb COM 110122108   528,493 10,300 SH   SOLE   10,300 0 0
Broadcom Ltd COM 11135F101   90,304,625 80,900 SH   SOLE   80,900 0 0
Builders Firstsource Inc COM 12008R107   7,186,767 43,050 SH   SOLE   43,050 0 0
Builders Firstsource Inc COM 12008R107   8,518,113 51,025 SH   DFND 1 0 51,025 0
Calamp Corp COM 128126109   12,550 50,000 SH   SOLE   50,000 0 0
Caleres Inc COM 129500104   17,777,305 578,500 SH   SOLE   578,500 0 0
Caleres Inc COM 129500104   4,302,200 140,000 SH   DFND 1 0 140,000 0
Calix Inc COM 13100M509   48,120,166 1,101,400 SH   SOLE   1,101,400 0 0
Calix Inc COM 13100M509   5,242,800 120,000 SH   DFND 1 0 120,000 0
Cambium Networks Corporation COM G17766109   4,888,656 814,776 SH   SOLE   814,776 0 0
Cambium Networks Corporation COM G17766109   1,483,800 247,300 SH   DFND 1 0 247,300 0
Carpenter Technology Corp COM 144285103   1,104,480 15,600 SH   DFND 1 0 15,600 0
CDW Corporation COM 12514G108   681,960 3,000 SH   SOLE   3,000 0 0
Cerence Inc. COM 156727109   12,069,274 613,900 SH   SOLE   613,900 0 0
Ciena Corp COM 171779309   10,757,390 239,000 SH   SOLE   239,000 0 0
Cigna Corp New COM 125523100   808,515 2,700 SH   SOLE   2,700 0 0
Citi Trends, Inc. COM 17306X102   19,995,317 707,048 SH   SOLE   707,048 0 0
Citi Trends, Inc. COM 17306X102   3,393,600 120,000 SH   DFND 1 0 120,000 0
Codexis, Inc. COM 192005106   305,000 100,000 SH   SOLE   100,000 0 0
Codexis, Inc. COM 192005106   2,440,000 800,000 SH   DFND 1 0 800,000 0
Coherent Inc COM 19247g107   32,286,201 741,700 SH   SOLE   741,700 0 0
Cohu Inc. COM 192576106   17,709,368 500,406 SH   SOLE   500,406 0 0
Cohu Inc. COM 192576106   1,155,483 32,650 SH   DFND 1 0 32,650 0
Colgate-Palmolive COM 194162103   1,578,258 19,800 SH   SOLE   19,800 0 0
Comtech Telecommunications Cor COM 205826209   9,486,279 1,125,300 SH   SOLE   1,125,300 0 0
Concentrix Corp COM 20602D101   24,497,699 249,442 SH   SOLE   249,442 0 0
Concentrix Corp COM 20602D101   3,918,579 39,900 SH   DFND 1 0 39,900 0
Conduent Inc COM 206787103   474,500 130,000 SH   DFND 1 0 130,000 0
Consensus Cloud Solutions, Inc COM 20848V105   41,936 1,600 SH   SOLE   1,600 0 0
Consensus Cloud Solutions, Inc COM 20848V105   465,647 17,766 SH   DFND 1 0 17,766 0
Cross Country Healthcare, Inc. COM 227483104   1,193,128 52,700 SH   SOLE   52,700 0 0
Cross Country Healthcare, Inc. COM 227483104   1,245,200 55,000 SH   DFND 1 0 55,000 0
Designer Brands Inc. CL A COM 250565108   269,040 30,400 SH   SOLE   30,400 0 0
Designer Brands Inc. CL A COM 250565108   451,350 51,000 SH   DFND 1 0 51,000 0
Ducommun Inc COM 264147109   66,714,890 1,281,500 SH   SOLE   1,281,500 0 0
Ducommun Inc COM 264147109   7,288,400 140,000 SH   DFND 1 0 140,000 0
Edwards Lifesciences Corporati COM 28176E108   976,000 12,800 SH   SOLE   12,800 0 0
EMCOR Group, Inc. COM 29084Q100   188,501 875 SH   SOLE   875 0 0
EMCOR Group, Inc. COM 29084Q100   9,188,089 42,650 SH   DFND 1 0 42,650 0
EnerSys COM 29275Y102   44,624,320 442,000 SH   SOLE   442,000 0 0
EnerSys COM 29275Y102   1,817,280 18,000 SH   DFND 1 0 18,000 0
Ensign Group, Inc. COM 29358P101   32,787,762 292,200 SH   SOLE   292,200 0 0
Ensign Group, Inc. COM 29358P101   7,529,291 67,100 SH   DFND 1 0 67,100 0
Entegris Inc COM 29362U104   62,749,734 523,700 SH   SOLE   523,700 0 0
Entegris Inc COM 29362U104   1,917,120 16,000 SH   DFND 1 0 16,000 0
Enviri Corp COM 415864107   29,118,600 3,235,400 SH   SOLE   3,235,400 0 0
Enviri Corp COM 415864107   4,050,000 450,000 SH   DFND 1 0 450,000 0
Eton Pharmaceuticals, Inc. COM 29772L108   1,314,000 300,000 SH   DFND 1 0 300,000 0
Extreme Networks COM 30226D106   85,331,736 4,837,400 SH   SOLE   4,837,400 0 0
Extreme Networks COM 30226D106   5,997,600 340,000 SH   DFND 1 0 340,000 0
Fabrinet COM G3323L100   101,617,187 533,900 SH   SOLE   533,900 0 0
Fabrinet COM G3323L100   1,141,980 6,000 SH   DFND 1 0 6,000 0
Federal Signal Corp COM 313855108   6,906,600 90,000 SH   SOLE   90,000 0 0
Fidelity National Financial COM 31620R303   301,018 5,900 SH   DFND 1 0 5,900 0
First Merchants Corporation COM 320817109   1,186,560 32,000 SH   DFND 1 0 32,000 0
Formfactor Inc COM 346375108   1,163,709 27,900 SH   SOLE   27,900 0 0
Fossil Group Inc. COM 34988V106   349,086 239,100 SH   SOLE   239,100 0 0
Garmin LTD COM H2906T109   2,451,900 19,075 SH   DFND 1 0 19,075 0
GATX Corp COM 361448103   90,165 750 SH   SOLE   750 0 0
GATX Corp COM 361448103   1,190,178 9,900 SH   DFND 1 0 9,900 0
Gen Digital Inc COM 668771108   1,506,120 66,000 SH   SOLE   66,000 0 0
Gentherm Inc COM 37253A103   785,400 15,000 SH   SOLE   15,000 0 0
Globus Medical Inc Cl A new COM 379577208   47,193,624 885,600 SH   SOLE   885,600 0 0
Globus Medical Inc Cl A new COM 379577208   5,659,398 106,200 SH   DFND 1 0 106,200 0
Halozyme Therapeutics, Inc. COM 40637H109   369,600 10,000 SH   SOLE   10,000 0 0
Harrow Inc. COM 415858109   1,209,600 108,000 SH   SOLE   108,000 0 0
Hewlett Packard Enterprises Co COM 42824c109   339,600 20,000 SH   SOLE   20,000 0 0
Hillenbrand Inc COM 431571108   71,775 1,500 SH   SOLE   1,500 0 0
Hillenbrand Inc COM 431571108   1,043,130 21,800 SH   DFND 1 0 21,800 0
IAC/ InterActiveCorp COM 44891N208   1,342,237 25,625 SH   DFND 1 0 25,625 0
Infinera Corp COM 45667G103   19,606,575 4,127,700 SH   SOLE   4,127,700 0 0
Infinera Corp COM 45667G103   3,800,000 800,000 SH   DFND 1 0 800,000 0
Insight Enterprises COM 45765U103   96,435,657 544,250 SH   SOLE   544,250 0 0
Insight Enterprises COM 45765U103   10,401,053 58,700 SH   DFND 1 0 58,700 0
Intl Business Machines COM 459200101   719,620 4,400 SH   SOLE   4,400 0 0
J Jill Group COM 46620W201   1,546,800 60,000 SH   DFND 1 0 60,000 0
Jabil Inc COM 466313103   69,356,560 544,400 SH   SOLE   544,400 0 0
Jabil Inc COM 466313103   5,146,960 40,400 SH   DFND 1 0 40,400 0
Johnson & Johnson COM 478160104   4,498,438 28,700 SH   SOLE   28,700 0 0
Kadant Inc. COM 48282T104   4,204,650 15,000 SH   SOLE   15,000 0 0
Kadant Inc. COM 48282T104   5,213,766 18,600 SH   DFND 1 0 18,600 0
Kelly Services Inc Class A COM 488152208   4,499,662 208,125 SH   DFND 1 0 208,125 0
Kforce, Inc. COM 493732101   108,096 1,600 SH   SOLE   1,600 0 0
Kforce, Inc. COM 493732101   7,081,977 104,825 SH   DFND 1 0 104,825 0
Kirkland's Inc. COM 497498105   129,558 42,900 SH   SOLE   42,900 0 0
Kratos Defense & Security Solu COM 50077B207   10,418,915 513,500 SH   SOLE   513,500 0 0
Kulicke & Soffa Industries Inc COM 501242101   703,152 12,850 SH   SOLE   12,850 0 0
Kulicke & Soffa Industries Inc COM 501242101   8,671,752 158,475 SH   DFND 1 0 158,475 0
Lumentum Holdings Inc. COM 55024U109   471,780 9,000 SH   SOLE   9,000 0 0
Lumentum Holdings Inc. COM 55024U109   1,289,532 24,600 SH   DFND 1 0 24,600 0
Marvell Technology Inc. COM 573874104   132,682 2,200 SH   SOLE   2,200 0 0
Marvell Technology Inc. COM 573874104   4,565,467 75,700 SH   DFND 1 0 75,700 0
Masimo Corp COM 574795100   135,143 1,153 SH   SOLE   1,153 0 0
Masimo Corp COM 574795100   1,195,542 10,200 SH   DFND 1 0 10,200 0
MaxLinear, Inc COM 57776J100   2,930,841 123,300 SH   SOLE   123,300 0 0
Mid America Apartment Communit COM 59522J103   109,585 815 SH   SOLE   815 0 0
Mid America Apartment Communit COM 59522J103   2,863,998 21,300 SH   DFND 1 0 21,300 0
MiMedx COM 602496101   25,699,608 2,930,400 SH   SOLE   2,930,400 0 0
MiMedx COM 602496101   4,385,000 500,000 SH   DFND 1 0 500,000 0
Modine Manufacturing Co COM 607828100   105,633,180 1,769,400 SH   SOLE   1,769,400 0 0
Modine Manufacturing Co COM 607828100   13,731,000 230,000 SH   DFND 1 0 230,000 0
MYR Group Inc. COM 55405W104   1,157,040 8,000 SH   SOLE   8,000 0 0
Natera, Inc. COM 632307104   1,941,840 31,000 SH   SOLE   31,000 0 0
Natera, Inc. COM 632307104   4,309,632 68,800 SH   DFND 1 0 68,800 0
National Bank Hldgs Corp Cl A COM 633707104   557,850 15,000 SH   DFND 1 0 15,000 0
Nature's Sunshine Products, In COM 639027101   9,478,378 548,200 SH   SOLE   548,200 0 0
Neogen Corporation COM 640491106   402,200 20,000 SH   SOLE   20,000 0 0
Neogen Corporation COM 640491106   2,678,652 133,200 SH   DFND 1 0 133,200 0
Ocular Therapeutix Inc. COM 67576a100   713,600 160,000 SH   DFND 1 0 160,000 0
Omnicell Inc COM 68213N109   1,204,160 32,000 SH   SOLE   32,000 0 0
Omnicell Inc COM 68213N109   752,600 20,000 SH   DFND 1 0 20,000 0
Onto Innovation Inc. COM 683344105   167,691,393 1,096,739 SH   SOLE   1,096,739 0 0
Onto Innovation Inc. COM 683344105   11,008,800 72,000 SH   DFND 1 0 72,000 0
Ooma Inc. COM 683416101   214,600 20,000 SH   SOLE   20,000 0 0
Organon & Co. COM 68622v106   1,450,652 100,600 SH   SOLE   100,600 0 0
Organon & Co. COM 68622v106   2,307,200 160,000 SH   DFND 1 0 160,000 0
Orthofix International NV COM 68752M108   9,386,124 696,300 SH   SOLE   696,300 0 0
Orthofix International NV COM 68752M108   3,235,200 240,000 SH   DFND 1 0 240,000 0
Orthopediatrics Corp COM 68752L100   162,550 5,000 SH   SOLE   5,000 0 0
Orthopediatrics Corp COM 68752L100   3,010,426 92,600 SH   DFND 1 0 92,600 0
Pennant Group Inc. COM 70805E109   13,567,824 974,700 SH   SOLE   974,700 0 0
Pennant Group Inc. COM 70805E109   3,480,000 250,000 SH   DFND 1 0 250,000 0
PepsiCo Inc COM 713448108   288,728 1,700 SH   SOLE   1,700 0 0
Primoris Services Corp COM 74164F103   597,780 18,000 SH   DFND 1 0 18,000 0
Procter & Gamble COM 742718109   445,482 3,040 SH   SOLE   3,040 0 0
Progress Software Corp COM 743312100   124,890 2,300 SH   SOLE   2,300 0 0
Progress Software Corp COM 743312100   2,334,900 43,000 SH   DFND 1 0 43,000 0
PTC Inc COM 69370C100   6,998,400 40,000 SH   SOLE   40,000 0 0
Pure Storage, Inc. Class A COM 74624M102   962,820 27,000 SH   SOLE   27,000 0 0
Qorvo Inc. COM 74736K101   155,402 1,380 SH   SOLE   1,380 0 0
Qorvo Inc. COM 74736K101   2,758,945 24,500 SH   DFND 1 0 24,500 0
R1 RCM, Inc New COM 77634l105   35,642,040 3,372,000 SH   SOLE   3,372,000 0 0
R1 RCM, Inc New COM 77634l105   4,862,200 460,000 SH   DFND 1 0 460,000 0
Radnet Inc COM 750491102   761,463 21,900 SH   SOLE   21,900 0 0
Radnet Inc COM 750491102   1,008,330 29,000 SH   DFND 1 0 29,000 0
Regal Rexnord Corporation COM 758750103   1,805,844 12,200 SH   DFND 1 0 12,200 0
Renasant Corporation COM 75970E107   707,280 21,000 SH   DFND 1 0 21,000 0
Revance Therapeutics, Inc. COM 761330109   175,800 20,000 SH   SOLE   20,000 0 0
Revvity Inc. COM 714046109   103,844 950 SH   SOLE   950 0 0
Revvity Inc. COM 714046109   5,121,173 46,850 SH   DFND 1 0 46,850 0
Ribbon Communications Inc COM 762544104   22,772,540 7,852,600 SH   SOLE   7,852,600 0 0
Ribbon Communications Inc COM 762544104   3,480,000 1,200,000 SH   DFND 1 0 1,200,000 0
Semtech Corp COM 816850101   11,443,593 522,300 SH   SOLE   522,300 0 0
Semtech Corp COM 816850101   1,314,600 60,000 SH   DFND 1 0 60,000 0
Sensient Technologies Corp COM 81725T100   61,050 925 SH   SOLE   925 0 0
Sensient Technologies Corp COM 81725T100   3,613,500 54,750 SH   DFND 1 0 54,750 0
SI-Bone, Inc. COM 825704109   8,060,160 384,000 SH   SOLE   384,000 0 0
SI-Bone, Inc. COM 825704109   419,800 20,000 SH   DFND 1 0 20,000 0
Skyworks Solutions, Inc. COM 83088M102   1,382,766 12,300 SH   SOLE   12,300 0 0
Skyworks Solutions, Inc. COM 83088M102   2,810,500 25,000 SH   DFND 1 0 25,000 0
Standard BioTools Inc. COM 34385p108   110,500 50,000 SH   SOLE   50,000 0 0
Summit Materials, Inc. Class a COM 86614U100   26,417,789 686,890 SH   SOLE   686,890 0 0
Summit Materials, Inc. Class a COM 86614U100   6,903,955 179,510 SH   DFND 1 0 179,510 0
Tactile Systems Technology COM 87357P100   2,378,090 166,300 SH   SOLE   166,300 0 0
Tactile Systems Technology COM 87357P100   3,575,000 250,000 SH   DFND 1 0 250,000 0
TD SYNNEX Corporation COM 87162W100   7,203,629 66,942 SH   SOLE   66,942 0 0
TD SYNNEX Corporation COM 87162W100   3,102,612 28,832 SH   DFND 1 0 28,832 0
TELA Bio, Inc. COM 872381108   2,373,270 358,500 SH   SOLE   358,500 0 0
TELA Bio, Inc. COM 872381108   926,800 140,000 SH   DFND 1 0 140,000 0
Teradyne Inc COM 880770102   1,627,800 15,000 SH   SOLE   15,000 0 0
Teradyne Inc COM 880770102   3,651,698 33,650 SH   DFND 1 0 33,650 0
Tillys Inc COM 886885102   457,678 60,700 SH   SOLE   60,700 0 0
TTM Technologies, Inc. COM 87305R109   687,735 43,500 SH   SOLE   43,500 0 0
Ultra Clean Holdings Inc COM 90385V107   42,778,547 1,253,033 SH   SOLE   1,253,033 0 0
Ultra Clean Holdings Inc COM 90385V107   4,096,800 120,000 SH   DFND 1 0 120,000 0
Veeco Instruments COM 922417100   57,231,732 1,844,400 SH   SOLE   1,844,400 0 0
Veeco Instruments COM 922417100   5,275,100 170,000 SH   DFND 1 0 170,000 0
Viemed Healthcare Inc. COM 92663R105   2,512,000 320,000 SH   DFND 1 0 320,000 0
WESCO International, Inc. COM 95082P105   5,216,400 30,000 SH   SOLE   30,000 0 0
Westrock Co COM 96145D105   18,593,611 447,823 SH   SOLE   447,823 0 0
Ziff-Davis Inc COM 48123V102   77,268 1,150 SH   SOLE   1,150 0 0
Ziff-Davis Inc COM 48123V102   483,768 7,200 SH   DFND 1 0 7,200 0
Zurn Water Solutions Corp COM 98983L108   2,532,201 86,100 SH   DFND 1 0 86,100 0