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
Abbott Laboratories COM 002824100   554,418 5,400 SH   SOLE 0 5,400 0 0
Accendra Health Inc. COM 690732102   547,200 240,000 SH   DFND 0 0 240,000 0
Accendra Health Inc. COM 690732102   3,525,792 1,546,400 SH   SOLE 0 1,546,400 0 0
Axcelis Technologies Inc. COM 054540208   930,800 10,000 SH   DFND 0 0 10,000 0
Axcelis Technologies Inc. COM 054540208   1,303,120 14,000 SH   SOLE 0 14,000 0 0
Adtran Inc COM 00486H105   4,528,800 360,000 SH   DFND 0 0 360,000 0
Adtran Inc COM 00486H105   4,694,856 373,200 SH   SOLE 0 373,200 0 0
Addus homeCare Corporation COM 006739106   1,383,211 14,770 SH   SOLE 0 14,770 0 0
Addus homeCare Corporation COM 006739106   3,511,875 37,500 SH   DFND 0 0 37,500 0
Amer Eagle Outfitters COM 02553E106   64,713 3,875 SH   SOLE 0 3,875 0 0
Amer Eagle Outfitters COM 02553E106   1,351,030 80,900 SH   DFND 0 0 80,900 0
American Financial Group COM 025932104   823,730 6,450 SH   DFND 0 0 6,450 0
Applied Materials COM 038222105   683,580 2,000 SH   SOLE 0 2,000 0 0
AngioDynamics, Inc. COM 03475V101   2,728,800 240,000 SH   DFND 0 0 240,000 0
AngioDynamics, Inc. COM 03475V101   5,437,134 478,200 SH   SOLE 0 478,200 0 0
Arlo Technologies, Inc. COM 04206A101   2,123,116 149,200 SH   DFND 0 0 149,200 0
Arlo Technologies, Inc. COM 04206A101   2,669,548 187,600 SH   SOLE 0 187,600 0 0
A10 Networks, Inc. COM 002121101   2,392,920 103,500 SH   SOLE 0 103,500 0 0
A10 Networks, Inc. COM 002121101   6,887,448 297,900 SH   DFND 0 0 297,900 0
ATI Inc. COM 01741R102   2,618,280 18,000 SH   DFND 0 0 18,000 0
Atricure Inc COM 04963C209   1,737,477 60,900 SH   DFND 0 0 60,900 0
Atricure Inc COM 04963C209   1,774,566 62,200 SH   SOLE 0 62,200 0 0
Broadcom Ltd COM 11135F101   250,393,590 809,000 SH   SOLE 0 809,000 0 0
Azenta Inc COM 114340102   90,859 4,300 SH   SOLE 0 4,300 0 0
Azenta Inc COM 114340102   773,358 36,600 SH   DFND 0 0 36,600 0
Banner Corp New COM 06652V208   364,080 6,000 SH   DFND 0 0 6,000 0
Bath & Body Works, Inc. COM 070830104   3,734,000 200,000 SH   DFND 0 0 200,000 0
Bath & Body Works, Inc. COM 070830104   5,248,137 281,100 SH   SOLE 0 281,100 0 0
Boise Cascade Company COM 09739D100   104,294 1,375 SH   SOLE 0 1,375 0 0
Boise Cascade Company COM 09739D100   3,185,700 42,000 SH   DFND 0 0 42,000 0
Builders Firstsource Inc COM 12008R107   3,515,491 42,700 SH   DFND 0 0 42,700 0
Builders Firstsource Inc COM 12008R107   3,544,307 43,050 SH   SOLE 0 43,050 0 0
Bristol-Myers Squibb COM 110122108   309,315 5,100 SH   SOLE 0 5,100 0 0
Caleres Inc COM 129500104   1,054,000 100,000 SH   DFND 0 0 100,000 0
Caleres Inc COM 129500104   8,554,253 811,599 SH   SOLE 0 811,599 0 0
Calix Inc COM 13100M509   37,634,118 768,200 SH   SOLE 0 768,200 0 0
Cross Country Healthcare, Inc. COM 227483104   495,380 52,700 SH   SOLE 0 52,700 0 0
Cross Country Healthcare, Inc. COM 227483104   517,000 55,000 SH   DFND 0 0 55,000 0
Cigna Corp New COM 125523100   480,150 1,800 SH   SOLE 0 1,800 0 0
Colgate-Palmolive COM 194162103   1,508,571 17,700 SH   SOLE 0 17,700 0 0
Concentrix Corp COM 20602D101   708,624 25,900 SH   DFND 0 0 25,900 0
Concentrix Corp COM 20602D101   1,106,493 40,442 SH   SOLE 0 40,442 0 0
Cohu Inc. COM 192576106   19,102,348 623,852 SH   SOLE 0 623,852 0 0
Cerence Inc. COM 156727109   3,603,540 571,084 SH   DFND 0 0 571,084 0
Cerence Inc. COM 156727109   12,217,372 1,936,192 SH   SOLE 0 1,936,192 0 0
Carpenter Technology Corp COM 144285103   6,148,740 15,600 SH   DFND 0 0 15,600 0
Ducommun Inc COM 264147109   94,001,000 770,500 SH   SOLE 0 770,500 0 0
EMCOR Group, Inc. COM 29084Q100   424,528 575 SH   SOLE 0 575 0 0
EMCOR Group, Inc. COM 29084Q100   14,692,369 19,900 SH   DFND 0 0 19,900 0
Enovis Corporation COM 194014502   4,550,000 200,000 SH   DFND 0 0 200,000 0
Enovis Corporation COM 194014502   35,870,266 1,576,715 SH   SOLE 0 1,576,715 0 0
EnerSys COM 29275Y102   76,766,868 441,900 SH   SOLE 0 441,900 0 0
Ensign Group, Inc. COM 29358P101   10,881,000 54,000 SH   DFND 0 0 54,000 0
Ensign Group, Inc. COM 29358P101   58,051,949 288,099 SH   SOLE 0 288,099 0 0
Entegris Inc COM 29362U104   3,517,200 30,000 SH   DFND 0 0 30,000 0
Entegris Inc COM 29362U104   57,881,388 493,700 SH   SOLE 0 493,700 0 0
Edwards Lifesciences Corporation COM 28176E108   352,352 4,400 SH   SOLE 0 4,400 0 0
Extreme Networks COM 30226D106   7,238,400 480,000 SH   DFND 0 0 480,000 0
Extreme Networks COM 30226D106   71,703,892 4,754,900 SH   SOLE 0 4,754,900 0 0
Fabrinet COM G3323L100   1,564,560 3,000 SH   DFND 0 0 3,000 0
Fabrinet COM G3323L100   275,101,800 527,500 SH   SOLE 0 527,500 0 0
Fidelity National Financial COM 31620R303   273,642 5,900 SH   DFND 0 0 5,900 0
Formfactor Inc COM 346375108   2,706,021 27,900 SH   SOLE 0 27,900 0 0
First Merchants Corporation COM 320817109   1,239,360 32,000 SH   DFND 0 0 32,000 0
Federal Signal Corp COM 313855108   7,569,800 70,000 SH   SOLE 0 70,000 0 0
GATX Corp COM 361448103   128,055 750 SH   SOLE 0 750 0 0
GATX Corp COM 361448103   990,292 5,800 SH   DFND 0 0 5,800 0
Gen Digital Inc COM 668771108   677,880 36,000 SH   SOLE 0 36,000 0 0
Globus Medical Inc Cl A new COM 379577208   7,082,352 82,200 SH   DFND 0 0 82,200 0
Globus Medical Inc Cl A new COM 379577208   63,766,930 740,099 SH   SOLE 0 740,099 0 0
Garmin LTD COM H2906T109   4,425,591 19,075 SH   DFND 0 0 19,075 0
Halozyme Therapeutics, Inc. COM 40637H109   646,300 10,000 SH   SOLE 0 10,000 0 0
Helen of Troy Limited COM G4388N106   2,884,000 200,000 SH   DFND 0 0 200,000 0
Helen of Troy Limited COM G4388N106   10,484,782 727,100 SH   SOLE 0 727,100 0 0
Integra Lifesciences Holdings Corp COM 457985208   6,688,200 710,000 SH   DFND 0 0 710,000 0
Integra Lifesciences Holdings Corp COM 457985208   31,111,415 3,302,698 SH   SOLE 0 3,302,698 0 0
Intl Business Machines COM 459200101   702,931 2,900 SH   SOLE 0 2,900 0 0
Jabil Inc COM 466313103   4,621,962 17,400 SH   DFND 0 0 17,400 0
Jabil Inc COM 466313103   140,916,715 530,500 SH   SOLE 0 530,500 0 0
J Jill Group COM 46620W201   1,913,820 167,000 SH   DFND 0 0 167,000 0
J Jill Group COM 46620W201   8,564,058 747,300 SH   SOLE 0 747,300 0 0
Johnson & Johnson COM 478160104   6,648,768 27,200 SH   SOLE 0 27,200 0 0
Kadant Inc. COM 48282T104   4,326,780 14,800 SH   DFND 0 0 14,800 0
Kadant Inc. COM 48282T104   4,385,250 15,000 SH   SOLE 0 15,000 0 0
Kforce, Inc. COM 493732101   46,784 1,600 SH   SOLE 0 1,600 0 0
Kforce, Inc. COM 493732101   1,029,248 35,200 SH   DFND 0 0 35,200 0
Orthopediatrics Corp COM 68752L100   745,890 47,000 SH   SOLE 0 47,000 0 0
Kulicke & Soffa Industries Inc. COM 501242101   844,502 12,850 SH   SOLE 0 12,850 0 0
Kulicke & Soffa Industries Inc. COM 501242101   10,414,977 158,475 SH   DFND 0 0 158,475 0
Kratos Defense & Security Solutions, Inc. COM 50077B207   15,194,905 215,500 SH   SOLE 0 215,500 0 0
Lumentum Holdings Inc. COM 55024U109   6,324,840 9,000 SH   SOLE 0 9,000 0 0
Lumentum Holdings Inc. COM 55024U109   17,287,896 24,600 SH   DFND 0 0 24,600 0
Mid America Apartment Communities COM 59522J103   99,528 815 SH   SOLE 0 815 0 0
Mid America Apartment Communities COM 59522J103   2,540,096 20,800 SH   DFND 0 0 20,800 0
Masimo Corp COM 574795100   205,084 1,153 SH   SOLE 0 1,153 0 0
Masimo Corp COM 574795100   1,814,274 10,200 SH   DFND 0 0 10,200 0
MasterBrand Inc. COM 57638P104   3,657,156 440,091 SH   DFND 0 0 440,091 0
MasterBrand Inc. COM 57638P104   5,335,020 642,000 SH   SOLE 0 642,000 0 0
MiMedx COM 602496101   1,185,000 300,000 SH   DFND 0 0 300,000 0
MiMedx COM 602496101   12,285,685 3,110,300 SH   SOLE 0 3,110,300 0 0
Modine Manufacturing Co COM 607828100   17,336,800 80,000 SH   DFND 0 0 80,000 0
Modine Manufacturing Co COM 607828100   298,105,843 1,375,598 SH   SOLE 0 1,375,598 0 0
Marvell Technology Inc. COM 573874104   217,910 2,200 SH   SOLE 0 2,200 0 0
Marvell Technology Inc. COM 573874104   6,874,070 69,400 SH   DFND 0 0 69,400 0
MaxLinear, Inc COM 57776J100   14,972,790 861,000 SH   SOLE 0 861,000 0 0
MYR Group Inc. COM 55405W104   2,258,560 8,000 SH   SOLE 0 8,000 0 0
National Bank Hldgs Corp Cl A COM 633707104   352,440 9,000 SH   DFND 0 0 9,000 0
Neogen Corporation COM 640491106   483,080 52,000 SH   SOLE 0 52,000 0 0
NN, Inc. COM 629337106   290,000 200,000 SH   SOLE 0 200,000 0 0
Insight Enterprises COM 45765U103   5,329,506 79,533 SH   DFND 0 0 79,533 0
Insight Enterprises COM 45765U103   58,727,564 876,400 SH   SOLE 0 876,400 0 0
Natera, Inc. COM 632307104   6,199,690 31,000 SH   SOLE 0 31,000 0 0
Natera, Inc. COM 632307104   11,879,406 59,400 SH   DFND 0 0 59,400 0
Nova Measuring Instruments Ltd COM M7516K103   434,280 1,000 SH   SOLE 0 1,000 0 0
Enviri Corp COM 415864107   1,177,200 60,000 SH   DFND 0 0 60,000 0
Enviri Corp COM 415864107   42,620,487 2,172,298 SH   SOLE 0 2,172,298 0 0
Orthofix Medical Inc. COM 68752M108   6,652,600 580,000 SH   DFND 0 0 580,000 0
Orthofix Medical Inc. COM 68752M108   31,254,592 2,724,899 SH   SOLE 0 2,724,899 0 0
Onto Innovation Inc. COM 683344105   10,253,500 50,000 SH   DFND 0 0 50,000 0
Onto Innovation Inc. COM 683344105   215,823,461 1,052,438 SH   SOLE 0 1,052,438 0 0
Penguin Solutions Inc COM 706915105   5,808,000 330,000 SH   DFND 0 0 330,000 0
Penguin Solutions Inc COM 706915105   22,441,760 1,275,100 SH   SOLE 0 1,275,100 0 0
PepsiCo Inc COM 713448108   232,935 1,500 SH   SOLE 0 1,500 0 0
Pfizer, Inc COM 717081103   320,112 11,400 SH   SOLE 0 11,400 0 0
Procter & Gamble COM 742718109   361,100 2,500 SH   SOLE 0 2,500 0 0
Pennant Group Inc. COM 70805E109   6,096,000 200,000 SH   DFND 0 0 200,000 0
Pennant Group Inc. COM 70805E109   36,844,224 1,208,800 SH   SOLE 0 1,208,800 0 0
Progress Software Corp COM 743312100   58,995 2,300 SH   SOLE 0 2,300 0 0
Progress Software Corp COM 743312100   1,102,950 43,000 SH   DFND 0 0 43,000 0
Primoris Services Corp COM 74164F103   715,200 5,000 SH   DFND 0 0 5,000 0
Pure Storage, Inc. Class A COM 74624M102   1,594,080 27,000 SH   SOLE 0 27,000 0 0
PTC Inc COM 69370C100   4,274,700 30,000 SH   SOLE 0 30,000 0 0
Quidel Corp COM 219798105   6,161,250 375,000 SH   DFND 0 0 375,000 0
Quidel Corp COM 219798105   18,909,287 1,150,900 SH   SOLE 0 1,150,900 0 0
Qorvo Inc. COM 74736K101   106,812 1,380 SH   SOLE 0 1,380 0 0
Qorvo Inc. COM 74736K101   1,896,300 24,500 SH   DFND 0 0 24,500 0
Ribbon Communications Inc COM 762544104   345,638 163,037 SH   DFND 0 0 163,037 0
Ribbon Communications Inc COM 762544104   16,691,392 7,873,298 SH   SOLE 0 7,873,298 0 0
Radnet Inc COM 750491102   1,509,030 27,000 SH   SOLE 0 27,000 0 0
Radnet Inc COM 750491102   1,548,153 27,700 SH   DFND 0 0 27,700 0
Renasant Corporation COM 75970E107   794,860 22,000 SH   DFND 0 0 22,000 0
Regal Rexnord Corporation COM 758750103   2,284,572 12,200 SH   DFND 0 0 12,200 0
Revvity Inc. COM 714046109   83,230 950 SH   SOLE 0 950 0 0
Revvity Inc. COM 714046109   3,285,375 37,500 SH   DFND 0 0 37,500 0
SI-Bone, Inc. COM 825704109   1,515,600 120,000 SH   DFND 0 0 120,000 0
SI-Bone, Inc. COM 825704109   12,712,095 1,006,500 SH   SOLE 0 1,006,500 0 0
TD SYNNEX Corporation COM 87162W100   3,177,147 18,832 SH   DFND 0 0 18,832 0
TD SYNNEX Corporation COM 87162W100   8,510,070 50,442 SH   SOLE 0 50,442 0 0
Smurfit Westrock L COM G8267P108   724,473 18,180 SH   SOLE 0 18,180 0 0
Skyworks Solutions, Inc. COM 83088M102   658,665 12,300 SH   SOLE 0 12,300 0 0
Sensient Technologies Corp COM 81725T100   79,957 925 SH   SOLE 0 925 0 0
Sensient Technologies Corp COM 81725T100   4,369,542 50,550 SH   DFND 0 0 50,550 0
TruBridge, Inc. COM 205306103   762,188 52,062 SH   DFND 0 0 52,062 0
Tactile Systems Technology COM 87357P100   1,829,100 70,000 SH   DFND 0 0 70,000 0
Tactile Systems Technology COM 87357P100   4,857,541 185,899 SH   SOLE 0 185,899 0 0
Teradyne Inc COM 880770102   4,446,900 15,000 SH   SOLE 0 15,000 0 0
Teradyne Inc COM 880770102   9,975,879 33,650 SH   DFND 0 0 33,650 0
Gentherm Inc COM 37253A103   416,700 15,000 SH   SOLE 0 15,000 0 0
Treace Medical Concepts, Inc. COM 89455T109   134,000 100,000 SH   SOLE 0 100,000 0 0
TTEC Holdings Inc COM 89854H102   585,250 234,100 SH   SOLE 0 234,100 0 0
TTEC Holdings Inc COM 89854H102   750,000 300,000 SH   DFND 0 0 300,000 0
TTM Technologies, Inc. COM 87305R109   4,237,770 43,500 SH   SOLE 0 43,500 0 0
Ultra Clean Holdings Inc COM 90385V107   37,817,876 608,200 SH   SOLE 0 608,200 0 0
Veeco Instruments COM 922417100   8,803,600 260,000 SH   DFND 0 0 260,000 0
Veeco Instruments COM 922417100   64,719,970 1,911,399 SH   SOLE 0 1,911,399 0 0
WESCO International, Inc. COM 95082P105   8,208,600 30,000 SH   SOLE 0 30,000 0 0
Dentsply Sirona, Inc. COM 24906P109   6,032,000 520,000 SH   DFND 0 0 520,000 0
Dentsply Sirona, Inc. COM 24906P109   28,503,520 2,457,200 SH   SOLE 0 2,457,200 0 0
Xerox Corp COM 98421M106   206,400 160,000 SH   DFND 0 0 160,000 0
Xerox Corp COM 98421M106   928,800 720,000 SH   SOLE 0 720,000 0 0
Ziff-Davis Inc COM 48123V102   48,254 1,150 SH   SOLE 0 1,150 0 0
Ziff-Davis Inc COM 48123V102   302,112 7,200 SH   DFND 0 0 7,200 0
Zumiez, Inc. COM 989817101   8,258,146 372,660 SH   SOLE 0 372,660 0 0
Zurn Water Solutions Corp COM 98983L108   4,587,132 102,300 SH   DFND 0 0 102,300 0