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
ADVANCED ENERGY INDUSTRIES COM 007973100 BBG000FKMP26 40,178,693 421,558 SH   DFND   0 386,500 35,058
AGILYSYS INC COM 00847J105 BBG000BR74W6 27,280,118 376,070 SH   DFND   0 344,758 31,312
AMETEK INC COM 031100100 BBG000B9XG87 112,085,862 651,132 SH   DFND   0 651,132 0
AMPHENOL CORP CL A COM 032095101 BBG000B9YJ35 123,139,322 1,877,410 SH   DFND   0 1,877,410 0
ANALOG DEVICES INC COM 032654105 BBG000BB6G37 50,379,788 249,813 SH   DFND   0 249,813 0
API GROUP CORP COM 00187Y100 BBG00HXKRGY9 67,673,833 1,892,445 SH   DFND   0 1,735,001 157,444
BIO TECHNE CORP COM 09073M104 BBG000C15114 71,914,151 1,226,576 SH   DFND   0 1,226,576 0
BRINKS CO COM 109696104 BBG000DR5QP5 31,564,113 366,343 SH   DFND   0 335,891 30,452
BRIXMOR PROPERTY GROUP INC COM 11120U105 BBG001LFLZZ1 57,258,712 2,156,637 SH   DFND   0 1,977,209 179,428
BROWN & BROWN INC COM 115236101 BBG000BWSGF4 68,560,945 551,133 SH   DFND   0 551,133 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86F25 179,892,517 1,823,543 SH   DFND   0 1,760,725 62,818
CABOT CORP COM 127055101 BBG000BF3WW4 86,960,865 1,045,957 SH   DFND   0 990,868 55,089
CACI INTERNATIONAL INC CL A COM 127190304 BBG000KQY8Y7 83,480,171 227,516 SH   DFND   0 208,588 18,928
CAE INC COM 124765108 BBG000KPFXB0 131,779,039 5,359,050 SH   DFND   0 5,059,659 299,391
CHARLES RIVER LABORATORIES COM 159864107 BBG000BG5BL8 26,229,465 174,259 SH   DFND   0 174,259 0
CHARLES SCHWAB CORP COM 808513105 BBG000BSLZY7 57,362,018 732,780 SH   DFND   0 732,780 0
CLEAN HARBORS INC COM 184496107 BBG000BFRRX8 219,814,198 1,115,242 SH   DFND   0 1,076,135 39,107
COGNEX CORP COM 192422103 BBG000BPBVW5 7,087,727 237,604 SH   DFND   0 217,826 19,778
COHERENT CORP COM 19247G107 BBG000BLW102 76,533,868 1,178,532 SH   DFND   0 1,120,216 58,316
COPART INC COM 217204106 BBG000BM9RH1 78,329,671 1,384,161 SH   DFND   0 1,384,161 0
CRANE NXT CO COM 224441105 BBG017BXPZ85 10,860,563 211,295 SH   DFND   0 193,717 17,578
DOLBY LABORATORIES INC CL A COM 25659T107 BBG000DGLTG5 36,586,586 455,567 SH   DFND   0 455,567 0
DORMAN PRODS INC COM 258278100 BBG000BM22F5 18,856,554 156,434 SH   DFND   0 143,415 13,019
ENTEGRIS INC COM 29362U104 BBG000CTV4N4 190,579,641 2,178,551 SH   DFND   0 2,099,334 79,217
FIRST AMERICAN FINANCIAL CORP COM 31847R102 BBG000V78V75 18,715,182 285,162 SH   DFND   0 285,162 0
FMC CORP COM 302491303 BBG000BJP882 72,268,854 1,712,938 SH   DFND   0 1,678,199 34,739
FTI CONSULTING INC COM 302941109 BBG000K88H58 27,091,413 165,111 SH   DFND   0 151,375 13,736
GLACIER BANCORP INC COM 37637Q105 BBG000C3KB84 48,146,913 1,088,804 SH   DFND   0 998,220 90,584
GRACO INC COM 384109104 BBG000BK9W84 72,735,289 870,977 SH   DFND   0 823,321 47,656
HALOZYME THERAPEUTICS INC COM 40637H109 BBG000CZ8W54 234,457,211 3,674,302 SH   DFND   0 3,534,499 139,803
HEICO CORP CL A COM 422806208 BBG000F0CD91 89,125,753 422,457 SH   DFND   0 418,551 3,906
HENRY SCHEIN INC COM 806407102 BBG000BNMMJ3 81,120,446 1,184,413 SH   DFND   0 1,184,413 0
HEXCEL CORP COM 428291108 BBG000BLMDQ9 13,330,501 243,435 SH   DFND   0 243,435 0
HUNTINGTON BANCSHARES INC COM 446150104 BBG000BKWSR6 45,546,314 3,034,398 SH   DFND   0 3,034,398 0
IDEX CORP COM 45167R104 BBG000C1HN22 88,203,873 487,395 SH   DFND   0 462,568 24,827
INGREDION INC COM 457187102 BBG000BXPZB7 154,469,042 1,142,438 SH   DFND   0 1,101,354 41,084
INTERCONTINENTAL EXCHANGE INC COM 45866F104 BBG000C1FB75 53,091,015 307,774 SH   DFND   0 307,774 0
IQVIA HOLDINGS INC COM 46266C105 BBG00333FYS2 27,741,334 157,353 SH   DFND   0 157,353 0
KBR INC COM 48242W106 BBG000P28YZ6 113,122,744 2,271,085 SH   DFND   0 2,149,036 122,049
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN811 27,236,274 181,854 SH   DFND   0 181,854 0
LKQ CORP COM 501889208 BBG000PXDL44 46,811,654 1,100,415 SH   DFND   0 1,100,415 0
MARKEL GROUP INC COM 570535104 BBG000FC7366 19,913,216 10,651 SH   DFND   0 10,651 0
MASTERCARD INC CL A COM 57636Q104 BBG000F1ZSQ2 56,049,107 102,257 SH   DFND   0 102,257 0
MCGRATH RENTCORP COM 580589109 BBG000BP02D2 43,151,570 387,357 SH   DFND   0 355,142 32,215
MERCURY SYSTEMS INC COM 589378108 BBG000BX5GS3 48,611,854 1,128,147 SH   DFND   0 1,034,288 93,859
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 BBG000BLMY92 31,986,497 190,873 SH   DFND   0 190,873 0
MINERALS TECHNOLOGIES INC COM 603158106 BBG000BB61F7 38,799,886 610,349 SH   DFND   0 559,570 50,779
NNN REIT INC COM 637417106 BBG000CLP0Y4 31,502,399 738,626 SH   DFND   0 738,626 0
PACIFIC PREMIER BANCORP COM 69478X105 BBG000BNS256 11,273,995 528,799 SH   DFND   0 484,836 43,963
PDF SOLUTIONS INC COM 693282105 BBG000CYCKR4 14,401,487 753,610 SH   DFND   0 690,948 62,662
POWER INTEGRATIONS INC COM 739276103 BBG000BTT3D1 43,152,553 854,506 SH   DFND   0 783,412 71,094
PROSPERITY BANCSHARES INC COM 743606105 BBG000BHY4D9 84,750,733 1,187,484 SH   DFND   0 1,124,613 62,871
RBC BEARINGS INC COM 75524B104 BBG000GMGNB3 101,646,178 315,897 SH   DFND   0 298,988 16,909
RENTOKIL INITIAL PLC SPONSORED COM 760125104 BBG000BVPG41 29,267,620 1,278,062 SH   DFND   0 1,278,062 0
RLI CORP COM 749607107 BBG000BS7ZF4 40,471,539 503,816 SH   DFND   0 461,927 41,889
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG000J79P80 53,533,852 719,251 SH   DFND   0 659,348 59,903
SIMPSON MANUFACTURING COM 829073105 BBG000JLC8L8 37,973,933 241,749 SH   DFND   0 221,654 20,095
SS&C TECHNOLOGIES HOLDINGS IN COM 78467J100 BBG000RJ2J04 141,715,912 1,696,587 SH   DFND   0 1,696,587 0
STERIS PLC COM G8473T100 BBG00MRHG523 32,937,911 145,325 SH   DFND   0 145,325 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 23,065,253 46,353 SH   DFND   0 46,353 0
UGI CORP COM 902681105 BBG000BVYN55 166,530,334 5,035,692 SH   DFND   0 4,874,215 161,477
UNITED COMMUNITY BANKS INC OF COM 90984P303 BBG000BL7GB5 52,005,169 1,848,744 SH   DFND   0 1,694,936 153,808
VALVOLINE INC COM 92047W101 BBG003DNHV56 27,035,430 776,657 SH   DFND   0 711,998 64,659
VERRA MOBILITY CORP CL A COM 92511U102 BBG00G4XQ9Z1 49,326,523 2,191,316 SH   DFND   0 2,008,880 182,436
VISA INC CL A COM 92826C839 BBG000PSKYX7 57,236,076 163,317 SH   DFND   0 163,317 0
WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 145,508,680 745,472 SH   DFND   0 745,472 0
WEX INC. COM 96208T104 BBG000BVZP59 23,327,048 148,561 SH   DFND   0 148,561 0
WOODWARD INC COM 980745103 BBG000BD53V2 103,028,744 564,572 SH   DFND   0 534,251 30,321