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
ARC DOCUMENT SOLUTIONS INC COM 00191G103 5,194 1,131,646 SH   DFND   5,040 985,381 141,225
AZZ Inc COM 002474104 9,721 232,225 SH   DFND   775 205,740 25,710
ADOBE SYS INC COM 00724F101 2,650 51,012 SH   DFND   3,070 47,942 0
AMETEK INC NEW COM 031100100 8,076 175,479 SH   DFND   20,302 155,177 0
AMPHENOL CORP NEW CL A 032095101 22,122 285,883 SH   DFND   26,364 259,519 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,245 22,635 SH   DFND   1,345 21,290 0
ANN INC COM 035623107 20,202 557,748 SH   DFND   2,270 479,758 75,720
ASCENA RETAIN GROUP INC COM 04351G101 60,838 3,052,559 SH   DFND   50,600 2,647,649 354,310
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 44,188 959,980 SH   DFND   23,100 836,775 100,105
BARD C R INC COM 067383109 5,595 48,565 SH   DFND   5,633 42,932 0
CABOT CORP COM 127055101 39,132 916,224 SH   DFND   14,766 788,793 112,665
CABOT MICROELECTRONICS CORP COM 12709P103 34,151 886,811 SH   DFND   16,070 776,684 94,057
CARDTRONICS INC COM 14161H108 51,798 1,395,805 SH   DFND   26,390 1,215,190 154,225
CLEAN HARBORS INC COM 184496107 93,277 1,590,131 SH   DFND   36,204 1,388,597 165,330
COACH INC COM 189754104 2,050 37,587 SH   DFND   2,265 35,322 0
COGNEX CORP COM 192422103 32,537 1,039,839 SH   DFND   4,290 892,509 143,040
COPART INC COM 217204106 71,872 2,260,846 SH   DFND   36,439 1,962,062 262,345
COVANTA HLDG CORP COM 22282E102 60,301 2,820,458 SH   DFND   56,737 2,437,621 326,100
CURTISS WRIGHT CORP COM 231561101 36,576 778,875 SH   DFND   15,094 704,466 59,315
DEVON ENERGY CORP NEW COM 25179M103 1,100 19,049 SH   DFND   1,055 17,994 0
DOLLAR TREE INC COM 256746108 10,310 180,375 SH   DFND   16,400 163,975 0
DONALDSON INC COM 257651109 1,519 39,845 SH   DFND   4,290 35,555 0
ENTEGRIS INC COM 29362U104 38,709 3,809,929 SH   DFND   48,100 3,289,309 472,520
ESTERLINE TECHNOLOGIES CORP COM 297425100 48,615 608,525 SH   DFND   4,160 555,295 49,070
FIT CONSULTING INC COM 302941109 1,682 44,486 SH   DFND   0 40,620 3,866
GENESCO INC COM 371532102 4,332 66,055 SH   DFND   260 57,080 8,715
GRACO INC COM 384109104 59,338 801,213 SH   DFND   13,539 689,463 98,211
HAEMONETICS CORP COM 405024100 50,253 1,260,106 SH   DFND   23,614 1,094,317 142,175
HEICO CORP NEW CL A 422806208 66,501 1,326,309 SH   DFND   23,016 1,144,849 158,444
SHEIN HENRY INC COM 806407102 11,434 110,188 SH   DFND   10,111 100,077 0
HITTITE MICROWAVE CORP COM 43365Y104 36,844 563,793 SH   DFND   2,015 495,268 66,510
IDEX CORP COM 45167R104 75,545 1,157,784 SH   DFND   21,041 999,013 137,730
INGREDION INC COM 457187102 83,472 1,261,481 SH   DFND   27,595 1,099,106 134,780
IRON MTN INC COM 462846106 10,886 402,878 SH   DFND   32,672 370,206 0
KAMAN CORP COM 483548103 24,555 648,568 SH   DFND   2,800 584,223 61,545
KAR AUCTION SVCS INC COM 48238T109 81,358 2,884,008 SH   DFND   25,120 2,491,513 367,375
KENNAMETAL INC COM 489170100 27,599 605,243 SH   DFND   11,533 523,152 70,558
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,291 63,455 SH   DFND   6,465 56,990 0
LINEAR TECHNOLOGY CORP COM 535678106 10,008 252,352 SH   DFND   21,754 230,598 0
MARKET CORP COM 570535104 15,186 29,329 SH   DFND   2,546 26,783 0
MASTERCARD INC CL A 57636Q104 3,599 5,350 SH   DFND   318 5,032 0
MID-AMER APT CMNTYS INC COM 59522J103 9,505 152,086 SH   DFND   655 131,971 19,460
O REILLY AUTOMOTIVE INC NEW COM 67103H107 20,880 163,652 SH   DFND   15,300 148,352 0
ORTHOFIX INTL N V COM N6748L102 18,631 897,017 SH   DFND   3,675 771,917 121,425
PALL CORP COM 696429307 13,883 180,201 SH   DFND   16,154 164,047 0
POWER INTEGRATIONS INC COM 739276103 40,717 751,783 SH   DFND   2,930 651,020 97,833
PRECISION CASTPARTS CORP COM 740189105 9,184 40,414 SH   DFND   3,339 37,075 0
RBC BEARINGS INC COM 75524B104 65,346 991,751 SH   DFND   3,940 852,321 135,490
RLI CORP COM 749607107 24,616 281,578 SH   DFND   1,030 244,916 35,632
RITCHIE BROS AUCTIONEERS COM 767744105 11,722 580,889 SH   DFND   2,570 496,659 81,660
ROCKWELL COLLINS INC COM 774341101 6,562 96,700 SH   DFND   8,719 87,981 0
SEMTECH CORP COM 816850101 35,127 1,171,291 SH   DFND   4,625 1,012,596 154,070
SIMPSON MANUFACTURING CO INC COM 829073105 56,678 1,740,181 SH   DFND   29,094 1,515,687 195,400
SOLERA HOLDINGS INC COM 83421A104 11,003 208,106 SH   DFND   16,855 191,251 0
TD AMERITRADE HLDG CORP COM 87236Y108 7,567 289,044 SH   DFND   23,440 265,604 0
TECHNE CORP COM 878377100 6,841 85,445 SH   DFND   7,639 77,806 0
TELEDYNE TECHNOLOGIES INC COM 879360105 38,272 450,627 SH   DFND   1,900 408,947 39,780
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,751 46,359 SH   DFND   0 46,359 0
THERMON GROUP HLDGS INC COM 88362T103 33,397 1,445,148 SH   DFND   5,610 1,254,368 185,170
TIFFANY & CO NEW COM 886547108 6,853 89,447 SH   DFND   7,270 82,177 0
TITAL INTL INC ILL COM 88830M102 8,519 581,870 SH   DFND   2,440 498,865 80,565
UGI CORP NEW COM 902681105 53,944 1,378,581 SH   DFND   20,854 1,190,102 167,625
UNITED STATIONERS INC COM 913004107 44,443 1,023,089 SH   DFND   21,998 877,289 123,802
VISA INC COM CL A 92826C839 3,084 16,140 SH   DFND   980 15,160 0
WASTE CONNECTIONS INC COM 941053100 91,488 2,014,718 SH   DFND   36,295 1,754,699 223,724
WOODWARD INC COM 980745103 36,977 905,642 SH   DFND   3,790 776,212 125,640