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 6,593 886,152 SH   DFND   3,640 759,317 118,990
AZZ INC COM 002474104 13,740 307,524 SH   DFND   1,225 263,586 41,400
ADOBE SYS INC COM 00724F101 3,594 54,672 SH   DFND   3,070 49,722 0
AMETEK INC NEW COM 031100100 8,135 157,999 SH   DFND   20,302 137,697 0
AMPHENOL CORP NEW CL A 032095101 24,641 268,863 SH   DFND   26,364 240,979 0
ANALOGIC CORP COM PAR $0.05 032657207 10,740 130,799 SH   DFND   420 109,741 20,060
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,093 19,881 SH   DFND   1,085 18,116 0
ANN INC COM 035623107 22,528 543,117 SH   DFND   2,150 456,082 82,380
ASCENA RETAIL GROUP INC COM 04351G101 49,828 2,883,586 SH   DFND   54,220 2,470,933 346,130
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 16,573 469,897 SH   DFND   1,870 400,729 65,245
CABOT CORP COM 127055101 51,298 868,580 SH   DFND   14,486 742,379 108,065
CABOT MICROELECTRONICS CORP COM 12709P103 29,683 674,609 SH   DFND   10,245 580,203 81,337
CARDTRONICS INC COM 14161H108 51,561 1,327,186 SH   DFND   25,950 1,144,544 151,545
CLEAN HARBORS INC COM 184496107 81,418 1,485,999 SH   DFND   35,884 1,279,966 162,700
COACH INC COM 189754104 2,044 41,167 SH   DFND   2,265 37,462 0
COGNEX CORP COM 192422103 21,261 627,923 SH   DFND   2,550 534,053 88,385
COPART INC COM 217204106 80,338 2,207,685 SH   DFND   37,919 1,894,900 264,070
COVANTA HLDG CORP COM 22282E102 49,754 2,756,457 SH   DFND   56,717 2,341,989 346,810
DEVON ENERGY CORP NEW COM 25179M103 1,320 19,729 SH   DFND   1,055 17,994 0
DOLLAR TREE INC COM 256746108 13,064 250,360 SH   DFND   22,860 225,670 0
DONALDSON INC COM 257651109 1,639 38,665 SH   DFND   4,290 34,375 0
ENTEGRIS INC COM 29362U104 42,835 3,537,177 SH   DFND   46,480 3,015,531 460,020
ESTERLINE TECHNOLOGIES CORP COM 297425100 60,498 567,847 SH   DFND   3,940 513,283 47,030
GENESCO INC COM 371532102 18,866 253,000 SH   DFND   1,020 219,388 31,410
GRACO INC COM 384109104 56,913 761,475 SH   DFND   13,319 649,279 95,671
HAEMONETICS CORP COM 405024100 39,843 1,222,547 SH   DFND   27,874 1,049,813 138,455
HEICO CORP NEW CL A 422806208 62,904 1,449,070 SH   DFND   28,089 1,299,145 115,931
SHEIN HENRY INC COM 806407102 11,826 99,068 SH   DFND   10,111 88,957 0
HITTITE MICROWAVE CORP COM 43365Y104 39,326 623,834 SH   DFND   2,335 529,352 89,275
IDEX CORP COM 45167R104 80,655 1,106,533 SH   DFND   20,821 946,885 133,405
INGREDION INC COM 457187102 82,784 1,215,987 SH   DFND   27,955 1,050,577 131,215
IRON MTN INC COM 462846106 9,559 346,726 SH   DFND   29,752 314,974 0
KAMAN CORP COM 483548103 24,811 609,912 SH   DFND   2,460 550,058 54,535
KAR AUCTION SVCS INC COM 48238T109 83,814 2,761,579 SH   DFND   28,100 2,363,538 357,955
KENNAMETAL INC COM 489170100 25,383 572,974 SH   DFND   11,353 490,663 68,638
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,914 60,215 SH   DFND   6,465 53,210 0
LINEAR TECHNOLOGY CORP COM 535678106 11,640 239,072 SH   DFND   21,754 215,758 0
MARKEL CORP COM 570535104 19,178 32,172 SH   DFND   2,926 29,026 0
MASTERCARD INC CL A 57636Q104 4,318 57,810 SH   DFND   3,180 52,650 0
MID-AMER APT CMNTYS INC COM 59522J103 31,989 468,567 SH   DFND   9,895 402,005 54,055
NORDION INC COM 65563C105 15,045 1,305,957 SH   DFND   4,380 1,101,550 193,600
O REILLY AUTOMOTIVE INC NEW COM 67103H107 22,268 150,066 SH   DFND   15,300 134,386 0
OCEANEERING INTL INC COM 675232102 2,821 39,260 SH   DFND   4,940 34,320 0
ORTHOFIX INTL N V COM N6748L102 25,553 847,527 SH   DFND   3,415 722,099 118,105
PALL CORP COM 696429307 14,819 165,632 SH   DFND   16,154 148,698 0
POWER INTEGRATIONS INC COM 739276103 45,994 699,216 SH   DFND   2,770 597,331 96,013
PRECISION CASTPARTS CORP COM 740189105 9,539 37,739 SH   DFND   3,339 34,060 0
RBC BEARINGS INC COM 75524B104 58,545 919,070 SH   DFND   3,680 781,828 129,295
RLI CORP COM 749607107 29,129 658,426 SH   DFND   2,440 560,514 92,339
ROCKWELL COLLINS INC COM 774341101 8,051 101,060 SH   DFND   9,799 91,261 0
SEMTECH CORP COM 816850101 49,329 1,946,675 SH   DFND   7,845 1,659,197 270,670
SIMPSON MANUFACTURING CO INC COM 829073105 44,990 1,273,426 SH   DFND   14,714 1,086,821 166,365
SOLERA HOLDINGS INC COM 83421A104 12,634 199,466 SH   DFND   16,855 181,411 0
SYNOPSYS INC COM 871607107 7,331 190,870 SH   DFND   18,090 172,780 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,681 167,324 SH   DFND   13,140 152,984 0
TECHNE CORP COM 878377100 6,722 78,745 SH   DFND   7,639 71,106 0
TELEDYNE TECHNOLOGIES INC COM 879360105 41,561 427,012 SH   DFND   1,720 385,108 38,220
THERMON GROUP HLDGS INC COM 88362T103 31,514 1,359,518 SH   DFND   5,470 1,167,211 180,510
TITAL INTL INC ILL COM 88830M102 10,677 562,237 SH   DFND   2,360 478,164 79,105
UGI CORP NEW COM 902681105 58,892 1,291,218 SH   DFND   20,414 1,101,967 163,485
UNITED STATIONERS INC COM 913004107 39,693 966,473 SH   DFND   21,578 820,049 120,962
VALMONT INDS INC COM 920253101 4,380 29,425 SH   DFND   3,710 25,715 0
VISA INC COM CL A 92826C839 3,485 16,145 SH   DFND   855 14,730 0
WASTE CONNECTIONS INC COM 941053100 85,942 1,959,466 SH   DFND   39,135 1,691,506 218,524
WOODWARD INC COM 980745103 33,905 816,393 SH   DFND   3,310 735,098 74,130