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
AZZ INC COM 002474104 13,902 217,554 SH   DFND   1,225 189,852 26,477
AMETEK INC NEW COM 031100100 5,572 114,648 SH   DFND   22,519 92,129 0
AMPHENOL CORP NEW CL A 032095101 13,215 196,651 SH   DFND   32,662 163,989 0
ANALOGIC CORP COM PAR $0.05 032657207 20,927 252,286 SH   DFND   1,347 219,710 31,229
AUTOZONE INC COM 053332102 3,612 4,573 SH   DFND   506 4,067 0
BWX TECHNOLOGIES INC COM 05605H100 6,592 166,039 SH   DFND   30,764 135,275 0
BIO TECHNE CORP COM 09073M104 1,280 12,452 SH   DFND   2,345 10,107 0
CABOT CORP COM 127055101 29,031 574,412 SH   DFND   14,728 495,991 63,693
CABOT MICROELECTRONICS CORP COM 12709P103 19,416 307,359 SH   DFND   1,704 266,284 39,371
CARDTRONICS PLC SHS CL A G1991C105 55,842 1,023,312 SH   DFND   25,850 884,317 113,145
CHEMICAL FINL CORP COM 163731102 23,983 442,744 SH   DFND   24,265 377,806 40,672
CLEAN HARBORS INC COM 184496107 61,338 1,102,211 SH   DFND   42,602 947,560 112,049
COACH INC COM 189754104 1,115 31,832 SH   DFND   3,517 28,315 0
COGNEX CORP COM 192422103 28,480 447,658 SH   DFND   2,550 388,500 56,608
COPART INC COM 217204106 81,677 1,474,044 SH   DFND   44,140 1,269,089 160,815
CORE LABORATORIES N V COM N22717107 2,381 19,839 SH   DFND   3,730 16,109 0
COVANTA HLDG CORP COM 22282E102 32,218 2,065,243 SH   DFND   35,793 1,781,414 248,036
DOLLAR TREE INC COM 256746108 9,602 124,412 SH   DFND   20,367 104,045 0
DORMAN PRODUCTS INC COM 258278100 31,794 435,174 SH   DFND   2,418 376,933 55,823
EOG RES INC COM 26875P101 1,452 14,362 SH   DFND   1,593 12,769 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 31,615 962,696 SH   DFND   9,649 834,696 118,351
ENTEGRIS INC COM 29362U104 55,969 3,126,758 SH   DFND   107,518 2,697,012 322,228
ESTERLINE TECHNOLOGIES CORP COM 297425100 41,428 464,441 SH   DFND   6,521 426,117 31,803
FCB FINL HLDGS INC CL A 30255G103 22,272 466,911 SH   DFND   2,594 404,936 59,381
F M C CORP COM NEW 302491303 4,824 85,291 SH   DFND   15,862 69,429 0
GENESCO INC COM 371532102 13,777 221,850 SH   DFND   1,224 192,824 27,802
GENESEE & WYO INC CL A 371559105 5,021 72,332 SH   DFND   13,419 58,913 0
GRACO INC COM 384109104 47,088 566,710 SH   DFND   12,511 487,966 66,233
HALOZYME THERAPEUTICS INC COM 40637H109 21,188 2,144,549 SH   DFND   58,292 1,846,709 239,548
HEICO CORP NEW CL A 422806208 69,897 1,029,406 SH   DFND   23,251 938,775 67,380
HELEN OF TROY CORP LTD COM G4388N106 40,241 476,505 SH   DFND   13,598 409,410 53,497
SCHEIN HENRY INC COM 806407102 5,859 38,620 SH   DFND   7,349 31,271 0
IDEX CORP COM 45167R104 67,788 752,698 SH   DFND   17,573 649,601 85,524
INGREDION INC COM 457187102 77,850 623,002 SH   DFND   21,643 536,166 65,193
KEYW HLDG CORP COM 493723100 12,547 1,064,182 SH   DFND   5,874 922,335 135,973
KAMAN CORP COM 483548103 26,450 540,576 SH   DFND   3,187 497,239 40,150
KAR AUCTION SVCS INC COM 48238T109 80,793 1,895,659 SH   DFND   53,944 1,635,029 206,686
KIRBY CORP COM 497266106 2,324 34,954 SH   DFND   6,521 28,433 0
LKQ CORP COM 501889208 4,877 159,123 SH   DFND   29,918 129,205 0
LEGACY TEX FINL GROUP INC COM 52471Y106 29,869 693,666 SH   DFND   3,799 599,150 90,717
LINEAR TECHNOLOGY CORP COM 535678106 2,153 34,531 SH   DFND   3,814 30,717 0
MARKEL CORP COM 570535104 8,981 9,929 SH   DFND   1,689 8,240 0
MASTERCARD INC CL A 57636Q104 3,546 34,344 SH   DFND   3,798 30,546 0
MEDTRONIC PLC SHS G5960L103 2,939 41,265 SH   DFND   4,585 36,680 0
MID-AMER APT CMNTYS INC COM 59522J103 30,943 316,001 SH   DFND   15,633 270,911 29,457
MINERALS TECHNOLOGIES INC COM 603158106 15,828 204,889 SH   DFND   1,112 178,088 25,689
OMNICELL INC COM 68213N109 7,839 231,227 SH   DFND   1,121 202,258 27,848
PDF SOLUTIONS INC COM 693282105 24,649 1,093,060 SH   DFND   6,101 947,758 139,201
POWER INTEGRATIONS INC COM 739276103 36,132 532,533 SH   DFND   2,904 463,245 66,384
RBC BEARINGS INC COM 75524B104 61,718 664,989 SH   DFND   3,672 573,190 88,127
RLI CORP COM 749607107 28,887 457,585 SH   DFND   2,539 396,428 58,618
ROCKWELL COLLINS INC COM 774341101 4,496 48,466 SH   DFND   9,240 39,226 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 24,995 318,085 SH   DFND   1,776 276,634 39,675
SIMPSON MANUFACTURING CO INC COM 829073105 37,003 845,773 SH   DFND   4,765 737,567 103,441
STERIS PLC SHS USD G84720104 3,917 58,117 SH   DFND   10,687 47,430 0
SYNOPSYS INC COM 871607107 4,570 77,644 SH   DFND   14,612 63,032 0
TD AMERITRADE HLDG CORP COM 87236Y108 6,027 138,243 SH   DFND   23,413 114,830 0
TELEDYNE TECHNOLOGIES INC COM 879360105 39,799 323,573 SH   DFND   1,720 282,364 39,489
THERMON GROUP HLDGS INC COM 88362T103 13,980 732,312 SH   DFND   4,003 633,783 94,526
UGI CORP NEW COM 902681105 63,985 1,388,555 SH   DFND   31,284 1,199,021 158,250
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 18,586 627,492 SH   DFND   3,471 543,687 80,334
VALMONT INDS INC COM 920253101 1,720 12,210 SH   DFND   2,196 10,014 0
VISA INC COM CL A 92826C839 2,934 37,610 SH   DFND   4,162 33,448 0
WASTE CONNECTIONS INC COM 94106B101 39,164 498,332 SH   DFND   29,977 426,948 41,407
WATERS CORP COM 941848103 2,791 20,770 SH   DFND   2,300 18,470 0
WOODWARD INC COM 980745103 53,330 772,338 SH   DFND   21,176 700,836 50,326