The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| API GROUP CORP | COM | 00187Y100 | 48,073 | 1,865,466 | SH | DFND | 0 | 1,615,747 | 249,719 | ||
| ADVANCED ENERGY INDUSTRIES, IN | COM | 007973100 | 38,509 | 422,900 | SH | DFND | 0 | 366,183 | 56,717 | ||
| AGILYSYS INC. | COM | 00847J105 | 35,612 | 800,997 | SH | DFND | 0 | 693,808 | 107,189 | ||
| ALLEGHANY CORP | COM | 017175100 | 17,014 | 25,485 | SH | DFND | 0 | 25,485 | 0 | ||
| AMETEK INC. | COM | 031100100 | 73,818 | 502,027 | SH | DFND | 0 | 502,027 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 71,685 | 819,631 | SH | DFND | 0 | 819,631 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 28,877 | 164,290 | SH | DFND | 0 | 164,290 | 0 | ||
| ATMOS ENERGY CORP. | COM | 049560105 | 13,174 | 125,738 | SH | DFND | 0 | 125,738 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 49,472 | 1,695,395 | SH | DFND | 0 | 1,468,449 | 226,946 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 98,831 | 2,064,139 | SH | DFND | 0 | 1,997,130 | 67,009 | ||
| BIO TECHNE CORP | COM | 09073M104 | 12,414 | 23,995 | SH | DFND | 0 | 23,995 | 0 | ||
| BRINK'S CO, THE | COM | 109696104 | 21,385 | 326,135 | SH | DFND | 0 | 282,305 | 43,830 | ||
| BRIXMOR PROPERTY GROUP, INC. | COM | 11120U105 | 69,890 | 2,750,474 | SH | DFND | 0 | 2,381,754 | 368,720 | ||
| BROWN & BROWN INC. | COM | 115236101 | 31,456 | 447,578 | SH | DFND | 0 | 447,578 | 0 | ||
| CACI INTERNATIONAL | COM | 127190304 | 78,526 | 291,690 | SH | DFND | 0 | 252,672 | 39,018 | ||
| CMC MATERIALS INC. | COM | 12571T100 | 36,169 | 188,686 | SH | DFND | 0 | 163,433 | 25,253 | ||
| CABOT CORP. | COM | 127055101 | 88,011 | 1,566,037 | SH | DFND | 0 | 1,412,416 | 153,621 | ||
| CATALENT INC. | COM | 148806102 | 62,775 | 490,311 | SH | DFND | 0 | 490,311 | 0 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 46,028 | 122,161 | SH | DFND | 0 | 122,161 | 0 | ||
| CHARLES SCHWAB CORP | COM | 808513105 | 27,896 | 331,698 | SH | DFND | 0 | 331,698 | 0 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 170,795 | 1,711,892 | SH | DFND | 0 | 1,580,711 | 131,181 | ||
| COGNEX CORP | COM | 192422103 | 30,478 | 391,956 | SH | DFND | 0 | 339,544 | 52,412 | ||
| COHERENT INC. | COM | 192479103 | 21,443 | 80,450 | SH | DFND | 0 | 69,667 | 10,783 | ||
| COPART INC. | COM | 217204106 | 33,695 | 222,234 | SH | DFND | 0 | 222,234 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 31,723 | 280,712 | SH | DFND | 0 | 243,219 | 37,493 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 11,006 | 123,894 | SH | DFND | 0 | 123,894 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 29,720 | 683,700 | SH | DFND | 0 | 592,292 | 91,408 | ||
| ENTEGRIS INC. | COM | 29362U104 | 211,923 | 1,529,247 | SH | DFND | 0 | 1,421,092 | 108,155 | ||
| FMC CORP | COM | 302491303 | 80,760 | 734,915 | SH | DFND | 0 | 734,915 | 0 | ||
| FTI CONSULTING | COM | 302941109 | 25,282 | 164,790 | SH | DFND | 0 | 142,766 | 22,024 | ||
| FIRST AMERICAN FINANCIAL | COM | 31847R102 | 24,290 | 310,495 | SH | DFND | 0 | 310,495 | 0 | ||
| GLACIER BANCORP INC. | COM | 37637Q105 | 26,236 | 462,714 | SH | DFND | 0 | 400,856 | 61,858 | ||
| GRACO INC. | COM | 384109104 | 74,740 | 927,070 | SH | DFND | 0 | 833,520 | 93,550 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 163,445 | 4,064,779 | SH | DFND | 0 | 3,747,917 | 316,862 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 80,901 | 629,479 | SH | DFND | 0 | 565,685 | 63,794 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 98,840 | 404,302 | SH | DFND | 0 | 363,750 | 40,552 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 61,629 | 794,901 | SH | DFND | 0 | 794,901 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 10,549 | 203,654 | SH | DFND | 0 | 203,654 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 55,061 | 2,696,430 | SH | DFND | 0 | 2,335,733 | 360,697 | ||
| HUNTINGTON BANCSHARES INC. | COM | 446150104 | 30,691 | 1,990,365 | SH | DFND | 0 | 1,990,365 | 0 | ||
| IAA INC. | COM | 449253103 | 55,792 | 1,102,171 | SH | DFND | 0 | 978,902 | 123,269 | ||
| IDEX CORP. | COM | 45167R104 | 101,852 | 430,993 | SH | DFND | 0 | 384,837 | 46,156 | ||
| II-VI INCORPORATED | COM | 902104108 | 34,088 | 498,879 | SH | DFND | 0 | 452,301 | 46,578 | ||
| INGEVITY CORP | COM | 45688C107 | 34,573 | 482,188 | SH | DFND | 0 | 417,535 | 64,653 | ||
| INGREDION INC. | COM | 457187102 | 110,673 | 1,145,209 | SH | DFND | 0 | 1,057,202 | 88,007 | ||
| KBR, INC. | COM | 48242W106 | 114,058 | 2,395,173 | SH | DFND | 0 | 2,124,798 | 270,375 | ||
| KAMAN CORP | COM | 483548103 | 12,643 | 293,011 | SH | DFND | 0 | 253,791 | 39,220 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 102,753 | 6,578,317 | SH | DFND | 0 | 6,098,284 | 480,033 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 28,376 | 137,409 | SH | DFND | 0 | 137,409 | 0 | ||
| LKQ CORP | COM | 501889208 | 35,734 | 595,263 | SH | DFND | 0 | 595,263 | 0 | ||
| LIGAND PHARMACEUTICALS | COM | 53220K504 | 23,791 | 154,026 | SH | DFND | 0 | 133,409 | 20,617 | ||
| MARKEL CORP. | COM | 570535104 | 11,806 | 9,567 | SH | DFND | 0 | 9,567 | 0 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 23,769 | 66,149 | SH | DFND | 0 | 66,149 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 38,808 | 704,830 | SH | DFND | 0 | 609,582 | 95,248 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 16,292 | 71,007 | SH | DFND | 0 | 71,007 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 25,416 | 347,453 | SH | DFND | 0 | 301,008 | 46,445 | ||
| NATIONAL RETAIL PROPERTIES | COM | 637417106 | 25,504 | 530,558 | SH | DFND | 0 | 530,558 | 0 | ||
| NELNET INC. CL A | COM | 64031N108 | 21,608 | 221,214 | SH | DFND | 0 | 191,362 | 29,852 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 39,488 | 1,242,160 | SH | DFND | 0 | 1,076,225 | 165,935 | ||
| PACIFIC PREMIER BANCORP INC | COM | 69478X105 | 42,509 | 1,061,935 | SH | DFND | 0 | 919,670 | 142,265 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 79,760 | 858,647 | SH | DFND | 0 | 743,771 | 114,876 | ||
| PROSPERITY BANCSHARES, INC. | COM | 743606105 | 70,106 | 969,659 | SH | DFND | 0 | 874,419 | 95,240 | ||
| R1 RCM INC. | COM | 749397105 | 41,876 | 1,642,858 | SH | DFND | 0 | 1,423,038 | 219,820 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 91,267 | 451,885 | SH | DFND | 0 | 404,578 | 47,307 | ||
| RLI CORP. | COM | 749607107 | 36,899 | 329,160 | SH | DFND | 0 | 285,158 | 44,002 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 42,607 | 425,813 | SH | DFND | 0 | 368,913 | 56,900 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 40,575 | 291,756 | SH | DFND | 0 | 252,754 | 39,002 | ||
| STERIS PLC | COM | G8473T100 | 27,969 | 114,904 | SH | DFND | 0 | 114,904 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 55,359 | 150,228 | SH | DFND | 0 | 150,228 | 0 | ||
| TEXAS PACIFIC LD CORP | COM | 88262P102 | 7,805 | 6,250 | SH | DFND | 0 | 6,250 | 0 | ||
| UGI CORP. | COM | 902681105 | 171,035 | 3,725,448 | SH | DFND | 0 | 3,447,724 | 277,724 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 65,428 | 1,820,470 | SH | DFND | 0 | 1,576,992 | 243,478 | ||
| VALVOLINE INC. | COM | 92047W101 | 27,439 | 735,818 | SH | DFND | 0 | 637,264 | 98,554 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 21,317 | 98,368 | SH | DFND | 0 | 98,368 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 93,189 | 683,854 | SH | DFND | 0 | 683,854 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 69,838 | 648,752 | SH | DFND | 0 | 648,752 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 76,243 | 696,541 | SH | DFND | 0 | 623,130 | 73,411 | ||