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 |
| AMERICAN AXLE & MFG HOLDINGS INC | COM | 024061103 | 22,633 | 1,082,410 | SH | DFND | 1 | 1,082,410 | 0 | 0 | |
| AMERICAN STATES WATER CO | COM | 029899101 | 30,815 | 824,146 | SH | DFND | 1 | 824,146 | 0 | 0 | |
| ASPEN TECHNOLOGY INC | COM | 045327103 | 22,497 | 493,900 | SH | DFND | 1 | 493,900 | 0 | 0 | |
| BELDEN INC | COM | 077454106 | 27,425 | 337,622 | SH | DFND | 1 | 337,622 | 0 | 0 | |
| BIO-RAD LABORATORIES INC | COM | 090572207 | 26,854 | 178,301 | SH | DFND | 1 | 178,301 | 0 | 0 | |
| BLOOMIN` BRANDS INC | COM | 094235108 | 25,053 | 1,173,451 | SH | DFND | 1 | 1,173,451 | 0 | 0 | |
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 29,518 | 1,501,428 | SH | DFND | 1 | 1,501,428 | 0 | 0 | |
| CHARLES RIVER LABS INTL INC | COM | 159864107 | 22,129 | 314,601 | SH | DFND | 1 | 314,601 | 0 | 0 | |
| CHINA BIOLOGIC PRODUCTS INC | COM | 16938C106 | 1,508 | 13,100 | SH | DFND | 1 | 13,100 | 0 | 0 | |
| COLONY CAPITAL INC | COM | 19624R106 | 20,199 | 891,779 | SH | DFND | 1 | 891,779 | 0 | 0 | |
| COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 31,763 | 976,120 | SH | DFND | 1 | 976,120 | 0 | 0 | |
| COLUMBIA SPORTSWEAR COMPANY | COM | 198516106 | 33,613 | 555,947 | SH | DFND | 1 | 555,947 | 0 | 0 | |
| COVENANT TRANSPORT GROUP INC | COM | 22284P105 | 30,095 | 1,200,900 | SH | DFND | 1 | 1,200,900 | 0 | 0 | |
| CSG SYSTEMS INTL INC | COM | 126349109 | 22,162 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| CYTEC INDUSTRIES INC | COM | 232820100 | 25,911 | 428,068 | SH | DFND | 1 | 428,068 | 0 | 0 | |
| DINEEQUITY INC | COM | 254423106 | 22,052 | 222,544 | SH | DFND | 1 | 222,544 | 0 | 0 | |
| EL PASO ELECTRIC CO | COM | 283677854 | 27,330 | 788,516 | SH | DFND | 1 | 788,516 | 0 | 0 | |
| ENERSYS CORP | COM | 29275Y102 | 24,307 | 345,814 | SH | DFND | 1 | 345,814 | 0 | 0 | |
| EURONET WORLDWIDE INC | COM | 298736109 | 31,998 | 518,610 | SH | DFND | 1 | 518,610 | 0 | 0 | |
| FEDERAL SIGNAL CORP | COM | 313855108 | 24,557 | 1,647,003 | SH | DFND | 1 | 1,647,003 | 0 | 0 | |
| GREENBRIER COS | COM | 393657101 | 34,055 | 726,889 | SH | DFND | 1 | 726,889 | 0 | 0 | |
| HEALTHSOUTH CORP | COM | 421924309 | 30,507 | 662,332 | SH | DFND | 1 | 662,332 | 0 | 0 | |
| HIGHWOODS PROPERTIES INC | COM | 431284108 | 18,441 | 461,606 | SH | DFND | 1 | 461,606 | 0 | 0 | |
| HILL ROM HOLDINGS INC | COM | 431475102 | 31,930 | 587,700 | SH | DFND | 1 | 587,700 | 0 | 0 | |
| INTEGRATED DEVICE TECH INC | COM | 458118106 | 28,551 | 1,315,721 | SH | DFND | 1 | 1,315,721 | 0 | 0 | |
| ISHARES MSCI EAFE SMALL CAP ETF | COM | 464288273 | 7,308 | 143,242 | SH | DFND | 1 | 143,242 | 0 | 0 | |
| ISHARES MSCI TAIWAN ETF | COM | 464286731 | 1,696 | 107,497 | SH | DFND | 1 | 107,497 | 0 | 0 | |
| JONES LANG LASALLE INC | COM | 48020Q107 | 34,376 | 201,029 | SH | DFND | 1 | 201,029 | 0 | 0 | |
| LASALLE HOTEL PROPERTIES INC | COM | 517942108 | 25,356 | 715,055 | SH | DFND | 1 | 715,055 | 0 | 0 | |
| MARCUS & MILLICHAP INC | COM | 566324109 | 22,793 | 494,000 | SH | DFND | 1 | 494,000 | 0 | 0 | |
| MENTOR GRAPHICS CORP | COM | 587200106 | 27,185 | 1,028,563 | SH | DFND | 1 | 1,028,563 | 0 | 0 | |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 37,623 | 552,224 | SH | DFND | 1 | 552,224 | 0 | 0 | |
| MULTI-COLOR CORP | COM | 625383104 | 18,878 | 295,525 | SH | DFND | 1 | 295,525 | 0 | 0 | |
| NATUS MEDICAL INC | COM | 639050103 | 24,429 | 574,000 | SH | DFND | 1 | 574,000 | 0 | 0 | |
| NAUTILUS INC | COM | 63910B102 | 47,962 | 2,229,748 | SH | DFND | 1 | 2,229,748 | 0 | 0 | |
| NEW JERSEY RESOURCES CORP | COM | 646025106 | 24,665 | 895,289 | SH | DFND | 1 | 895,289 | 0 | 0 | |
| NUTRISYSTEM INC | COM | 67069D108 | 27,283 | 1,096,575 | SH | DFND | 1 | 1,096,575 | 0 | 0 | |
| OXFORD INDUSTRIES INC | COM | 691497309 | 28,327 | 323,921 | SH | DFND | 1 | 323,921 | 0 | 0 | |
| PAREXEL INTERNATIONAL | COM | 699462107 | 35,473 | 551,596 | SH | DFND | 1 | 551,596 | 0 | 0 | |
| RYDER SYSTEMS INC | COM | 783549108 | 20,968 | 239,988 | SH | DFND | 1 | 239,988 | 0 | 0 | |
| SCHULMAN (A) INC | COM | 808194104 | 20,617 | 471,570 | SH | DFND | 1 | 471,570 | 0 | 0 | |
| SOUTH STATE CORPORATION | COM | 840441109 | 42,853 | 563,934 | SH | DFND | 1 | 563,934 | 0 | 0 | |
| STANDEX INTERNATIONAL CORP | COM | 854231107 | 27,805 | 347,863 | SH | DFND | 1 | 347,863 | 0 | 0 | |
| STARZ INC | COM | 85571Q102 | 39,957 | 893,488 | SH | DFND | 1 | 893,488 | 0 | 0 | |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 31,708 | 300,518 | SH | DFND | 1 | 300,518 | 0 | 0 | |
| TELEFLEX INC | COM | 879369106 | 30,816 | 227,510 | SH | DFND | 1 | 227,510 | 0 | 0 | |
| VECTREN CORPORATION | COM | 92240G101 | 28,932 | 751,877 | SH | DFND | 1 | 751,877 | 0 | 0 | |
| WEBSTER FINANCIAL CORP | COM | 947890109 | 35,432 | 895,869 | SH | DFND | 1 | 895,869 | 0 | 0 | |
| WERNER ENTERPRISES INC | COM | 950755108 | 21,140 | 805,349 | SH | DFND | 1 | 805,349 | 0 | 0 | |
| WEST PHARMACEUTICAL SERVICES INC | COM | 955306105 | 41,843 | 720,434 | SH | DFND | 1 | 720,434 | 0 | 0 | |