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
AK STL HOLDING CORP COM 001547108 23,283 3,220,390 SH   DFND 1 3,220,390 0 0
ALBEMARLE CORP COM 012653101 51 482 SH   DFND 1 482 0 0
ALPHABET INC COM 02079K107 290 349 SH   DFND 1 349 0 0
AMAZON COM INC COM 023135106 126 144 SH   DFND 1 144 0 0
AMGEN INC COM 031162100 317 1,931 SH   DFND 1 1,931 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 31,483 785,104 SH   DFND 1 785,104 0 0
ANALOG DEVICES INC COM 032654105 306 3,725 SH   DFND 1 3,725 0 0
APOGEE ENTERPRISES INC COM 037598109 39,853 672,514 SH   DFND 1 672,514 0 0
ARGAN INC COM 04010E109 30,464 462,625 SH   DFND 1 462,625 0 0
ASTEC INDUSTRIES INC COM 046224101 23,007 370,360 SH   DFND 1 370,360 0 0
BAKER HUGHES INC COM 057224107 195 3,284 SH   DFND 1 3,284 0 0
BROADSOFT INC COM 11133B409 27,895 698,248 SH   DFND 1 698,248 0 0
BRUNSWICK CORP COM 117043109 32,574 532,422 SH   DFND 1 532,422 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 24,950 795,846 SH   DFND 1 795,846 0 0
CALLON PETE CO COM 13123X102 23,530 1,841,185 SH   DFND 1 1,841,185 0 0
CHARLES RIVER LABS INTL INC COM 159864107 28,157 314,182 SH   DFND 1 314,182 0 0
CHILDRENS PLACE INC COM 168905107 47,439 389,801 SH   DFND 1 389,801 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 38,004 1,886,050 SH   DFND 1 1,886,050 0 0
CHINA BIOLOGIC PRODUCTS INC COM 16938C106 3,086 30,855 SH   DFND 1 30,855 0 0
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 4,151 66,527 SH   DFND 1 66,527 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 108 3,106 SH   DFND 1 3,106 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 46,186 1,174,022 SH   DFND 1 1,174,022 0 0
COMFORT SYSTEMS USA INC COM 199908104 28,172 784,722 SH   DFND 1 784,722 0 0
CONCHO RES INC COM 20605P101 84 658 SH   DFND 1 658 0 0
CONTINENTAL BUILDING PRODUCTS INC COM 211171103 23,466 951,976 SH   DFND 1 951,976 0 0
CORELOGIC INC COM 21871D103 25,448 629,277 SH   DFND 1 629,277 0 0
CORESITE REALTY CORP COM 21870Q105 203 2,283 SH   DFND 1 2,283 0 0
DAVE & BUSTERS ENTERTAINMENT INC COM 238337109 28,901 467,044 SH   DFND 1 467,044 0 0
DELUXE CORP COM 248019101 26,364 367,339 SH   DFND 1 367,339 0 0
DIAMONDBACK ENERGY INC COM 25278X109 89 867 SH   DFND 1 867 0 0
DICKS SPORTING GOODS INC COM 253393102 71 1,446 SH   DFND 1 1,446 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 81 832 SH   DFND 1 832 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 34,013 699,141 SH   DFND 1 699,141 0 0
ELECTRONIC ARTS INC COM 285512109 397 4,398 SH   DFND 1 4,398 0 0
ENERSYS CORP COM 29275Y102 39,119 494,484 SH   DFND 1 494,484 0 0
FACEBOOK INC COM 30303M102 324 2,276 SH   DFND 1 2,276 0 0
FERRO CORP COM 315405100 23,631 1,584,920 SH   DFND 1 1,584,920 0 0
FISERV INC COM 337738108 212 1,826 SH   DFND 1 1,826 0 0
GENERAC HOLDINGS INC COM 368736104 21,614 576,208 SH   DFND 1 576,208 0 0
GLOBAL PAYMENTS INC COM 37940X102 89 1,107 SH   DFND 1 1,107 0 0
GREEN DOT CORP COM 39304D102 33,520 1,006,909 SH   DFND 1 1,006,909 0 0
HALYARD HEALTH INC COM 40650V100 26,763 701,716 SH   DFND 1 701,716 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 54 1,326 SH   DFND 1 1,326 0 0
HIGHWOODS PROPERTIES INC COM 431284108 22,990 468,136 SH   DFND 1 468,136 0 0
HILL ROM HOLDINGS INC COM 431475102 48,838 687,768 SH   DFND 1 687,768 0 0
INSPERITY INC COM 45778Q107 44,431 511,587 SH   DFND 1 511,587 0 0
ISHARES EM MKT SMALL CAP ETF COM 464286475 2,113 45,786 SH   DFND 1 45,786 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 433 14,080 SH   DFND 1 14,080 0 0
ISHARES MSCI STH KOR ETF COM 464286772 280 4,503 SH   DFND 1 4,503 0 0
ISHARES TR EAFE SMALL CAP ETF COM 464288273 4,584 84,600 SH   DFND 1 84,600 0 0
ISHARES TR MSCI ACWI ETF COM 464288257 42 667 SH   DFND 1 667 0 0
JPMORGAN CHASE & CO COM 46625H100 113 1,273 SH   DFND 1 1,273 0 0
KROGER CO COM 501044101 35 1,203 SH   DFND 1 1,203 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 33,406 1,641,577 SH   DFND 1 1,641,577 0 0
L3 TECHNOLOGIES INC COM 502413107 30 178 SH   DFND 1 178 0 0
LENNOX INTERNATIONAL INC COM 526107107 108 644 SH   DFND 1 644 0 0
LUMENTUM HOLDINGS INC COM 55024U109 41,356 770,138 SH   DFND 1 770,138 0 0
MEREDITH CORP COM 589433101 45,603 708,119 SH   DFND 1 708,119 0 0
MSCI INC COM 55354G100 49 508 SH   DFND 1 508 0 0
NAUTILUS INC COM 63910B102 19,271 1,079,607 SH   DFND 1 1,079,607 0 0
NCI BUILDING SYSTEMS INC COM 628852204 28,604 1,653,414 SH   DFND 1 1,653,414 0 0
NUTRI SYSTEMS INC COM 67069D108 39,770 712,730 SH   DFND 1 712,730 0 0
ON ASSIGNMENT INC COM 682159108 34,656 725,773 SH   DFND 1 725,773 0 0
PARKER HANNIFIN CORP COM 701094104 368 2,301 SH   DFND 1 2,301 0 0
PFIZER INC COM 717081103 232 6,740 SH   DFND 1 6,740 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 26,976 402,778 SH   DFND 1 402,778 0 0
PLANET FITNESS INC COM 72703H101 36,422 1,870,669 SH   DFND 1 1,870,669 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 288 2,682 SH   DFND 1 2,682 0 0
QUANTA SERVICES INC COM 74762E102 32,114 865,139 SH   DFND 1 865,139 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 64 800 SH   DFND 1 800 0 0
RAYTHEON CO COM 755111507 36 232 SH   DFND 1 232 0 0
RE MAX HOLDINGS INC COM 75524W108 19,604 338,877 SH   DFND 1 338,877 0 0
REGIONS FINANCIAL CORP COM 7591EP100 396 26,997 SH   DFND 1 26,997 0 0
ROSS STORES INC COM 778296103 59 879 SH   DFND 1 879 0 0
RPC INC COM 749660106 19,204 1,081,292 SH   DFND 1 1,081,292 0 0
RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 38,993 629,534 SH   DFND 1 629,534 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 28,877 1,043,239 SH   DFND 1 1,043,239 0 0
SELECTIVE INS GROUP INC COM 816300107 28,101 597,885 SH   DFND 1 597,885 0 0
SMITH A O COM 831865209 80 1,561 SH   DFND 1 1,561 0 0
SNAP ON INC COM 833034101 57 337 SH   DFND 1 337 0 0
SOUTH STREET CORP COM 840441109 37,099 409,029 SH   DFND 1 409,029 0 0
SUNTRUST BANKS INC COM 867914103 347 6,187 SH   DFND 1 6,187 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 25,367 613,027 SH   DFND 1 613,027 0 0
TARENA INTERNATIONAL INC COM 876108101 4,570 240,677 SH   DFND 1 240,677 0 0
TERNIUM SA SPON ADR ADR 880890108 2,835 108,427 SH   DFND 1 108,427 0 0
TYSON FOODS INC COM 902494103 185 3,000 SH   DFND 1 3,000 0 0
U S CONCRETE INC COM 90333L201 34,561 546,853 SH   DFND 1 546,853 0 0
ULTA BEAUTY INC COM 90384S303 58 202 SH   DFND 1 202 0 0
UNIVERSAL FST PRODS INC COM 913543104 26,082 266,173 SH   DFND 1 266,173 0 0
VALMONT INDUSTRIES INC COM 920253101 53 345 SH   DFND 1 345 0 0
VIDEOCON D2H LTD ADR ADR 92657J101 2,507 218,161 SH   DFND 1 218,161 0 0
VISA INC COM 92826C839 59 665 SH   DFND 1 665 0 0
WASTE MGMT INC COM 94106L109 401 5,493 SH   DFND 1 5,493 0 0
WEBMD HEALTH CORP COM 94770V102 16,625 311,971 SH   DFND 1 311,971 0 0
WEBSTER FINANCIAL CORP COM 947890109 45,330 895,323 SH   DFND 1 895,323 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 28,181 343,878 SH   DFND 1 343,878 0 0
WILLIAMS COS INC COM 969457100 57 1,975 SH   DFND 1 1,975 0 0
WORTHINGTON INDUSTRIES INC COM 981811102 21,290 463,118 SH   DFND 1 463,118 0 0
ZOETIS INC COM 98978V103 192 3,583 SH   DFND 1 3,583 0 0