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
ACI WORLDWIDE INC COM 004498101 24,768 653,772 SH   DFND 1 653,772 0 0
ADVANCED ENERGY INDUSTRIES COM 007973100 21,264 298,655 SH   DFND 1 298,655 0 0
AECON GROUP INC COM 00762V109 20,764 1,537,967 SH   DFND 1 1,537,967 0 0
AGREE REALTY CORP COM 008492100 15,749 224,444 SH   DFND 1 224,444 0 0
AIR LEASE CORP COM 00912X302 23,709 498,932 SH   DFND 1 498,932 0 0
ALPHABET INC COM 02079K107 16,054 12,007 SH   DFND 1 12,007 0 0
ARCOSA INC COM 039653100 23,001 516,287 SH   DFND 1 516,287 0 0
ASPEN TECHNOLOGY INC COM 045327103 22,850 188,956 SH   DFND 1 188,956 0 0
AUTONATION INC COM 05329W102 17,816 366,363 SH   DFND 1 366,363 0 0
BANKUNITED INC COM 06652K103 19,125 523,116 SH   DFND 1 523,116 0 0
BLACKLINE INC COM 09239B109 13,864 268,888 SH   DFND 1 268,888 0 0
BOISE CASCADE CO COM 09739D100 17,219 471,353 SH   DFND 1 471,353 0 0
BOOT BARN HOLDINGS INC COM 099406100 19,168 430,451 SH   DFND 1 430,451 0 0
BOYD GROUP SERVICES INC COM 103310108 11,601 74,526 SH   DFND 1 74,526 0 0
BRINKS CO COM 109696104 21,766 240,035 SH   DFND 1 240,035 0 0
CACI INTERNATIONAL INC COM 127190304 19,413 77,656 SH   DFND 1 77,656 0 0
CALLAWAY GOLF CO COM 131193104 23,045 1,087,015 SH   DFND 1 1,087,015 0 0
CAPITAL POWER CORP COM 14042M102 17,645 665,822 SH   DFND 1 665,822 0 0
CHARLES RIVER LABS INTL INC COM 159864107 16,252 106,387 SH   DFND 1 106,387 0 0
CROCS INC COM 227046109 26,152 624,312 SH   DFND 1 624,312 0 0
DARLING INGREDIENTS INC COM 237266101 16,955 603,823 SH   DFND 1 603,823 0 0
ELECTRONIC ARTS INC COM 285512109 20,168 187,594 SH   DFND 1 187,594 0 0
ELEMENT SOLUTIONS INC COM 28618M106 18,024 1,543,136 SH   DFND 1 1,543,136 0 0
EVERTEC INC COM 30040P103 17,231 506,186 SH   DFND 1 506,186 0 0
FACEBOOK INC COM 30303M102 16,625 80,997 SH   DFND 1 80,997 0 0
FIRST HAWAIIAN INC COM 32051X108 16,215 562,029 SH   DFND 1 562,029 0 0
FIRSTSERVICE CORP COM 33767E202 19,202 206,129 SH   DFND 1 206,129 0 0
FISERV INC COM 337738108 19,587 169,395 SH   DFND 1 169,395 0 0
FOX FACTORY HOLDING CORP COM 35138V102 15,735 226,173 SH   DFND 1 226,173 0 0
FRONTDOOR INC COM 35905A109 20,715 436,839 SH   DFND 1 436,839 0 0
GENERAC HOLDINGS INC COM 368736104 26,473 263,178 SH   DFND 1 263,178 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 12,781 1,099,946 SH   DFND 1 1,099,946 0 0
GRAY TELEVISION INC COM 389375106 24,815 1,157,413 SH   DFND 1 1,157,413 0 0
HANOVER INSURANCE GROUP INC COM 410867105 15,938 116,616 SH   DFND 1 116,616 0 0
HEALTHEQUITY INC COM 42226A107 20,320 274,340 SH   DFND 1 274,340 0 0
HILLENBRAND INC COM 431571108 20,995 630,302 SH   DFND 1 630,302 0 0
ICF INTERNATIONAL INC COM 44925C103 22,800 248,851 SH   DFND 1 248,851 0 0
ILLUMINA INC COM 452327109 15,826 47,707 SH   DFND 1 47,707 0 0
INGEVITY CORP COM 45688C107 21,718 248,549 SH   DFND 1 248,549 0 0
INTERFOR CORP COM 45868C109 9,717 859,561 SH   DFND 1 859,561 0 0
ISHARES INC EM MKT SM-CP ETF COM 464286475 441 9,744 SH   DFND 1 9,744 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 11,617 186,527 SH   DFND 1 186,527 0 0
ISHARES TR MSCI INDIA SM CP COM 46429B614 6,413 178,441 SH   DFND 1 178,441 0 0
KBR INC COM 48242W106 22,468 736,645 SH   DFND 1 736,645 0 0
KNOWLES CORP COM 49926D109 19,268 911,029 SH   DFND 1 911,029 0 0
LAMB WESTON HOLDINGS INC COM 513272104 20,662 240,176 SH   DFND 1 240,176 0 0
LAUDER ESTEE COS INC COM 518439104 11,158 54,022 SH   DFND 1 54,022 0 0
LHC GROUP INC COM 50187A107 22,418 162,731 SH   DFND 1 162,731 0 0
LUMENTUM HOLDINGS INC COM 55024U109 17,440 219,925 SH   DFND 1 219,925 0 0
NORTHLAND POWER INC COM 666511100 18,821 897,936 SH   DFND 1 897,936 0 0
NUVASIVE INC COM 670704105 22,398 289,608 SH   DFND 1 289,608 0 0
PAREX RES INC COM 69946Q104 22,823 1,226,403 SH   DFND 1 1,226,403 0 0
PENN NATIONAL GAMING INC COM 707569109 20,458 800,401 SH   DFND 1 800,401 0 0
POPULAR INC COM 733174700 13,971 237,802 SH   DFND 1 237,802 0 0
PREMIER INC COM 74051N102 15,080 398,109 SH   DFND 1 398,109 0 0
QUANTA SERVICES INC COM 74762E102 22,754 558,925 SH   DFND 1 558,925 0 0
REPLIGEN CORP COM 759916109 21,561 233,087 SH   DFND 1 233,087 0 0
RETAIL OPPORTUNITY INVESTMENTS CORP COM 76131N101 13,858 784,713 SH   DFND 1 784,713 0 0
RUSH ENTERPRISES INC COM 781846209 17,910 385,156 SH   DFND 1 385,156 0 0
RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 24,078 277,842 SH   DFND 1 277,842 0 0
SKYWEST INC COM 830879102 24,715 382,412 SH   DFND 1 382,412 0 0
TCS GROUP HOLDING LTD GDR 87238U203 7,065 328,601 SH   DFND 1 328,601 0 0
TELEFONICA COM 879382109 13,445 1,924,261 SH   DFND 1 1,924,261 0 0
TENET HEALTHCARE CORP COM 88033G407 14,895 391,657 SH   DFND 1 391,657 0 0
TIMKEN CO COM 887389104 19,323 343,154 SH   DFND 1 343,154 0 0
TJX COMPANIES INC COM 872540109 11,056 181,070 SH   DFND 1 181,070 0 0
TRUIST FINANCIAL CORP COM 89832Q109 19,862 352,671 SH   DFND 1 352,671 0 0
WATERS CORP COM 941848103 11,033 47,219 SH   DFND 1 47,219 0 0
WEX INC COM 96208T104 30,366 144,974 SH   DFND 1 144,974 0 0
WINTRUST FINANCIAL CORP COM 97650W108 19,390 273,485 SH   DFND 1 273,485 0 0
WNS HOLDINGS LTD ADR 92932M101 16,156 244,234 SH   DFND 1 244,234 0 0
ZOETIS INC COM 98978V103 22,512 170,093 SH   DFND 1 170,093 0 0