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
ADOBE INC COM 00724F101 1,024,851 2,769,030 SH   DFND 1 2,769,030 0 0
ADVANCED ENERGY INDUSTRIES INC COM 007973100 619,693 10,522,029 SH   DFND 1 10,522,029 0 0
AECON GROUP INC COM 00762V109 562,846 54,475,677 SH   DFND 1 54,475,677 0 0
AGREE REALTY CORP COM 008492100 638,483 9,999,690 SH   DFND 1 9,999,690 0 0
ALPHABET INC COM 02079K107 798,166 594,344 SH   DFND 1 594,344 0 0
ARCOSA INC COM 039653100 691,537 17,965,986 SH   DFND 1 17,965,986 0 0
ARITZIA INC SUB VTG SHS COM 04045U102 9,301 1,144,679 SH   DFND 1 1,144,679 0 0
ASPEN TECHNOLOGY INC COM 045327103 583,811 5,888,026 SH   DFND 1 5,888,026 0 0
AUTONATION INC COM 05329W102 612,504 16,936,659 SH   DFND 1 16,936,659 0 0
BLACKLINE INC COM 09239B109 645,502 9,826,102 SH   DFND 1 9,826,102 0 0
BOISE CASCADE CO COM 09739D100 48,735 2,056,197 SH   DFND 1 2,056,197 0 0
CACI INTL INC COM 127190304 586,254 2,464,243 SH   DFND 1 2,464,243 0 0
CAPITAL POWER CORP COM 14042M102 318,075 16,406,206 SH   DFND 1 16,406,206 0 0
CHARLES RIV LABS INTL INC COM 159864107 679,474 4,303,347 SH   DFND 1 4,303,347 0 0
CHEGG INC COM 163092109 599,998 10,721,633 SH   DFND 1 10,721,633 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 472,846 5,856,764 SH   DFND 1 5,856,764 0 0
CONTROLADORA VUELA CIA DE AVIA SPON ADR RP 10 ADR 21240E105 6,413 1,877,241 SH   DFND 1 1,877,241 0 0
DARLING INGREDIENTS INC COM 237266101 627,079 28,979,183 SH   DFND 1 28,979,183 0 0
DECKERS OUTDOOR CORP COM 243537107 381,395 2,109,107 SH   DFND 1 2,109,107 0 0
ELECTRONIC ARTS INC COM 285512109 1,225,111 10,506,707 SH   DFND 1 10,506,707 0 0
ELEMENT FLEET MANAGEMENT CORP COM 286181201 260,468 39,908,287 SH   DFND 1 39,908,287 0 0
ELEMENT SOLUTIONS INC COM 28618M106 612,202 61,230,088 SH   DFND 1 61,230,088 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 646,750 8,772,689 SH   DFND 1 8,772,689 0 0
ERO COPPER CORP COM 296006109 2,127 147,350 SH   DFND 1 147,350 0 0
FACEBOOK INC COM 30303M102 821,695 3,959,790 SH   DFND 1 3,959,790 0 0
FIRSTSERVICE CORP COM 33767E202 622,057 7,052,406 SH   DFND 1 7,052,406 0 0
FISERV INC COM 337738108 829,774 8,246,882 SH   DFND 1 8,246,882 0 0
FLAGSTAR BANCORP INC COM 337930705 248,048 8,544,673 SH   DFND 1 8,544,673 0 0
FRONTDOOR INC COM 35905A109 50,278 1,545,541 SH   DFND 1 1,545,541 0 0
FTI CONSULTING INC COM 302941109 770,581 6,528,115 SH   DFND 1 6,528,115 0 0
GENERAC HLDGS INC COM 368736104 999,923 9,537,196 SH   DFND 1 9,537,196 0 0
GIBRALTAR INDS INC COM 374689107 179,671 3,795,129 SH   DFND 1 3,795,129 0 0
GROCERY OUTLET HOLDING CORP COM 39874R101 725,049 20,315,500 SH   DFND 1 20,315,500 0 0
HAIN CELESTIAL GROUP INC COM 405217100 360,173 12,840,850 SH   DFND 1 12,840,850 0 0
ICF INTERNATIONAL INC COM 44925C103 278,825 4,109,968 SH   DFND 1 4,109,968 0 0
ILLUMINA INC COM 452327109 767,343 2,336,418 SH   DFND 1 2,336,418 0 0
INGREDION INC COM 457187102 626,229 7,671,469 SH   DFND 1 7,671,469 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 150,711 8,432,579 SH   DFND 1 8,432,579 0 0
ISHARES TR MSCI INDIA SM CP ETF COM 46429B614 617,347 6,154,766 SH   DFND 1 6,154,766 0 0
KBR INC COM 48242W106 1,915 12,004,724 SH   DFND 1 12,004,724 0 0
LAMB WESTON HOLDINGS INC COM 513272104 78,298 10,946,042 SH   DFND 1 10,946,042 0 0
LANDSTAR SYSTEMS INC COM 515098101 430,914 809,454 SH   DFND 1 809,454 0 0
LAUDER ESTEE COS INC COM 518439104 257,369 2,505,768 SH   DFND 1 2,505,768 0 0
LHC GROUP INC COM 50187A107 772,480 5,295,074 SH   DFND 1 5,295,074 0 0
LUMENTUM HOLDINGS INC COM 55024U109 371,313 4,879,464 SH   DFND 1 4,879,464 0 0
MASTEC INC COM 576323109 576,323 1,992,264 SH   DFND 1 1,992,264 0 0
MICROSOFT CORP COM 594918104 178,633 3,351,108 SH   DFND 1 3,351,108 0 0
NUVASIVE INC COM 670704105 566,813 9,821,223 SH   DFND 1 9,821,223 0 0
NV5 GLOBAL INC COM 62945V109 6,804 13,789,426 SH   DFND 1 13,789,426 0 0
PAREX RES INC COM 69946Q104 656,995 47,501,869 SH   DFND 1 47,501,869 0 0
PERFICIENT INC COM 71375U101 34,060 19,929,254 SH   DFND 1 19,929,254 0 0
PHIBRO ANIMAL HEALTH CORP COM 71742Q106 593,033 23,830,267 SH   DFND 1 23,830,267 0 0
POPULAR INC COM 733174700 123,019 3,483,216 SH   DFND 1 3,483,216 0 0
PORTLAND GENERAL ELECTRIC CO COM 736508847 404,070 4,432,705 SH   DFND 1 4,432,705 0 0
PTC INC COM 69370C100 434,624 4,225,707 SH   DFND 1 4,225,707 0 0
QUANTA SERVICES INC COM 74762E102 688,621 19,416,035 SH   DFND 1 19,416,035 0 0
R1 RCM INC COM 749397105 251,893 58,893,555 SH   DFND 1 58,893,555 0 0
REAL MATTERS INC COM 75601Y100 591,039 26,772,382 SH   DFND 1 26,772,382 0 0
REPLIGEN CORP COM 759916109 253,508 7,031,327 SH   DFND 1 7,031,327 0 0
SKYWEST INC COM 830879102 318,737 536,571 SH   DFND 1 536,571 0 0
TANDEM DIABETES CARE INC COM 875372203 263,717 9,241,243 SH   DFND 1 9,241,243 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 265,775 2,028,720 SH   DFND 1 2,028,720 0 0
TIMKEN CO COM 887389104 564,398 838,509 SH   DFND 1 838,509 0 0
TJX COS INC COM 872540109 564,399 11,191,590 SH   DFND 1 11,191,590 0 0
TMX GROUP LTD COM 87262K105 336,253 3,520,389 SH   DFND 1 3,520,389 0 0
TRUIST FINANCIAL CORP COM 89832Q109 701,816 19,397,778 SH   DFND 1 19,397,778 0 0
ZOETIS INC COM 98978V103 1,081,569 8,331,273 SH   DFND 1 8,331,273 0 0