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
ARC DOCUMENT SOLUTIONS INC COM 00191G103 7,100 876,587 SH   DFND   3,640 757,152 110,950
AZZ INC COM 002474104 12,887 308,526 SH   DFND   1,225 266,413 39,355
ADOBE SYS INC COM 00724F101 3,851 55,652 SH   DFND   3,070 50,702 0
AMETEK INC NEW COM 031100100 4,900 97,584 SH   DFND   19,042 78,542 0
AMPHENOL CORP NEW CL A 032095101 19,649 196,768 SH   DFND   24,824 170,424 0
ANALOGIC CORP COM PAR $0.05 032657207 15,918 248,869 SH   DFND   840 212,191 34,700
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,244 20,241 SH   DFND   1,085 18,476 0
ANN INC COM 035623107 22,155 538,650 SH   DFND   2,150 456,650 76,965
ASCENA RETAIN GROUP INC COM 04351G101 36,420 2,738,364 SH   DFND   52,240 2,344,091 327,990
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 11,197 339,086 SH   DFND   1,290 285,853 50,190
BIO TECHNE CORP COM 09073M104 5,243 56,045 SH   DFND   7,159 48,886 0
CABOT CORP COM 127055101 36,660 722,080 SH   DFND   12,126 616,814 89,510
CABOT MICROELECTRONICS CORP COM 12709P103 26,957 650,359 SH   DFND   10,245 560,858 76,052
CARDTRONICS INC COM 14161H108 44,404 1,261,473 SH   DFND   24,750 1,084,001 146,895
CLEAN HARBORS INC COM 184496107 75,894 1,407,536 SH   DFND   34,884 1,210,018 154,345
COACH INC COM 189754104 1,493 41,927 SH   DFND   2,265 38,222 0
COGNEX CORP COM 192422103 25,013 621,136 SH   DFND   2,550 531,916 83,295
COPART INC COM 217204106 66,186 2,113,557 SH   DFND   37,819 1,816,722 246,900
COVANTA HLDG CORP COM 22282E102 54,533 2,569,873 SH   DFND   51,217 2,191,660 314,335
DOLLAR TREE INC COM 256746108 10,729 191,350 SH   DFND   21,760 167,760 0
DONALDSON INC COM 257651109 1,039 25,570 SH   DFND   4,290 21,280 0
ENTEGRIS INC COM 29362U104 43,354 3,769,894 SH   DFND   76,000 3,218,138 457,350
ESTERLINE TECHNOLOGIES CORP COM 297425100 62,423 561,009 SH   DFND   3,940 507,820 45,195
GENERAC HLDGS INC COM 368736104 40,261 993,108 SH   DFND   22,460 862,843 102,065
GENESCO INC COM 371532102 18,666 249,714 SH   DFND   1,020 217,937 29,415
GRACO INC COM 384109104 53,175 728,625 SH   DFND   12,859 622,389 89,651
HAEMONETICS CORP COM 405024100 39,972 1,144,687 SH   DFND   27,054 980,893 129,595
HEICO CORP NEW CL A 422806208 57,309 1,422,070 SH   DFND   26,309 1,276,952 111,424
SHEIN HENRY INC COM 806407102 8,002 68,703 SH   DFND   9,451 59,252 0
IDEX CORP COM 45167R104 76,130 1,051,955 SH   DFND   20,001 900,927 124,885
INGREDION INC COM 457187102 86,525 1,141,637 SH   DFND   25,855 986,072 122,830
IRON MTN INC COM 462846106 6,176 189,146 SH   DFND   19,792 167,534 0
WILEY JOHN & SONS INC CL A 968223206 3,434 61,195 SH   DFND   11,900 49,295 0
KAMAN CORP COM 483548103 23,946 609,306 SH   DFND   2,460 550,992 52,475
KAR AUCTION SVCS INC COM 48238T109 78,318 2,735,528 SH   DFND   32,400 2,354,207 335,075
KENNAMETAL INC COM 489170100 22,004 532,654 SH   DFND   8,573 457,213 64,168
KULICKE & SOFFA INDS INC COM 501242101 6,632 466,080 SH   DFND   1,340 392,440 69,060
LINEAR TECHNOLOGY CORP COM 535678106 8,121 182,947 SH   DFND   20,734 160,653 0
MARKEL CORP COM 570535104 15,460 24,302 SH   DFND   2,891 21,191 0
MASTERCARD INC CL A 57636Q104 4,359 58,975 SH   DFND   3,180 53,815 0
MID-AMER APT CMNTYS INC COM 59522J103 28,896 440,153 SH   DFND   9,895 376,751 50,615
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,875 105,581 SH   DFND   14,340 90,861 0
OCEANEERING INTL INC COM 675232102 1,752 26,880 SH   DFND   4,880 22,000 0
ORTHOFIX INTL N V COM N6748L102 26,071 842,084 SH   DFND   3,415 722,126 111,995
PDF SOLUTIONS INC COM 693282105 16,165 1,281,936 SH   DFND   5,060 1,102,441 167,595
PALL CORP COM 696429307 9,835 117,502 SH   DFND   14,454 102,268 0
POWER INTEGRATIONS INC COM 739276103 37,130 688,746 SH   DFND   2,770 592,821 89,493
PRECISION CASTPARTS CORP COM 740189105 7,783 32,857 SH   DFND   3,419 29,018 0
RBC BEARINGS INC COM 75524B104 54,350 958,546 SH   DFND   3,800 815,184 134,455
RLI CORP COM 749607107 32,301 746,155 SH   DFND   2,800 636,261 103,351
ROCKWELL COLLINS INC COM 774341101 5,592 71,240 SH   DFND   9,359 61,881 0
SEMTECH CORP COM 816850101 52,664 1,939,740 SH   DFND   7,845 1,664,732 256,760
SIMPSON MANUFACTURING CO INC COM 829073105 34,449 1,181,770 SH   DFND   4,765 1,016,534 154,105
SOLERA HOLDINGS INC COM 83421A104 9,115 161,726 SH   DFND   18,505 141,901 0
SYNOPSYS INC COM 871607107 5,043 127,050 SH   DFND   17,550 109,500 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,532 135,824 SH   DFND   12,700 121,924 0
TELEDYNE TECHNOLOGIES INC COM 879360105 40,381 429,535 SH   DFND   1,720 388,631 36,840
THERMON GROUP HLDGS INC COM 88362T103 33,590 1,375,493 SH   DFND   5,470 1,182,921 179,795
TITAN INTL INC ILL COM 88830M102 4,692 396,984 SH   DFND   2,160 342,252 50,484
UGI CORP NEW COM 902681105 62,286 1,827,102 SH   DFND   24,771 1,563,437 229,366
UNITED STATIONERS INC COM 913004107 34,265 912,040 SH   DFND   19,038 775,436 113,082
VALMONT INDS INC COM 920253101 1,817 13,465 SH   DFND   2,450 11,015 0
VISA INC COM CL A 92826C839 3,509 16,445 SH   DFND   855 15,030 0
WASTE CONNECTIONS INC COM 941053100 89,021 1,834,721 SH   DFND   35,900 1,582,986 204,609
WOODWARD INC COM 980745103 38,804 814,864 SH   DFND   3,310 736,084 70,895