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
AZZ INC COM 002474104 14,487 221,952 SH   DFND   1,225 193,544 27,183
AMETEK INC NEW COM 031100100 5,590 116,987 SH   DFND   24,858 92,129 0
AMPHENOL CORP NEW CL A 032095101 12,357 190,347 SH   DFND   35,024 155,323 0
ANALOGIC CORP COM PAR $0.05 032657207 18,426 207,966 SH   DFND   1,041 179,900 27,025
ASCENA RETAIL GROUP INC COM 04351G101 11,416 2,042,141 SH   DFND   49,561 1,768,328 224,252
AUTOZONE INC COM 053332102 2,685 3,494 SH   DFND   484 3,010 0
BWX TECHNOLOGIES INC COM 05605H100 6,710 174,864 SH   DFND   33,882 140,982 0
BIO TECHNE CORP COM 09073M104 1,436 13,117 SH   DFND   2,589 10,528 0
CABOT CORP COM 127055101 31,166 594,655 SH   DFND   15,970 513,287 65,398
CABOT MICROELECTRONICS CORP COM 12709P103 16,786 317,253 SH   DFND   1,704 275,128 40,421
CARDTRONICS PLC SHS CL A G1991C105 47,264 1,059,724 SH   DFND   29,396 914,168 116,160
CHEMICAL FINL CORP COM 163731102 20,185 457,388 SH   DFND   26,398 389,138 41,852
CLEAN HARBORS INC COM 184496107 53,881 1,122,980 SH   DFND   45,345 962,635 115,000
COACH INC COM 189754104 888 24,293 SH   DFND   3,362 20,931 0
COGNEX CORP COM 192422103 24,481 463,138 SH   DFND   2,550 402,496 58,092
COPART INC COM 217204106 84,614 1,579,803 SH   DFND   47,909 1,358,158 173,736
CORE LABORATORIES N V COM N22717107 2,349 20,916 SH   DFND   4,137 16,779 0
COVANTA HLDG CORP COM 22282E102 29,300 1,903,858 SH   DFND   10,233 1,651,036 242,589
DOLLAR TREE INC COM 256746108 9,322 118,106 SH   DFND   21,998 96,108 0
DORMAN PRODUCTS INC COM 258278100 28,717 449,404 SH   DFND   2,418 389,677 57,309
EOG RES INC COM 26875P101 733 7,577 SH   DFND   1,049 6,528 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 24,449 775,420 SH   DFND   4,199 675,628 95,593
ENTEGRIS INC COM 29362U104 55,605 3,192,019 SH   DFND   113,963 2,747,309 330,747
ESTERLINE TECHNOLOGIES CORP COM 297425100 35,970 473,034 SH   DFND   6,824 433,985 32,225
FCB FINL HLDGS INC CL A 30255G103 18,559 482,937 SH   DFND   2,594 419,395 60,948
F M C CORP COM NEW 302491303 3,869 80,038 SH   DFND   15,648 64,390 0
GENESCO INC COM 371532102 12,483 229,205 SH   DFND   1,224 199,433 28,548
GENESEE & WYO INC CL A 371559105 4,676 67,819 SH   DFND   13,139 54,680 0
GRACO INC COM 384109104 43,367 586,040 SH   DFND   13,616 504,452 67,972
HALOZYME THERAPEUTICS INC COM 40637H109 26,964 2,232,114 SH   DFND   63,613 1,919,098 249,403
HEICO CORP NEW CL A 422806208 64,151 1,060,177 SH   DFND   25,202 966,669 68,306
HELEN OF TROY CORP LTD COM G4388N106 31,614 366,877 SH   DFND   10,929 315,018 40,930
SCHEIN HENRY INC COM 806407102 6,609 40,549 SH   DFND   8,054 32,495 0
IDEX CORP COM 45167R104 71,868 768,072 SH   DFND   18,469 661,811 87,792
INGREDION INC COM 457187102 84,562 635,518 SH   DFND   22,978 545,630 66,910
KAMAN CORP COM 483548103 24,505 557,956 SH   DFND   3,187 514,090 40,679
KAR AUCTION SVCS INC COM 48238T109 82,902 1,920,817 SH   DFND   55,463 1,653,182 212,172
KIRBY CORP COM 497266106 2,280 36,687 SH   DFND   7,106 29,581 0
LKQ CORP COM 501889208 4,624 130,408 SH   DFND   24,963 105,445 0
LEGACY TEX FINL GROUP INC COM 52471Y106 22,626 715,318 SH   DFND   3,799 618,364 93,155
LINEAR TECHNOLOGY CORP COM 535678106 5,744 96,885 SH   DFND   17,543 79,342 0
MARKEL CORP COM 570535104 10,488 11,292 SH   DFND   2,090 9,202 0
MASTERCARD INC CL A 57636Q104 2,669 26,229 SH   DFND   3,630 22,599 0
MEDTRONIC PLC SHS G5960L103 2,474 28,633 SH   DFND   3,966 24,667 0
MID-AMER APT CMNTYS INC COM 59522J103 30,065 319,879 SH   DFND   16,280 273,347 30,252
MINERALS TECHNOLOGIES INC COM 603158106 14,956 211,575 SH   DFND   1,112 184,097 26,366
OMNICELL INC COM 68213N109 7,922 206,852 SH   DFND   1,121 179,321 26,410
ORTHOFIX INTL N V COM N6748L102 5,973 139,665 SH   DFND   557 121,814 17,294
PDF SOLUTIONS INC COM 693282105 20,540 1,130,420 SH   DFND   6,101 981,422 142,897
POWER INTEGRATIONS INC COM 739276103 34,873 553,272 SH   DFND   2,904 482,203 68,165
RBC BEARINGS INC COM 75524B104 52,410 685,273 SH   DFND   3,672 591,110 90,491
RLI CORP COM 749607107 32,304 472,559 SH   DFND   2,539 409,845 60,175
ROCKWELL COLLINS INC COM 774341101 4,162 49,348 SH   DFND   10,122 39,226 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 24,931 328,902 SH   DFND   1,776 285,898 41,228
SIMPSON MANUFACTURING CO INC COM 829073105 38,336 872,268 SH   DFND   4,765 761,383 106,120
STERIS PLC SHS USD G84720104 4,261 58,295 SH   DFND   11,205 47,090 0
SYNOPSYS INC COM 871607107 4,850 81,714 SH   DFND   16,150 65,564 0
SYNTEL INC COM 87162H103 11,148 266,007 SH   DFND   1,386 231,747 32,874
TD AMERITRADE HLDG CORP COM 87236Y108 4,471 126,860 SH   DFND   24,925 101,935 0
TELEDYNE TECHNOLOGIES INC COM 879360105 36,099 334,465 SH   DFND   1,720 292,234 40,511
KEYW HLDG CORP COM 493723100 8,219 744,465 SH   DFND   3,786 641,519 99,160
THERMON GROUP HLDGS INC COM 88362T103 21,955 1,111,641 SH   DFND   5,888 964,983 140,770
UGI CORP NEW COM 902681105 64,899 1,434,558 SH   DFND   33,715 1,238,488 162,355
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 7,160 340,647 SH   DFND   1,827 295,490 43,330
VALMONT INDS INC COM 920253101 1,734 12,884 SH   DFND   2,430 10,454 0
VISA INC COM CL A 92826C839 2,375 28,723 SH   DFND   3,976 24,747 0
WASTE CONNECTIONS INC COM 94106B101 44,378 594,083 SH   DFND   32,456 507,043 54,584
WATERS CORP COM 941848103 2,514 15,863 SH   DFND   2,197 13,666 0
WOODWARD INC COM 980745103 49,943 799,347 SH   DFND   23,139 725,166 51,042