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 12,954 217,722 SH   DFND   1,225 190,548 25,949
AMETEK INC NEW COM 031100100 11,276 208,505 SH   DFND   22,519 185,986 0
AMPHENOL CORP NEW CL A 032095101 22,471 315,730 SH   DFND   32,662 283,068 0
ANALOG DEVICES INC COM 032654105 2,092 25,531 SH   DFND   2,425 23,106 0
ANALOGIC CORP COM PAR $0.05 032657207 18,994 250,247 SH   DFND   1,347 218,245 30,655
AUTOZONE INC COM 053332102 3,866 5,347 SH   DFND   506 4,841 0
BWX TECHNOLOGIES INC COM 05605H100 13,843 290,825 SH   DFND   30,764 260,061 0
BIO TECHNE CORP COM 09073M104 2,260 22,232 SH   DFND   2,345 19,887 0
CABOT CORP COM 127055101 37,152 620,137 SH   DFND   14,728 542,939 62,470
CABOT MICROELECTRONICS CORP COM 12709P103 23,333 304,575 SH   DFND   1,704 264,267 38,604
CARDTRONICS PLC SHS CL A G1991C105 55,306 1,183,006 SH   DFND   26,438 1,033,027 123,541
CHEMICAL FINL CORP COM 163731102 27,125 530,303 SH   DFND   24,265 466,179 39,859
CLEAN HARBORS INC COM 184496107 68,523 1,231,985 SH   DFND   42,602 1,079,552 109,831
COACH INC COM 189754104 1,540 37,265 SH   DFND   3,517 33,748 0
COGNEX CORP COM 192422103 37,374 445,190 SH   DFND   2,550 387,061 55,579
COPART INC COM 217204106 99,301 1,603,443 SH   DFND   44,140 1,401,667 157,636
CORE LABORATORIES N V COM N22717107 4,076 35,283 SH   DFND   3,730 31,553 0
COVANTA HLDG CORP COM 22282E102 33,842 2,155,550 SH   DFND   35,793 1,876,654 243,103
DOLLAR TREE INC COM 256746108 15,510 197,683 SH   DFND   20,367 177,316 0
DORMAN PRODUCTS INC COM 258278100 35,453 431,672 SH   DFND   2,418 374,460 54,794
EOG RES INC COM 26875P101 2,386 24,457 SH   DFND   2,323 22,134 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 32,941 1,134,332 SH   DFND   14,409 987,170 132,753
ENTEGRIS INC COM 29362U104 79,490 3,397,019 SH   DFND   104,045 2,976,901 316,073
ESTERLINE TECHNOLOGIES CORP COM 297425100 36,580 425,098 SH   DFND   2,524 390,882 31,692
FCB FINL HLDGS INC CL A 30255G103 22,951 463,190 SH   DFND   2,594 402,361 58,235
F M C CORP COM NEW 302491303 12,388 178,012 SH   DFND   18,574 159,438 0
GENESCO INC COM 371532102 12,261 221,113 SH   DFND   1,224 192,586 27,303
GENESEE & WYO INC CL A 371559105 10,062 148,274 SH   DFND   15,354 132,920 0
GRACO INC COM 384109104 56,765 602,986 SH   DFND   12,511 525,530 64,945
HALOZYME THERAPEUTICS INC COM 40637H109 30,047 2,318,433 SH   DFND   58,292 2,025,246 234,895
HEICO CORP NEW CL A 422806208 82,461 1,099,484 SH   DFND   23,251 1,008,998 67,235
HELEN OF TROY CORP LTD COM G4388N106 49,075 520,961 SH   DFND   13,598 454,898 52,465
SCHEIN HENRY INC COM 806407102 11,673 68,677 SH   DFND   7,349 61,328 0
IDEX CORP COM 45167R104 74,557 797,313 SH   DFND   17,573 695,884 83,856
INGREDION INC COM 457187102 82,784 687,402 SH   DFND   21,643 601,836 63,923
KEYW HLDG CORP COM 493723100 14,150 1,498,969 SH   DFND   8,394 1,300,621 189,954
KAMAN CORP COM 483548103 25,871 537,526 SH   DFND   3,187 494,297 40,042
KAR AUCTION SVCS INC COM 48238T109 90,758 2,078,278 SH   DFND   57,954 1,817,682 202,642
KIRBY CORP COM 497266106 4,339 61,500 SH   DFND   6,521 54,979 0
LKQ CORP COM 501889208 8,315 284,069 SH   DFND   29,918 254,151 0
LEGACY TEX FINL GROUP INC COM 52471Y106 27,471 688,487 SH   DFND   3,799 595,704 88,984
MARKEL CORP COM 570535104 14,047 14,394 SH   DFND   1,477 12,917 0
MASTERCARD INC CL A 57636Q104 4,518 40,169 SH   DFND   3,798 36,371 0
MEDTRONIC PLC SHS G5960L103 3,888 48,260 SH   DFND   4,585 43,675 0
MID-AMER APT CMNTYS INC COM 59522J103 37,050 364,163 SH   DFND   15,633 319,656 28,874
MINERALS TECHNOLOGIES INC COM 603158106 15,783 206,046 SH   DFND   1,112 179,725 25,209
OMNICELL INC COM 68213N109 10,993 270,440 SH   DFND   1,728 233,791 34,921
PDF SOLUTIONS INC COM 693282105 24,574 1,086,382 SH   DFND   6,101 943,729 136,552
POWER INTEGRATIONS INC COM 739276103 34,739 528,346 SH   DFND   2,904 460,326 65,116
RBC BEARINGS INC COM 75524B104 64,039 659,586 SH   DFND   3,672 569,625 86,289
RLI CORP COM 749607107 27,268 454,314 SH   DFND   2,539 394,255 57,520
ROCKWELL COLLINS INC COM 774341101 11,758 121,014 SH   DFND   12,516 108,498 0
SRC ENERGY INC COM 78470V108 4,136 490,077 SH   DFND   2,743 424,920 62,414
SENSIENT TECHNOLOGIES CORP COM 81725T100 25,003 315,450 SH   DFND   1,776 274,711 38,963
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,957 166,626 SH   DFND   17,403 149,223 0
SIMPSON MANUFACTURING CO INC COM 829073105 36,275 841,841 SH   DFND   4,765 735,474 101,602
STERIS PLC SHS USD G84720104 7,138 102,767 SH   DFND   10,687 92,080 0
SYNOPSYS INC COM 871607107 9,932 137,692 SH   DFND   14,612 123,080 0
TD AMERITRADE HLDG CORP COM 87236Y108 8,532 219,561 SH   DFND   23,413 196,148 0
TELEDYNE TECHNOLOGIES INC COM 879360105 40,696 321,809 SH   DFND   1,720 281,325 38,764
THERMON GROUP HLDGS INC COM 88362T103 13,502 647,868 SH   DFND   3,598 560,342 83,928
UGI CORP NEW COM 902681105 73,560 1,489,077 SH   DFND   31,284 1,302,496 155,297
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 17,183 620,558 SH   DFND   3,471 538,296 78,791
VALMONT INDS INC COM 920253101 3,366 21,647 SH   DFND   2,196 19,451 0
VISA INC COM CL A 92826C839 3,909 43,985 SH   DFND   4,162 39,823 0
WASTE CONNECTIONS INC COM 94106B101 43,167 489,311 SH   DFND   29,397 432,442 27,472
WATERS CORP COM 941848103 3,797 24,292 SH   DFND   2,300 21,992 0
WOODWARD INC COM 980745103 56,784 836,047 SH   DFND   21,176 764,668 50,203