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
A10 Networks, Inc. COM 002121101 686 81,230 SH   SOLE   81,230 0 0
A10 Networks, Inc. COM 002121101 1,025 121,400 SH   DFND 1 0 121,400 0
Abbott Laboratories COM 002824100 243 5,000 SH   SOLE   5,000 0 0
Adirondack Trust co Saratoga S COM 007014103 475 280 SH   SOLE   280 0 0
Air Transport Services Group COM 00922r105 1,742 80,000 SH   DFND 1 0 80,000 0
Albany International Corp. 'A' COM 012348108 534 10,000 SH   SOLE   10,000 0 0
Alleghany Corporation COM 017175100 1,353 2,275 SH   SOLE   2,275 0 0
Alleghany Corporation COM 017175100 178 300 SH   DFND 1 0 300 0
Allegheny Technologies Inc COM 01741R102 912 53,600 SH   SOLE   53,600 0 0
Allegheny Technologies Inc COM 01741R102 179 10,550 SH   DFND 1 0 10,550 0
Allscripts Healthcare Solution COM 01988P108 23,228 1,820,400 SH   SOLE   1,820,400 0 0
Allscripts Healthcare Solution COM 01988P108 1,780 139,500 SH   DFND 1 0 139,500 0
Amer Eagle Outfitters COM 02553e106 1,356 112,500 SH   SOLE   112,500 0 0
Amer Eagle Outfitters COM 02553e106 1,404 116,500 SH   DFND 1 0 116,500 0
American Airlines Group Inc. COM 02376r102 503 10,000 SH   SOLE   10,000 0 0
American Financial Group COM 025932104 1,846 18,575 SH   SOLE   18,575 0 0
American Financial Group COM 025932104 283 2,850 SH   DFND 1 0 2,850 0
American Woodmark Corporation COM 030506109 19,406 203,100 SH   SOLE   203,100 0 0
Aptargroup, Inc. COM 038336103 1,227 14,125 SH   SOLE   14,125 0 0
Ardmore Shipping Corp COM y0207t100 1,036 127,100 SH   DFND 1 0 127,100 0
Arris Intl PLc COM G0551a103 1,513 54,000 SH   SOLE   54,000 0 0
Arris Intl PLc COM G0551a103 810 28,900 SH   DFND 1 0 28,900 0
Aspen Insurance Holdings Ltd COM g05384105 1,438 28,850 SH   SOLE   28,850 0 0
Aspen Insurance Holdings Ltd COM g05384105 217 4,350 SH   DFND 1 0 4,350 0
Atricure Inc COM 04963c209 727 30,000 SH   SOLE   30,000 0 0
Atricure Inc COM 04963c209 265 10,925 SH   DFND 1 0 10,925 0
Avid Technology, Inc. COM 05367p100 1,265 240,400 SH   SOLE   240,400 0 0
Banner Corp New COM 06652v208 1,695 30,000 SH   DFND 1 0 30,000 0
Barnes & Noble, Inc. COM 067774109 228 30,000 SH   SOLE   30,000 0 0
Barnes & Noble, Inc. COM 067774109 442 58,200 SH   DFND 1 0 58,200 0
Baxter International COM 071813109 636 10,500 SH   SOLE   10,500 0 0
Best Buy Co COM 086516101 3,276 57,150 SH   SOLE   57,150 0 0
Best Buy Co COM 086516101 694 12,100 SH   DFND 1 0 12,100 0
Black Box Corporation COM 091826107 4,092 478,600 SH   SOLE   478,600 0 0
Black Box Corporation COM 091826107 1,368 160,000 SH   DFND 1 0 160,000 0
Blackstone Mortgage TR Inc Cl COM 09257w100 1,833 58,000 SH   DFND 1 0 58,000 0
BMC Stock Holdings COM 05591b109 4,068 186,200 SH   SOLE   186,200 0 0
BMC Stock Holdings COM 05591b109 1,051 48,100 SH   DFND 1 0 48,100 0
Boise Cascade Company COM 09739d100 823 27,075 SH   SOLE   27,075 0 0
Boise Cascade Company COM 09739d100 255 8,400 SH   DFND 1 0 8,400 0
Boot Barn Holdings Inc. COM 099406100 7 1,000 SH   SOLE   1,000 0 0
Boot Barn Holdings Inc. COM 099406100 283 40,000 SH   DFND 1 0 40,000 0
Broadcom Ltd COM y09827109 38,383 164,700 SH   SOLE   164,700 0 0
Brocade Communications COM 111621306 769 61,000 SH   SOLE   61,000 0 0
Brooks Automation Inc. COM 114340102 95 4,400 SH   SOLE   4,400 0 0
Brooks Automation Inc. COM 114340102 1,594 73,500 SH   DFND 1 0 73,500 0
Caleres Inc COM 129500104 23,902 860,400 SH   SOLE   860,400 0 0
Caleres Inc COM 129500104 1,408 50,700 SH   DFND 1 0 50,700 0
Capitol Federal Financial Inc COM 14057J101 547 38,500 SH   SOLE   38,500 0 0
Capitol Federal Financial Inc COM 14057J101 111 7,800 SH   DFND 1 0 7,800 0
Carpenter Technology Corp COM 144285103 457 12,200 SH   SOLE   12,200 0 0
Carpenter Technology Corp COM 144285103 94 2,500 SH   DFND 1 0 2,500 0
Cavium Inc. COM 14964u108 21 340 SH   SOLE   340 0 0
Cavium Inc. COM 14964u108 217 3,488 SH   DFND 1 0 3,488 0
CDW Corporation COM 12514g108 313 5,000 SH   SOLE   5,000 0 0
Ceragon Networks Ltd COM m22013102 89 35,000 SH   SOLE   35,000 0 0
Citi Trends, Inc. COM 17306X102 18,806 886,228 SH   SOLE   886,228 0 0
Citi Trends, Inc. COM 17306X102 1,910 90,000 SH   DFND 1 0 90,000 0
Colgate-Palmolive COM 194162103 6,383 86,100 SH   SOLE   86,100 0 0
Comcast Corporation Cl A COM 20030n101 506 13,000 SH   SOLE   13,000 0 0
Comtech Communications COM 205826209 10,054 530,000 SH   SOLE   530,000 0 0
Convergys Corporation COM 212485106 2,187 91,980 SH   SOLE   91,980 0 0
Convergys Corporation COM 212485106 1,990 83,700 SH   DFND 1 0 83,700 0
Cray Computer COM 225223304 18,233 990,900 SH   SOLE   990,900 0 0
DSW, Inc. COM 23334L102 177 10,000 SH   SOLE   10,000 0 0
DSW, Inc. COM 23334L102 39 2,200 SH   DFND 1 0 2,200 0
Ducommun Inc COM 264147109 18,465 584,695 SH   SOLE   584,695 0 0
Ducommun Inc COM 264147109 632 20,000 SH   DFND 1 0 20,000 0
Edwards Lifesciences Corporati COM 28176E108 934 7,900 SH   SOLE   7,900 0 0
EMCOR Group, Inc. COM 29084Q100 1,837 28,100 SH   SOLE   28,100 0 0
EMCOR Group, Inc. COM 29084Q100 2,192 33,525 SH   DFND 1 0 33,525 0
Emcore Corporation COM 290846203 19,895 1,868,100 SH   SOLE   1,868,100 0 0
Emcore Corporation COM 290846203 1,810 170,000 SH   DFND 1 0 170,000 0
EnerSys COM 29275y102 25,937 358,000 SH   SOLE   358,000 0 0
EnerSys COM 29275y102 261 3,600 SH   DFND 1 0 3,600 0
Ensign Group, Inc. COM 29358p101 152 7,000 SH   SOLE   7,000 0 0
Ensign Group, Inc. COM 29358p101 1,110 51,000 SH   DFND 1 0 51,000 0
Entegris Inc COM 29362u104 11,803 537,700 SH   SOLE   537,700 0 0
Entegris Inc COM 29362u104 219 10,000 SH   DFND 1 0 10,000 0
Exactech Inc. COM 30064e109 745 25,000 SH   SOLE   25,000 0 0
Express Inc. COM 30219e103 572 84,700 SH   SOLE   84,700 0 0
Express Inc. COM 30219e103 773 114,575 SH   DFND 1 0 114,575 0
Extreme Networks COM 30226d106 55,509 6,020,500 SH   SOLE   6,020,500 0 0
Extreme Networks COM 30226d106 3,780 410,000 SH   DFND 1 0 410,000 0
Fabrinet COM g3323l100 27,294 639,800 SH   SOLE   639,800 0 0
Fabrinet COM g3323l100 380 8,900 SH   DFND 1 0 8,900 0
Federal Signal Corp COM 313855108 9,052 521,400 SH   SOLE   521,400 0 0
Fidelity National Financial COM 31620r303 1,273 28,393 SH   SOLE   28,393 0 0
Fidelity National Financial COM 31620r303 264 5,900 SH   DFND 1 0 5,900 0
Fidelity National Financial In COM 31620r402 506 32,000 SH   SOLE   32,000 0 0
Fidelity National Financial In COM 31620r402 106 6,700 SH   DFND 1 0 6,700 0
Finisar Corp COM 31787a507 24,823 955,450 SH   SOLE   955,450 0 0
Finisar Corp COM 31787a507 3,019 116,200 SH   DFND 1 0 116,200 0
Finish Line, Inc. COM 317923100 383 27,000 SH   SOLE   27,000 0 0
First Merchants Corporation COM 320817109 1,553 38,700 SH   DFND 1 0 38,700 0
Foot Locker, Inc. COM 344849104 2,112 42,850 SH   SOLE   42,850 0 0
Foot Locker, Inc. COM 344849104 1,838 37,300 SH   DFND 1 0 37,300 0
Francesca's Holdings Corp. COM 351793104 7,447 680,714 SH   SOLE   680,714 0 0
Francesca's Holdings Corp. COM 351793104 928 84,800 SH   DFND 1 0 84,800 0
Garmin LTD COM h2906t109 1,562 30,600 SH   SOLE   30,600 0 0
Garmin LTD COM h2906t109 311 6,100 SH   DFND 1 0 6,100 0
GATX Corp COM 361448103 1,207 18,775 SH   SOLE   18,775 0 0
GATX Corp COM 361448103 1,253 19,500 SH   DFND 1 0 19,500 0
General Electric COM 369604103 227 8,400 SH   SOLE   8,400 0 0
Gentherm Inc COM 37253a103 582 15,000 SH   SOLE   15,000 0 0
Globus Medical Inc Cl A new COM 379577208 25,237 761,300 SH   SOLE   761,300 0 0
Globus Medical Inc Cl A new COM 379577208 822 24,800 SH   DFND 1 0 24,800 0
Gramercy PPTY TR COM 385002100 1,108 37,309 SH   DFND 1 0 37,309 0
Granite Construction Inc. COM 387328107 1,206 25,000 SH   DFND 1 0 25,000 0
Halozyme Therapeutics, Inc. COM 40637H109 128 10,000 SH   SOLE   10,000 0 0
Harmonic Inc COM 413160102 241 46,000 SH   SOLE   46,000 0 0
Hillenbrand Inc COM 431571108 1,180 32,700 SH   SOLE   32,700 0 0
Hillenbrand Inc COM 431571108 422 11,700 SH   DFND 1 0 11,700 0
Huttig Building COM 448451104 12,777 1,822,700 SH   SOLE   1,822,700 0 0
Huttig Building COM 448451104 1,823 260,000 SH   DFND 1 0 260,000 0
IAC/Interactive Corp COM 44919p508 3,603 34,900 SH   SOLE   34,900 0 0
IAC/Interactive Corp COM 44919p508 2,710 26,250 SH   DFND 1 0 26,250 0
Ichor Holdings COM g4740b105 15,959 791,600 SH   SOLE   791,600 0 0
Ichor Holdings COM g4740b105 2,318 115,000 SH   DFND 1 0 115,000 0
Innospec Inc COM 45768s105 580 8,850 SH   SOLE   8,850 0 0
Innospec Inc COM 45768s105 38 575 SH   DFND 1 0 575 0
Insight Enterprises COM 45765U103 19,044 476,214 SH   SOLE   476,214 0 0
Insight Enterprises COM 45765U103 212 5,300 SH   DFND 1 0 5,300 0
Intuitive Surgical Inc New COM 46120e602 935 1,000 SH   SOLE   1,000 0 0
J2 Global Inc COM 48123v102 2,799 32,900 SH   SOLE   32,900 0 0
J2 Global Inc COM 48123v102 2,491 29,275 SH   DFND 1 0 29,275 0
Jabil Inc COM 466313103 20,494 702,100 SH   SOLE   702,100 0 0
Jabil Inc COM 466313103 794 27,200 SH   DFND 1 0 27,200 0
Johnson & Johnson COM 478160104 9,763 73,800 SH   SOLE   73,800 0 0
K2M Group Holdings, Inc COM 48273j107 268 11,000 SH   SOLE   11,000 0 0
Kadant Inc. COM 48282T104 1,128 15,000 SH   SOLE   15,000 0 0
Kadant Inc. COM 48282T104 1,000 13,300 SH   DFND 1 0 13,300 0
Kapstone Paper COM 48562p103 33,857 1,641,150 SH   SOLE   1,641,150 0 0
Kapstone Paper COM 48562p103 633 30,700 SH   DFND 1 0 30,700 0
Kelly Services Inc Class A COM 488152208 1,340 59,700 SH   SOLE   59,700 0 0
Kelly Services Inc Class A COM 488152208 452 20,125 SH   DFND 1 0 20,125 0
Kforce, Inc. COM 493732101 1,294 66,000 SH   SOLE   66,000 0 0
Kforce, Inc. COM 493732101 1,487 75,850 SH   DFND 1 0 75,850 0
Kirkland's Inc. COM 497498105 2,215 215,421 SH   SOLE   215,421 0 0
Kirkland's Inc. COM 497498105 514 50,000 SH   DFND 1 0 50,000 0
Kratos Defense & Security Solu COM 50077b207 14,785 1,245,600 SH   SOLE   1,245,600 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,356 71,285 SH   SOLE   71,285 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,446 76,000 SH   DFND 1 0 76,000 0
La Z Boy Inc COM 505336107 7,975 245,400 SH   SOLE   245,400 0 0
Lattice Semiconductor Corporat COM 518415104 5,319 798,700 SH   SOLE   798,700 0 0
Lattice Semiconductor Corporat COM 518415104 322 48,400 SH   DFND 1 0 48,400 0
Legacy Texas Finl Group Inc. COM 52471y106 60 1,575 SH   SOLE   1,575 0 0
Legacy Texas Finl Group Inc. COM 52471y106 1,537 40,300 SH   DFND 1 0 40,300 0
Lumos Networks Corp COM 550283105 268 15,000 SH   SOLE   15,000 0 0
Magellan Health Services, Inc. COM 559079207 3,014 41,340 SH   SOLE   41,340 0 0
Magellan Health Services, Inc. COM 559079207 2,541 34,850 SH   DFND 1 0 34,850 0
Mallinckrodt Public Ltd COM g5785g107 1,264 28,200 SH   SOLE   28,200 0 0
Mallinckrodt Public Ltd COM g5785g107 90 2,000 SH   DFND 1 0 2,000 0
Marvell Technology Group Ltd COM g5876h105 1,485 89,900 SH   SOLE   89,900 0 0
Marvell Technology Group Ltd COM g5876h105 294 17,825 SH   DFND 1 0 17,825 0
Masimo Corp COM 574795100 5,344 58,605 SH   SOLE   58,605 0 0
Masimo Corp COM 574795100 1,039 11,400 SH   DFND 1 0 11,400 0
Matrix Service Co. COM 576853105 1,142 122,150 SH   SOLE   122,150 0 0
Matrix Service Co. COM 576853105 1,068 114,200 SH   DFND 1 0 114,200 0
MaxLinear, Inc COM 57776j100 25,741 922,960 SH   SOLE   922,960 0 0
MaxLinear, Inc COM 57776j100 1,394 50,000 SH   DFND 1 0 50,000 0
Mednax Inc COM 58502b106 2,700 44,725 SH   SOLE   44,725 0 0
Mednax Inc COM 58502b106 2,025 33,550 SH   DFND 1 0 33,550 0
Merck & Co COM 58933y105 1,154 18,000 SH   SOLE   18,000 0 0
Meritor Inc COM 59001k100 4,960 298,600 SH   SOLE   298,600 0 0
Meritor Inc COM 59001k100 1,978 119,100 SH   DFND 1 0 119,100 0
Microsemi Corp COM 595137100 3,561 76,100 SH   SOLE   76,100 0 0
Microsemi Corp COM 595137100 2,546 54,400 SH   DFND 1 0 54,400 0
Mid America Apartment Communit COM 59522j103 2,710 25,715 SH   SOLE   25,715 0 0
Mid America Apartment Communit COM 59522j103 2,389 22,675 SH   DFND 1 0 22,675 0
MiMedx COM 602496101 4,927 329,100 SH   SOLE   329,100 0 0
MiMedx COM 602496101 748 50,000 SH   DFND 1 0 50,000 0
Mitel Networks Corp COM 60671q104 17,272 2,350,000 SH   SOLE   2,350,000 0 0
Mitel Networks Corp COM 60671q104 3,587 488,000 SH   DFND 1 0 488,000 0
MYR Group Inc. COM 55405w104 248 8,000 SH   SOLE   8,000 0 0
National Bank Hldgs Corp Cl A COM 633707104 710 21,436 SH   DFND 1 0 21,436 0
Nature's Sunshine Products, In COM 639027101 12,576 949,100 SH   SOLE   949,100 0 0
Nature's Sunshine Products, In COM 639027101 662 50,000 SH   DFND 1 0 50,000 0
Neff Corp. COM 640094207 3,721 195,840 SH   SOLE   195,840 0 0
New York & Company, Inc. COM 649295102 7,443 5,393,786 SH   SOLE   5,393,786 0 0
New York & Company, Inc. COM 649295102 606 439,100 SH   DFND 1 0 439,100 0
Nu Skin Enterprises, Inc. COM 67018T105 314 5,000 SH   SOLE   5,000 0 0
Nuvasive Inc COM 670704105 1,231 16,000 SH   SOLE   16,000 0 0
Nuvasive Inc COM 670704105 215 2,800 SH   DFND 1 0 2,800 0
Oclaro Inc. COM 67555n206 16,189 1,733,300 SH   SOLE   1,733,300 0 0
Oclaro Inc. COM 67555n206 2,694 288,400 SH   DFND 1 0 288,400 0
Olin Corp COM 680665205 728 24,050 SH   SOLE   24,050 0 0
Olin Corp COM 680665205 49 1,625 SH   DFND 1 0 1,625 0
Omnicell Inc COM 68213n109 17,934 416,100 SH   SOLE   416,100 0 0
Omnicell Inc COM 68213n109 1,608 37,300 SH   DFND 1 0 37,300 0
Ooma Inc. COM 683416101 160 20,000 SH   SOLE   20,000 0 0
Park Ohio Holdings Corp. COM 700666100 272 7,150 SH   SOLE   7,150 0 0
PC Connection Inc COM 69318j100 6,530 241,300 SH   SOLE   241,300 0 0
PCM Inc COM 69323k100 10,078 537,500 SH   SOLE   537,500 0 0
PCM Inc COM 69323k100 2,812 150,000 SH   DFND 1 0 150,000 0
PepsiCo Inc COM 713448108 8,419 72,900 SH   SOLE   72,900 0 0
PerkinElmer, Inc. COM 714046109 3,192 46,850 SH   SOLE   46,850 0 0
PerkinElmer, Inc. COM 714046109 2,559 37,550 SH   DFND 1 0 37,550 0
Petroquest Energy Inc COM 716748108 27 13,500 SH   SOLE   13,500 0 0
Petroquest Energy Inc COM 716748108 89 44,900 SH   DFND 1 0 44,900 0
Ply Gem Hldgs Inc. COM 72941w100 16,363 911,600 SH   SOLE   911,600 0 0
Ply Gem Hldgs Inc. COM 72941w100 899 50,081 SH   DFND 1 0 50,081 0
Procter & Gamble COM 742718109 314 3,600 SH   SOLE   3,600 0 0
Progress Software Corp COM 743312100 1,253 40,550 SH   SOLE   40,550 0 0
Progress Software Corp COM 743312100 207 6,700 SH   DFND 1 0 6,700 0
PTC Inc COM 69370c100 2,205 40,000 SH   SOLE   40,000 0 0
Qorvo Inc. COM 74736k101 3,437 54,280 SH   SOLE   54,280 0 0
Qorvo Inc. COM 74736k101 2,330 36,800 SH   DFND 1 0 36,800 0
Quality Systems Inc COM 747582104 16,335 949,130 SH   SOLE   949,130 0 0
Quality Systems Inc COM 747582104 1,893 110,000 SH   DFND 1 0 110,000 0
R1 RCM, Inc COM 749397105 19,899 5,306,447 SH   SOLE   5,306,447 0 0
R1 RCM, Inc COM 749397105 2,853 760,700 SH   DFND 1 0 760,700 0
Radisys Corp COM 750459109 9,527 2,533,800 SH   SOLE   2,533,800 0 0
Radisys Corp COM 750459109 1,529 406,645 SH   DFND 1 0 406,645 0
Regal Entertainment Group COM 758766109 1,728 84,475 SH   SOLE   84,475 0 0
Regal Entertainment Group COM 758766109 1,919 93,775 SH   DFND 1 0 93,775 0
Renasant Corporation COM 75970e107 1,356 31,000 SH   DFND 1 0 31,000 0
Rightside Group Ltd. COM 76658b100 12 1,100 SH   SOLE   1,100 0 0
Rightside Group Ltd. COM 76658b100 356 33,500 SH   DFND 1 0 33,500 0
RTI Surgical Inc COM 74975n105 30,725 5,252,170 SH   SOLE   5,252,170 0 0
RTI Surgical Inc COM 74975n105 2,574 440,000 SH   DFND 1 0 440,000 0
Rudolph Technologies Inc. COM 781270103 7,310 319,900 SH   SOLE   319,900 0 0
Salem Communications Cl A COM 794093104 71 10,000 SH   SOLE   10,000 0 0
Sensient Technologies Corp COM 81725T100 1,647 20,450 SH   SOLE   20,450 0 0
Sensient Technologies Corp COM 81725T100 2,106 26,150 SH   DFND 1 0 26,150 0
Shire PLC SPON ADR COM 82481r106 645 3,900 SH   SOLE   3,900 0 0
ShorTel Inc. COM 825211105 4,342 748,700 SH   SOLE   748,700 0 0
ShorTel Inc. COM 825211105 1,450 250,000 SH   DFND 1 0 250,000 0
Skyworks Solutions, Inc. COM 83088M102 25,813 269,025 SH   SOLE   269,025 0 0
Skyworks Solutions, Inc. COM 83088M102 854 8,900 SH   DFND 1 0 8,900 0
Sonus Networks Inc COM 835916503 179 24,000 SH   SOLE   24,000 0 0
Stage Stores, Inc. COM 85254C305 2,479 1,191,938 SH   SOLE   1,191,938 0 0
Stein Mart Inc COM 858375108 101 60,000 SH   SOLE   60,000 0 0
Summer Infant Inc COM 865646103 186 105,000 SH   SOLE   105,000 0 0
Symantec Corp. COM 871503108 2,994 106,000 SH   SOLE   106,000 0 0
SYNNEX Corporation COM 87162W100 6,178 51,500 SH   SOLE   51,500 0 0
SYNNEX Corporation COM 87162W100 228 1,900 SH   DFND 1 0 1,900 0
Tabula Rasa Healthcare Inc COM 873379101 467 31,000 SH   SOLE   31,000 0 0
Tabula Rasa Healthcare Inc COM 873379101 698 46,356 SH   DFND 1 0 46,356 0
Tailored Brands Inc. COM 87403a107 486 43,575 SH   SOLE   43,575 0 0
Tailored Brands Inc. COM 87403a107 527 47,250 SH   DFND 1 0 47,250 0
Teradyne Inc COM 880770102 3,015 100,400 SH   SOLE   100,400 0 0
Teradyne Inc COM 880770102 773 25,750 SH   DFND 1 0 25,750 0
Tillys Inc COM 886885102 7,832 771,600 SH   SOLE   771,600 0 0
Tillys Inc COM 886885102 1,624 160,000 SH   DFND 1 0 160,000 0
Tivo Corp COM 88870P106 3,403 182,450 SH   SOLE   182,450 0 0
Tivo Corp COM 88870P106 1,527 81,900 SH   DFND 1 0 81,900 0
Tower International Inc. COM 891826109 1,372 61,100 SH   DFND 1 0 61,100 0
Triumph Group COM 896818101 1,207 38,200 SH   SOLE   38,200 0 0
Triumph Group COM 896818101 246 7,800 SH   DFND 1 0 7,800 0
TTM Technologies, Inc. COM 87305R109 30,386 1,750,329 SH   SOLE   1,750,329 0 0
TTM Technologies, Inc. COM 87305R109 1,493 86,000 SH   DFND 1 0 86,000 0
Ultra Clean Holdings Inc COM 90385v107 4,727 252,115 SH   SOLE   252,115 0 0
Visteon Corp COM 92839u206 816 8,000 SH   SOLE   8,000 0 0
Visteon Corp COM 92839u206 153 1,500 SH   DFND 1 0 1,500 0
Vocera Communications Inc COM 92857f107 8,713 329,800 SH   SOLE   329,800 0 0
Vocera Communications Inc COM 92857f107 1,057 40,000 SH   DFND 1 0 40,000 0
West Marine, Inc. COM 954235107 257 20,000 SH   SOLE   20,000 0 0
Westlake Chemical Corp COM 960413102 1,228 18,550 SH   SOLE   18,550 0 0
Westlake Chemical Corp COM 960413102 255 3,850 SH   DFND 1 0 3,850 0
Westport Fuel COM 960908309 1,176 500,600 SH   SOLE   500,600 0 0
Xcerra Corp COM 98400j108 15,305 1,566,500 SH   SOLE   1,566,500 0 0
Xcerra Corp COM 98400j108 1,465 150,000 SH   DFND 1 0 150,000 0