The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 8,823 | 203,053 | SH | DFND | 1,098 | 175,589 | 26,366 | ||
| AMETEK INC. | COM | 031100100 | 15,655 | 216,944 | SH | DFND | 22,096 | 194,848 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 21,399 | 245,543 | SH | DFND | 26,866 | 218,677 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,297 | 34,372 | SH | DFND | 5,592 | 28,780 | 0 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 14,065 | 225,686 | SH | DFND | 22,992 | 202,694 | 0 | ||
| BIO TECHNE CORP | COM | 09073M104 | 4,798 | 32,432 | SH | DFND | 3,306 | 29,126 | 0 | ||
| CABOT CORP. | COM | 127055101 | 51,514 | 833,969 | SH | DFND | 20,698 | 724,730 | 88,541 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 30,158 | 280,385 | SH | DFND | 1,522 | 241,458 | 37,405 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 7,939 | 70,724 | SH | DFND | 7,205 | 63,519 | 0 | ||
| CHEMICAL FINANCIAL CORP | COM | 163731102 | 40,735 | 731,720 | SH | DFND | 24,649 | 638,329 | 68,742 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 62,858 | 1,131,564 | SH | DFND | 40,970 | 984,448 | 106,146 | ||
| COGNEX CORP | COM | 192422103 | 28,009 | 627,863 | SH | DFND | 3,400 | 540,841 | 83,622 | ||
| COPART INC. | COM | 217204106 | 102,076 | 1,804,737 | SH | DFND | 51,172 | 1,567,216 | 186,349 | ||
| CORE LABORATORIES N.V. | COM | N22717107 | 4,505 | 35,698 | SH | DFND | 3,636 | 32,062 | 0 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 32,624 | 1,977,225 | SH | DFND | 33,277 | 1,713,160 | 230,788 | ||
| DOLLAR TREE INC. | COM | 256746108 | 15,581 | 183,304 | SH | DFND | 20,476 | 162,828 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 28,897 | 423,031 | SH | DFND | 2,299 | 364,683 | 56,049 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 1,851 | 14,879 | SH | DFND | 2,872 | 12,007 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 57,196 | 1,132,822 | SH | DFND | 13,982 | 974,569 | 144,271 | ||
| ENTEGRIS INC. | COM | 29362U104 | 100,922 | 2,977,058 | SH | DFND | 93,040 | 2,585,592 | 298,426 | ||
| ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 31,451 | 426,165 | SH | DFND | 2,460 | 391,161 | 32,544 | ||
| FCB FINANCIAL HOLDING CL A | COM | 30255G103 | 35,890 | 610,382 | SH | DFND | 3,304 | 526,270 | 80,808 | ||
| FMC CORP | COM | 302491303 | 23,206 | 260,128 | SH | DFND | 28,859 | 231,269 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 52,429 | 644,726 | SH | DFND | 20,544 | 561,834 | 62,348 | ||
| GRACO INC. | COM | 384109104 | 66,967 | 1,480,913 | SH | DFND | 31,029 | 1,284,744 | 165,140 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 40,081 | 2,375,876 | SH | DFND | 63,077 | 2,064,616 | 248,183 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 97,241 | 1,595,430 | SH | DFND | 41,360 | 1,457,113 | 96,957 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 48,261 | 490,207 | SH | DFND | 13,169 | 426,331 | 50,707 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 13,867 | 190,896 | SH | DFND | 21,229 | 169,667 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 12,088 | 182,107 | SH | DFND | 18,486 | 163,621 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 23,447 | 1,724,032 | SH | DFND | 9,341 | 1,484,692 | 229,999 | ||
| IDEX CORP. | COM | 45167R104 | 80,521 | 589,983 | SH | DFND | 13,595 | 511,108 | 65,280 | ||
| INGREDION INC. | COM | 457187102 | 75,515 | 682,155 | SH | DFND | 22,104 | 592,050 | 68,001 | ||
| KEYW HOLDING CORPORATION | COM | 493723100 | 13,388 | 1,531,784 | SH | DFND | 8,297 | 1,321,644 | 201,843 | ||
| KAMAN CORP | COM | 483548103 | 31,455 | 451,360 | SH | DFND | 2,604 | 414,121 | 34,635 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 106,426 | 1,942,083 | SH | DFND | 59,866 | 1,685,946 | 196,271 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 9,705 | 164,402 | SH | DFND | 16,695 | 147,707 | 0 | ||
| LKQ CORP | COM | 501889208 | 12,361 | 387,493 | SH | DFND | 39,336 | 348,157 | 0 | ||
| LEGACYTEXAS FINANCIAL GROUP, I | COM | 52471Y106 | 37,288 | 955,607 | SH | DFND | 22,938 | 830,366 | 102,303 | ||
| MARKEL CORP. | COM | 570535104 | 5,692 | 5,249 | SH | DFND | 534 | 4,715 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 16,572 | 230,650 | SH | DFND | 1,255 | 198,600 | 30,795 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 3,528 | 17,954 | SH | DFND | 2,917 | 15,037 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 2,956 | 34,530 | SH | DFND | 5,618 | 28,912 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 12,527 | 329,126 | SH | DFND | 1,895 | 302,027 | 25,204 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 7,888 | 78,354 | SH | DFND | 7,984 | 70,370 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 20,876 | 277,059 | SH | DFND | 1,503 | 238,684 | 36,872 | ||
| NATIONAL PRESTO IND INC. | COM | 637215104 | 9,144 | 73,742 | SH | DFND | 426 | 68,360 | 4,956 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 2,769 | 10,122 | SH | DFND | 1,647 | 8,475 | 0 | ||
| OMNICELL INC. | COM | 68213N109 | 5,723 | 109,113 | SH | DFND | 730 | 93,305 | 15,078 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 16,439 | 1,372,204 | SH | DFND | 7,455 | 1,181,868 | 182,881 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 35,677 | 488,394 | SH | DFND | 2,663 | 421,298 | 64,433 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 75,041 | 582,570 | SH | DFND | 3,158 | 501,725 | 77,687 | ||
| RLI CORP. | COM | 749607107 | 27,711 | 418,663 | SH | DFND | 2,278 | 360,725 | 55,660 | ||
| SRC ENERGY INC. | COM | 78470V108 | 23,106 | 2,096,724 | SH | DFND | 11,354 | 1,807,394 | 277,976 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 31,676 | 442,711 | SH | DFND | 2,400 | 381,405 | 58,906 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 11,509 | 193,532 | SH | DFND | 19,716 | 173,816 | 0 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 38,428 | 617,914 | SH | DFND | 3,348 | 531,590 | 82,976 | ||
| STERIS CORP. | COM | G84720104 | 11,629 | 110,745 | SH | DFND | 11,282 | 99,463 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 11,884 | 138,876 | SH | DFND | 14,141 | 124,735 | 0 | ||
| TD AMERITRADE HOLDING CORP. | COM | 87236Y108 | 9,969 | 182,012 | SH | DFND | 21,448 | 160,564 | 0 | ||
| TAPESTRY, INC. | COM | 876030107 | 1,248 | 26,712 | SH | DFND | 4,344 | 22,368 | 0 | ||
| TELEDYNE INC. | COM | 879360105 | 55,163 | 277,117 | SH | DFND | 1,507 | 239,716 | 35,894 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 9,823 | 429,532 | SH | DFND | 2,329 | 369,994 | 57,209 | ||
| UGI CORP. | COM | 902681105 | 78,735 | 1,512,105 | SH | DFND | 44,688 | 1,311,636 | 155,781 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 29,164 | 950,907 | SH | DFND | 5,133 | 819,190 | 126,584 | ||
| VALMONT INDUSTRIES, INC. | COM | 920253101 | 4,323 | 28,679 | SH | DFND | 2,922 | 25,757 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 3,382 | 25,534 | SH | DFND | 4,145 | 21,389 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 27,434 | 364,430 | SH | DFND | 40,710 | 323,720 | 0 | ||
| WATERS CORP. | COM | 941848103 | 2,834 | 14,637 | SH | DFND | 2,392 | 12,245 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 9,718 | 171,673 | SH | DFND | 19,439 | 152,234 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 65,288 | 849,446 | SH | DFND | 22,399 | 775,750 | 51,297 | ||