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
ABERCROMBIE & FITCH CO CL A 002896207 50,995 2,949,375 SH   DFND 1 0 2,304,845 644,530
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,149 61,996 SH   DFND 1 0 61,996 0
ASTRONICS CORP COM 046433108 25,792 922,798 SH   DFND 1 0 716,615 206,183
AVANOS MED INC COM 05350V106 75,008 2,225,767 SH   DFND 1 0 1,729,202 496,565
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 91,602 1,541,084 SH   DFND 1 0 1,195,359 345,725
BANCO LATINOAMERICANO COME E COM P16994132 50,907 2,381,058 SH   DFND 1 0 1,951,904 429,154
CAPSTEAD MTG CORP COM NO PAR 14067E506 53,307 6,730,625 SH   DFND 1 0 5,120,100 1,610,525
CNO FINL GROUP INC COM 12621E103 99,558 5,491,363 SH   DFND 1 0 4,263,929 1,227,434
COHERENT INC COM 192479103 649 3,901 SH   DFND 1 0 3,901 0
CONDUENT INC COM 206787103 32,155 5,186,255 SH   DFND 1 0 3,958,858 1,227,397
COPA HOLDINGS SA CL A P31076105 5,143 47,586 SH   DFND 1 0 47,586 0
CRAWFORD & CO CL A 224633206 34,158 2,978,014 SH   DFND 1 0 2,978,014 0
CRAWFORD & CO CL B 224633107 13,855 1,364,979 SH   DFND 1 0 1,114,185 250,794
CREDICORP LTD COM G2519Y108 4,932 23,142 SH   DFND 1 0 23,142 0
EASTMAN KODAK CO COM NEW 277461406 9,962 2,142,404 SH   DFND 1 0 1,620,551 521,853
ENPRO INDS INC COM 29355X107 50,285 751,862 SH   DFND 1 0 579,758 172,104
EROS INTL PLC SHS NEW G3788M114 20,336 5,998,740 SH   DFND 1 0 4,610,790 1,387,950
FARO TECHNOLOGIES INC COM 311642102 49,841 989,900 SH   DFND 1 0 766,760 223,140
GAMESTOP CORP NEW CL A 36467W109 12,065 1,984,401 SH   DFND 1 0 1,528,287 456,114
GDS HLDGS LTD SPONSORED ADS 36165L108 8,018 155,441 SH   DFND 1 0 155,441 0
HAIN CELESTIAL GROUP INC COM 405217100 63,145 2,432,875 SH   DFND 1 0 1,880,083 552,792
HDFC BANK LTD SPONSORED ADS 40415F101 10,568 166,773 SH   DFND 1 0 166,773 0
HOMETRUST BANCSHARES INC COM 437872104 20,114 749,691 SH   DFND 1 0 605,940 143,751
ICICI BK LTD ADR 45104G104 7,374 488,696 SH   DFND 1 0 488,696 0
ITT INC COM 45073V108 107,518 1,454,711 SH   DFND 1 0 1,123,554 331,157
KLX ENERGY SERVICS HOLDNGS I COM 48253L106 11,612 1,803,081 SH   DFND 1 0 1,408,814 394,267
KORN FERRY COM NEW 500643200 6,614 155,983 SH   DFND 1 0 89,746 66,237
LEAR CORP COM NEW 521865204 72,202 526,250 SH   DFND 1 0 393,095 133,155
LINCOLN EDL SVCS CORP COM 533535100 7,060 2,614,753 SH   DFND 1 0 2,132,290 482,463
LIVANOVA PLC SHS G5509L101 49,445 655,503 SH   DFND 1 0 507,148 148,355
LOGMEIN INC COM 54142L109 42,400 494,521 SH   DFND 1 0 384,080 110,441
LUCKIN COFFEE INC SPONSORED ADS 54951L109 3,384 85,974 SH   DFND 1 0 85,974 0
LUXFER HOLDINGS PLC SHS G5698W116 48,723 2,632,226 SH   DFND 1 0 2,070,409 561,817
MSC INDL DIRECT INC CL A 553530106 68,312 870,551 SH   DFND 1 0 662,950 207,601
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,952 65,583 SH   DFND 1 0 65,583 0
NOVANTA INC COM 67000B104 62,020 701,265 SH   DFND 1 0 531,722 169,543
ON SEMICONDUCTOR CORP COM 682189105 84,560 3,468,411 SH   DFND 1 0 2,604,938 863,473
ORTHOFIX MED INC COM 68752M108 38,332 830,064 SH   DFND 1 0 644,663 185,401
QIWI PLC SPON ADR REP B 74735M108 1,065 55,007 SH   DFND 1 0 55,007 0
SEA LTD SPONSORED ADS 81141R100 1,499 37,271 SH   DFND 1 0 37,271 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13,421 230,998 SH   DFND 1 0 230,998 0
TRINITY BIOTECH PLC SPON ADR NEW 896438306 1,589 1,543,115 SH   DFND 1 0 1,270,874 272,241
YANDEX N V SHS CLASS A N97284108 6,533 150,219 SH   DFND 1 0 150,219 0