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
AGILYSYS INC. COM 00847J105 18,042 710,053 SH   DFND   0 654,170 55,883
AMETEK INC. COM 031100100 31,468 315,504 SH   DFND   0 315,504 0
AMPHENOL CORP. CL A COM 032095101 31,042 286,817 SH   DFND   0 286,817 0
ANALOG DEVICES INC COM 032654105 4,158 34,990 SH   DFND   0 34,990 0
AVID BIOSERVICES INC. COM 05368M106 16,739 2,182,386 SH   DFND   0 2,016,499 165,887
BWX TECHNOLOGIES COM 05605H100 62,826 1,012,024 SH   DFND   0 1,005,185 6,839
BIO TECHNE CORP COM 09073M104 7,647 34,836 SH   DFND   0 34,836 0
BRINK'S CO, THE COM 109696104 35,273 388,987 SH   DFND   0 359,275 29,712
BRIXMOR PROPERTY GROUP, INC. COM 11120U105 28,435 1,315,834 SH   DFND   0 1,214,940 100,894
CACI INTERNATIONAL COM 127190304 48,973 195,898 SH   DFND   0 180,919 14,979
CBOE GLOBAL MARKETS INC COM 12503M108 15,142 126,182 SH   DFND   0 126,182 0
CABOT CORP. COM 127055101 53,508 1,126,015 SH   DFND   0 1,062,403 63,612
CABOT MICROELECTRONICS COM 12709P103 35,218 244,028 SH   DFND   0 225,481 18,547
CATALENT INC. COM 148806102 17,540 311,548 SH   DFND   0 311,548 0
CHARLES RIVER LABORATORIES COM 159864107 17,604 115,239 SH   DFND   0 115,239 0
CLEAN HARBORS INC. COM 184496107 96,818 1,129,068 SH   DFND   0 1,075,675 53,393
COGNEX CORP COM 192422103 30,730 548,353 SH   DFND   0 506,673 41,680
COHERENT INC. COM 192479103 21,060 126,598 SH   DFND   0 116,850 9,748
COPART INC. COM 217204106 73,734 810,793 SH   DFND   0 764,438 46,355
COVANTA HOLDING CORP COM 22282E102 19,006 1,280,698 SH   DFND   0 1,181,292 99,406
DOLLAR TREE INC. COM 256746108 22,103 235,010 SH   DFND   0 235,010 0
DORMAN PRODUCTS INC. COM 258278100 20,482 270,492 SH   DFND   0 249,947 20,545
EOG RESOURCES INC. COM 26875P101 1,477 17,638 SH   DFND   0 17,638 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 62,224 1,153,371 SH   DFND   0 1,068,953 84,418
ENTEGRIS INC. COM 29362U104 141,948 2,833,869 SH   DFND   0 2,700,675 133,194
FMC CORP COM 302491303 38,521 385,908 SH   DFND   0 385,908 0
GRACO INC. COM 384109104 53,001 1,019,257 SH   DFND   0 961,246 58,011
HALOZYME THERAPEUTICS INC. COM 40637H109 61,982 3,495,892 SH   DFND   0 3,311,107 184,785
HEICO CORP - CLASS A COM 422806208 67,506 754,006 SH   DFND   0 747,176 6,830
HELEN OF TROY LTD. COM G4388N106 77,567 431,429 SH   DFND   0 407,926 23,503
HENRY SCHEIN, INC. COM 806407102 20,363 305,195 SH   DFND   0 305,195 0
HEXCEL CORP COM 428291108 16,274 221,991 SH   DFND   0 221,991 0
HOSTESS BRANDS INC. COM 44109J106 23,586 1,622,159 SH   DFND   0 1,498,038 124,121
IAA INC. COM 449253103 98,675 2,096,800 SH   DFND   0 1,987,359 109,441
IDEX CORP. COM 45167R104 65,996 383,697 SH   DFND   0 359,924 23,773
INGEVITY CORP COM 45688C107 18,369 210,225 SH   DFND   0 194,057 16,168
INGREDION INC. COM 457187102 65,565 705,378 SH   DFND   0 669,896 35,482
KAMAN CORP COM 483548103 25,816 391,628 SH   DFND   0 386,891 4,737
KAR AUCTION SERVICES INC. COM 48238T109 98,580 4,524,088 SH   DFND   0 4,305,083 219,005
KEYSIGHT TECHNOLOGIES COM 49338L103 15,696 152,937 SH   DFND   0 152,937 0
LKQ CORP COM 501889208 21,219 594,381 SH   DFND   0 594,381 0
LIVENT CORP COM 53814L108 15,817 1,849,939 SH   DFND   0 1,744,172 105,767
MARKEL CORP. COM 570535104 8,742 7,647 SH   DFND   0 7,647 0
MASTERCARD, INC. CL-A COM 57636Q104 3,899 13,059 SH   DFND   0 13,059 0
MEDTRONIC PLC COM G5960L103 3,988 35,153 SH   DFND   0 35,153 0
MERCURY SYSTEMS INC. COM 589378108 15,900 230,061 SH   DFND   0 227,273 2,788
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 13,778 104,489 SH   DFND   0 104,489 0
MINERALS TECHNOLOGIES INC COM 603158106 17,214 298,691 SH   DFND   0 275,890 22,801
PDF SOLUTIONS, INC. COM 693282105 20,217 1,196,963 SH   DFND   0 1,106,051 90,912
POWER INTEGRATIONS INC. COM 739276103 41,350 418,056 SH   DFND   0 386,152 31,904
PROSPERITY BANCSHARES, INC. COM 743606105 38,213 531,543 SH   DFND   0 502,936 28,607
RBC BEARINGS INC. COM 75524B104 58,227 367,737 SH   DFND   0 341,270 26,467
RLI CORP. COM 749607107 32,737 363,659 SH   DFND   0 335,997 27,662
SRC ENERGY INC. COM 78470V108 16,652 4,041,693 SH   DFND   0 3,706,806 334,887
SENSIENT TECHNOLOGIES CORP COM 81725T100 27,133 410,541 SH   DFND   0 379,113 31,428
SERVICEMASTER GLOBAL HOLDINGS COM 81761R109 11,423 295,486 SH   DFND   0 295,486 0
SIMPSON MANUFACTURING COM 829073105 28,906 360,295 SH   DFND   0 332,857 27,438
STERIS PLC COM G8473T100 16,327 107,119 SH   DFND   0 107,119 0
SYNOPSYS INC. COM 871607107 27,553 197,938 SH   DFND   0 197,938 0
SYNOVUS FINANCIAL CORP. COM 87161C501 30,699 783,127 SH   DFND   0 723,072 60,055
TCF FINANCIAL CORP COM 872307103 66,969 1,430,955 SH   DFND   0 1,354,596 76,359
TD AMERITRADE HOLDING CORP. COM 87236Y108 10,689 215,079 SH   DFND   0 215,079 0
TELEDYNE INC. COM 879360105 68,264 196,987 SH   DFND   0 181,934 15,053
THERMON GROUP HOLDINGS INC COM 88362T103 14,022 523,202 SH   DFND   0 483,020 40,182
UGI CORP. COM 902681105 72,408 1,603,369 SH   DFND   0 1,527,107 76,262
UNITED COMMUNITY BANKS, INC. O COM 90984P303 30,242 979,351 SH   DFND   0 904,089 75,262
VISA INC-CLASS A SHARES COM 92826C839 3,659 19,474 SH   DFND   0 19,474 0
WASTE CONNECTIONS INC. COM 94106B101 42,228 465,122 SH   DFND   0 465,122 0
WATERS CORP. COM 941848103 2,948 12,619 SH   DFND   0 12,619 0
WESTERN ALLIANCE BANCORP COM 957638109 20,078 352,242 SH   DFND   0 352,242 0
WOODWARD INC. COM 980745103 99,458 839,733 SH   DFND   0 832,691 7,042