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 31,262 2,938,138 SH   DFND 1 0 2,016,264 921,874
ACUITY BRANDS INC COM 00508Y102 56,947 594,807 SH   DFND 1 0 410,721 184,086
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,725 63,630 SH   DFND 1 0 63,630 0
ASTRONICS CORP COM 046433108 13,760 1,303,006 SH   DFND 1 0 899,956 403,050
AVANOS MED INC COM 05350V106 77,858 2,649,127 SH   DFND 1 0 1,828,812 820,315
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 70,635 1,741,488 SH   DFND 1 0 1,199,949 541,539
BANCO LATINOAMERICANO DE COMER COM P16994132 24,300 2,113,063 SH   DFND 1 0 1,498,597 614,466
CAPSTEAD MTG CORP COM NO PAR 14067E506 35,175 6,407,087 SH   DFND 1 0 4,196,209 2,210,878
CBIZ INC COM 124805102 16,523 689,319 SH   DFND 1 0 430,855 258,464
CHAMPIONX CORPORATION COM 15872M104 30,592 3,134,442 SH   DFND 1 0 2,155,621 978,821
CNO FINL GROUP INC COM 12621E103 88,340 5,673,750 SH   DFND 1 0 3,894,043 1,779,707
COHERENT INC COM 192479103 558 4,263 SH   DFND 1 0 4,263 0
COMFORT SYS USA INC COM 199908104 10,130 248,590 SH   DFND 1 0 170,807 77,783
COPA HOLDINGS SA CL A P31076105 4,294 84,926 SH   DFND 1 0 84,926 0
CRAWFORD & CO CL A 224633206 22,746 2,882,893 SH   DFND 1 0 2,063,267 819,626
CRAWFORD & CO CL B 224633107 9,542 1,357,267 SH   DFND 1 0 1,001,440 355,827
CREDICORP LTD COM G2519Y108 2,481 18,564 SH   DFND 1 0 18,564 0
ENPRO INDS INC COM 29355X107 35,237 714,900 SH   DFND 1 0 484,303 230,597
ENVISTA HOLDINGS CORPORATION COM 29415F104 61,862 2,933,261 SH   DFND 1 0 2,021,846 911,415
EROS INTL PLC SHS NEW G3788M114 18,620 5,892,307 SH   DFND 1 0 4,072,733 1,819,574
FARO TECHNOLOGIES INC COM 311642102 45,807 854,604 SH   DFND 1 0 576,914 277,690
GAMESTOP CORP NEW CL A 36467W109 8,427 1,941,628 SH   DFND 1 0 1,324,764 616,864
GDS HLDGS LTD SPONSORED ADS 36165L108 7,900 99,166 SH   DFND 1 0 99,166 0
HAIN CELESTIAL GROUP INC COM 405217100 63,897 2,027,829 SH   DFND 1 0 1,395,662 632,167
HDFC BANK LTD SPONSORED ADS 40415F101 11,190 246,145 SH   DFND 1 0 246,145 0
HOULIHAN LOKEY INC CL A 441593100 2,650 47,625 SH   DFND 1 0 18,944 28,681
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,844 81,136 SH   DFND 1 0 81,136 0
ITT INC COM 45073V108 88,446 1,505,722 SH   DFND 1 0 1,029,429 476,293
KORN FERRY COM NEW 500643200 5,810 189,063 SH   DFND 1 0 122,826 66,237
LEAR CORP COM NEW 521865204 67,686 620,859 SH   DFND 1 0 427,900 192,959
LINCOLN EDL SVCS CORP COM 533535100 9,902 2,539,008 SH   DFND 1 0 1,911,707 627,301
LIVANOVA PLC SHS G5509L101 40,239 836,040 SH   DFND 1 0 574,262 261,778
LUXFER HOLDINGS PLC SHS G5698W116 35,900 2,537,083 SH   DFND 1 0 1,779,024 758,059
MSC INDL DIRECT INC CL A 553530106 67,294 924,238 SH   DFND 1 0 635,709 288,529
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 11,673 89,632 SH   DFND 1 0 89,632 0
NOVANTA INC COM 67000B104 66,440 622,273 SH   DFND 1 0 423,283 198,990
ON SEMICONDUCTOR CORP COM 682189105 80,376 4,055,303 SH   DFND 1 0 2,833,297 1,222,006
ORTHOFIX MED INC COM 68752M108 32,666 1,020,810 SH   DFND 1 0 696,946 323,864
SEA LTD SPONSORED ADS 81141R100 4,166 38,849 SH   DFND 1 0 38,849 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,868 226,661 SH   DFND 1 0 226,661 0
UNIVAR SOLUTIONS INC COM 91336L107 24,370 1,445,449 SH   DFND 1 0 994,289 451,160
XP INC CL A G98239109 4,457 106,092 SH   DFND 1 0 106,092 0
YANDEX N V SHS CLASS A N97284108 9,247 184,876 SH   DFND 1 0 184,876 0