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

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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
21VIANET GROUP INC SPONSORED ADS A 90138A103 8,827 254,455 SH   DFND 1 0 254,455 0
ABERCROMBIE & FITCH CO CL A 002896207 56,827 2,791,113 SH   DFND 1 0 1,869,239 921,874
ACUITY BRANDS INC COM 00508Y102 67,658 558,739 SH   DFND 1 0 374,653 184,086
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,348 70,246 SH   DFND 1 0 70,246 0
ARCO PLATFORM LTD COM CL A G04553106 5,643 158,993 SH   DFND 1 0 158,993 0
ASTRONICS CORP COM 046433108 16,848 1,273,441 SH   DFND 1 0 870,391 403,050
AVANOS MED INC COM 05350V106 113,908 2,482,743 SH   DFND 1 0 1,662,428 820,315
AXIS CAP HLDGS LTD SHS G0692U109 86,522 1,717,056 SH   DFND 1 0 1,151,884 565,172
CAPSTEAD MTG CORP COM NO PAR 14067E506 32,519 5,597,071 SH   DFND 1 0 3,535,769 2,061,302
CBIZ INC COM 124805102 36,074 1,355,647 SH   DFND 1 0 914,054 441,593
CHAMPIONX CORPORATION COM 15872M104 71,390 4,665,986 SH   DFND 1 0 3,141,810 1,524,176
CNO FINL GROUP INC COM 12621E103 119,477 5,374,578 SH   DFND 1 0 3,594,871 1,779,707
COPA HOLDINGS SA CL A P31076105 7,039 91,143 SH   DFND 1 0 91,143 0
CRAWFORD & CO CL A 224633206 19,722 2,668,745 SH   DFND 1 0 1,849,119 819,626
CRAWFORD & CO CL B 224633107 8,870 1,231,981 SH   DFND 1 0 876,154 355,827
CREDICORP LTD COM G2519Y108 4,555 27,771 SH   DFND 1 0 27,771 0
ENPRO INDS INC COM 29355X107 51,371 680,229 SH   DFND 1 0 449,632 230,597
ENVISTA HOLDINGS CORPORATION COM 29415F104 93,126 2,760,924 SH   DFND 1 0 1,849,509 911,415
EROS STX GLOBAL CORPORATION SHS NEW G3788M114 9,809 5,389,328 SH   DFND 1 0 3,569,754 1,819,574
FARO TECHNOLOGIES INC COM 311642102 56,900 805,605 SH   DFND 1 0 527,915 277,690
GAMESTOP CORP NEW CL A 36467W109 16,700 886,432 SH   DFND 1 0 577,433 308,999
HAIN CELESTIAL GROUP INC COM 405217100 76,702 1,910,381 SH   DFND 1 0 1,282,652 627,729
HDFC BANK LTD SPONSORED ADS 40415F101 15,936 220,534 SH   DFND 1 0 220,534 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 3,923 87,110 SH   DFND 1 0 87,110 0
ITT INC COM 45073V108 110,701 1,437,299 SH   DFND 1 0 961,006 476,293
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 9,752 223,937 SH   DFND 1 0 223,937 0
KORN FERRY COM NEW 500643200 46,768 1,075,118 SH   DFND 1 0 723,224 351,894
LEAR CORP COM NEW 521865204 93,606 588,607 SH   DFND 1 0 395,648 192,959
LINCOLN EDL SVCS CORP COM 533535100 14,783 2,274,364 SH   DFND 1 0 1,647,063 627,301
LIVANOVA PLC SHS G5509L101 81,557 1,231,790 SH   DFND 1 0 826,397 405,393
LUXFER HOLDINGS PLC SHS G5698W116 38,126 2,321,954 SH   DFND 1 0 1,563,895 758,059
MSC INDL DIRECT INC CL A 553530106 74,032 877,265 SH   DFND 1 0 588,736 288,529
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 17,805 95,822 SH   DFND 1 0 95,822 0
NOVANTA INC COM 67000B104 46,439 392,819 SH   DFND 1 0 263,537 129,282
ON SEMICONDUCTOR CORP COM 682189105 104,833 3,202,953 SH   DFND 1 0 2,150,178 1,052,775
ORTHOFIX MED INC COM 68752M108 41,935 975,695 SH   DFND 1 0 651,831 323,864
SEA LTD SPONSORD ADS 81141R100 6,077 30,530 SH   DFND 1 0 30,530 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 22,246 204,019 SH   DFND 1 0 204,019 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 6,193 321,906 SH   DFND 1 0 321,906 0
UNIVAR SOLUTIONS USA INC COM 91336L107 51,482 2,708,141 SH   DFND 1 0 1,823,618 884,523
XP INC CL A G98239109 5,988 150,949 SH   DFND 1 0 150,949 0
YANDEX N V SHS CLASS A N97284108 11,141 160,120 SH   DFND 1 0 160,120 0