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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 109,561 | 1,620,000 | SH | DFND | 1,620,000 | 0 | 0 | ||
| ACI WORLDWIDE INC | COM | 004498101 | 51,831 | 2,001,962 | SH | DFND | 2,001,962 | 0 | 0 | ||
| AVIENT CORPORATION | COM | 05368V106 | 48,194 | 1,202,435 | SH | DFND | 1,202,435 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 41,437 | 713,571 | SH | DFND | 713,571 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 42,458 | 2,300,000 | SH | DFND | 2,300,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 48,479 | 798,533 | SH | DFND | 798,533 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 139,302 | 3,486,031 | SH | DFND | 3,486,031 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 23,164 | 438,969 | SH | DFND | 438,969 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 36,846 | 1,133,375 | SH | DFND | 1,133,375 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 51,709 | 858,813 | SH | DFND | 858,813 | 0 | 0 | ||
| HOLLEY INC | COM | 43538H103 | 48,643 | 4,632,639 | SH | DFND | 4,632,639 | 0 | 0 | ||
| INOTIV INC | COM | 45783Q100 | 28,291 | 2,946,961 | SH | DFND | 2,946,961 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 59,347 | 950,000 | SH | DFND | 950,000 | 0 | 0 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 20,638 | 3,583,071 | SH | DFND | 3,583,071 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 9,548 | 58,620 | SH | DFND | 58,620 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 37,290 | 2,200,000 | SH | DFND | 2,200,000 | 0 | 0 | ||
| PREMIER INC | CL A | 74051N102 | 18,989 | 532,201 | SH | DFND | 532,201 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 13,380 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| RADNET INC | COM | 750491102 | 3,456 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| TENNANT CO | COM | 880345103 | 36,414 | 614,583 | SH | DFND | 614,583 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 13,794 | 950,000 | SH | DFND | 950,000 | 0 | 0 | ||