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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 125,088 1,600,000 SH   DFND   1,600,000 0 0
ACI WORLDWIDE INC COM 004498101 41,841 2,001,962 SH   DFND   2,001,962 0 0
AVIENT CORPORATION COM 05368V106 36,434 1,202,435 SH   DFND   1,202,435 0 0
BLACKBAUD INC COM 09227Q100 60,245 1,367,345 SH   DFND   1,367,345 0 0
BLUCORA INC COM 095229100 44,482 2,300,000 SH   DFND   2,300,000 0 0
BRINKS CO COM 109696104 38,681 798,533 SH   DFND   798,533 0 0
CBIZ INC COM 124805102 149,132 3,486,031 SH   DFND   3,486,031 0 0
ENVESTNET INC COM 29404K106 7,770 175,000 SH   DFND   175,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 37,481 1,133,375 SH   DFND   1,133,375 0 0
FULLER H B CO COM 359694106 51,615 858,813 SH   DFND   858,813 0 0
INOTIV INC COM 45783Q100 12,060 715,705 SH   DFND   715,705 0 0
LIVANOVA PLC SHS G5509L101 43,155 850,000 SH   DFND   850,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 30,839 4,128,425 SH   DFND   4,128,425 0 0
OUTFRONT MEDIA INC COM 69007J106 33,418 2,200,000 SH   DFND   2,200,000 0 0
PREMIER INC CL A 74051N102 18,063 532,201 SH   DFND   532,201 0 0
PRIMO WATER CORPORATION COM 74167P108 12,550 1,000,000 SH   DFND   1,000,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 24,999 240,056 SH   DFND   240,056 0 0
TENNANT CO COM 880345103 34,761 614,583 SH   DFND   614,583 0 0
UPLAND SOFTWARE INC COM 91544A109 7,724 950,000 SH   DFND   950,000 0 0