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
Expires: July 31, 2015
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
ADVANCED ENERGY INDUSTRIES COM 007973100 58,389,305 440,674 SH DFND 0 402,235 38,439
AGILYSYS INC COM 00847J105 40,522,145 353,473 SH DFND 0 322,644 30,829
AMETEK INC COM 031100100 113,291,818 626,060 SH DFND 0 626,060 0
AMPHENOL CORP CL A COM 032095101 163,113,275 1,651,780 SH DFND 0 1,651,780 0
ANALOG DEVICES INC COM 032654105 51,252,847 215,330 SH DFND 0 215,330 0
API GROUP CORP COM 00187Y100 84,901,817 1,663,111 SH DFND 0 1,517,988 145,123
BIO TECHNE CORP COM 09073M104 68,656,989 1,334,441 SH DFND 0 1,334,441 0
BRINKS CO COM 109696104 30,691,205 343,725 SH DFND 0 313,743 29,982
BRIXMOR PROPERTY GROUP INC COM 11120U105 47,659,528 1,830,243 SH DFND 0 1,670,529 159,714
BROWN & BROWN INC COM 115236101 63,504,451 572,783 SH DFND 0 572,783 0
BWX TECHNOLOGIES INC COM 05605H100 236,761,602 1,643,493 SH DFND 0 1,583,036 60,457
CABOT CORP COM 127055101 76,557,675 1,020,769 SH DFND 0 966,531 54,238
CACI INTERNATIONAL INC CL A COM 127190304 90,853,300 190,588 SH DFND 0 173,956 16,632
CAE INC COM 124765108 140,877,008 4,813,017 SH DFND 0 4,525,133 287,884
CHARLES RIVER LABORATORIES COM 159864107 27,479,365 181,107 SH DFND 0 181,107 0
CHARLES SCHWAB CORP COM 808513105 57,631,381 631,646 SH DFND 0 631,646 0
CLEAN HARBORS INC COM 184496107 246,175,722 1,064,866 SH DFND 0 1,026,363 38,503
COHERENT CORP COM 19247G107 113,915,728 1,276,939 SH DFND 0 1,213,603 63,336
COPART INC COM 217204106 63,071,241 1,285,332 SH DFND 0 1,285,332 0
CRANE NXT CO COM 224441105 21,358,630 396,264 SH DFND 0 361,684 34,580
CROWN CASTLE INC. COM 22822V101 26,090,646 253,973 SH DFND 0 253,973 0
DOLBY LABORATORIES INC CL A COM 25659T107 76,496,785 1,030,121 SH DFND 0 981,534 48,587
DORMAN PRODS INC COM 258278100 13,786,391 112,386 SH DFND 0 102,578 9,808
ENTEGRIS INC COM 29362U104 177,301,202 2,198,403 SH DFND 0 2,115,944 82,459
FIRST AMERICAN FINANCIAL CORP COM 31847R102 18,193,786 296,364 SH DFND 0 296,364 0
FMC CORP COM 302491303 67,251,067 1,610,804 SH DFND 0 1,576,601 34,203
FTI CONSULTING INC COM 302941109 2,562,197 15,865 SH DFND 0 14,480 1,385
GLACIER BANCORP INC COM 37637Q105 44,053,048 1,022,587 SH DFND 0 933,404 89,183
GRACO INC COM 384109104 72,863,014 847,540 SH DFND 0 800,620 46,920
HALOZYME THERAPEUTICS INC COM 40637H109 176,748,198 3,397,697 SH DFND 0 3,260,041 137,656
HEICO CORP CL A COM 422806208 74,086,852 286,326 SH DFND 0 284,551 1,775
HENRY SCHEIN INC COM 806407102 82,198,855 1,125,241 SH DFND 0 1,125,241 0
HEXCEL CORP COM 428291108 14,291,857 252,998 SH DFND 0 252,998 0
HUNTINGTON BANCSHARES INC COM 446150104 52,854,370 3,153,602 SH DFND 0 3,153,602 0
IDEX CORP COM 45167R104 87,415,952 497,898 SH DFND 0 473,455 24,443
INGREDION INC COM 457187102 147,205,610 1,085,427 SH DFND 0 1,044,978 40,449
INTERCONTINENTAL EXCHANGE INC COM 45866F104 54,018,705 294,428 SH DFND 0 294,428 0
KBR INC COM 48242W106 99,221,082 2,069,693 SH DFND 0 1,949,529 120,164
KEYSIGHT TECHNOLOGIES INC COM 49338L103 34,570,363 210,975 SH DFND 0 210,975 0
LKQ CORP COM 501889208 42,326,116 1,143,640 SH DFND 0 1,143,640 0
MARKEL GROUP INC COM 570535104 18,028,171 9,026 SH DFND 0 9,026 0
MASTERCARD INC CL A COM 57636Q104 47,010,777 83,658 SH DFND 0 83,658 0
MCGRATH RENTCORP COM 580589109 42,168,622 363,648 SH DFND 0 331,932 31,716
MERCURY SYSTEMS INC COM 589378108 51,592,602 957,902 SH DFND 0 874,273 83,629
MID-AMERICA APARTMENT COMMUNIT COM 59522J103 29,361,040 198,372 SH DFND 0 198,372 0
MINERALS TECHNOLOGIES INC COM 603158106 31,567,280 573,221 SH DFND 0 523,227 49,994
NNN REIT INC COM 637417106 33,146,825 767,643 SH DFND 0 767,643 0
PACIFIC PREMIER BANCORP COM 69478X105 10,463,782 496,149 SH DFND 0 452,866 43,283
PDF SOLUTIONS INC COM 693282105 17,374,222 812,639 SH DFND 0 741,692 70,947
POWER INTEGRATIONS INC COM 739276103 44,861,706 802,535 SH DFND 0 732,541 69,994
PROSPERITY BANCSHARES INC COM 743606105 81,372,408 1,158,491 SH DFND 0 1,096,592 61,899
RBC BEARINGS INC COM 75524B104 110,739,668 287,785 SH DFND 0 271,138 16,647
RENTOKIL INITIAL PLC SPONSORED COM 760125104 31,888,080 1,328,670 SH DFND 0 1,328,670 0
RLI CORP COM 749607107 29,310,631 405,852 SH DFND 0 370,435 35,417
SENSIENT TECHNOLOGIES CORP COM 81725T100 66,599,126 675,996 SH DFND 0 617,037 58,959
SIMPSON MANUFACTURING COM 829073105 35,225,706 226,809 SH DFND 0 207,026 19,783
SS&C TECHNOLOGIES HOLDINGS IN COM 78467J100 134,396,323 1,623,144 SH DFND 0 1,623,144 0
STERIS PLC COM G8473T100 36,281,628 151,035 SH DFND 0 151,035 0
THERMO FISHER SCIENTIFIC INC COM 883556102 23,227,992 57,288 SH DFND 0 57,288 0
UGI CORP COM 902681105 175,105,830 4,807,958 SH DFND 0 4,643,628 164,330
UNITED COMMUNITY BANKS INC OF COM 90984P303 51,724,764 1,736,313 SH DFND 0 1,584,882 151,431
VALVOLINE INC COM 92047W101 61,494,859 1,623,841 SH DFND 0 1,482,126 141,715
VERRA MOBILITY CORP CL A COM 92511U102 52,294,133 2,059,635 SH DFND 0 1,880,001 179,634
VISA INC CL A COM 92826C839 46,482,081 130,917 SH DFND 0 130,917 0
WASTE CONNECTIONS INC COM 94106B101 127,032,151 680,335 SH DFND 0 680,335 0
WEX INC. COM 96208T104 22,679,669 154,399 SH DFND 0 154,399 0
WOODWARD INC COM 980745103 126,207,625 514,944 SH DFND 0 486,670 28,274