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 |
| AVANOS MED INC | COM | 05350V106 | 15,395,766 | 1,257,824 | SH | DFND | 1 | 0 | 99,516 | 1,158,308 | |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 14,384,053 | 138,548 | SH | DFND | 1 | 0 | 4,337 | 134,211 | |
| CACTUS INC | CL A | 127203107 | 12,027,110 | 275,094 | SH | DFND | 1 | 0 | 22,378 | 252,716 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 19,945,899 | 802,975 | SH | DFND | 1 | 0 | 63,007 | 739,968 | |
| CHART INDS INC | COM | 16115Q308 | 16,956,974 | 102,988 | SH | DFND | 1 | 0 | 8,373 | 94,615 | |
| CNO FINL GROUP INC | COM | 12621E103 | 10,545,033 | 273,329 | SH | DFND | 1 | 0 | 0 | 273,329 | |
| ENDAVA PLC | ADS | 29260V105 | 23,988,975 | 1,565,860 | SH | DFND | 1 | 0 | 141,189 | 1,424,671 | |
| ENHABIT INC | COM | 29332G102 | 16,744,333 | 1,736,964 | SH | DFND | 1 | 0 | 142,555 | 1,594,409 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 35,686,058 | 1,826,308 | SH | DFND | 1 | 0 | 156,016 | 1,670,292 | |
| GATES INDL CORP PLC | ORD SHS | G39108108 | 38,348,428 | 1,665,151 | SH | DFND | 1 | 0 | 143,087 | 1,522,064 | |
| GENERAC HLDGS INC | COM | 368736104 | 20,384,225 | 142,338 | SH | DFND | 1 | 0 | 12,961 | 129,377 | |
| GLOBUS MED INC | CL A | 379577208 | 32,378,667 | 548,605 | SH | DFND | 1 | 0 | 45,780 | 502,825 | |
| ITT INC | COM | 45073V108 | 27,099,597 | 172,796 | SH | DFND | 1 | 0 | 15,127 | 157,669 | |
| LEAR CORP | COM NEW | 521865204 | 30,694,782 | 323,171 | SH | DFND | 1 | 0 | 26,567 | 296,604 | |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | 204,734 | 2,156 | SH | DFND | 1 | 0 | 2,156 | 0 | |
| LIVANOVA PLC | SHS | G5509L101 | 23,320,945 | 518,013 | SH | DFND | 1 | 0 | 48,767 | 469,246 | |
| MOHAWK INDS INC | COM | 608190104 | 25,039,461 | 238,835 | SH | DFND | 1 | 0 | 19,703 | 219,132 | |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 20,465,644 | 1,204,570 | SH | DFND | 1 | 0 | 104,311 | 1,100,259 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 172,337 | 12,561 | SH | DFND | 1 | 0 | 12,561 | 0 | |
| NVENT ELECTRIC PLC | SHS | G6700G107 | 480,154 | 6,555 | SH | DFND | 1 | 0 | 6,555 | 0 | |
| OPENLANE INC | COM | 48238T109 | 49,724,943 | 2,033,740 | SH | DFND | 1 | 0 | 167,943 | 1,865,797 | |
| PROGRESS SOFTWARE CORP | COM | 743312100 | 15,203,177 | 238,145 | SH | DFND | 1 | 0 | 10,607 | 227,538 | |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 208,784 | 1,810 | SH | DFND | 1 | 0 | 1,810 | 0 | |
| SKILLSOFT CORP | CL A | 83066P309 | 9,746,315 | 610,289 | SH | DFND | 1 | 0 | 60,792 | 549,497 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 203,345 | 265 | SH | DFND | 1 | 0 | 265 | 0 | |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 32,940,217 | 1,767,179 | SH | DFND | 1 | 0 | 143,759 | 1,623,420 | |