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 |
| APPLOVIN CORP | COM CL A | 03831W108 | 214,125 | 298 | SH | DFND | 1 | 0 | 298 | 0 | |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 13,272,898 | 138,548 | SH | DFND | 1 | 0 | 4,337 | 134,211 | |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | 236,870 | 4,160 | SH | DFND | 1 | 0 | 4,160 | 0 | |
| CACTUS INC | CL A | 127203107 | 22,980,144 | 582,218 | SH | DFND | 1 | 0 | 44,883 | 537,335 | |
| CHART INDS INC | COM | 16115Q308 | 11,771,422 | 58,813 | SH | DFND | 1 | 0 | 2,256 | 56,557 | |
| CNO FINL GROUP INC | COM | 12621E103 | 10,810,162 | 273,329 | SH | DFND | 1 | 0 | 0 | 273,329 | |
| DLOCAL LTD | CLASS A COM | G29018101 | 14,343,146 | 1,004,422 | SH | DFND | 1 | 0 | 76,795 | 927,627 | |
| ENDAVA PLC | ADS | 29260V105 | 17,034,527 | 1,871,926 | SH | DFND | 1 | 0 | 144,483 | 1,727,443 | |
| ENHABIT INC | COM | 29332G102 | 13,913,082 | 1,736,964 | SH | DFND | 1 | 0 | 142,555 | 1,594,409 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 36,807,246 | 1,806,934 | SH | DFND | 1 | 0 | 136,642 | 1,670,292 | |
| FLOWSERVE CORP | COM | 34354P105 | 17,969,504 | 338,154 | SH | DFND | 1 | 0 | 26,053 | 312,101 | |
| FLUTTER ENTMT PLC | SHS | G3643J108 | 218,369 | 840 | SH | DFND | 1 | 0 | 840 | 0 | |
| GATES INDL CORP PLC | ORD SHS | G39108108 | 29,657,890 | 1,194,919 | SH | DFND | 1 | 0 | 92,118 | 1,102,801 | |
| GENERAC HLDGS INC | COM | 368736104 | 30,346,774 | 181,283 | SH | DFND | 1 | 0 | 13,974 | 167,309 | |
| GLOBUS MED INC | CL A | 379577208 | 37,972,186 | 663,038 | SH | DFND | 1 | 0 | 52,673 | 610,365 | |
| ITT INC | COM | 45073V108 | 27,171,520 | 152,000 | SH | DFND | 1 | 0 | 11,632 | 140,368 | |
| LAM RESEARCH CORP | COM NEW | 512807306 | 204,064 | 1,524 | SH | DFND | 1 | 0 | 1,524 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 32,282,228 | 320,865 | SH | DFND | 1 | 0 | 24,261 | 296,604 | |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | 293,087 | 3,078 | SH | DFND | 1 | 0 | 3,078 | 0 | |
| LIVANOVA PLC | SHS | G5509L101 | 26,780,846 | 511,280 | SH | DFND | 1 | 0 | 42,034 | 469,246 | |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 200,959 | 2,147 | SH | DFND | 1 | 0 | 2,147 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 214,998 | 92 | SH | DFND | 1 | 0 | 92 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 30,579,437 | 237,197 | SH | DFND | 1 | 0 | 18,065 | 219,132 | |
| MONDAY COM LTD | SHS | M7S64H106 | 202,019 | 1,043 | SH | DFND | 1 | 0 | 1,043 | 0 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 262,708 | 16,409 | SH | DFND | 1 | 0 | 16,409 | 0 | |
| OPENLANE INC | COM | 48238T109 | 24,354,039 | 846,214 | SH | DFND | 1 | 0 | 64,585 | 781,629 | |
| SCHLUMBERGER LTD | COM STK | 806857108 | 10,938,562 | 318,259 | SH | DFND | 1 | 0 | 12,204 | 306,055 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 275,602 | 1,542 | SH | DFND | 1 | 0 | 1,542 | 0 | |
| SKILLSOFT CORP | CL A | 83066P309 | 7,945,963 | 610,289 | SH | DFND | 1 | 0 | 60,792 | 549,497 | |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 26,665,122 | 2,196,468 | SH | DFND | 1 | 0 | 169,380 | 2,027,088 | |