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 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 36,105,225 | 5,021,589 | SH | DFND | 1 | 0 | 189,131 | 4,832,458 | |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 13,768,866 | 128,154 | SH | DFND | 1 | 0 | 0 | 128,154 | |
| CACTUS INC | CL A | 127203107 | 32,267,881 | 629,863 | SH | DFND | 1 | 0 | 24,518 | 605,345 | |
| CNO FINL GROUP INC | COM | 12621E103 | 13,934,312 | 273,329 | SH | DFND | 1 | 0 | 0 | 273,329 | |
| DLOCAL LTD | CLASS A COM | G29018101 | 35,511,177 | 2,732,680 | SH | DFND | 1 | 0 | 102,923 | 2,629,757 | |
| ENDAVA PLC | ADS | 29260V105 | 8,344,637 | 2,948,635 | SH | DFND | 1 | 0 | 120,103 | 2,828,532 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 33,770,002 | 1,281,594 | SH | DFND | 1 | 0 | 54,878 | 1,226,716 | |
| FLOWSERVE CORP | COM | 34354P105 | 41,782,560 | 563,411 | SH | DFND | 1 | 0 | 21,305 | 542,106 | |
| GATES INDL CORP PLC | ORD SHS | G39108108 | 35,211,992 | 1,258,920 | SH | DFND | 1 | 0 | 48,144 | 1,210,776 | |
| GENERAC HLDGS INC | COM | 368736104 | 51,552,421 | 176,061 | SH | DFND | 1 | 0 | 6,450 | 169,611 | |
| GLOBUS MED INC | CL A | 379577208 | 39,023,513 | 493,906 | SH | DFND | 1 | 0 | 18,594 | 475,312 | |
| ITT INC | COM | 45073V108 | 27,511,382 | 139,115 | SH | DFND | 1 | 0 | 5,088 | 134,027 | |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 33,619,270 | 401,904 | SH | DFND | 1 | 0 | 15,087 | 386,817 | |
| LEAR CORP | COM NEW | 521865204 | 35,783,563 | 266,922 | SH | DFND | 1 | 0 | 10,021 | 256,901 | |
| LIVANOVA PLC | SHS | G5509L101 | 34,020,278 | 413,721 | SH | DFND | 1 | 0 | 16,212 | 397,509 | |
| MCGRATH RENTCORP | COM | 580589109 | 27,183,096 | 224,598 | SH | DFND | 1 | 0 | 8,317 | 216,281 | |
| MOHAWK INDS INC | COM | 608190104 | 42,450,212 | 349,874 | SH | DFND | 1 | 0 | 12,069 | 337,805 | |
| OPENLANE INC | COM | 48238T109 | 28,400,751 | 688,670 | SH | DFND | 1 | 0 | 27,733 | 660,937 | |
| SKILLSOFT CORP | CL A | 83066P309 | 2,909,129 | 561,608 | SH | DFND | 1 | 0 | 38,174 | 523,434 | |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 30,542,371 | 2,024,014 | SH | DFND | 1 | 0 | 88,551 | 1,935,463 | |
| TRANSCAT INC | COM | 893529107 | 22,834,779 | 246,144 | SH | DFND | 1 | 0 | 9,593 | 236,551 | |