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
Abbott Laboratories COM 002824100 489,996 5,400 SH SOLE 1 5,400 0 0
Accendra Health Inc. COM 690732102 1,371,078 400,900 SH DFND 1 0 400,900 0
Accendra Health Inc. COM 690732102 7,304,433 2,135,799 SH SOLE 1 2,135,799 0 0
Axcelis Technologies Inc. COM 054540208 1,894,500 10,000 SH DFND 1 0 10,000 0
Axcelis Technologies Inc. COM 054540208 2,652,300 14,000 SH SOLE 1 14,000 0 0
Addus homeCare Corporation COM 006739106 1,544,224 15,370 SH SOLE 1 15,370 0 0
Addus homeCare Corporation COM 006739106 3,767,625 37,500 SH DFND 1 0 37,500 0
Amer Eagle Outfitters COM 02553E106 66,650 3,875 SH SOLE 1 3,875 0 0
Amer Eagle Outfitters COM 02553E106 1,391,480 80,900 SH DFND 1 0 80,900 0
American Financial Group COM 025932104 902,613 6,450 SH DFND 1 0 6,450 0
AdaptHealth Corp. COM 00653Q102 1,263,050 121,214 SH DFND 1 0 121,214 0
Applied Materials COM 038222105 1,446,000 2,000 SH SOLE 1 2,000 0 0
AngioDynamics, Inc. COM 03475V101 2,574,679 197,900 SH DFND 1 0 197,900 0
AngioDynamics, Inc. COM 03475V101 6,157,633 473,300 SH SOLE 1 473,300 0 0
Arlo Technologies, Inc. COM 04206A101 2,011,216 149,200 SH DFND 1 0 149,200 0
Arlo Technologies, Inc. COM 04206A101 2,613,772 193,900 SH SOLE 1 193,900 0 0
Arrow Electronics COM 042735100 213,410 1,000 SH SOLE 1 1,000 0 0
Alphatec Holdings Inc. COM 02081G201 3,460,000 400,000 SH DFND 1 0 400,000 0
Alphatec Holdings Inc. COM 02081G201 5,952,930 688,200 SH SOLE 1 688,200 0 0
A10 Networks, Inc. COM 002121101 3,866,760 103,500 SH SOLE 1 103,500 0 0
A10 Networks, Inc. COM 002121101 10,505,632 281,200 SH DFND 1 0 281,200 0
ATI Inc. COM 01741R102 3,547,800 18,000 SH DFND 1 0 18,000 0
Atricure Inc COM 04963C209 1,703,982 60,900 SH DFND 1 0 60,900 0
Atricure Inc COM 04963C209 1,740,356 62,200 SH SOLE 1 62,200 0 0
Broadcom Ltd COM 11135F101 305,599,750 809,000 SH SOLE 1 809,000 0 0
Azenta Inc COM 114340102 109,736 4,300 SH SOLE 1 4,300 0 0
Azenta Inc COM 114340102 934,032 36,600 SH DFND 1 0 36,600 0
Banner Corp New COM 06652V208 332,200 5,000 SH DFND 1 0 5,000 0
Build-A-Bear Workshop, Inc. COM 120076104 7,539,243 246,300 SH DFND 1 0 246,300 0
Build-A-Bear Workshop, Inc. COM 120076104 22,596,302 738,200 SH SOLE 1 738,200 0 0
Bath & Body Works, Inc. COM 070830104 6,013,800 260,000 SH DFND 1 0 260,000 0
Bath & Body Works, Inc. COM 070830104 11,065,392 478,400 SH SOLE 1 478,400 0 0
Boise Cascade Company COM 09739D100 106,741 1,375 SH SOLE 1 1,375 0 0
Boise Cascade Company COM 09739D100 8,026,942 103,400 SH DFND 1 0 103,400 0
Builders Firstsource Inc COM 12008R107 3,852,114 43,050 SH SOLE 1 43,050 0 0
Builders Firstsource Inc COM 12008R107 7,892,136 88,200 SH DFND 1 0 88,200 0
Bristol-Myers Squibb COM 110122108 293,862 5,100 SH SOLE 1 5,100 0 0
Caleres Inc COM 129500104 8,245,842 666,600 SH SOLE 1 666,600 0 0
Calix Inc COM 13100M509 2,912,229 78,034 SH DFND 1 0 78,034 0
Calix Inc COM 13100M509 34,300,812 919,100 SH SOLE 1 919,100 0 0
Cross Country Healthcare, Inc. COM 227483104 696,167 52,700 SH SOLE 1 52,700 0 0
Cross Country Healthcare, Inc. COM 227483104 726,550 55,000 SH DFND 1 0 55,000 0
Cigna Corp New COM 125523100 496,224 1,800 SH SOLE 1 1,800 0 0
Colgate-Palmolive COM 194162103 1,622,736 17,700 SH SOLE 1 17,700 0 0
CONMED Corporation COM 207410101 4,254,900 130,000 SH DFND 1 0 130,000 0
CONMED Corporation COM 207410101 13,361,859 408,245 SH SOLE 1 408,245 0 0
Concentrix Corp COM 20602D101 233,953 10,442 SH SOLE 1 10,442 0 0
Concentrix Corp COM 20602D101 448,100 20,000 SH DFND 1 0 20,000 0
Cohu Inc. COM 192576106 42,793,668 578,997 SH SOLE 1 578,997 0 0
Cerence Inc. COM 156727109 6,339,200 560,000 SH DFND 1 0 560,000 0
Cerence Inc. COM 156727109 22,096,549 1,951,992 SH SOLE 1 1,951,992 0 0
Carpenter Technology Corp COM 144285103 9,622,704 15,600 SH DFND 1 0 15,600 0
Citi Trends, Inc. COM 17306X102 682,512 11,800 SH DFND 1 0 11,800 0
Citi Trends, Inc. COM 17306X102 2,068,358 35,760 SH SOLE 1 35,760 0 0
Ducommun Inc COM 264147109 142,704,305 770,500 SH SOLE 1 770,500 0 0
Krispy Kreme, Inc. COM 50101L106 176,500 50,000 SH DFND 1 0 50,000 0
EMCOR Group, Inc. COM 29084Q100 477,181 575 SH SOLE 1 575 0 0
EMCOR Group, Inc. COM 29084Q100 15,352,780 18,500 SH DFND 1 0 18,500 0
Enovis Corporation COM 194014502 5,175,000 250,000 SH DFND 1 0 250,000 0
Enovis Corporation COM 194014502 23,357,839 1,128,398 SH SOLE 1 1,128,398 0 0
EnerSys COM 29275Y102 102,249,486 437,300 SH SOLE 1 437,300 0 0
Ensign Group, Inc. COM 29358P101 8,656,200 54,000 SH DFND 1 0 54,000 0
Ensign Group, Inc. COM 29358P101 46,086,090 287,499 SH SOLE 1 287,499 0 0
Entegris Inc COM 29362U104 5,395,800 30,000 SH DFND 1 0 30,000 0
Entegris Inc COM 29362U104 88,796,882 493,700 SH SOLE 1 493,700 0 0
Edwards Lifesciences Corporation COM 28176E108 398,024 4,400 SH SOLE 1 4,400 0 0
Extreme Networks COM 30226D106 5,826,600 180,000 SH DFND 1 0 180,000 0
Extreme Networks COM 30226D106 131,464,281 4,061,300 SH SOLE 1 4,061,300 0 0
Fabrinet COM G3323L100 1,686,240 3,000 SH DFND 1 0 3,000 0
Fabrinet COM G3323L100 296,497,200 527,500 SH SOLE 1 527,500 0 0
Fidelity National Financial COM 31620R303 278,244 5,900 SH DFND 1 0 5,900 0
Formfactor Inc COM 346375108 4,462,047 27,900 SH SOLE 1 27,900 0 0
First Merchants Corporation COM 320817109 1,201,475 27,500 SH DFND 1 0 27,500 0
Federal Signal Corp COM 313855108 8,994,300 70,000 SH SOLE 1 70,000 0 0
GATX Corp COM 361448103 132,893 750 SH SOLE 1 750 0 0
GATX Corp COM 361448103 1,027,702 5,800 SH DFND 1 0 5,800 0
Gen Digital Inc COM 668771108 896,040 36,000 SH SOLE 1 36,000 0 0
Globus Medical Inc Cl A new COM 379577208 10,934,984 138,400 SH DFND 1 0 138,400 0
Globus Medical Inc Cl A new COM 379577208 59,107,302 748,099 SH SOLE 1 748,099 0 0
Garmin LTD COM H2906T109 7,625,034 32,100 SH DFND 1 0 32,100 0
Halozyme Therapeutics, Inc. COM 40637H109 782,700 10,000 SH SOLE 1 10,000 0 0
Helen of Troy Limited COM G4388N106 14,186,160 488,000 SH SOLE 1 488,000 0 0
Huntsman Corporation COM 447011107 5,078,484 478,200 SH SOLE 1 478,200 0 0
Integra Lifesciences Holdings Corp COM 457985208 10,057,600 560,000 SH DFND 1 0 560,000 0
Integra Lifesciences Holdings Corp COM 457985208 51,708,600 2,879,098 SH SOLE 1 2,879,098 0 0
Intl Business Machines COM 459200101 815,509 2,900 SH SOLE 1 2,900 0 0
Jabil Inc COM 466313103 6,707,352 17,400 SH DFND 1 0 17,400 0
Jabil Inc COM 466313103 204,111,660 529,500 SH SOLE 1 529,500 0 0
J Jill Group COM 46620W201 2,697,900 170,000 SH DFND 1 0 170,000 0
J Jill Group COM 46620W201 12,869,158 810,911 SH SOLE 1 810,911 0 0
Johnson & Johnson COM 478160104 6,907,984 27,200 SH SOLE 1 27,200 0 0
Kadant Inc. COM 48282T104 4,650,604 14,800 SH DFND 1 0 14,800 0
Kadant Inc. COM 48282T104 4,713,450 15,000 SH SOLE 1 15,000 0 0
Kforce, Inc. COM 493732101 75,072 1,600 SH SOLE 1 1,600 0 0
Kforce, Inc. COM 493732101 1,651,584 35,200 SH DFND 1 0 35,200 0
Orthopediatrics Corp COM 68752L100 899,110 47,000 SH SOLE 1 47,000 0 0
Kulicke & Soffa Industries Inc. COM 501242101 1,718,816 12,850 SH SOLE 1 12,850 0 0
Kulicke & Soffa Industries Inc. COM 501242101 20,595,696 153,975 SH DFND 1 0 153,975 0
Kratos Defense & Security Solutions, Inc. COM 50077B207 34,842,168 698,800 SH SOLE 1 698,800 0 0
Lumentum Holdings Inc. COM 55024U109 7,722,540 9,000 SH SOLE 1 9,000 0 0
Lumentum Holdings Inc. COM 55024U109 21,108,276 24,600 SH DFND 1 0 24,600 0
Mid America Apartment Communities COM 59522J103 113,236 815 SH SOLE 1 815 0 0
Mid America Apartment Communities COM 59522J103 5,877,162 42,300 SH DFND 1 0 42,300 0
MasterBrand Inc. COM 57638P104 8,643,600 840,000 SH DFND 1 0 840,000 0
MasterBrand Inc. COM 57638P104 38,882,823 3,778,700 SH SOLE 1 3,778,700 0 0
MiMedx COM 602496101 2,310,000 600,000 SH DFND 1 0 600,000 0
MiMedx COM 602496101 13,371,435 3,473,100 SH SOLE 1 3,473,100 0 0
Modine Manufacturing Co COM 607828100 21,361,600 80,000 SH DFND 1 0 80,000 0
Modine Manufacturing Co COM 607828100 366,778,138 1,373,598 SH SOLE 1 1,373,598 0 0
Marvell Technology Inc. COM 573874104 655,358 2,200 SH SOLE 1 2,200 0 0
Marvell Technology Inc. COM 573874104 20,673,566 69,400 SH DFND 1 0 69,400 0
MYR Group Inc. COM 55405W104 4,003,200 8,000 SH SOLE 1 8,000 0 0
National Bank Hldgs Corp Cl A COM 633707104 311,010 7,000 SH DFND 1 0 7,000 0
Neogen Corporation COM 640491106 467,480 52,000 SH SOLE 1 52,000 0 0
NN, Inc. COM 629337106 718,000 200,000 SH SOLE 1 200,000 0 0
Insight Enterprises COM 45765U103 10,474,800 86,000 SH DFND 1 0 86,000 0
Insight Enterprises COM 45765U103 106,087,800 871,000 SH SOLE 1 871,000 0 0
Natera, Inc. COM 632307104 8,414,950 31,000 SH SOLE 1 31,000 0 0
Natera, Inc. COM 632307104 16,124,130 59,400 SH DFND 1 0 59,400 0
Nova Measuring Instruments Ltd COM M7516K103 542,940 1,000 SH SOLE 1 1,000 0 0
Enviri II Corp COM 29390K102 13,319,809 606,825 SH SOLE 1 606,825 0 0
Orthofix Medical Inc. COM 68752M108 5,301,200 580,000 SH DFND 1 0 580,000 0
Orthofix Medical Inc. COM 68752M108 24,865,361 2,720,499 SH SOLE 1 2,720,499 0 0
Onto Innovation Inc. COM 683344105 18,922,500 50,000 SH DFND 1 0 50,000 0
Onto Innovation Inc. COM 683344105 397,916,711 1,051,438 SH SOLE 1 1,051,438 0 0
Everpure Inc COM 74624M102 2,127,330 27,000 SH SOLE 1 27,000 0 0
Penguin Solutions Inc COM 706915105 52,135,259 685,900 SH SOLE 1 685,900 0 0
PepsiCo Inc COM 713448108 203,100 1,500 SH SOLE 1 1,500 0 0
Pfizer, Inc COM 717081103 274,512 11,400 SH SOLE 1 11,400 0 0
Procter & Gamble COM 742718109 366,600 2,500 SH SOLE 1 2,500 0 0
Phontronics Inc COM 719405102 650,600 20,000 SH SOLE 1 20,000 0 0
Pennant Group Inc. COM 70805E109 7,390,000 200,000 SH DFND 1 0 200,000 0
Pennant Group Inc. COM 70805E109 44,443,460 1,202,800 SH SOLE 1 1,202,800 0 0
Progress Software Corp COM 743312100 77,234 2,300 SH SOLE 1 2,300 0 0
Progress Software Corp COM 743312100 5,315,714 158,300 SH DFND 1 0 158,300 0
Primoris Services Corp COM 74164F103 495,600 5,000 SH DFND 1 0 5,000 0
PTC Inc COM 69370C100 3,408,300 30,000 SH SOLE 1 30,000 0 0
Quidel Corp COM 219798105 14,187,150 810,000 SH DFND 1 0 810,000 0
Quidel Corp COM 219798105 29,980,426 1,711,700 SH SOLE 1 1,711,700 0 0
Qorvo Inc. COM 74736K101 128,713 1,380 SH SOLE 1 1,380 0 0
Qorvo Inc. COM 74736K101 2,285,115 24,500 SH DFND 1 0 24,500 0
Ribbon Communications Inc COM 762544104 7,105,171 3,036,398 SH SOLE 1 3,036,398 0 0
Radnet Inc COM 750491102 1,665,090 27,000 SH SOLE 1 27,000 0 0
Radnet Inc COM 750491102 7,918,428 128,400 SH DFND 1 0 128,400 0
Renasant Corporation COM 75970E107 786,990 18,500 SH DFND 1 0 18,500 0
Regal Rexnord Corporation COM 758750103 5,978,569 25,100 SH DFND 1 0 25,100 0
Revvity Inc. COM 714046109 105,697 950 SH SOLE 1 950 0 0
Revvity Inc. COM 714046109 11,893,694 106,900 SH DFND 1 0 106,900 0
SI-Bone, Inc. COM 825704109 2,284,800 140,000 SH DFND 1 0 140,000 0
SI-Bone, Inc. COM 825704109 17,841,024 1,093,200 SH SOLE 1 1,093,200 0 0
TD SYNNEX Corporation COM 87162W100 5,034,547 18,832 SH DFND 1 0 18,832 0
TD SYNNEX Corporation COM 87162W100 13,485,164 50,442 SH SOLE 1 50,442 0 0
Smurfit Westrock L COM G8267P108 841,007 18,180 SH SOLE 1 18,180 0 0
Skyworks Solutions, Inc. COM 83088M102 833,940 12,300 SH SOLE 1 12,300 0 0
Skyworks Solutions, Inc. COM 83088M102 8,095,320 119,400 SH DFND 1 0 119,400 0
Sensient Technologies Corp COM 81725T100 114,043 925 SH SOLE 1 925 0 0
Sensient Technologies Corp COM 81725T100 10,128,274 82,150 SH DFND 1 0 82,150 0
Tactile Systems Technology COM 87357P100 2,084,600 70,000 SH DFND 1 0 70,000 0
Tactile Systems Technology COM 87357P100 4,740,946 159,199 SH SOLE 1 159,199 0 0
Teradyne Inc COM 880770102 7,257,600 15,000 SH SOLE 1 15,000 0 0
Teradyne Inc COM 880770102 16,281,216 33,650 SH DFND 1 0 33,650 0
Gentherm Inc COM 37253A103 511,650 15,000 SH SOLE 1 15,000 0 0
TTEC Holdings Inc COM 89854H102 1,164,000 600,000 SH DFND 1 0 600,000 0
TTM Technologies, Inc. COM 87305R109 8,135,370 43,500 SH SOLE 1 43,500 0 0
Ultra Clean Holdings Inc COM 90385V107 86,723,238 608,200 SH SOLE 1 608,200 0 0
Veeco Instruments COM 922417100 12,128,000 160,000 SH DFND 1 0 160,000 0
Veeco Instruments COM 922417100 144,429,244 1,905,399 SH SOLE 1 1,905,399 0 0
WESCO International, Inc. COM 95082P105 10,362,900 30,000 SH SOLE 1 30,000 0 0
Dentsply Sirona, Inc. COM 24906P109 8,488,000 800,000 SH DFND 1 0 800,000 0
Dentsply Sirona, Inc. COM 24906P109 31,286,768 2,948,800 SH SOLE 1 2,948,800 0 0
Xerox Corp COM 98421M106 813,800 260,000 SH DFND 1 0 260,000 0
Xerox Corp COM 98421M106 4,811,749 1,537,300 SH SOLE 1 1,537,300 0 0
Zumiez, Inc. COM 989817101 6,654,014 373,821 SH SOLE 1 373,821 0 0
Zurn Water Solutions Corp COM 98983L108 8,837,697 174,900 SH DFND 1 0 174,900 0