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 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 17,187,443 | 472,832 | SH | DFND | 1 | 0 | 16,761 | 456,071 | |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 12,072,107 | 128,154 | SH | DFND | 1 | 0 | 0 | 128,154 | |
| CACTUS INC | CL A | 127203107 | 31,726,351 | 509,906 | SH | DFND | 1 | 0 | 18,243 | 491,663 | |
| CNO FINL GROUP INC | COM | 12621E103 | 14,461,837 | 273,329 | SH | DFND | 1 | 0 | 0 | 273,329 | |
| DLOCAL LTD | CLASS A COM | G29018101 | 37,577,418 | 2,730,917 | SH | DFND | 1 | 0 | 101,160 | 2,629,757 | |
| ENDAVA PLC | ADS | 29260V105 | 5,274,375 | 2,946,578 | SH | DFND | 1 | 0 | 118,046 | 2,828,532 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 30,056,949 | 1,280,654 | SH | DFND | 1 | 0 | 53,938 | 1,226,716 | |
| FLOWSERVE CORP | COM | 34354P105 | 41,169,997 | 563,047 | SH | DFND | 1 | 0 | 20,941 | 542,106 | |
| GATES INDL CORP LTD | COM SHS | G39104107 | 32,962,089 | 1,258,095 | SH | DFND | 1 | 0 | 47,319 | 1,210,776 | |
| GENERAC HLDGS INC | COM | 368736104 | 36,398,987 | 175,883 | SH | DFND | 1 | 0 | 6,272 | 169,611 | |
| GLOBUS MED INC | CL A | 379577208 | 36,969,741 | 493,588 | SH | DFND | 1 | 0 | 18,276 | 475,312 | |
| ITT INC | COM | 45073V108 | 28,047,733 | 138,974 | SH | DFND | 1 | 0 | 4,947 | 134,027 | |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 34,629,565 | 686,822 | SH | DFND | 1 | 0 | 24,297 | 662,525 | |
| LEAR CORP | COM NEW | 521865204 | 31,484,621 | 266,751 | SH | DFND | 1 | 0 | 9,850 | 256,901 | |
| LIVANOVA PLC | SHS | G5509L101 | 25,143,408 | 328,672 | SH | DFND | 1 | 0 | 11,774 | 316,898 | |
| MCGRATH RENTCORP | COM | 580589109 | 25,666,544 | 224,456 | SH | DFND | 1 | 0 | 8,175 | 216,281 | |
| MOHAWK INDS INC | COM | 608190104 | 38,084,374 | 305,359 | SH | DFND | 1 | 0 | 10,925 | 294,434 | |
| OPENLANE INC | COM | 48238T109 | 23,488,095 | 688,195 | SH | DFND | 1 | 0 | 27,258 | 660,937 | |
| SKILLSOFT CORP | CL A | 83066P309 | 3,231,095 | 560,954 | SH | DFND | 1 | 0 | 37,520 | 523,434 | |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 32,740,939 | 2,007,415 | SH | DFND | 1 | 0 | 71,952 | 1,935,463 | |
| TRANSCAT INC | COM | 893529107 | 21,749,463 | 245,979 | SH | DFND | 1 | 0 | 9,428 | 236,551 | |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 33,508,480 | 1,235,108 | SH | DFND | 1 | 0 | 44,240 | 1,190,868 | |