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 |
| 500.COM LIMITED | ADR | 33829R100 | 7,669 | 227,379 | SH | DFND | 1 | 227,379 | 0 | 0 | |
| 58.COM SPONSORED ADR CLASS A | ADR | 31680Q104 | 289 | 7,763 | SH | DFND | 1 | 7,763 | 0 | 0 | |
| AMERICAN STATES WATER CO | COM | 029899101 | 18,376 | 604,075 | SH | DFND | 1 | 604,075 | 0 | 0 | |
| ARGAN INC | COM | 04010E109 | 12,705 | 380,603 | SH | DFND | 1 | 380,603 | 0 | 0 | |
| ASSURANT INC | COM | 04621X108 | 20,710 | 322,084 | SH | DFND | 1 | 322,084 | 0 | 0 | |
| BELDEN INC | COM | 077454106 | 15,747 | 245,971 | SH | DFND | 1 | 245,971 | 0 | 0 | |
| BIO-RAD LABORATORIES INC | COM | 090572207 | 14,608 | 128,817 | SH | DFND | 1 | 128,817 | 0 | 0 | |
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 19,768 | 1,148,640 | SH | DFND | 1 | 1,148,640 | 0 | 0 | |
| CENTENE CORP | COM | 15135B101 | 17,416 | 210,563 | SH | DFND | 1 | 210,563 | 0 | 0 | |
| COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 17,711 | 713,881 | SH | DFND | 1 | 713,881 | 0 | 0 | |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | 14,378 | 401,842 | SH | DFND | 1 | 401,842 | 0 | 0 | |
| DELUXE CORP | COM | 248019101 | 22,363 | 405,412 | SH | DFND | 1 | 405,412 | 0 | 0 | |
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 14,378 | 610,510 | SH | DFND | 1 | 610,510 | 0 | 0 | |
| EL PASO ELECTRIC CO | COM | 283677854 | 20,988 | 574,231 | SH | DFND | 1 | 574,231 | 0 | 0 | |
| ENERSYS CORP | COM | 29275Y102 | 14,536 | 247,879 | SH | DFND | 1 | 247,879 | 0 | 0 | |
| FEDERAL SIGNAL CORP | COM | 313855108 | 15,912 | 1,201,817 | SH | DFND | 1 | 1,201,817 | 0 | 0 | |
| GLOBE SPECIALTY METALS INC | COM | 37954N206 | 15,220 | 836,700 | SH | DFND | 1 | 836,700 | 0 | 0 | |
| GREENBRIER COS | COM | 393657101 | 38,829 | 529,154 | SH | DFND | 1 | 529,154 | 0 | 0 | |
| HEALTHSOUTH CORP | COM | 421924309 | 17,808 | 482,609 | SH | DFND | 1 | 482,609 | 0 | 0 | |
| ICONIX BRAND GROUP INC | COM | 451055107 | 17,836 | 482,833 | SH | DFND | 1 | 482,833 | 0 | 0 | |
| INTEGRATED DEVICE TECH INC | COM | 458118106 | 25,286 | 1,585,328 | SH | DFND | 1 | 1,585,328 | 0 | 0 | |
| ISHARES MSCI EAFE SMALL CAP ETF | COM | 464288273 | 5,820 | 120,000 | SH | DFND | 1 | 120,000 | 0 | 0 | |
| ISHARES MSCI EMERGING MARKET SMALL CAP ETF | COM | 464286475 | 532 | 10,800 | SH | DFND | 1 | 10,800 | 0 | 0 | |
| ISHARES MSCI TAIWAN ETF | COM | 464286731 | 82 | 5,400 | SH | DFND | 1 | 5,400 | 0 | 0 | |
| JONES LANG LASALLE INC | COM | 48020Q107 | 25,518 | 201,978 | SH | DFND | 1 | 201,978 | 0 | 0 | |
| LASALLE HOTEL PROPERTIES | COM | 517942108 | 17,666 | 515,949 | SH | DFND | 1 | 515,949 | 0 | 0 | |
| MARKET VECTORS ETF TR INDIA SMALL-CAP INDEX ETF | COM | 57061R551 | 1,258 | 28,491 | SH | DFND | 1 | 28,491 | 0 | 0 | |
| MARTEN TRANSPORT LTD | COM | 573075108 | 13,872 | 778,875 | SH | DFND | 1 | 778,875 | 0 | 0 | |
| MATERION CORP | COM | 576690101 | 14,428 | 470,436 | SH | DFND | 1 | 470,436 | 0 | 0 | |
| MENTOR GRAPHICS CORP | COM | 587200106 | 15,392 | 751,019 | SH | DFND | 1 | 751,019 | 0 | 0 | |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 25,034 | 405,672 | SH | DFND | 1 | 405,672 | 0 | 0 | |
| PAREXEL INTERNATIONAL | COM | 699462107 | 25,411 | 402,768 | SH | DFND | 1 | 402,768 | 0 | 0 | |
| PORTFOLIO RECOVERY ASSOCIATES INC | COM | 73640Q105 | 21,698 | 415,434 | SH | DFND | 1 | 415,434 | 0 | 0 | |
| PORTLAND GENERAL ELECTRIC CO | COM | 736508847 | 16,923 | 526,856 | SH | DFND | 1 | 526,856 | 0 | 0 | |
| QIWI PLC-SPONSORED ADR | ADR | 74735M108 | 272 | 8,600 | SH | DFND | 1 | 8,600 | 0 | 0 | |
| RYDER SYSTEMS INC | COM | 783549108 | 15,367 | 170,800 | SH | DFND | 1 | 170,800 | 0 | 0 | |
| SANDERSON FARMS INC | COM | 800013104 | 18,809 | 213,863 | SH | DFND | 1 | 213,863 | 0 | 0 | |
| SIGNATURE BANK NY | COM | 82669G104 | 23,029 | 205,506 | SH | DFND | 1 | 205,506 | 0 | 0 | |
| SNAP-ON INC | COM | 833034101 | 27,066 | 223,541 | SH | DFND | 1 | 223,541 | 0 | 0 | |
| SOUTH STATE CORPORATION | COM | 840441109 | 23,031 | 411,856 | SH | DFND | 1 | 411,856 | 0 | 0 | |
| SPIRIT AIRLINES INC | COM | 848577102 | 34,303 | 496,143 | SH | DFND | 1 | 496,143 | 0 | 0 | |
| STANDARD MOTOR PRODUCTS INC | COM | 853666105 | 20,155 | 585,381 | SH | DFND | 1 | 585,381 | 0 | 0 | |
| STANDEX INTERNATIONAL CORP | COM | 854231107 | 18,497 | 249,483 | SH | DFND | 1 | 249,483 | 0 | 0 | |
| STARZ INC | COM | 85571Q102 | 21,488 | 649,577 | SH | DFND | 1 | 649,577 | 0 | 0 | |
| TARENA INTERNATIONAL INC-ADR | ADR | 876108101 | 362 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 20,271 | 215,626 | SH | DFND | 1 | 215,626 | 0 | 0 | |
| TELEFLEX INC | COM | 879369106 | 17,470 | 166,320 | SH | DFND | 1 | 166,320 | 0 | 0 | |
| TESCO CORP | COM | 88157K101 | 17,462 | 879,677 | SH | DFND | 1 | 879,677 | 0 | 0 | |
| TRUEBLUE INC | COM | 89785X101 | 16,370 | 648,074 | SH | DFND | 1 | 648,074 | 0 | 0 | |
| VECTREN CORPORATION | COM | 92240G101 | 21,842 | 547,410 | SH | DFND | 1 | 547,410 | 0 | 0 | |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 14,201 | 993,800 | SH | DFND | 1 | 993,800 | 0 | 0 | |
| WEBSTER FINANCIAL CORP | COM | 947890109 | 19,075 | 654,605 | SH | DFND | 1 | 654,605 | 0 | 0 | |
| WESCO INTERNATIONAL INC | COM | 95082P105 | 16,636 | 212,575 | SH | DFND | 1 | 212,575 | 0 | 0 | |
| WEST PHARMACEUTICAL SERVICES INC | COM | 955306105 | 23,502 | 525,074 | SH | DFND | 1 | 525,074 | 0 | 0 | |
| WUXI PHARMATECH CAYMAN-ADR | ADR | 929352102 | 491 | 14,029 | SH | DFND | 1 | 14,029 | 0 | 0 | |
| YY INC-ADR | ADR | 98426T106 | 384 | 5,132 | SH | DFND | 1 | 5,132 | 0 | 0 | |