The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALPHABET INC | COM | 02079K107 | 15,966 | 15,233 | SH | DFND | 1 | 15,233 | 0 | 0 | |
AMEDISYS INC | COM | 023436108 | 31,386 | 596,014 | SH | DFND | 1 | 596,014 | 0 | 0 | |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 37,614 | 757,574 | SH | DFND | 1 | 757,574 | 0 | 0 | |
ANALOG DEVICES INC | COM | 032654105 | 9,888 | 110,625 | SH | DFND | 1 | 110,625 | 0 | 0 | |
BEACON ROOFING SUPPLY INC | COM | 073685109 | 37,579 | 585,439 | SH | DFND | 1 | 585,439 | 0 | 0 | |
BOISE CASCADE CO | COM | 09739D100 | 32,087 | 807,224 | SH | DFND | 1 | 807,224 | 0 | 0 | |
BRIGHT SCHOLAR ED HLDGS LTD SPON ADR | ADR | 109199109 | 16,945 | 922,926 | SH | DFND | 1 | 922,926 | 0 | 0 | |
CALLAWAY GOLF CO | COM | 131193104 | 34,117 | 2,426,519 | SH | DFND | 1 | 2,426,519 | 0 | 0 | |
CALLON PETE CO | COM | 13123X102 | 21,958 | 1,776,498 | SH | DFND | 1 | 1,776,498 | 0 | 0 | |
CHARLES RIVER LABS INTL INC | COM | 159864107 | 33,422 | 304,556 | SH | DFND | 1 | 304,556 | 0 | 0 | |
CHILDRENS PLACE INC | COM | 168905107 | 32,522 | 224,524 | SH | DFND | 1 | 224,524 | 0 | 0 | |
COLUMBIA BANKING SYSTEMS INC | COM | 197236102 | 40,796 | 926,341 | SH | DFND | 1 | 926,341 | 0 | 0 | |
COMFORT SYSTEMS USA INC | COM | 199908104 | 25,767 | 587,627 | SH | DFND | 1 | 587,627 | 0 | 0 | |
CORELOGIC INC | COM | 21871D103 | 34,634 | 755,376 | SH | DFND | 1 | 755,376 | 0 | 0 | |
CORESITE REALTY CORP | COM | 21870Q105 | 8,315 | 72,787 | SH | DFND | 1 | 72,787 | 0 | 0 | |
DAVE & BUSTERS ENTERTAINMENT INC | COM | 238337109 | 25,537 | 450,787 | SH | DFND | 1 | 450,787 | 0 | 0 | |
DELUXE CORP | COM | 248019101 | 36,391 | 475,018 | SH | DFND | 1 | 475,018 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 8,960 | 85,084 | SH | DFND | 1 | 85,084 | 0 | 0 | |
EXTREME NETWORKS INC | COM | 30226D106 | 24,503 | 1,938,528 | SH | DFND | 1 | 1,938,528 | 0 | 0 | |
FACEBOOK INC | COM | 30303M102 | 11,957 | 67,207 | SH | DFND | 1 | 67,207 | 0 | 0 | |
FERRO CORP | COM | 315405100 | 36,044 | 1,529,897 | SH | DFND | 1 | 1,529,897 | 0 | 0 | |
FISERV INC | COM | 337738108 | 7,091 | 53,724 | SH | DFND | 1 | 53,724 | 0 | 0 | |
GENERAC HOLDINGS INC | COM | 368736104 | 43,770 | 878,732 | SH | DFND | 1 | 878,732 | 0 | 0 | |
GMS INC | COM | 36251C103 | 43,798 | 1,165,143 | SH | DFND | 1 | 1,165,143 | 0 | 0 | |
GREEN DOT CORP | COM | 39304D102 | 27,746 | 456,792 | SH | DFND | 1 | 456,792 | 0 | 0 | |
HALYARD HEALTH INC | COM | 40650V100 | 31,631 | 677,184 | SH | DFND | 1 | 677,184 | 0 | 0 | |
HFF INC | COM | 40418F108 | 42,961 | 884,325 | SH | DFND | 1 | 884,325 | 0 | 0 | |
HILL ROM HOLDINGS INC | COM | 431475102 | 31,514 | 369,531 | SH | DFND | 1 | 369,531 | 0 | 0 | |
INGEVITY CORP | COM | 45688C107 | 29,946 | 421,298 | SH | DFND | 1 | 421,298 | 0 | 0 | |
INSPERITY INC | COM | 45778Q107 | 23,988 | 419,001 | SH | DFND | 1 | 419,001 | 0 | 0 | |
INTEGRATED DEVICE TECHNOLOGY COM | COM | 458118106 | 31,722 | 1,052,138 | SH | DFND | 1 | 1,052,138 | 0 | 0 | |
ISHARES INC EM MKT SM-CP ETF | COM | 464286475 | 2,820 | 53,518 | SH | DFND | 1 | 53,518 | 0 | 0 | |
ISHARES INC MSCI STH KOR ETF | COM | 464286772 | 6,733 | 90,028 | SH | DFND | 1 | 90,028 | 0 | 0 | |
ISHARES INC MSCI TAIWAN ETF | COM | 46434G772 | 7,654 | 205,592 | SH | DFND | 1 | 205,592 | 0 | 0 | |
ISHARES TR BRAZIL SM-CP ETF | COM | 464289131 | 3,999 | 246,420 | SH | DFND | 1 | 246,420 | 0 | 0 | |
ISHARES TR EAFE SML CP ETF | COM | 464288273 | 8,573 | 133,074 | SH | DFND | 1 | 133,074 | 0 | 0 | |
ISHARES TR MSCI INDIA SM CP ETF | COM | 46429B614 | 15,130 | 291,124 | SH | DFND | 1 | 291,124 | 0 | 0 | |
KULICKE & SOFFA INDUSTRIES INC | COM | 501242101 | 37,633 | 1,556,376 | SH | DFND | 1 | 1,556,376 | 0 | 0 | |
LEAR CORP | COM | 521865204 | 12,100 | 67,374 | SH | DFND | 1 | 67,374 | 0 | 0 | |
LUMENTUM HOLDINGS INC | COM | 55024U109 | 25,020 | 510,098 | SH | DFND | 1 | 510,098 | 0 | 0 | |
MERIT MEDICAL SYSTEMS INC | COM | 589889104 | 29,287 | 667,885 | SH | DFND | 1 | 667,885 | 0 | 0 | |
MGIC INVESTMENT CORP | COM | 552848103 | 42,180 | 2,927,105 | SH | DFND | 1 | 2,927,105 | 0 | 0 | |
MOSAIC CO | COM | 61945C103 | 10,100 | 395,135 | SH | DFND | 1 | 395,135 | 0 | 0 | |
NUTRI SYSTEMS INC | COM | 67069D108 | 26,048 | 493,793 | SH | DFND | 1 | 493,793 | 0 | 0 | |
OUTFRONT MEDIA INC | COM | 69007J106 | 22,995 | 998,911 | SH | DFND | 1 | 998,911 | 0 | 0 | |
PARKER HANNIFIN CORP | COM | 701094104 | 11,893 | 59,701 | SH | DFND | 1 | 59,701 | 0 | 0 | |
PHIBRO ANIMAL HEALTH CORP | COM | 71742Q106 | 21,326 | 631,876 | SH | DFND | 1 | 631,876 | 0 | 0 | |
PINNACLE FINANCIAL PARTNERS INC | COM | 72346Q104 | 26,038 | 388,634 | SH | DFND | 1 | 388,634 | 0 | 0 | |
PRUDENTIAL FINANCIAL INC | COM | 744320102 | 11,078 | 96,162 | SH | DFND | 1 | 96,162 | 0 | 0 | |
QUANTA SERVICES INC | COM | 74762E102 | 32,832 | 834,790 | SH | DFND | 1 | 834,790 | 0 | 0 | |
QUDIAN INC ADR | ADR | 747798106 | 3,033 | 244,367 | SH | DFND | 1 | 244,367 | 0 | 0 | |
REGIONS FINANCIAL CORP | COM | 7591EP100 | 9,208 | 529,783 | SH | DFND | 1 | 529,783 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 14,558 | 120,431 | SH | DFND | 1 | 120,431 | 0 | 0 | |
RPC INC | COM | 749660106 | 41,855 | 1,645,244 | SH | DFND | 1 | 1,645,244 | 0 | 0 | |
RYMAN HOSPITALITY PROPERTYS INC | COM | 78377T107 | 42,410 | 607,503 | SH | DFND | 1 | 607,503 | 0 | 0 | |
SELECTIVE INSURANCE GROUP INC | COM | 816300107 | 33,784 | 576,515 | SH | DFND | 1 | 576,515 | 0 | 0 | |
SILICON LABORATORIES INC | COM | 826919102 | 40,014 | 449,848 | SH | DFND | 1 | 449,848 | 0 | 0 | |
SOUTH ST CORP | COM | 840441109 | 34,987 | 394,663 | SH | DFND | 1 | 394,663 | 0 | 0 | |
STAMPS COM INC | COM | 852857200 | 29,414 | 155,384 | SH | DFND | 1 | 155,384 | 0 | 0 | |
SUNTRUST BANKS INC | COM | 867914103 | 8,854 | 135,293 | SH | DFND | 1 | 135,293 | 0 | 0 | |
TARENA INTL INC ADR | ADR | 876108101 | 5,589 | 383,576 | SH | DFND | 1 | 383,576 | 0 | 0 | |
TECH DATA CORP | COM | 878237106 | 23,113 | 235,314 | SH | DFND | 1 | 235,314 | 0 | 0 | |
TERNIUM SA SPON ADR | ADR | 880890108 | 6,882 | 218,974 | SH | DFND | 1 | 218,974 | 0 | 0 | |
TEXAS CAPITAL BANCSHARES INC | COM | 88224Q107 | 28,414 | 313,274 | SH | DFND | 1 | 313,274 | 0 | 0 | |
TYSON FOODS INC | COM | 902494103 | 8,757 | 107,387 | SH | DFND | 1 | 107,387 | 0 | 0 | |
U S CONCRETE INC | COM | 90333L201 | 29,610 | 356,105 | SH | DFND | 1 | 356,105 | 0 | 0 | |
VIDEOCON D2H LTD ADR | ADR | 92657J101 | 3,445 | 382,301 | SH | DFND | 1 | 382,301 | 0 | 0 | |
WATERS CORP | COM | 941848103 | 9,812 | 50,367 | SH | DFND | 1 | 50,367 | 0 | 0 | |
ZOETIS INC | COM | 98978V103 | 9,063 | 125,193 | SH | DFND | 1 | 125,193 | 0 | 0 |