Paradigm Capital Management 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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
A10 Networks, Inc.	COM	002121101	983	102,300	SH		SOLE		102,300	0	0
A10 Networks, Inc.	COM	002121101	2,156	224,300	SH		DFND	1	0	224,300	0
Abbott Laboratories	COM	002824100	971	8,100	SH		SOLE		8,100	0	0
Absolute Software Corp	COM	00386b109	8,326	600,300	SH		SOLE		600,300	0	0
Addus homeCare Corporation	COM	006739106	1,545	14,770	SH		SOLE		14,770	0	0
Addus homeCare Corporation	COM	006739106	2,468	23,600	SH		DFND	1	0	23,600	0
Air Transport Services Group	COM	00922r105	1,609	55,000	SH		DFND	1	0	55,000	0
Allegheny Technologies Inc	COM	01741R102	332	15,750	SH		DFND	1	0	15,750	0
Allscripts Healthcare Solution	COM	01988P108	5,839	388,900	SH		SOLE		388,900	0	0
Allscripts Healthcare Solution	COM	01988P108	2,644	176,100	SH		DFND	1	0	176,100	0
Amer Eagle Outfitters	COM	02553e106	3,067	104,900	SH		SOLE		104,900	0	0
Amer Eagle Outfitters	COM	02553e106	4,161	142,300	SH		DFND	1	0	142,300	0
American Financial Group	COM	025932104	2,119	18,575	SH		SOLE		18,575	0	0
American Financial Group	COM	025932104	736	6,450	SH		DFND	1	0	6,450	0
American Woodmark Corporation	COM	030506109	26,390	267,700	SH		SOLE		267,700	0	0
American Woodmark Corporation	COM	030506109	1,676	17,000	SH		DFND	1	0	17,000	0
AngioDynamics, Inc.	COM	03475V101	6,716	287,000	SH		SOLE		287,000	0	0
AngioDynamics, Inc.	COM	03475V101	468	20,000	SH		DFND	1	0	20,000	0
Applied Materials	COM	038222105	267	2,000	SH		SOLE		2,000	0	0
Aptargroup, Inc.	COM	038336103	2,001	14,125	SH		SOLE		14,125	0	0
Atricure Inc	COM	04963c209	2,195	33,500	SH		SOLE		33,500	0	0
Atricure Inc	COM	04963c209	3,518	53,700	SH		DFND	1	0	53,700	0
Axcelis Technologies Inc.	COM	054540208	2,630	64,000	SH		SOLE		64,000	0	0
Axcelis Technologies Inc.	COM	054540208	1,644	40,000	SH		DFND	1	0	40,000	0
Banner Corp New	COM	06652v208	1,120	21,000	SH		DFND	1	0	21,000	0
Bausch Health Companies	COM	071734107	635	20,000	SH		SOLE		20,000	0	0
Baxter International	COM	071813109	447	5,300	SH		SOLE		5,300	0	0
Best Buy Co	COM	086516101	4,856	42,300	SH		SOLE		42,300	0	0
Best Buy Co	COM	086516101	2,893	25,200	SH		DFND	1	0	25,200	0
Black Knight Inc.	COM	09215c105	644	8,706	SH		SOLE		8,706	0	0
Black Knight Inc.	COM	09215c105	134	1,809	SH		DFND	1	0	1,809	0
Boise Cascade Company	COM	09739d100	2,452	40,987	SH		SOLE		40,987	0	0
Boise Cascade Company	COM	09739d100	503	8,400	SH		DFND	1	0	8,400	0
Bristol-Myers Squibb	COM	110122108	657	10,400	SH		SOLE		10,400	0	0
Broadcom Ltd	COM	11135f101	38,066	82,100	SH		SOLE		82,100	0	0
Brooks Automation Inc.	COM	114340102	302	3,700	SH		SOLE		3,700	0	0
Brooks Automation Inc.	COM	114340102	3,095	37,900	SH		DFND	1	0	37,900	0
Builders Firstsource Inc	COM	12008r107	8,611	185,712	SH		SOLE		185,712	0	0
Builders Firstsource Inc	COM	12008r107	3,890	83,900	SH		DFND	1	0	83,900	0
Calamp Corp	COM	128126109	959	88,400	SH		SOLE		88,400	0	0
Caleres Inc	COM	129500104	4,567	209,500	SH		SOLE		209,500	0	0
Caleres Inc	COM	129500104	3,270	150,000	SH		DFND	1	0	150,000	0
Calix Inc	COM	13100m509	36,986	1,067,100	SH		SOLE		1,067,100	0	0
Calix Inc	COM	13100m509	3,119	90,000	SH		DFND	1	0	90,000	0
Cannae Holdings Inc.	COM	13765n107	1,268	32,000	SH		SOLE		32,000	0	0
Cannae Holdings Inc.	COM	13765n107	265	6,700	SH		DFND	1	0	6,700	0
Carpenter Technology Corp	COM	144285103	568	13,800	SH		DFND	1	0	13,800	0
CDW Corporation	COM	12514g108	829	5,000	SH		SOLE		5,000	0	0
Ceragon Networks Ltd	COM	m22013102	132	35,000	SH		SOLE		35,000	0	0
Cerence Inc.	COM	156727109	22,449	250,600	SH		SOLE		250,600	0	0
Cerence Inc.	COM	156727109	1,792	20,000	SH		DFND	1	0	20,000	0
Cerus Corp	COM	157085101	10,013	1,666,100	SH		SOLE		1,666,100	0	0
Cerus Corp	COM	157085101	3,005	500,000	SH		DFND	1	0	500,000	0
Cigna Corp New	COM	125523100	701	2,900	SH		SOLE		2,900	0	0
Citi Trends, Inc.	COM	17306X102	26,474	316,000	SH		SOLE		316,000	0	0
Citi Trends, Inc.	COM	17306X102	1,676	20,000	SH		DFND	1	0	20,000	0
Cohu Inc.	COM	192576106	36,635	875,599	SH		SOLE		875,599	0	0
Cohu Inc.	COM	192576106	4,295	102,650	SH		DFND	1	0	102,650	0
Colgate-Palmolive	COM	194162103	1,561	19,800	SH		SOLE		19,800	0	0
Comcast Corporation Cl A	COM	20030n101	682	12,600	SH		SOLE		12,600	0	0
Comtech Communications	COM	205826209	16,315	656,800	SH		SOLE		656,800	0	0
Comtech Communications	COM	205826209	3,974	160,000	SH		DFND	1	0	160,000	0
Concentrix Corp	COM	20602d101	5,232	34,942	SH		SOLE		34,942	0	0
Concentrix Corp	COM	20602d101	1,023	6,832	SH		DFND	1	0	6,832	0
Conduent Inc	COM	206787103	898	135,000	SH		DFND	1	0	135,000	0
Cross Country Healthcare, Inc.	COM	227483104	624	50,000	SH		SOLE		50,000	0	0
Cross Country Healthcare, Inc.	COM	227483104	687	55,000	SH		DFND	1	0	55,000	0
Cutera, Inc.	COM	232109108	300	10,000	SH		DFND	1	0	10,000	0
Designer Brands Inc. CL A	COM	250565108	458	26,300	SH		SOLE		26,300	0	0
Designer Brands Inc. CL A	COM	250565108	339	19,500	SH		DFND	1	0	19,500	0
Ducommun Inc	COM	264147109	35,677	594,615	SH		SOLE		594,615	0	0
Ducommun Inc	COM	264147109	6,300	105,000	SH		DFND	1	0	105,000	0
Edwards Lifesciences Corporati	COM	28176E108	1,104	13,200	SH		SOLE		13,200	0	0
EMCOR Group, Inc.	COM	29084Q100	3,631	32,375	SH		SOLE		32,375	0	0
EMCOR Group, Inc.	COM	29084Q100	4,307	38,400	SH		DFND	1	0	38,400	0
EnerSys	COM	29275y102	41,250	454,300	SH		SOLE		454,300	0	0
EnerSys	COM	29275y102	1,171	12,900	SH		DFND	1	0	12,900	0
Ensign Group, Inc.	COM	29358p101	3,754	40,000	SH		SOLE		40,000	0	0
Ensign Group, Inc.	COM	29358p101	4,692	50,000	SH		DFND	1	0	50,000	0
Entegris Inc	COM	29362u104	50,232	449,300	SH		SOLE		449,300	0	0
Entegris Inc	COM	29362u104	1,051	9,400	SH		DFND	1	0	9,400	0
Everspin Technologies, Inc.	COM	30041t104	1,200	200,000	SH		DFND	1	0	200,000	0
Express Inc.	COM	30219e103	108	26,800	SH		SOLE		26,800	0	0
Extreme Networks	COM	30226d106	50,123	5,728,300	SH		SOLE		5,728,300	0	0
Extreme Networks	COM	30226d106	4,112	470,000	SH		DFND	1	0	470,000	0
Fabrinet	COM	g3323l100	57,813	639,600	SH		SOLE		639,600	0	0
Fabrinet	COM	g3323l100	1,401	15,500	SH		DFND	1	0	15,500	0
Federal Signal Corp	COM	313855108	3,447	90,000	SH		SOLE		90,000	0	0
Fidelity National Financial	COM	31620r303	1,154	28,393	SH		SOLE		28,393	0	0
Fidelity National Financial	COM	31620r303	240	5,900	SH		DFND	1	0	5,900	0
First Merchants Corporation	COM	320817109	1,581	34,000	SH		DFND	1	0	34,000	0
Flexion Therapeutics Inc	COM	33938j106	89	10,000	SH		DFND	1	0	10,000	0
Fluidigm Corp	COM	34385p108	4,136	915,000	SH		SOLE		915,000	0	0
Fluidigm Corp	COM	34385p108	1,492	330,000	SH		DFND	1	0	330,000	0
Foot Locker, Inc.	COM	344849104	90	1,600	SH		SOLE		1,600	0	0
Foot Locker, Inc.	COM	344849104	3,167	56,300	SH		DFND	1	0	56,300	0
Formfactor Inc	COM	346375108	5,467	121,200	SH		SOLE		121,200	0	0
Forterra	COM	34960w106	45,837	1,971,500	SH		SOLE		1,971,500	0	0
Forterra	COM	34960w106	2,790	120,000	SH		DFND	1	0	120,000	0
Garmin LTD	COM	h2906t109	4,259	32,300	SH		SOLE		32,300	0	0
Garmin LTD	COM	h2906t109	2,532	19,200	SH		DFND	1	0	19,200	0
GATX Corp	COM	361448103	70	750	SH		SOLE		750	0	0
GATX Corp	COM	361448103	1,428	15,400	SH		DFND	1	0	15,400	0
Genmark Diagnostics Inc	COM	372309104	12,406	519,100	SH		SOLE		519,100	0	0
Genmark Diagnostics Inc	COM	372309104	5,119	214,200	SH		DFND	1	0	214,200	0
Gentherm Inc	COM	37253a103	1,112	15,000	SH		SOLE		15,000	0	0
Globus Medical Inc Cl A new	COM	379577208	33,672	546,000	SH		SOLE		546,000	0	0
Globus Medical Inc Cl A new	COM	379577208	3,349	54,300	SH		DFND	1	0	54,300	0
Halozyme Therapeutics, Inc.	COM	40637H109	417	10,000	SH		SOLE		10,000	0	0
Hillenbrand Inc	COM	431571108	3,378	70,800	SH		SOLE		70,800	0	0
Hillenbrand Inc	COM	431571108	2,214	46,400	SH		DFND	1	0	46,400	0
IAC/ Interactive Corp New	COM	44891n109	3,991	18,450	SH		SOLE		18,450	0	0
IAC/ Interactive Corp New	COM	44891n109	3,721	17,200	SH		DFND	1	0	17,200	0
Ichor Holdings	COM	g4740b105	26,846	499,000	SH		SOLE		499,000	0	0
Ichor Holdings	COM	g4740b105	2,152	40,000	SH		DFND	1	0	40,000	0
II-VI, Inc.	COM	902104108	52,419	766,700	SH		SOLE		766,700	0	0
II-VI, Inc.	COM	902104108	2,243	32,800	SH		DFND	1	0	32,800	0
Infinera Corp	COM	45667g103	14,998	1,557,400	SH		SOLE		1,557,400	0	0
Infinera Corp	COM	45667g103	2,407	250,000	SH		DFND	1	0	250,000	0
Inovalon Holdings, Inc. Class	COM	45781d101	576	20,000	SH		SOLE		20,000	0	0
Inovalon Holdings, Inc. Class	COM	45781d101	515	17,900	SH		DFND	1	0	17,900	0
Insight Enterprises	COM	45765U103	55,725	584,000	SH		SOLE		584,000	0	0
Insight Enterprises	COM	45765U103	5,410	56,700	SH		DFND	1	0	56,700	0
Invacare Corporation	COM	461203101	16,873	2,103,900	SH		SOLE		2,103,900	0	0
Invacare Corporation	COM	461203101	4,331	540,000	SH		DFND	1	0	540,000	0
J Jill Group	COM	46620w201	146	15,000	SH		DFND	1	0	15,000	0
J2 Global Inc	COM	48123v102	4,219	35,200	SH		SOLE		35,200	0	0
J2 Global Inc	COM	48123v102	4,603	38,400	SH		DFND	1	0	38,400	0
Jabil Inc	COM	466313103	31,823	610,100	SH		SOLE		610,100	0	0
Jabil Inc	COM	466313103	2,092	40,100	SH		DFND	1	0	40,100	0
Jeld-wen Holding, Inc.	COM	47580p103	886	32,000	SH		DFND	1	0	32,000	0
Johnson & Johnson	COM	478160104	4,717	28,700	SH		SOLE		28,700	0	0
Kadant Inc.	COM	48282T104	2,775	15,000	SH		SOLE		15,000	0	0
Kadant Inc.	COM	48282T104	3,441	18,600	SH		DFND	1	0	18,600	0
Kelly Services Inc Class A	COM	488152208	1,969	88,400	SH		SOLE		88,400	0	0
Kelly Services Inc Class A	COM	488152208	2,742	123,125	SH		DFND	1	0	123,125	0
Kforce, Inc.	COM	493732101	3,538	66,000	SH		SOLE		66,000	0	0
Kforce, Inc.	COM	493732101	4,425	82,550	SH		DFND	1	0	82,550	0
Kirkland's Inc.	COM	497498105	18,307	651,500	SH		SOLE		651,500	0	0
Kirkland's Inc.	COM	497498105	3,934	140,000	SH		DFND	1	0	140,000	0
Kratos Defense & Security Solu	COM	50077b207	23,330	855,200	SH		SOLE		855,200	0	0
Kratos Defense & Security Solu	COM	50077b207	1,091	40,000	SH		DFND	1	0	40,000	0
Kulicke & Soffa Industries Inc	COM	501242101	5,508	112,150	SH		SOLE		112,150	0	0
Kulicke & Soffa Industries Inc	COM	501242101	7,637	155,500	SH		DFND	1	0	155,500	0
La Z Boy Inc	COM	505336107	2,124	50,000	SH		SOLE		50,000	0	0
Leaf Group Ltd.	COM	52177g102	336	52,159	SH		SOLE		52,159	0	0
Leaf Group Ltd.	COM	52177g102	182	28,215	SH		DFND	1	0	28,215	0
Live Oak Acquisition Corp Unit	COM	53804w205	999	100,000	SH		SOLE		100,000	0	0
Lumentum Holdings Inc.	COM	55024u109	21,930	240,065	SH		SOLE		240,065	0	0
Lumentum Holdings Inc.	COM	55024u109	3,234	35,400	SH		DFND	1	0	35,400	0
Magellan Health Services, Inc.	COM	559079207	2,055	22,040	SH		SOLE		22,040	0	0
Magellan Health Services, Inc.	COM	559079207	2,723	29,200	SH		DFND	1	0	29,200	0
Masimo Corp	COM	574795100	4,973	21,653	SH		SOLE		21,653	0	0
Masimo Corp	COM	574795100	2,733	11,900	SH		DFND	1	0	11,900	0
Match Group Inc. New	COM	57667l107	3,311	24,100	SH		SOLE		24,100	0	0
Match Group Inc. New	COM	57667l107	3,329	24,232	SH		DFND	1	0	24,232	0
Matrix Service Co.	COM	576853105	1,626	124,025	SH		SOLE		124,025	0	0
Matrix Service Co.	COM	576853105	2,646	201,800	SH		DFND	1	0	201,800	0
MaxLinear, Inc	COM	57776j100	19,456	570,900	SH		SOLE		570,900	0	0
MaxLinear, Inc	COM	57776j100	5,804	170,300	SH		DFND	1	0	170,300	0
Mid America Apartment Communit	COM	59522j103	3,701	25,640	SH		SOLE		25,640	0	0
Mid America Apartment Communit	COM	59522j103	2,534	17,550	SH		DFND	1	0	17,550	0
MKS Instruments Inc.	COM	55306n104	6,916	37,300	SH		SOLE		37,300	0	0
MKS Instruments Inc.	COM	55306n104	2,985	16,100	SH		DFND	1	0	16,100	0
Modine Manufacturing Co	COM	607828100	3,825	259,000	SH		SOLE		259,000	0	0
Modine Manufacturing Co	COM	607828100	1,182	80,000	SH		DFND	1	0	80,000	0
MYR Group Inc.	COM	55405w104	573	8,000	SH		SOLE		8,000	0	0
Natera, Inc.	COM	632307104	1,117	11,000	SH		SOLE		11,000	0	0
National Bank Hldgs Corp Cl A	COM	633707104	593	14,936	SH		DFND	1	0	14,936	0
Nature's Sunshine Products, In	COM	639027101	21,550	1,079,664	SH		SOLE		1,079,664	0	0
Nature's Sunshine Products, In	COM	639027101	1,597	80,000	SH		DFND	1	0	80,000	0
Neophotonics Corporation	COM	64051t100	25,274	2,115,000	SH		SOLE		2,115,000	0	0
Neophotonics Corporation	COM	64051t100	2,270	190,000	SH		DFND	1	0	190,000	0
Nextgen Healthcare Inc.	COM	65343c102	1,810	100,000	SH		SOLE		100,000	0	0
NN, Inc.	COM	629337106	24,731	3,498,051	SH		SOLE		3,498,051	0	0
NN, Inc.	COM	629337106	1,414	200,000	SH		DFND	1	0	200,000	0
NortonLifeLock Inc.	COM	668771108	2,041	96,000	SH		SOLE		96,000	0	0
Nu Skin Enterprises, Inc.	COM	67018T105	264	5,000	SH		SOLE		5,000	0	0
Omnicell Inc	COM	68213n109	38,974	300,100	SH		SOLE		300,100	0	0
Omnicell Inc	COM	68213n109	3,377	26,000	SH		DFND	1	0	26,000	0
Onto Innovation Inc.	COM	683344105	77,491	1,179,289	SH		SOLE		1,179,289	0	0
Onto Innovation Inc.	COM	683344105	5,684	86,500	SH		DFND	1	0	86,500	0
Ooma Inc.	COM	683416101	317	20,000	SH		SOLE		20,000	0	0
OptiNose, Inc.	COM	68404v100	7,727	2,094,000	SH		SOLE		2,094,000	0	0
OptiNose, Inc.	COM	68404v100	1,476	400,000	SH		DFND	1	0	400,000	0
Orthopediatrics Corp	COM	68752l100	244	5,000	SH		SOLE		5,000	0	0
Orthopediatrics Corp	COM	68752l100	955	19,600	SH		DFND	1	0	19,600	0
Pennant Group Inc.	COM	70805e109	916	20,000	SH		SOLE		20,000	0	0
PepsiCo Inc	COM	713448108	240	1,700	SH		SOLE		1,700	0	0
PerkinElmer, Inc.	COM	714046109	4,869	37,950	SH		SOLE		37,950	0	0
PerkinElmer, Inc.	COM	714046109	3,849	30,000	SH		DFND	1	0	30,000	0
Pitney Bowes	COM	724479100	10,302	1,250,200	SH		SOLE		1,250,200	0	0
Pitney Bowes	COM	724479100	3,626	440,000	SH		DFND	1	0	440,000	0
Primoris Services Corp	COM	74164f103	828	25,000	SH		DFND	1	0	25,000	0
Procter & Gamble	COM	742718109	420	3,100	SH		SOLE		3,100	0	0
Progress Software Corp	COM	743312100	1,571	35,650	SH		SOLE		35,650	0	0
Progress Software Corp	COM	743312100	1,317	29,900	SH		DFND	1	0	29,900	0
Prosperity Bancshares, Inc.	COM	743606105	62	830	SH		SOLE		830	0	0
Prosperity Bancshares, Inc.	COM	743606105	374	5,000	SH		DFND	1	0	5,000	0
PTC Inc	COM	69370c100	5,506	40,000	SH		SOLE		40,000	0	0
Pure Storage, Inc. Class A	COM	74624m102	582	27,000	SH		SOLE		27,000	0	0
Qorvo Inc.	COM	74736k101	252	1,380	SH		SOLE		1,380	0	0
Qorvo Inc.	COM	74736k101	4,476	24,500	SH		DFND	1	0	24,500	0
Quantum Corporation	COM	747906501	1,666	200,000	SH		DFND	1	0	200,000	0
R1 RCM, Inc	COM	749397105	90,395	3,662,700	SH		SOLE		3,662,700	0	0
R1 RCM, Inc	COM	749397105	4,689	190,000	SH		DFND	1	0	190,000	0
Radnet Inc	COM	750491102	368	16,900	SH		SOLE		16,900	0	0
Renasant Corporation	COM	75970e107	1,448	35,000	SH		DFND	1	0	35,000	0
Rexnord Corp New	COM	76169b102	2,679	56,900	SH		SOLE		56,900	0	0
Rexnord Corp New	COM	76169b102	2,133	45,300	SH		DFND	1	0	45,300	0
Ribbon Communications Inc	COM	762544104	61,210	7,455,500	SH		SOLE		7,455,500	0	0
Ribbon Communications Inc	COM	762544104	5,747	700,000	SH		DFND	1	0	700,000	0
Seaspine Holdings Corp	COM	81255t108	6,231	358,100	SH		SOLE		358,100	0	0
Seaspine Holdings Corp	COM	81255t108	4,176	240,000	SH		DFND	1	0	240,000	0
Sensient Technologies Corp	COM	81725T100	2,202	28,225	SH		SOLE		28,225	0	0
Sensient Technologies Corp	COM	81725T100	3,428	43,950	SH		DFND	1	0	43,950	0
SI-Bone, Inc.	COM	825704109	3,181	100,000	SH		DFND	1	0	100,000	0
Skyworks Solutions, Inc.	COM	83088M102	45,232	246,525	SH		SOLE		246,525	0	0
Skyworks Solutions, Inc.	COM	83088M102	3,009	16,400	SH		DFND	1	0	16,400	0
Summit Materials, Inc. Class a	COM	86614u100	12,528	447,100	SH		SOLE		447,100	0	0
Summit Materials, Inc. Class a	COM	86614u100	6,304	225,000	SH		DFND	1	0	225,000	0
SYNNEX Corporation	COM	87162W100	9,066	78,942	SH		SOLE		78,942	0	0
SYNNEX Corporation	COM	87162W100	2,289	19,932	SH		DFND	1	0	19,932	0
Tabula Rasa Healthcare Inc	COM	873379101	1,078	23,400	SH		SOLE		23,400	0	0
Tabula Rasa Healthcare Inc	COM	873379101	1,556	33,800	SH		DFND	1	0	33,800	0
Teradyne Inc	COM	880770102	7,301	60,000	SH		SOLE		60,000	0	0
Teradyne Inc	COM	880770102	3,249	26,700	SH		DFND	1	0	26,700	0
Tillys Inc	COM	886885102	11,738	1,036,900	SH		SOLE		1,036,900	0	0
Tillys Inc	COM	886885102	1,811	160,000	SH		DFND	1	0	160,000	0
TTM Technologies, Inc.	COM	87305R109	17,832	1,229,800	SH		SOLE		1,229,800	0	0
TTM Technologies, Inc.	COM	87305R109	1,762	121,513	SH		DFND	1	0	121,513	0
Ultra Clean Holdings Inc	COM	90385v107	66,502	1,145,800	SH		SOLE		1,145,800	0	0
Ultra Clean Holdings Inc	COM	90385v107	5,804	100,000	SH		DFND	1	0	100,000	0
Veeco Instruments	COM	922417100	51,572	2,486,600	SH		SOLE		2,486,600	0	0
Veeco Instruments	COM	922417100	4,770	230,000	SH		DFND	1	0	230,000	0
Vocera Communications Inc	COM	92857f107	1,361	35,400	SH		SOLE		35,400	0	0
WESCO International, Inc.	COM	95082P105	4,846	56,000	SH		SOLE		56,000	0	0
WESCO International, Inc.	COM	95082P105	952	11,000	SH		DFND	1	0	11,000	0
Westlake Chemical Corp	COM	960413102	1,842	20,750	SH		SOLE		20,750	0	0
Westlake Chemical Corp	COM	960413102	386	4,350	SH		DFND	1	0	4,350	0
Westrock Co	COM	96145d105	37,312	716,855	SH		SOLE		716,855	0	0
Xperi Corp	COM	98390m103	286	13,125	SH		SOLE		13,125	0	0
Zumiez, Inc.	COM	989817101	10,257	239,100	SH		SOLE		239,100	0	0
Zumiez, Inc.	COM	989817101	2,111	49,200	SH		DFND	1	0	49,200	0