| 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 | 1,494,540 | 103,500 | SH | | SOLE | | 103,500 | 0 | 0 |
| A10 Networks, Inc. | COM | 002121101 | 4,682,892 | 324,300 | SH | | DFND | 1 | 0 | 324,300 | 0 |
| Abbott Laboratories | COM | 002824100 | 900,679 | 7,900 | SH | | SOLE | | 7,900 | 0 | 0 |
| Addus homeCare Corporation | COM | 006739106 | 1,964,853 | 14,770 | SH | | SOLE | | 14,770 | 0 | 0 |
| Addus homeCare Corporation | COM | 006739106 | 4,988,625 | 37,500 | SH | | DFND | 1 | 0 | 37,500 | 0 |
| Adtran Inc | COM | 00486h105 | 11,027,428 | 1,859,600 | SH | | SOLE | | 1,859,600 | 0 | 0 |
| Adtran Inc | COM | 00486h105 | 3,558,000 | 600,000 | SH | | DFND | 1 | 0 | 600,000 | 0 |
| Air Transport Services Group | COM | 00922R105 | 599,030 | 37,000 | SH | | DFND | 1 | 0 | 37,000 | 0 |
| Amer Eagle Outfitters | COM | 02553E106 | 86,761 | 3,875 | SH | | SOLE | | 3,875 | 0 | 0 |
| Amer Eagle Outfitters | COM | 02553E106 | 3,199,531 | 142,900 | SH | | DFND | 1 | 0 | 142,900 | 0 |
| American Financial Group | COM | 025932104 | 868,170 | 6,450 | SH | | DFND | 1 | 0 | 6,450 | 0 |
| Applied Materials | COM | 038222105 | 404,100 | 2,000 | SH | | SOLE | | 2,000 | 0 | 0 |
| Arlo Technologies, Inc. | COM | 04206a101 | 1,645,749 | 135,900 | SH | | SOLE | | 135,900 | 0 | 0 |
| Arlo Technologies, Inc. | COM | 04206a101 | 1,806,812 | 149,200 | SH | | DFND | 1 | 0 | 149,200 | 0 |
| ATI Inc. | COM | 01741R102 | 1,204,380 | 18,000 | SH | | DFND | 1 | 0 | 18,000 | 0 |
| Atricure Inc | COM | 04963C209 | 1,301,056 | 46,400 | SH | | SOLE | | 46,400 | 0 | 0 |
| Atricure Inc | COM | 04963C209 | 1,707,636 | 60,900 | SH | | DFND | 1 | 0 | 60,900 | 0 |
| AVIAT NETWORKS INC COM NEW | COM | 05366Y201 | 17,974,725 | 831,009 | SH | | SOLE | | 831,009 | 0 | 0 |
| AVIAT NETWORKS INC COM NEW | COM | 05366Y201 | 3,677,100 | 170,000 | SH | | DFND | 1 | 0 | 170,000 | 0 |
| Axcelis Technologies Inc. | COM | 054540208 | 44,131,365 | 420,900 | SH | | SOLE | | 420,900 | 0 | 0 |
| Axcelis Technologies Inc. | COM | 054540208 | 5,871,600 | 56,000 | SH | | DFND | 1 | 0 | 56,000 | 0 |
| Azenta Inc | COM | 114340102 | 208,292 | 4,300 | SH | | SOLE | | 4,300 | 0 | 0 |
| Azenta Inc | COM | 114340102 | 1,971,508 | 40,700 | SH | | DFND | 1 | 0 | 40,700 | 0 |
| Banner Corp New | COM | 06652V208 | 476,480 | 8,000 | SH | | DFND | 1 | 0 | 8,000 | 0 |
| Baxter International | COM | 071813109 | 201,241 | 5,300 | SH | | SOLE | | 5,300 | 0 | 0 |
| Best Buy Co | COM | 086516101 | 4,328,270 | 41,900 | SH | | DFND | 1 | 0 | 41,900 | 0 |
| Beyond Inc Common Stock | COM | 690370101 | 3,015,583 | 299,165 | SH | | SOLE | | 299,165 | 0 | 0 |
| Boise Cascade Company | COM | 09739D100 | 193,847 | 1,375 | SH | | SOLE | | 1,375 | 0 | 0 |
| Boise Cascade Company | COM | 09739D100 | 5,921,160 | 42,000 | SH | | DFND | 1 | 0 | 42,000 | 0 |
| Bristol-Myers Squibb | COM | 110122108 | 522,574 | 10,100 | SH | | SOLE | | 10,100 | 0 | 0 |
| Broadcom Ltd | COM | 11135F101 | 139,552,500 | 809,000 | SH | | SOLE | | 809,000 | 0 | 0 |
| Builders Firstsource Inc | COM | 12008R107 | 8,345,673 | 43,050 | SH | | SOLE | | 43,050 | 0 | 0 |
| Builders Firstsource Inc | COM | 12008R107 | 8,277,822 | 42,700 | SH | | DFND | 1 | 0 | 42,700 | 0 |
| Caleres Inc | COM | 129500104 | 19,119,425 | 578,500 | SH | | SOLE | | 578,500 | 0 | 0 |
| Caleres Inc | COM | 129500104 | 4,627,000 | 140,000 | SH | | DFND | 1 | 0 | 140,000 | 0 |
| Calix Inc | COM | 13100M509 | 46,823,409 | 1,207,100 | SH | | SOLE | | 1,207,100 | 0 | 0 |
| Calix Inc | COM | 13100M509 | 4,654,800 | 120,000 | SH | | DFND | 1 | 0 | 120,000 | 0 |
| Cambium Networks Corporation | COM | G17766109 | 3,946,212 | 2,156,400 | SH | | SOLE | | 2,156,400 | 0 | 0 |
| Cambium Networks Corporation | COM | G17766109 | 1,098,000 | 600,000 | SH | | DFND | 1 | 0 | 600,000 | 0 |
| Carpenter Technology Corp | COM | 144285103 | 2,489,448 | 15,600 | SH | | DFND | 1 | 0 | 15,600 | 0 |
| CDW Corporation | COM | 12514G108 | 678,900 | 3,000 | SH | | SOLE | | 3,000 | 0 | 0 |
| Cerence Inc. | COM | 156727109 | 5,513,445 | 1,750,300 | SH | | SOLE | | 1,750,300 | 0 | 0 |
| Cigna Corp New | COM | 125523100 | 900,744 | 2,600 | SH | | SOLE | | 2,600 | 0 | 0 |
| Citi Trends, Inc. | COM | 17306X102 | 1,038,493 | 56,532 | SH | | SOLE | | 56,532 | 0 | 0 |
| Citi Trends, Inc. | COM | 17306X102 | 3,674,000 | 200,000 | SH | | DFND | 1 | 0 | 200,000 | 0 |
| Codexis, Inc. | COM | 192005106 | 308,000 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| Cohu Inc. | COM | 192576106 | 17,221,159 | 670,084 | SH | | SOLE | | 670,084 | 0 | 0 |
| Cohu Inc. | COM | 192576106 | 1,867,105 | 72,650 | SH | | DFND | 1 | 0 | 72,650 | 0 |
| Colgate-Palmolive | COM | 194162103 | 2,055,438 | 19,800 | SH | | SOLE | | 19,800 | 0 | 0 |
| Comtech Telecommunications Cor | COM | 205826209 | 2,034,471 | 422,967 | SH | | SOLE | | 422,967 | 0 | 0 |
| Concentrix Corp | COM | 20602D101 | 33,662,230 | 656,824 | SH | | SOLE | | 656,824 | 0 | 0 |
| Concentrix Corp | COM | 20602D101 | 3,787,375 | 73,900 | SH | | DFND | 1 | 0 | 73,900 | 0 |
| Conduent Inc | COM | 206787103 | 403,000 | 100,000 | SH | | DFND | 1 | 0 | 100,000 | 0 |
| Cross Country Healthcare, Inc. | COM | 227483104 | 708,288 | 52,700 | SH | | SOLE | | 52,700 | 0 | 0 |
| Cross Country Healthcare, Inc. | COM | 227483104 | 739,200 | 55,000 | SH | | DFND | 1 | 0 | 55,000 | 0 |
| Designer Brands Inc. CL A | COM | 250565108 | 224,352 | 30,400 | SH | | SOLE | | 30,400 | 0 | 0 |
| Designer Brands Inc. CL A | COM | 250565108 | 376,380 | 51,000 | SH | | DFND | 1 | 0 | 51,000 | 0 |
| Ducommun Inc | COM | 264147109 | 67,943,143 | 1,032,100 | SH | | SOLE | | 1,032,100 | 0 | 0 |
| Ducommun Inc | COM | 264147109 | 3,620,650 | 55,000 | SH | | DFND | 1 | 0 | 55,000 | 0 |
| Edwards Lifesciences Corporati | COM | 28176E108 | 428,935 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
| EMCOR Group, Inc. | COM | 29084Q100 | 344,424 | 800 | SH | | SOLE | | 800 | 0 | 0 |
| EMCOR Group, Inc. | COM | 29084Q100 | 13,992,225 | 32,500 | SH | | DFND | 1 | 0 | 32,500 | 0 |
| EnerSys | COM | 29275Y102 | 45,361,225 | 444,500 | SH | | SOLE | | 444,500 | 0 | 0 |
| EnerSys | COM | 29275Y102 | 1,836,900 | 18,000 | SH | | DFND | 1 | 0 | 18,000 | 0 |
| Enovis Corporation | COM | 194014502 | 861,000 | 20,000 | SH | | DFND | 1 | 0 | 20,000 | 0 |
| Ensign Group, Inc. | COM | 29358P101 | 41,693,418 | 289,900 | SH | | SOLE | | 289,900 | 0 | 0 |
| Ensign Group, Inc. | COM | 29358P101 | 8,053,920 | 56,000 | SH | | DFND | 1 | 0 | 56,000 | 0 |
| Entegris Inc | COM | 29362U104 | 58,931,961 | 523,700 | SH | | SOLE | | 523,700 | 0 | 0 |
| Entegris Inc | COM | 29362U104 | 1,125,300 | 10,000 | SH | | DFND | 1 | 0 | 10,000 | 0 |
| Enviri Corp | COM | 415864107 | 34,254,352 | 3,312,800 | SH | | SOLE | | 3,312,800 | 0 | 0 |
| Enviri Corp | COM | 415864107 | 6,204,000 | 600,000 | SH | | DFND | 1 | 0 | 600,000 | 0 |
| Eton Pharmaceuticals, Inc. | COM | 29772L108 | 1,800,000 | 300,000 | SH | | DFND | 1 | 0 | 300,000 | 0 |
| Extreme Networks | COM | 30226D106 | 75,150,000 | 5,000,000 | SH | | SOLE | | 5,000,000 | 0 | 0 |
| Extreme Networks | COM | 30226D106 | 3,607,200 | 240,000 | SH | | DFND | 1 | 0 | 240,000 | 0 |
| Fabrinet | COM | G3323L100 | 124,816,676 | 527,900 | SH | | SOLE | | 527,900 | 0 | 0 |
| Fabrinet | COM | G3323L100 | 945,760 | 4,000 | SH | | DFND | 1 | 0 | 4,000 | 0 |
| Federal Signal Corp | COM | 313855108 | 6,542,200 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
| Fidelity National Financial | COM | 31620R303 | 366,154 | 5,900 | SH | | DFND | 1 | 0 | 5,900 | 0 |
| First Merchants Corporation | COM | 320817109 | 1,190,400 | 32,000 | SH | | DFND | 1 | 0 | 32,000 | 0 |
| Formfactor Inc | COM | 346375108 | 1,743,400 | 37,900 | SH | | SOLE | | 37,900 | 0 | 0 |
| Garmin LTD | COM | H2906T109 | 3,357,772 | 19,075 | SH | | DFND | 1 | 0 | 19,075 | 0 |
| GATX Corp | COM | 361448103 | 99,337 | 750 | SH | | SOLE | | 750 | 0 | 0 |
| GATX Corp | COM | 361448103 | 1,099,335 | 8,300 | SH | | DFND | 1 | 0 | 8,300 | 0 |
| Gen Digital Inc | COM | 668771108 | 1,810,380 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
| Gentherm Inc | COM | 37253A103 | 698,250 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| Globus Medical Inc Cl A new | COM | 379577208 | 61,896,408 | 865,200 | SH | | SOLE | | 865,200 | 0 | 0 |
| Globus Medical Inc Cl A new | COM | 379577208 | 7,597,548 | 106,200 | SH | | DFND | 1 | 0 | 106,200 | 0 |
| Halozyme Therapeutics, Inc. | COM | 40637H109 | 572,400 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
| Harrow Inc. | COM | 415858109 | 359,680 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
| Hewlett Packard Enterprises Co | COM | 42824c109 | 409,200 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
| Hillenbrand Inc | COM | 431571108 | 41,700 | 1,500 | SH | | SOLE | | 1,500 | 0 | 0 |
| Hillenbrand Inc | COM | 431571108 | 606,040 | 21,800 | SH | | DFND | 1 | 0 | 21,800 | 0 |
| IAC/ InterActiveCorp | COM | 44891N208 | 1,379,137 | 25,625 | SH | | DFND | 1 | 0 | 25,625 | 0 |
| Insight Enterprises | COM | 45765U103 | 116,773,688 | 542,150 | SH | | SOLE | | 542,150 | 0 | 0 |
| Insight Enterprises | COM | 45765U103 | 11,631,060 | 54,000 | SH | | DFND | 1 | 0 | 54,000 | 0 |
| Integer Holdings | COM | 45826h109 | 546,000 | 4,200 | SH | | DFND | 1 | 0 | 4,200 | 0 |
| Integra Lifesciences Holdings | COM | 457985208 | 8,530,815 | 469,500 | SH | | SOLE | | 469,500 | 0 | 0 |
| Integra Lifesciences Holdings | COM | 457985208 | 1,090,200 | 60,000 | SH | | DFND | 1 | 0 | 60,000 | 0 |
| Intl Business Machines | COM | 459200101 | 950,644 | 4,300 | SH | | SOLE | | 4,300 | 0 | 0 |
| J Jill Group | COM | 46620W201 | 11,895,874 | 482,200 | SH | | SOLE | | 482,200 | 0 | 0 |
| J Jill Group | COM | 46620W201 | 3,784,008 | 153,385 | SH | | DFND | 1 | 0 | 153,385 | 0 |
| Jabil Inc | COM | 466313103 | 65,379,248 | 545,600 | SH | | SOLE | | 545,600 | 0 | 0 |
| Jabil Inc | COM | 466313103 | 4,361,812 | 36,400 | SH | | DFND | 1 | 0 | 36,400 | 0 |
| Johnson & Johnson | COM | 478160104 | 4,651,122 | 28,700 | SH | | SOLE | | 28,700 | 0 | 0 |
| Kadant Inc. | COM | 48282T104 | 5,070,000 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| Kadant Inc. | COM | 48282T104 | 5,881,200 | 17,400 | SH | | DFND | 1 | 0 | 17,400 | 0 |
| Kelly Services Inc Class A | COM | 488152208 | 4,455,956 | 208,125 | SH | | DFND | 1 | 0 | 208,125 | 0 |
| Kforce, Inc. | COM | 493732101 | 98,320 | 1,600 | SH | | SOLE | | 1,600 | 0 | 0 |
| Kforce, Inc. | COM | 493732101 | 6,361,611 | 103,525 | SH | | DFND | 1 | 0 | 103,525 | 0 |
| Kratos Defense & Security Solu | COM | 50077B207 | 13,129,550 | 563,500 | SH | | SOLE | | 563,500 | 0 | 0 |
| Kulicke & Soffa Industries Inc | COM | 501242101 | 579,920 | 12,850 | SH | | SOLE | | 12,850 | 0 | 0 |
| Kulicke & Soffa Industries Inc | COM | 501242101 | 7,151,977 | 158,475 | SH | | DFND | 1 | 0 | 158,475 | 0 |
| Lumentum Holdings Inc. | COM | 55024U109 | 570,420 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
| Lumentum Holdings Inc. | COM | 55024U109 | 1,559,148 | 24,600 | SH | | DFND | 1 | 0 | 24,600 | 0 |
| Marvell Technology Inc. | COM | 573874104 | 158,664 | 2,200 | SH | | SOLE | | 2,200 | 0 | 0 |
| Marvell Technology Inc. | COM | 573874104 | 5,459,484 | 75,700 | SH | | DFND | 1 | 0 | 75,700 | 0 |
| Masimo Corp | COM | 574795100 | 153,729 | 1,153 | SH | | SOLE | | 1,153 | 0 | 0 |
| Masimo Corp | COM | 574795100 | 1,359,966 | 10,200 | SH | | DFND | 1 | 0 | 10,200 | 0 |
| MaxLinear, Inc | COM | 57776J100 | 1,845,056 | 127,421 | SH | | SOLE | | 127,421 | 0 | 0 |
| Mid America Apartment Communit | COM | 59522J103 | 129,503 | 815 | SH | | SOLE | | 815 | 0 | 0 |
| Mid America Apartment Communit | COM | 59522J103 | 3,305,120 | 20,800 | SH | | DFND | 1 | 0 | 20,800 | 0 |
| MiMedx | COM | 602496101 | 24,018,831 | 4,064,100 | SH | | SOLE | | 4,064,100 | 0 | 0 |
| MiMedx | COM | 602496101 | 3,546,000 | 600,000 | SH | | DFND | 1 | 0 | 600,000 | 0 |
| Modine Manufacturing Co | COM | 607828100 | 201,747,847 | 1,519,300 | SH | | SOLE | | 1,519,300 | 0 | 0 |
| Modine Manufacturing Co | COM | 607828100 | 17,262,700 | 130,000 | SH | | DFND | 1 | 0 | 130,000 | 0 |
| MYR Group Inc. | COM | 55405W104 | 817,840 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
| Natera, Inc. | COM | 632307104 | 3,935,450 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
| Natera, Inc. | COM | 632307104 | 8,734,160 | 68,800 | SH | | DFND | 1 | 0 | 68,800 | 0 |
| National Bank Hldgs Corp Cl A | COM | 633707104 | 378,900 | 9,000 | SH | | DFND | 1 | 0 | 9,000 | 0 |
| Nature's Sunshine Products, In | COM | 639027101 | 9,419,592 | 691,600 | SH | | SOLE | | 691,600 | 0 | 0 |
| Nature's Sunshine Products, In | COM | 639027101 | 2,179,200 | 160,000 | SH | | DFND | 1 | 0 | 160,000 | 0 |
| Neogen Corporation | COM | 640491106 | 874,120 | 52,000 | SH | | SOLE | | 52,000 | 0 | 0 |
| Neogen Corporation | COM | 640491106 | 3,447,731 | 205,100 | SH | | DFND | 1 | 0 | 205,100 | 0 |
| NN, Inc. | COM | 629337106 | 1,690,435 | 433,445 | SH | | SOLE | | 433,445 | 0 | 0 |
| NN, Inc. | COM | 629337106 | 1,333,800 | 342,000 | SH | | DFND | 1 | 0 | 342,000 | 0 |
| Nova Measuring Instruments Ltd | COM | M7516K103 | 208,340 | 1,000 | SH | | SOLE | | 1,000 | 0 | 0 |
| Ocular Therapeutix Inc. | COM | 67576a100 | 3,480,000 | 400,000 | SH | | DFND | 1 | 0 | 400,000 | 0 |
| Onto Innovation Inc. | COM | 683344105 | 218,548,019 | 1,052,939 | SH | | SOLE | | 1,052,939 | 0 | 0 |
| Onto Innovation Inc. | COM | 683344105 | 10,793,120 | 52,000 | SH | | DFND | 1 | 0 | 52,000 | 0 |
| Orthofix Medical INc. | COM | 68752M108 | 33,372,130 | 2,136,500 | SH | | SOLE | | 2,136,500 | 0 | 0 |
| Orthofix Medical INc. | COM | 68752M108 | 6,560,400 | 420,000 | SH | | DFND | 1 | 0 | 420,000 | 0 |
| Orthopediatrics Corp | COM | 68752L100 | 271,100 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
| Orthopediatrics Corp | COM | 68752L100 | 3,616,474 | 133,400 | SH | | DFND | 1 | 0 | 133,400 | 0 |
| Pennant Group Inc. | COM | 70805E109 | 29,966,580 | 839,400 | SH | | SOLE | | 839,400 | 0 | 0 |
| Pennant Group Inc. | COM | 70805E109 | 3,570,000 | 100,000 | SH | | DFND | 1 | 0 | 100,000 | 0 |
| PepsiCo Inc | COM | 713448108 | 289,085 | 1,700 | SH | | SOLE | | 1,700 | 0 | 0 |
| Pfizer, Inc | COM | 717081103 | 491,980 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
| Primoris Services Corp | COM | 74164F103 | 406,560 | 7,000 | SH | | DFND | 1 | 0 | 7,000 | 0 |
| Procter & Gamble | COM | 742718109 | 519,600 | 3,000 | SH | | SOLE | | 3,000 | 0 | 0 |
| Progress Software Corp | COM | 743312100 | 154,951 | 2,300 | SH | | SOLE | | 2,300 | 0 | 0 |
| Progress Software Corp | COM | 743312100 | 2,896,910 | 43,000 | SH | | DFND | 1 | 0 | 43,000 | 0 |
| PTC Inc | COM | 69370C100 | 7,226,400 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
| Pure Storage, Inc. Class A | COM | 74624M102 | 1,356,480 | 27,000 | SH | | SOLE | | 27,000 | 0 | 0 |
| Qorvo Inc. | COM | 74736K101 | 142,554 | 1,380 | SH | | SOLE | | 1,380 | 0 | 0 |
| Qorvo Inc. | COM | 74736K101 | 2,530,850 | 24,500 | SH | | DFND | 1 | 0 | 24,500 | 0 |
| R1 RCM, Inc New | COM | 77634l105 | 35,851,517 | 2,530,100 | SH | | SOLE | | 2,530,100 | 0 | 0 |
| R1 RCM, Inc New | COM | 77634l105 | 6,801,600 | 480,000 | SH | | DFND | 1 | 0 | 480,000 | 0 |
| Radnet Inc | COM | 750491102 | 1,519,641 | 21,900 | SH | | SOLE | | 21,900 | 0 | 0 |
| Radnet Inc | COM | 750491102 | 1,922,103 | 27,700 | SH | | DFND | 1 | 0 | 27,700 | 0 |
| Regal Rexnord Corporation | COM | 758750103 | 2,023,736 | 12,200 | SH | | DFND | 1 | 0 | 12,200 | 0 |
| Renasant Corporation | COM | 75970E107 | 520,000 | 16,000 | SH | | DFND | 1 | 0 | 16,000 | 0 |
| Revvity Inc. | COM | 714046109 | 121,362 | 950 | SH | | SOLE | | 950 | 0 | 0 |
| Revvity Inc. | COM | 714046109 | 5,985,087 | 46,850 | SH | | DFND | 1 | 0 | 46,850 | 0 |
| Ribbon Communications Inc | COM | 762544104 | 30,526,275 | 9,392,700 | SH | | SOLE | | 9,392,700 | 0 | 0 |
| Ribbon Communications Inc | COM | 762544104 | 3,900,000 | 1,200,000 | SH | | DFND | 1 | 0 | 1,200,000 | 0 |
| Semtech Corp | COM | 816850101 | 10,156,519 | 222,438 | SH | | SOLE | | 222,438 | 0 | 0 |
| Sensient Technologies Corp | COM | 81725T100 | 74,203 | 925 | SH | | SOLE | | 925 | 0 | 0 |
| Sensient Technologies Corp | COM | 81725T100 | 4,392,045 | 54,750 | SH | | DFND | 1 | 0 | 54,750 | 0 |
| SI-Bone, Inc. | COM | 825704109 | 15,045,276 | 1,076,200 | SH | | SOLE | | 1,076,200 | 0 | 0 |
| SI-Bone, Inc. | COM | 825704109 | 3,355,200 | 240,000 | SH | | DFND | 1 | 0 | 240,000 | 0 |
| Skyworks Solutions, Inc. | COM | 83088M102 | 1,214,871 | 12,300 | SH | | SOLE | | 12,300 | 0 | 0 |
| Skyworks Solutions, Inc. | COM | 83088M102 | 2,469,250 | 25,000 | SH | | DFND | 1 | 0 | 25,000 | 0 |
| Smart Global Holdings | COM | g8232y101 | 1,047,500 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| Smurfit Westrock L | COM | G8267P108 | 18,724,250 | 378,880 | SH | | SOLE | | 378,880 | 0 | 0 |
| Standard BioTools Inc. | COM | 34385p108 | 479,412 | 248,400 | SH | | SOLE | | 248,400 | 0 | 0 |
| Standard BioTools Inc. | COM | 34385p108 | 582,088 | 301,600 | SH | | DFND | 1 | 0 | 301,600 | 0 |
| Summit Materials, Inc. Class a | COM | 86614U100 | 26,692,227 | 683,890 | SH | | SOLE | | 683,890 | 0 | 0 |
| Summit Materials, Inc. Class a | COM | 86614U100 | 6,439,950 | 165,000 | SH | | DFND | 1 | 0 | 165,000 | 0 |
| Tactile Systems Technology | COM | 87357P100 | 17,309,928 | 1,184,800 | SH | | SOLE | | 1,184,800 | 0 | 0 |
| Tactile Systems Technology | COM | 87357P100 | 7,012,800 | 480,000 | SH | | DFND | 1 | 0 | 480,000 | 0 |
| TD SYNNEX Corporation | COM | 87162W100 | 8,038,395 | 66,942 | SH | | SOLE | | 66,942 | 0 | 0 |
| TD SYNNEX Corporation | COM | 87162W100 | 3,101,907 | 25,832 | SH | | DFND | 1 | 0 | 25,832 | 0 |
| Teradyne Inc | COM | 880770102 | 2,008,950 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| Teradyne Inc | COM | 880770102 | 4,506,744 | 33,650 | SH | | DFND | 1 | 0 | 33,650 | 0 |
| TruBridge, Inc. | COM | 205306103 | 1,735,264 | 145,089 | SH | | SOLE | | 145,089 | 0 | 0 |
| TruBridge, Inc. | COM | 205306103 | 2,138,448 | 178,800 | SH | | DFND | 1 | 0 | 178,800 | 0 |
| TTEC Holdings Inc | COM | 89854h102 | 446,120 | 76,000 | SH | | SOLE | | 76,000 | 0 | 0 |
| TTEC Holdings Inc | COM | 89854h102 | 1,174,000 | 200,000 | SH | | DFND | 1 | 0 | 200,000 | 0 |
| TTM Technologies, Inc. | COM | 87305R109 | 793,875 | 43,500 | SH | | SOLE | | 43,500 | 0 | 0 |
| Ultra Clean Holdings Inc | COM | 90385V107 | 26,281,926 | 658,200 | SH | | SOLE | | 658,200 | 0 | 0 |
| Veeco Instruments | COM | 922417100 | 60,051,438 | 1,812,600 | SH | | SOLE | | 1,812,600 | 0 | 0 |
| Veeco Instruments | COM | 922417100 | 5,632,100 | 170,000 | SH | | DFND | 1 | 0 | 170,000 | 0 |
| Viemed Healthcare Inc. | COM | 92663R105 | 2,932,000 | 400,000 | SH | | DFND | 1 | 0 | 400,000 | 0 |
| WESCO International, Inc. | COM | 95082P105 | 5,039,400 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| Xerox Corp | COM | 98421m106 | 2,382,210 | 229,500 | SH | | SOLE | | 229,500 | 0 | 0 |
| Xerox Corp | COM | 98421m106 | 830,400 | 80,000 | SH | | DFND | 1 | 0 | 80,000 | 0 |
| Ziff-Davis Inc | COM | 48123V102 | 55,959 | 1,150 | SH | | SOLE | | 1,150 | 0 | 0 |
| Ziff-Davis Inc | COM | 48123V102 | 350,352 | 7,200 | SH | | DFND | 1 | 0 | 7,200 | 0 |
| Zurn Water Solutions Corp | COM | 98983L108 | 3,676,662 | 102,300 | SH | | DFND | 1 | 0 | 102,300 | 0 |
