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
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
AAR CORP COM 000361105 4,529 194,633 SH   SOLE   194,633 0 0
ACCO BRANDS CORP COM 00081T108 5,293 589,449 SH   SOLE   589,449 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 3,113 65,257 SH   SOLE   65,257 0 0
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM NEW 049164205 5,008 118,469 SH   SOLE   118,469 0 0
CACI INTL INC CL A 127190304 5,528 51,811 SH   SOLE   51,811 0 0
CAL MAINE FOODS INC COM NEW 128030202 4,104 79,066 SH   SOLE   79,066 0 0
CALATLANTIC GROUP INC COM 128195104 3,212 96,109 SH   SOLE   96,109 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 558 286,097 SH   SOLE   286,097 0 0
EL PASO ELEC CO COM NEW 283677854 4,184 91,199 SH   SOLE   91,199 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,314 141,810 SH   SOLE   141,810 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 8,899 171,969 SH   SOLE   171,969 0 0
FABRINET SHS G3323L100 2,166 66,958 SH   SOLE   66,958 0 0
FOSSIL GROUP INC COM 34988V106 3,149 70,901 SH   SOLE   70,901 0 0
GREENBRIER COS INC COM 393657101 2,605 94,252 SH   SOLE   94,252 0 0
FULLER H B CO COM 359694106 2,680 63,142 SH   SOLE   63,142 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 3,787 119,490 SH   SOLE   119,490 0 0
IBERIABANK CORP COM 450828108 2,277 44,405 SH   SOLE   44,405 0 0
ICONIX BRAND GROUP INC COM 451055107 2,726 338,615 SH   SOLE   338,615 0 0
INVACARE CORP COM 461203101 3,940 299,146 SH   SOLE   299,146 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 4,510 573,020 SH   SOLE   573,020 0 0
KINDRED HEALTHCARE INC COM 494580103 4,981 403,347 SH   SOLE   403,347 0 0
KOPPERS HOLDINGS INC COM 50060P106 3,049 135,690 SH   SOLE   135,690 0 0
MASTEC INC COM 576323109 5,945 293,735 SH   SOLE   293,735 0 0
MRC GLOBAL INC COM 55345K103 2,800 213,118 SH   SOLE   213,118 0 0
NETGEAR INC COM 64111Q104 7,250 179,596 SH   SOLE   179,596 0 0
OWENS & MINOR INC NEW COM 690732102 3,140 77,675 SH   SOLE   77,675 0 0
PIER 1 IMPORTS INC COM 720279108 3,370 480,733 SH   SOLE   480,733 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 3,764 95,312 SH   SOLE   95,312 0 0
PRA GROUP INC COM 69354N106 5,744 195,438 SH   SOLE   195,438 0 0
QLOGIC CORP COM 747277101 6,680 497,017 SH   SOLE   497,017 0 0
RENASANT CORP COM 75970E107 4,879 148,255 SH   SOLE   148,255 0 0
RENT A CTR INC NEW COM 76009N100 2,348 148,126 SH   SOLE   148,126 0 0
RPM INTL INC COM 749685103 2,680 56,629 SH   SOLE   56,629 0 0
RUSH ENTERPRISES INC CL A 781846209 2,675 146,661 SH   SOLE   146,661 0 0
SILICON LABORATORIES INC COM 826919102 6,976 155,151 SH   SOLE   155,151 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,730 201,839 SH   SOLE   201,839 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,718 167,775 SH   SOLE   167,775 0 0
SVB FINL GROUP COM 78486Q101 2,506 24,553 SH   SOLE   24,553 0 0
TECH DATA CORP COM 878237106 3,601 46,900 SH   SOLE   46,900 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5,516 143,726 SH   SOLE   143,726 0 0
TORO CO COM 891092108 4,807 55,817 SH   SOLE   55,817 0 0
TUTOR PERINI CORP COM 901109108 2,892 186,073 SH   SOLE   186,073 0 0
UMPQUA HLDGS CORP COM 904214103 3,795 239,280 SH   SOLE   239,280 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 3,765 79,794 SH   SOLE   79,794 0 0
WATSCO INC COM 942622200 2,821 20,933 SH   SOLE   20,933 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 4,312 299,668 SH   SOLE   299,668 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,862 70,142 SH   SOLE   70,142 0 0