13F-HR 1 pcm1q13f.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- A O Smith Corp COM 831865209 1950 59325 SH Sole 59325 AAR Corp. COM 000361105 11800 432700 SH Sole 432700 Access Integrated Tech Cl A COM 004329108 498 158000 SH Sole 158000 Acorda Therapeutics, Inc. COM 018309343 781 43505 SH Sole 43505 Activision Inc New COM 004930202 1121 41033 SH Sole 41033 Aftermarket Technology Corpora COM 008318107 2602 133825 SH Sole 133825 Alexander & Baldwin Inc COM 014482103 6337 147100 SH Sole 147100 Alleghany Corporation COM 017175100 8504 24902 SH Sole 24902 Alliant Techsystems COM 018804104 7734 74700 SH Sole 74700 Alpha Natural Resources Inc. COM 02076x102 1593 36675 SH Sole 36675 ALPHARMA, Inc. COM 020813101 9527 363500 SH Sole 363500 American Financial Group COM 025932104 7718 301965 SH Sole 301965 American Oriental Bioengineeri COM 028731107 97 12000 SH Sole 12000 American Woodmark Corporation COM 030506109 2899 141025 SH Sole 141025 Amkor Technology Inc COM 031652100 943 88140 SH Sole 88140 Amtech Systems COM 032332504 1686 140000 SH Sole 140000 Anaren Microwave COM 032744104 4701 371300 SH Sole 371300 AngioDynamics, Inc. COM 03475V101 2389 206700 SH Sole 206700 Ann Taylor Stores COM 036115103 6735 278540 SH Sole 278540 ANSYS, Inc. COM 03662Q105 656 18995 SH Sole 18995 Anworth Mortgage Asset Corp COM 037347101 17652 2879690 SH Sole 2879690 Apache Corp COM 037411105 1060 8776 SH Sole 8776 Applied Materials COM 038222105 674 34540 SH Sole 34540 Aptargroup, Inc. 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