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
Acacia Research COM 003881307 4,565 257,195 SH   SOLE   235,545 21,650 0
Amtrust Financial Service COM 032359309 16,364 391,381 SH   SOLE   326,346 65,035 0
Bank Of The Ozarks COM 063904106 21,100 630,800 SH   SOLE   533,250 97,550 0
Calamp Corp. COM 128126109 3,038 140,250 SH   SOLE   107,350 32,900 0
Coherent Inc. COM 192479103 15,588 235,575 SH   SOLE   194,025 41,550 0
Core-Mark Holding Company COM 218681104 18,352 402,200 SH   SOLE   329,900 72,300 0
Dresser-Rand Group Inc. COM 261608103 14,441 226,590 SH   SOLE   188,665 37,925 0
Electronics For Imaging Inc. COM 286082102 9,556 211,425 SH   SOLE   182,900 28,525 0
Enersys COM 29275Y102 14,962 217,500 SH   SOLE   179,750 37,750 0
FEI Company COM 30241L109 5,268 58,065 SH   SOLE   49,090 8,975 0
First Financial Bancorp COM 320209109 7,606 441,925 SH   SOLE   359,025 82,900 0
Fox Factory Holdings Corp. COM 35138V102 6,219 353,525 SH   SOLE   288,250 65,275 0
Interface Inc. COM 458665304 7,144 379,215 SH   SOLE   310,890 68,325 0
IPG Photonics Corp. COM 44980X109 4,409 64,080 SH   SOLE   53,280 10,800 0
Ishares Russell 2000 ETF 464287655 6,707 56,450 SH   SOLE   56,450 0 0
Jack Henry & Associates Inc. COM 426281101 21,511 361,950 SH   SOLE   303,900 58,050 0
Lionbridge Technologies COM 536252109 7,372 1,241,000 SH   SOLE   1,000,200 240,800 0
Maximus Inc. COM 577933104 13,494 313,670 SH   SOLE   260,120 53,550 0
MKS Instruments Inc. COM 55306N104 15,686 502,125 SH   SOLE   414,375 87,750 0
OFG Bancorp COM 67103X102 11,451 622,009 SH   SOLE   509,634 112,375 0
Orbotech Ltd. COM M75253100 10,252 675,385 SH   SOLE   548,785 126,600 0
OSI Systems Inc. COM 671044105 16,534 247,700 SH   SOLE   207,450 40,250 0
Pacwest Bancorp COM 695263103 14,308 331,425 SH   SOLE   279,850 51,575 0
Patrick Industries Inc. COM 703343103 18,772 402,925 SH   SOLE   331,950 70,975 0
Pier 1 Imports, Inc. COM 720279108 12,289 797,500 SH   SOLE   657,625 139,875 0
Questcor Pharmaceuticals COM 74835Y101 18 200 SH   SOLE   200 0 0
Sirona Dental Systems Inc. COM 82966C103 6,185 75,000 SH   SOLE   65,925 9,075 0
Snap-On Incorporated COM 833034101 15,822 133,500 SH   SOLE   115,600 17,900 0
Stantec Inc. COM 85472N109 15,303 246,825 SH   SOLE   204,575 42,250 0
Steelcase Inc. COM 858155203 9,482 626,710 SH   SOLE   513,385 113,325 0
Steven Madden, Ltd. COM 556269108 10,289 299,967 SH   SOLE   258,117 41,850 0
Thor Industries Inc. COM 885160101 14,011 246,375 SH   SOLE   214,225 32,150 0
Tupperware Brands Corp. COM 899896104 8,725 104,245 SH   SOLE   91,645 12,600 0
UMB Financial Corp. COM 902788108 6,231 98,300 SH   SOLE   86,800 11,500 0
United Stationers Inc. COM 913004107 9,526 229,700 SH   SOLE   191,925 37,775 0
US Ecology Inc. COM 91732J102 9,051 184,900 SH   SOLE   151,925 32,975 0
Wabtec Corporation COM 929740108 14,751 178,600 SH   SOLE   148,925 29,675 0
SPDR Gold Trust ETF 78463V107 3,116 24,338 SH   SOLE   24,163 175 0