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

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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
Ascena Retail Group Inc Common stock 04351G101 89,324 5,363,204 SH   SOLE   5,363,204 0 0
Big 5 Sporting Goods Corp Common stock 08915P101 35,713 2,513,220 SH   SOLE   2,513,220 0 0
Builders FirstSource Inc Common stock 12008R107 101,007 7,866,557 SH   SOLE   7,866,557 0 0
BlueLinx Holdings Inc Common stock 09624H109 4,810 5,010,895 SH   SOLE   5,010,895 0 0
Commercial Vehicle Group Inc Common stock 202608105 6,565 910,525 SH   SOLE   910,525 0 0
Express Inc Common stock 30219E103 6,399 353,365 SH   SOLE   353,365 0 0
Insperity Inc Common stock 45778Q107 61,597 1,210,150 SH   SOLE   1,210,150 0 0
Republic Bancorp Inc/KY Common stock 760281204 2,037 79,268 SH   SOLE   79,268 0 0
Sizmek Inc Common stock 83013P105 941 132,503 SH   SOLE   132,503 0 0
First Financial Corp/IN Common stock 320218100 565 15,806 SH   SOLE   15,806 0 0
Universal Technical Institute Inc Common stock 913915104 31,019 3,606,894 SH   SOLE   3,606,894 0 0