The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 136,546 | 12,345,927 | SH | SOLE | 12,345,927 | 0 | 0 | ||
| Big 5 Sporting Goods Corp | Common Stock | 08915P101 | 32,117 | 2,890,811 | SH | SOLE | 2,890,811 | 0 | 0 | ||
| Builders FirstSource Inc | Common Stock | 12008R107 | 96,670 | 8,577,599 | SH | SOLE | 8,577,599 | 0 | 0 | ||
| Commercial Vehicle Group Inc | Common Stock | 202608105 | 2,410 | 909,524 | SH | SOLE | 909,524 | 0 | 0 | ||
| Insperity Inc | Common Stock | 45778Q107 | 1,315 | 25,411 | SH | SOLE | 25,411 | 0 | 0 | ||
| Plantronics Inc | Common Stock | 727493108 | 22,445 | 572,711 | SH | SOLE | 572,711 | 0 | 0 | ||
| Republic Bancorp Inc/KY | Common Stock | 760281204 | 11,437 | 442,776 | SH | SOLE | 442,776 | 0 | 0 | ||
| Sizmek Inc | Common Stock | 83013P105 | 2,216 | 764,173 | SH | SOLE | 764,173 | 0 | 0 | ||
| First Financial Corp/IN | Common Stock | 320218100 | 7,449 | 217,750 | SH | SOLE | 217,750 | 0 | 0 | ||
| Universal Technical Institute Inc | Common Stock | 913915104 | 15,546 | 3,606,894 | SH | SOLE | 3,606,894 | 0 | 0 | ||
| Waterstone Financial Inc | Common Stock | 94188P101 | 1,460 | 106,744 | SH | SOLE | 106,744 | 0 | 0 | ||