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
APPLIED INDUSTRIAL TECH INC COM 03820C105 3,991 98,570 SH   SOLE   98,570 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 486 23,300 SH   SOLE   23,300 0 0
CASCADE MICROTECH INC COM 147322101 146 9,000 SH   SOLE   9,000 0 0
CIMAREX ENERGY COM 171798101 3,638 40,700 SH   SOLE   40,700 0 0
COHERENT INC COM 192479103 6,620 101,673 SH   SOLE   101,673 0 0
COHU INC COM 192576106 283 23,406 SH   SOLE   23,406 0 0
CSG SYS INTL INC COM 126349109 9,009 250,390 SH   SOLE   250,390 0 0
CUBIC CORP COM 229669106 4,727 100,051 SH   SOLE   100,051 0 0
DREW INDUSTRIES INC COM 26168L205 1,084 17,800 SH   SOLE   17,800 0 0
DRIL-QUIP INC COM 262037104 3,625 61,200 SH   SOLE   61,200 0 0
EMCOR GROUP INC COM 29084Q100 7,547 157,100 SH   SOLE   157,100 0 0
FOSTER (LB) CO-A COM 350060109 616 45,096 SH   SOLE   45,096 0 0
FREIGHTCAR AMERICA INC COM 357023100 672 34,600 SH   SOLE   34,600 0 0
GULF ISLAND FABRICATION INC COM 402307102 1,450 138,611 SH   SOLE   138,611 0 0
GLOBAL PAYMENTS INC COM 37940X102 11,253 174,440 SH   SOLE   174,440 0 0
GRAHAM CORP COM 384556106 525 31,216 SH   SOLE   31,216 0 0
HURCO COMPANIES INC COM 447324104 1,054 39,682 SH   SOLE   39,682 0 0
INSPERITY INC COM 45778Q107 7,010 145,590 SH   SOLE   145,590 0 0
LITTELFUSE INC COM 537008104 1,680 15,700 SH   SOLE   15,700 0 0
MKS INSTRUMENTS INC COM 55306N104 9,573 265,921 SH   SOLE   265,921 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 4,130 73,396 SH   SOLE   73,396 0 0
NANOMETRICS INC COM 630077105 182 12,000 SH   SOLE   12,000 0 0
PDF SOLUTIONS INC COM 693282105 195 18,000 SH   SOLE   18,000 0 0
PRIMORIS SERVICES CORP COM 74164F103 7,278 330,350 SH   SOLE   330,350 0 0
RBC BEARINGS COM 75524B104 559 8,659 SH   SOLE   8,659 0 0
ROGERS CORP COM 775133101 495 9,600 SH   SOLE   9,600 0 0
ROLLINS INC COM 775711104 9,057 349,685 SH   SOLE   349,685 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 419 29,500 SH   SOLE   29,500 0 0
THOR INDUSTRIES COM 885160101 7,079 126,076 SH   SOLE   126,076 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 11,917 239,306 SH   SOLE   239,306 0 0
TETRA TECH INC COM 88162G103 5,737 220,500 SH   SOLE   220,500 0 0
VALMONT INDUSTRIES COM 920253101 1,983 18,701 SH   SOLE   18,701 0 0
VEECO INSTRUMENTS INC COM 922417100 372 18,100 SH   SOLE   18,100 0 0
WD-40 COMPANY COM 929236107 1,193 12,093 SH   SOLE   12,093 0 0
WABTEC CORP COM 929740108 10,924 153,600 SH   SOLE   153,600 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 717 10,299 SH   SOLE   10,299 0 0