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 |
| APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 1,692 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CIMAREX ENERGY | COM | 171798101 | 1,397 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 2,118 | 38,454 | SH | SOLE | 38,454 | 0 | 0 | ||
| CSG SYS INTL INC | COM | 126349109 | 1,899 | 87,220 | SH | SOLE | 87,220 | 0 | 0 | ||
| CUBIC CORP | COM | 229669106 | 1,736 | 36,097 | SH | SOLE | 36,097 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 3,092 | 76,070 | SH | SOLE | 76,070 | 0 | 0 | ||
| GARDNER DENVER INC | COM | 365558105 | 1,609 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
| GLOBAL PAYMENTS INC | COM | 37940X102 | 4,433 | 95,700 | SH | SOLE | 95,700 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 1,960 | 64,700 | SH | SOLE | 64,700 | 0 | 0 | ||
| KAYDON CORP | COM | 486587108 | 2,007 | 72,847 | SH | SOLE | 72,847 | 0 | 0 | ||
| LITTELFUSE INC | COM | 537008104 | 485 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| MKS INSTRUMENTS INC | COM | 55306N104 | 3,120 | 117,556 | SH | SOLE | 117,556 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO-A | COM | 553530106 | 2,595 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| RBC BEARINGS | COM | 75524B104 | 575 | 11,072 | SH | SOLE | 11,072 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 2,946 | 113,737 | SH | SOLE | 113,737 | 0 | 0 | ||
| TETRA TECH INC | COM | 88162G103 | 1,112 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
| THOR INDUSTRIES | COM | 885160101 | 2,405 | 48,900 | SH | SOLE | 48,900 | 0 | 0 | ||
| TOTAL SYSTEM SERVICES INC | COM | 891906109 | 3,317 | 135,500 | SH | SOLE | 135,500 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 4,905 | 91,800 | SH | SOLE | 91,800 | 0 | 0 | ||
| WD-40 COMPANY | COM | 929236107 | 594 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | COM | 989207105 | 1,342 | 30,900 | SH | SOLE | 30,900 | 0 | 0 | ||