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
ARGAN, INC. COM 00651F108 48 2,200 SH   SOLE   2,200 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 1,803 35,000 SH   SOLE   35,000 0 0
CIMAREX ENERGY COM 171798101 2,121 22,000 SH   SOLE   22,000 0 0
COHERENT INC COM 192479103 2,360 38,454 SH   SOLE   38,454 0 0
CSG SYS INTL INC COM 126349109 2,185 87,220 SH   SOLE   87,220 0 0
CUBIC CORP COM 229669106 1,991 37,097 SH   SOLE   37,097 0 0
EMCOR GROUP INC COM 29084Q100 2,977 76,070 SH   SOLE   76,070 0 0
FOSTER (LB) CO-A COM 350060109 209 4,574 SH   SOLE   4,574 0 0
GLOBAL PAYMENTS INC COM 37940X102 4,888 95,700 SH   SOLE   95,700 0 0
INSPERITY INC COM 45778Q107 2,647 70,390 SH   SOLE   70,390 0 0
LITTELFUSE INC COM 537008104 430 5,500 SH   SOLE   5,500 0 0
MKS INSTRUMENTS INC COM 55306N104 3,126 117,556 SH   SOLE   117,556 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 2,587 31,800 SH   SOLE   31,800 0 0
RBC BEARINGS COM 75524B104 664 10,072 SH   SOLE   10,072 0 0
ROLLINS INC COM 775711104 2,970 112,037 SH   SOLE   112,037 0 0
ROSETTA RESOURCES INC COM 777779307 948 17,400 SH   SOLE   17,400 0 0
THOR INDUSTRIES COM 885160101 2,780 47,900 SH   SOLE   47,900 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 3,986 135,500 SH   SOLE   135,500 0 0
TETRA TECH INC COM 88162G103 1,395 53,868 SH   SOLE   53,868 0 0
WD-40 COMPANY COM 929236107 707 10,900 SH   SOLE   10,900 0 0
WABTEC CORP COM 929740108 5,771 91,800 SH   SOLE   91,800 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 1,408 30,900 SH   SOLE   30,900 0 0