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 | 1,596 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CIMAREX ENERGY | COM | 171798101 | 2,014 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 2,335 | 38,454 | SH | SOLE | 38,454 | 0 | 0 | ||
| CSG SYS INTL INC | COM | 126349109 | 2,187 | 87,220 | SH | SOLE | 87,220 | 0 | 0 | ||
| CUBIC CORP | COM | 229669106 | 2,169 | 41,197 | SH | SOLE | 41,197 | 0 | 0 | ||
| DREW INDUSTRIES INC | COM | 26168L205 | 409 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| DRIL-QUIP INC | COM | 262037104 | 1,297 | 16,900 | SH | SOLE | 16,900 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 3,384 | 76,070 | SH | SOLE | 76,070 | 0 | 0 | ||
| FOSTER (LB) CO-A | COM | 350060109 | 727 | 14,974 | SH | SOLE | 14,974 | 0 | 0 | ||
| GARDNER DENVER INC | COM | 365558105 | 439 | 22,617 | SH | SOLE | 22,617 | 0 | 0 | ||
| GLOBAL PAYMENTS INC | COM | 37940X102 | 5,159 | 63,900 | SH | SOLE | 63,900 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 2,060 | 60,790 | SH | SOLE | 60,790 | 0 | 0 | ||
| LITTELFUSE INC | COM | 537008104 | 532 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| MKS INSTRUMENTS INC | COM | 55306N104 | 4,317 | 117,956 | SH | SOLE | 117,956 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO-A | COM | 553530106 | 2,584 | 31,800 | SH | SOLE | 31,800 | 0 | 0 | ||
| PRIMORIS SERVICES CORP | COM | 74164F103 | 2,402 | 103,350 | SH | SOLE | 103,350 | 0 | 0 | ||
| RBC BEARINGS | COM | 75524B104 | 223 | 3,449 | SH | SOLE | 3,449 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 187 | 2,300 | SH | SOLE | 2,300 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 3,708 | 112,037 | SH | SOLE | 112,037 | 0 | 0 | ||
| TESCO CORP | COM | 88157K101 | 219 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
| THOR INDUSTRIES | COM | 885160101 | 2,760 | 49,400 | SH | SOLE | 49,400 | 0 | 0 | ||
| TOTAL SYSTEM SERVICES INC | COM | 891906109 | 4,602 | 135,500 | SH | SOLE | 135,500 | 0 | 0 | ||
| TETRA TECH INC | COM | 88162G103 | 1,881 | 70,468 | SH | SOLE | 70,468 | 0 | 0 | ||
| VALMONT INDUSTRIES | COM | 920253101 | 838 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| WD-40 COMPANY | COM | 929236107 | 672 | 7,900 | SH | SOLE | 7,900 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 6,169 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | COM | 989207105 | 1,486 | 19,200 | SH | SOLE | 19,200 | 0 | 0 | ||