The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 1,587 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CIMAREX ENERGY | COM | 171798101 | 2,014 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 2,433 | 37,454 | SH | SOLE | 37,454 | 0 | 0 | ||
| CSG SYS INTL INC | COM | 126349109 | 2,651 | 87,220 | SH | SOLE | 87,220 | 0 | 0 | ||
| CUBIC CORP | COM | 229669106 | 2,133 | 41,197 | SH | SOLE | 41,197 | 0 | 0 | ||
| DREW INDUSTRIES INC | COM | 26168L205 | 492 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| DRIL-QUIP INC | COM | 262037104 | 1,361 | 19,900 | SH | SOLE | 19,900 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 3,535 | 76,070 | SH | SOLE | 76,070 | 0 | 0 | ||
| GARDNER DENVER INC | COM | 365558105 | 553 | 37,217 | SH | SOLE | 37,217 | 0 | 0 | ||
| GLOBAL PAYMENTS INC | COM | 37940X102 | 5,583 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 3,074 | 58,790 | SH | SOLE | 58,790 | 0 | 0 | ||
| MKS INSTRUMENTS INC | COM | 55306N104 | 3,870 | 114,456 | SH | SOLE | 114,456 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO-A | COM | 553530106 | 2,296 | 31,800 | SH | SOLE | 31,800 | 0 | 0 | ||
| PRIMORIS SERVICES CORP | COM | 74164F103 | 2,000 | 116,350 | SH | SOLE | 116,350 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 4,119 | 166,555 | SH | SOLE | 166,555 | 0 | 0 | ||
| STRATTEC SECURITY CORP | COM | 863111100 | 74 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| THOR INDUSTRIES | COM | 885160101 | 3,123 | 49,400 | SH | SOLE | 49,400 | 0 | 0 | ||
| TOTAL SYSTEM SERVICES INC | COM | 891906109 | 4,960 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TETRA TECH INC | COM | 88162G103 | 1,693 | 70,468 | SH | SOLE | 70,468 | 0 | 0 | ||
| VALMONT INDUSTRIES | COM | 920253101 | 811 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| WD-40 COMPANY | COM | 929236107 | 699 | 7,900 | SH | SOLE | 7,900 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 6,271 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | COM | 989207105 | 862 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||