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 1,562 36,000 SH   SOLE   36,000 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 250 11,700 SH   SOLE   11,700 0 0
CIMAREX ENERGY COM 171798101 1,410 14,500 SH   SOLE   14,500 0 0
COHERENT INC COM 192479103 3,534 38,454 SH   SOLE   38,454 0 0
COHU INC COM 192576106 113 9,500 SH   SOLE   9,500 0 0
CSG SYS INTL INC COM 126349109 3,939 87,220 SH   SOLE   87,220 0 0
CUBIC CORP COM 229669106 1,646 41,197 SH   SOLE   41,197 0 0
DREW INDUSTRIES INC COM 26168L205 516 8,000 SH   SOLE   8,000 0 0
DRIL-QUIP INC COM 262037104 1,508 24,900 SH   SOLE   24,900 0 0
EMCOR GROUP INC COM 29084Q100 3,697 76,070 SH   SOLE   76,070 0 0
FREIGHTCAR AMERICA INC COM 357023100 273 17,500 SH   SOLE   17,500 0 0
GULF ISLAND FABRICATION INC COM 402307102 446 56,817 SH   SOLE   56,817 0 0
GLOBAL PAYMENTS INC COM 37940X102 4,434 67,900 SH   SOLE   67,900 0 0
GRAHAM CORP COM 384556106 319 16,000 SH   SOLE   16,000 0 0
HURCO COMPANIES INC COM 447324104 625 18,949 SH   SOLE   18,949 0 0
INSPERITY INC COM 45778Q107 3,041 58,790 SH   SOLE   58,790 0 0
MERCURY SYSTEMS INC COM 589378108 290 14,297 SH   SOLE   14,297 0 0
MATADOR RESOURCES CO COM 576485205 57 3,000 SH   SOLE   3,000 0 0
MKS INSTRUMENTS INC COM 55306N104 4,309 114,456 SH   SOLE   114,456 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 2,427 31,800 SH   SOLE   31,800 0 0
NANOMETRICS INC COM 630077105 230 14,516 SH   SOLE   14,516 0 0
PDF SOLUTIONS INC COM 693282105 134 10,000 SH   SOLE   10,000 0 0
PLANET PAYMENT INC COM U72603118 4 1,000 SH   SOLE   1,000 0 0
PRIMORIS SERVICES CORP COM 74164F103 3,085 126,950 SH   SOLE   126,950 0 0
ROGERS CORP COM 775133101 419 7,000 SH   SOLE   7,000 0 0
ROLLINS INC COM 775711104 3,524 129,955 SH   SOLE   129,955 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 362 26,500 SH   SOLE   26,500 0 0
SYNERGY RESOURCES CORP COM 87164P103 113 14,500 SH   SOLE   14,500 0 0
THOR INDUSTRIES COM 885160101 3,150 49,400 SH   SOLE   49,400 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 4,211 88,500 SH   SOLE   88,500 0 0
TETRA TECH INC COM 88162G103 2,567 86,068 SH   SOLE   86,068 0 0
VALMONT INDUSTRIES COM 920253101 173 1,400 SH   SOLE   1,400 0 0
VEECO INSTRUMENTS INC COM 922417100 234 12,000 SH   SOLE   12,000 0 0
WABTEC CORP COM 929740108 4,781 60,300 SH   SOLE   60,300 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 242 3,500 SH   SOLE   3,500 0 0