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 1,625 36,000 SH   SOLE   36,000 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 201 13,700 SH   SOLE   13,700 0 0
CIMAREX ENERGY COM 171798101 1,730 14,500 SH   SOLE   14,500 0 0
COHERENT INC COM 192479103 3,346 36,454 SH   SOLE   36,454 0 0
COHU INC COM 192576106 136 12,500 SH   SOLE   12,500 0 0
CSG SYS INTL INC COM 126349109 3,516 87,220 SH   SOLE   87,220 0 0
CUBIC CORP COM 229669106 1,654 41,197 SH   SOLE   41,197 0 0
DIGI INTERNATIONAL INC COM 253798102 11 1,000 SH   SOLE   1,000 0 0
DREW INDUSTRIES INC COM 26168L205 679 8,000 SH   SOLE   8,000 0 0
DRIL-QUIP INC COM 262037104 1,455 24,900 SH   SOLE   24,900 0 0
EMCOR GROUP INC COM 29084Q100 3,747 76,070 SH   SOLE   76,070 0 0
FREIGHTCAR AMERICA INC COM 357023100 274 19,500 SH   SOLE   19,500 0 0
GULF ISLAND FABRICATION INC COM 402307102 429 61,817 SH   SOLE   61,817 0 0
GLOBAL PAYMENTS INC COM 37940X102 4,775 66,900 SH   SOLE   66,900 0 0
GRAHAM CORP COM 384556106 210 11,400 SH   SOLE   11,400 0 0
HURCO COMPANIES INC COM 447324104 527 18,949 SH   SOLE   18,949 0 0
INSPERITY INC COM 45778Q107 4,201 54,390 SH   SOLE   54,390 0 0
MERCURY SYSTEMS INC COM 589378108 355 14,297 SH   SOLE   14,297 0 0
MATRIX SERVICE CO COM 576853105 16 1,000 SH   SOLE   1,000 0 0
MATADOR RESOURCES CO COM 576485205 139 7,000 SH   SOLE   7,000 0 0
MKS INSTRUMENTS INC COM 55306N104 4,928 114,456 SH   SOLE   114,456 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 2,244 31,800 SH   SOLE   31,800 0 0
NANOMETRICS INC COM 630077105 323 15,516 SH   SOLE   15,516 0 0
PDF SOLUTIONS INC COM 693282105 140 10,000 SH   SOLE   10,000 0 0
PLANET PAYMENT INC COM U72603118 20 4,500 SH   SOLE   4,500 0 0
PRIMORIS SERVICES CORP COM 74164F103 2,460 129,950 SH   SOLE   129,950 0 0
ROGERS CORP COM 775133101 428 7,000 SH   SOLE   7,000 0 0
ROLLINS INC COM 775711104 3,804 129,955 SH   SOLE   129,955 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 458 29,500 SH   SOLE   29,500 0 0
SYNERGY RESOURCES CORP COM 87164P103 418 62,700 SH   SOLE   62,700 0 0
THOR INDUSTRIES COM 885160101 3,198 49,400 SH   SOLE   49,400 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 4,594 86,500 SH   SOLE   86,500 0 0
TETRA TECH INC COM 88162G103 2,646 86,068 SH   SOLE   86,068 0 0
VALMONT INDUSTRIES COM 920253101 189 1,400 SH   SOLE   1,400 0 0
VEECO INSTRUMENTS INC COM 922417100 199 12,000 SH   SOLE   12,000 0 0
WABTEC CORP COM 929740108 4,024 57,300 SH   SOLE   57,300 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 175 3,500 SH   SOLE   3,500 0 0