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 1,683 36,000 SH   SOLE   36,000 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 309 18,700 SH   SOLE   18,700 0 0
CIMAREX ENERGY COM 171798101 1,948 14,500 SH   SOLE   14,500 0 0
COHERENT INC COM 192479103 4,030 36,454 SH   SOLE   36,454 0 0
COHU INC COM 192576106 163 13,900 SH   SOLE   13,900 0 0
CSG SYS INTL INC COM 126349109 3,605 87,220 SH   SOLE   87,220 0 0
CUBIC CORP COM 229669106 1,975 42,197 SH   SOLE   42,197 0 0
DIGI INTERNATIONAL INC COM 253798102 46 4,000 SH   SOLE   4,000 0 0
DREW INDUSTRIES INC COM 26168L205 784 8,000 SH   SOLE   8,000 0 0
DRIL-QUIP INC COM 262037104 1,388 24,900 SH   SOLE   24,900 0 0
EMCOR GROUP INC COM 29084Q100 4,535 76,070 SH   SOLE   76,070 0 0
FREIGHTCAR AMERICA INC COM 357023100 324 22,500 SH   SOLE   22,500 0 0
GULF ISLAND FABRICATION INC COM 402307102 615 66,817 SH   SOLE   66,817 0 0
GLOBAL PAYMENTS INC COM 37940X102 5,058 65,900 SH   SOLE   65,900 0 0
GRAHAM CORP COM 384556106 193 10,094 SH   SOLE   10,094 0 0
HURCO COMPANIES INC COM 447324104 532 18,949 SH   SOLE   18,949 0 0
INSPERITY INC COM 45778Q107 3,951 54,390 SH   SOLE   54,390 0 0
MERCURY SYSTEMS INC COM 589378108 351 14,297 SH   SOLE   14,297 0 0
MATRIX SERVICE CO COM 576853105 188 10,000 SH   SOLE   10,000 0 0
MATADOR RESOURCES CO COM 576485205 195 8,000 SH   SOLE   8,000 0 0
MKS INSTRUMENTS INC COM 55306N104 5,692 114,456 SH   SOLE   114,456 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 2,334 31,800 SH   SOLE   31,800 0 0
NANOMETRICS INC COM 630077105 391 17,516 SH   SOLE   17,516 0 0
PDF SOLUTIONS INC COM 693282105 182 10,000 SH   SOLE   10,000 0 0
PLANET PAYMENT INC COM U72603118 102 27,500 SH   SOLE   27,500 0 0
PRIMORIS SERVICES CORP COM 74164F103 2,698 130,950 SH   SOLE   130,950 0 0
ROGERS CORP COM 775133101 428 7,000 SH   SOLE   7,000 0 0
ROLLINS INC COM 775711104 3,805 129,955 SH   SOLE   129,955 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 541 30,500 SH   SOLE   30,500 0 0
SYNERGY RESOURCES CORP COM 87164P103 719 103,700 SH   SOLE   103,700 0 0
THOR INDUSTRIES COM 885160101 4,184 49,400 SH   SOLE   49,400 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 4,078 86,500 SH   SOLE   86,500 0 0
TETRA TECH INC COM 88162G103 3,053 86,068 SH   SOLE   86,068 0 0
VALMONT INDUSTRIES COM 920253101 188 1,400 SH   SOLE   1,400 0 0
VASCO DATA SECURITY INTL COM 92230Y104 35 2,000 SH   SOLE   2,000 0 0
VEECO INSTRUMENTS INC COM 922417100 353 18,000 SH   SOLE   18,000 0 0
WABTEC CORP COM 929740108 4,760 58,300 SH   SOLE   58,300 0 0
SPDR S&P OIL & GAS EXP & PR COM 78464A730 115 3,000 SH   SOLE   3,000 0 0