13F-HR 1 inftable.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Accenture Limited COM G1150G111 572 15500.0 SH SOLE 15500.0 Actel Corporation COM 004934105 5786 318600.0 SH SOLE 318600.0 Advance America Cash Advance COM 00739W107 4101 279900.0 SH SOLE 279900.0 Airgas Inc. COM 009363102 13003 320900.0 SH SOLE 320900.0 Altera Corp. COM 021441100 21902 1112900.0SH SOLE 1112900.0 Applied Materials COM 038222105 932 50500.0 SH SOLE 50500.0 Aquantive Inc. COM 03839G105 6493 263300.0 SH SOLE 263300.0 Armstrong World Inds Inc COM 04247X102 640 15100.0 SH SOLE 15100.0 Arrow Electronics COM 042735100 17703 561100.0 SH SOLE 561100.0 Arthur J Gallagher & Co COM 363576109 13321 450800.0 SH SOLE 450800.0 Associated Banc-Corp COM 045487105 17533 502675.0 SH SOLE 502675.0 Assured Guaranty LTD COM G0585R106 8807 331100.0 SH SOLE 331100.0 Asyst Technologies I COM 04648X107 3790 518500.0 SH SOLE 518500.0 Audiocodes LTD COM M15342104 8040 858100.0 SH SOLE 858100.0 Beacon Roofing Supply COM 073685109 4681 248700.0 SH SOLE 248700.0 Beckman Coulter Inc COM 075811109 21624 361600.0 SH SOLE 361600.0 Bemis Co. Inc. COM 081437105 22138 651500.0 SH SOLE 651500.0 Bisys Group Inc. COM 055472104 14672 1136500.0SH SOLE 1136500.0 Boston Scientific Corp COM 101137107 409 23800.0 SH SOLE 23800.0 Brady Corp cl A COM 104674106 4835 129700.0 SH SOLE 129700.0 Cannon Inc ADR COM 138006309 424 7500.0 SH SOLE 7500.0 Casella Waste Systems COM 147448104 12269 1003210.0SH SOLE 1003210.0 Celanese Corp. COM 150870103 23352 902300.0 SH SOLE 902300.0 Charles River Laborat COM 159864107 7668 177300.0 SH SOLE 177300.0 Ciber Inc. COM 17163B102 7915 1167400.0SH SOLE 1167400.0 Clear Channel Communications COM 184502102 249 7000.0 SH SOLE 7000.0 Cullen Frost COM 229899109 487 8727.0 SH SOLE 8727.0 Digitas Inc. COM 25388K104 14935 1113700.0SH SOLE 1113700.0 Dresser Rand Group Inc COM 261608103 29180 1192500.0SH SOLE 1192500.0 Du Pont E I De Nemours & Co COM 263534109 409 8400.0 SH SOLE 8400.0 ECollege.com COM 27887E100 7172 458300.0 SH SOLE 458300.0 Entegris Inc COM 29362U104 9319 861300.0 SH SOLE 861300.0 Exar Corporation COM 300645108 9225 709600.0 SH SOLE 709600.0 Family Dollar Stores Inc COM 307000109 28157 960000.0 SH SOLE 960000.0 Ferro Corp COM 315405100 7767 375400.0 SH SOLE 375400.0 First Data Corp COM 319963104 544 21300.0 SH SOLE 21300.0 Goodman Global Inc COM 38239A100 420 24400.0 SH SOLE 24400.0 Greater Bay Bank Corp COM 391648102 4081 155000.0 SH SOLE 155000.0 Hanover Compressor Co COM 410768105 7198 381052.0 SH SOLE 381052.0 Hewitt Associates COM 42822Q100 6958 270200.0 SH SOLE 270200.0 Ingram Micro Inc. COM 457153104 8948 438400.0 SH SOLE 438400.0 Interline Brands Inc. COM 458743101 11399 507300.0 SH SOLE 507300.0 International Paper C COM 460146103 566 16600.0 SH SOLE 16600.0 JDA Software Group I COM 46612K108 9543 693000.0 SH SOLE 693000.0 Jos. A. Bank Clothier COM 480838101 10246 349100.0 SH SOLE 349100.0 Juniper Networks COM 48203R104 8193 432600.0 SH SOLE 432600.0 Kadant Inc COM 48282T104 3472 142400.0 SH SOLE 142400.0 Kennametal Inc. COM 489170100 22645 384800.0 SH SOLE 384800.0 Kroger Company COM 501044101 265 11500.0 SH SOLE 11500.0 Laidlaw International Inc. COM 50730R102 24244 796700.0 SH SOLE 796700.0 Liz Claiborne COM 539320101 10230 235400.0 SH SOLE 235400.0 MBIA Incorporated COM 55262C100 351 4800.0 SH SOLE 4800.0 MGIC Investment Corp. COM 552848103 23140 370000.0 SH SOLE 370000.0 MKS Instruments Inc. COM 55306N104 5589 247500.0 SH SOLE 247500.0 Manpower Inc. COM 56418H100 22741 303500.0 SH SOLE 303500.0 Midwest Air Group Inc COM 597911106 115 10000.0 SH SOLE 10000.0 Midwest Banc Hldgs IL COM 598251106 2308 97200.0 SH SOLE 97200.0 Molex Inc A COM 608554200 17052 615600.0 SH SOLE 615600.0 Nexity Financial Corp COM 65333R200 1516 125900.0 SH SOLE 125900.0 Noble Energy Inc COM 655044105 13345 271950.0 SH SOLE 271950.0 PETsMART Inc. COM 716768106 7934 274900.0 SH SOLE 274900.0 Packaging Corporation of Ameri COM 695156109 16515 747300.0 SH SOLE 747300.0 Parametric Technology COM 699173209 17013 944120.0 SH SOLE 944120.0 PartnerRe Ltd. COM G6852T105 17417 245200.0 SH SOLE 245200.0 PerkinElmer COM 714046109 12576 565700.0 SH SOLE 565700.0 Pfizer Inc COM 717081103 326 12600.0 SH SOLE 12600.0 Pride Intl Inc COM 74153Q102 5918 197200.0 SH SOLE 197200.0 Ram Holdings Ltd COM G7368R104 14048 983100.0 SH SOLE 983100.0 Reinsurance Group of COM 759351109 1114 20000.0 SH SOLE 20000.0 Rent A-Center Inc COM 76009N100 30906 1047300.0SH SOLE 1047300.0 Republic Services In COM 760759100 16626 408800.0 SH SOLE 408800.0 Rockwell Automation Inc COM 773903109 366 6000.0 SH SOLE 6000.0 Rockwood Holdings Inc COM 774415103 10506 415900.0 SH SOLE 415900.0 Rogers Corp. COM 775133101 7512 127000.0 SH SOLE 127000.0 Rowan Companies Inc. COM 779382100 9884 297700.0 SH SOLE 297700.0 SVB Financial Group COM 78486Q101 149 3200.0 SH SOLE 3200.0 Scottish RE Group Ltd. COM G73537410 1986 372000.0 SH SOLE 372000.0 Sigma Aldrich Corp COM 826552101 9645 124100.0 SH SOLE 124100.0 Smurfit-Stone Container Corp COM 832727101 8505 805400.0 SH SOLE 805400.0 US Bancorp COM 902973304 290 8000.0 SH SOLE 8000.0 Valueclick Inc COM 92046N102 20719 876800.0 SH SOLE 876800.0 Varian Inc. COM 922206107 17683 394800.0 SH SOLE 394800.0 W.W. Grainger Inc. COM 384802104 34047 486800.0 SH SOLE 486800.0 Waste Management Inc COM 94106L109 504 13700.0 SH SOLE 13700.0 Werner Enterprises Inc. COM 950755108 7473 427500.0 SH SOLE 427500.0 Western Union COM 959802109 267 11900.0 SH SOLE 11900.0 Wright Medical Group Inc COM 98235T107 3725 160000.0 SH SOLE 160000.0