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
1-800-FLOWERS.COM, Inc. COM 68243Q106 2,679 325,138 SH   SOLE   155,218 0 169,920
Alere Inc. COM 01449J105 28,594 752,482 SH   SOLE   677,201 0 75,281
Alleghany Corp COM 017175100 24,876 53,669 SH   SOLE   47,209 0 6,460
Allegheny Technologies Inc. COM 01741R102 30,834 886,785 SH   SOLE   797,560 0 89,225
Bankrate, Inc. COM 06647F102 1,447 116,383 SH   SOLE   116,383 0 0
Beazer Homes USA Inc. COM 07556Q881 14,083 727,452 SH   SOLE   628,215 0 99,237
Brightcove, Inc. COM 10921T101 1,373 176,461 SH   SOLE   176,461 0 0
Builders Firstsource Inc. COM 12008R107 1,673 243,570 SH   SOLE   243,570 0 0
CGI Group Inc. COM 39945C109 28,916 757,757 SH   SOLE   650,545 0 107,212
Chefs' Warehouse, Inc. COM 163086101 1,139 49,457 SH   SOLE   49,457 0 0
Corning Inc. COM 219350105 24,319 1,060,586 SH   SOLE   944,023 0 116,563
Culp, Inc. COM 230215105 674 31,095 SH   SOLE   31,095 0 0
Devon Energy Corp. COM 25179M103 974 15,906 SH   SOLE   377 0 15,529
Endo International PLC COM G30401106 26,893 372,887 SH   SOLE   325,424 0 47,463
Exelon Corp. COM 30161N101 27,730 747,846 SH   SOLE   666,979 0 80,867
FNF Group COM 31620R303 24,440 709,420 SH   SOLE   611,113 0 98,307
FNFV Group of Fidelity Nationa COM 31620R402 21,550 1,369,147 SH   SOLE   1,221,374 0 147,773
Howard Hughes Corp. COM 44267D107 11,902 91,261 SH   SOLE   78,351 0 12,910
InnerWorkings Inc. COM 45773y105 15,022 1,928,310 SH   SOLE   1,699,374 0 228,936
Interpublic Group Cos. COM 460690100 2,594 124,895 SH   SOLE   19,948 0 104,947
Jason Industries, Inc. COM 471172106 1,929 195,873 SH   SOLE   195,873 0 0
Leapfrog Enterprises, Inc. COM 52186N106 5,440 1,152,586 SH   SOLE   1,010,455 0 142,131
Modine Manufacturing Company COM 607828100 1,552 114,085 SH   SOLE   114,085 0 0
On Assignment Inc. COM 682159108 3,279 98,785 SH   SOLE   48,561 0 50,224
Pacific Sunwear of California COM 694873100 1,467 672,924 SH   SOLE   672,924 0 0
Pfizer Inc. COM 717081103 25,529 819,548 SH   SOLE   715,851 0 103,697
Restoration Hardware Holdings, COM 761283100 15,075 157,014 SH   SOLE   135,522 0 21,492
Science Applications Intl Corp COM 808625107 14,983 302,505 SH   SOLE   258,662 0 43,843
Silgan Holdings Inc. COM 827048109 3,022 56,383 SH   SOLE   11,310 0 45,073
Stanley Black & Decker COM 854502101 421 4,381 SH   SOLE   4,381 0 0
SunCoke Energy Inc COM 86722A103 27,215 1,407,172 SH   SOLE   1,253,431 0 153,741
TRI Pointe Homes, Inc COM 87265h109 23,529 1,542,884 SH   SOLE   1,367,717 0 175,167
The Madison Square Garden Comp COM 55826P100 14,335 190,471 SH   SOLE   162,085 0 28,386
Time Inc COM 887228104 19,827 805,631 SH   SOLE   710,150 0 95,481
Weatherford International plc COM g48833100 9,026 788,268 SH   SOLE   684,167 0 104,101
Weyerhaeuser Co COM 962166104 2,656 74,013 SH   SOLE   13,279 0 60,734
Zoetis Inc COM 98978v103 858 19,937 SH   SOLE   12,460 0 7,477
iStar Financial Inc COM 45031U101 23,700 1,736,246 SH   SOLE   1,525,684 0 210,562