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
CASTLE A M & CO COM 148411101 2,279 144,591 SH   SOLE   144,591 0 0
AAR Corp COM 000361105 3,342 152,070 SH   SOLE   152,070 0 0
AEROPOSTALE COM 007865108 2,599 188,340 SH   SOLE   188,340 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,419 65,228 SH   SOLE   65,228 0 0
CACI INTL INC CL A 127190304 2,290 36,070 SH   SOLE   36,070 0 0
CAL MAINE FOODS INC COM NEW 128030202 4,160 89,438 SH   SOLE   89,438 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 2,254 136,755 SH   SOLE   136,755 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 6,364 135,760 SH   SOLE   135,760 0 0
EL PASO ELEC CO COM NEW 283677854 4,156 117,687 SH   SOLE   117,687 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,764 86,071 SH   SOLE   86,071 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 6,754 171,934 SH   SOLE   171,934 0 0
GREENBRIER COS INC COM 393657101 4,015 164,750 SH   SOLE   164,750 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 2,912 119,438 SH   SOLE   119,438 0 0
IBERIABANK CORP COM 450828108 2,380 44,386 SH   SOLE   44,386 0 0
INSPERITY INC COM 45778Q107 4,926 162,561 SH   SOLE   162,561 0 0
INTREPID POTASH INC COM 46121Y102 2,252 118,220 SH   SOLE   118,220 0 0
INVACARE CORP COM 461203101 2,045 142,377 SH   SOLE   142,377 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,263 291,569 SH   SOLE   291,569 0 0
JETBLUE AIRWAYS CORP COM 477143101 2,479 394,100 SH   SOLE   394,100 0 0
KINDRED HEALTHCARE INC COM 494580103 2,796 212,910 SH   SOLE   212,910 0 0
KOPPERS HOLDINGS INC COM 50060P106 2,556 66,933 SH   SOLE   66,933 0 0
MASTEC INC COM 576323109 10,020 304,550 SH   SOLE   304,550 0 0
NTELOS HLDGS CORP COM NEW 67020Q305 932 56,614 SH   SOLE   56,614 0 0
ORTHOFIX INTL N V COM N6748L102 1,989 73,950 SH   SOLE   73,950 0 0
OWENS & MINOR INC NEW COM 690732102 2,627 77,641 SH   SOLE   77,641 0 0
PLATINUM UNDERWRITER HLDGS L COM G7127P100 3,279 57,312 SH   SOLE   57,312 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 10,007 65,135 SH   SOLE   65,135 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 4,723 154,400 SH   SOLE   154,400 0 0
QLOGIC CORP COM 747277101 1,576 164,817 SH   SOLE   164,817 0 0
RENASANT CORP COM 75970E107 3,607 148,191 SH   SOLE   148,191 0 0
RENT A CTR INC NEW COM 76009N100 5,560 148,061 SH   SOLE   148,061 0 0
RPM INTL INC COM 749685103 3,576 111,954 SH   SOLE   111,954 0 0
RUBICON TECHNOLOGY INC COM 78112T107 2,336 293,080 SH   SOLE   293,080 0 0
SILICON LABORATORIES INC COM 826919102 3,658 88,335 SH   SOLE   88,335 0 0
SPEEDWAY MOTORSPORTS INC COM 847788106 2,258 129,793 SH   SOLE   129,793 0 0
STONE ENERGY CORP COM 861642106 2,583 117,230 SH   SOLE   117,230 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,369 222,652 SH   SOLE   222,652 0 0
SUSQUEHANNA BANCSHARES INC P COM 869099101 5,159 401,440 SH   SOLE   401,440 0 0
SVB FINL GROUP COM 78486Q101 3,840 46,088 SH   SOLE   46,088 0 0
SWIFT ENERGY CORP COM 870738101 1,941 161,859 SH   SOLE   161,859 0 0
TECH DATA CORP COM 878237106 1,826 38,780 SH   SOLE   38,780 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 6,373 143,666 SH   SOLE   143,666 0 0
THOMPSON CREEK METALS CO INC COM 884768102 2,580 851,600 SH   SOLE   851,600 0 0
TORO CO COM 891092108 5,123 112,824 SH   SOLE   112,824 0 0
TUTOR PERINI CORP COM 901109108 3,328 183,945 SH   SOLE   183,945 0 0
UMPQUA HLDGS CORP COM 904214103 3,590 239,175 SH   SOLE   239,175 0 0
VALASSIS COMMUNICATIONS INC COM 918866104 3,764 153,085 SH   SOLE   153,085 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,881 79,759 SH   SOLE   79,759 0 0
VOLTERRA SEMICONDUCTOR CORP COM 928708106 1,224 86,774 SH   SOLE   86,774 0 0
WATSCO INC COM 942622200 1,801 21,445 SH   SOLE   21,445 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 4,858 69,139 SH   SOLE   69,139 0 0