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
AAR CORP COM 000361105 6,096 194,634 SH   SOLE   194,634 0 0
ACCO BRANDS CORP COM 00081T108 1,451 150,519 SH   SOLE   150,519 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 3,040 65,257 SH   SOLE   65,257 0 0
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM NEW 049164205 6,454 150,719 SH   SOLE   150,719 0 0
CACI INTL INC CL A 127190304 5,228 51,811 SH   SOLE   51,811 0 0
CAL MAINE FOODS INC COM NEW 128030202 3,047 79,067 SH   SOLE   79,067 0 0
CALATLANTIC GROUP INC COM 128195104 3,215 96,139 SH   SOLE   96,139 0 0
CAVIUM INC COM 14964U108 2,835 48,707 SH   SOLE   48,707 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,556 286,097 SH   SOLE   286,097 0 0
EL PASO ELEC CO COM NEW 283677854 4,265 91,199 SH   SOLE   91,199 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,945 141,811 SH   SOLE   141,811 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 8,858 171,970 SH   SOLE   171,970 0 0
FOSSIL GROUP INC COM 34988V106 3,685 132,711 SH   SOLE   132,711 0 0
FRONTLINE LTD SHS NEW G3682E192 1,436 200,340 SH   SOLE   200,340 0 0
GREENBRIER COS INC COM 393657101 4,508 127,702 SH   SOLE   127,702 0 0
FULLER H B CO COM 359694106 2,934 63,142 SH   SOLE   63,142 0 0
HELMERICH & PAYNE INC COM 423452101 1,793 26,645 SH   SOLE   26,645 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 4,379 119,491 SH   SOLE   119,491 0 0
IBERIABANK CORP COM 450828108 2,981 44,406 SH   SOLE   44,406 0 0
ICONIX BRAND GROUP INC COM 451055107 4,353 536,135 SH   SOLE   536,135 0 0
INVACARE CORP COM 461203101 3,341 299,147 SH   SOLE   299,147 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 4,647 573,020 SH   SOLE   573,020 0 0
KINDRED HEALTHCARE INC COM 494580103 5,198 508,591 SH   SOLE   508,591 0 0
KOPPERS HOLDINGS INC COM 50060P106 4,367 135,690 SH   SOLE   135,690 0 0
MASTEC INC COM 576323109 8,736 293,735 SH   SOLE   293,735 0 0
MRC GLOBAL INC COM 55345K103 3,502 213,118 SH   SOLE   213,118 0 0
NETGEAR INC COM 64111Q104 10,864 179,596 SH   SOLE   179,596 0 0
NOBLE CORP SHS USD G65431101 2,298 362,435 SH   SOLE   362,435 0 0
OWENS & MINOR INC NEW COM 690732102 2,698 77,676 SH   SOLE   77,676 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,010 89,860 SH   SOLE   89,860 0 0
PIER 1 IMPORTS INC COM 720279108 2,643 623,237 SH   SOLE   623,237 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 4,059 95,312 SH   SOLE   95,312 0 0
PRA GROUP INC COM 69354N106 8,307 240,513 SH   SOLE   240,513 0 0
RENASANT CORP COM 75970E107 4,986 148,256 SH   SOLE   148,256 0 0
RENT A CTR INC NEW COM 76009N100 1,872 148,127 SH   SOLE   148,127 0 0
RPM INTL INC COM 749685103 3,042 56,629 SH   SOLE   56,629 0 0
RUSH ENTERPRISES INC CL A 781846209 3,590 146,661 SH   SOLE   146,661 0 0
SILICON LABORATORIES INC COM 826919102 9,123 155,151 SH   SOLE   155,151 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,795 201,839 SH   SOLE   201,839 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,921 167,775 SH   SOLE   167,775 0 0
SVB FINL GROUP COM 78486Q101 2,714 24,553 SH   SOLE   24,553 0 0
TECH DATA CORP COM 878237106 3,973 46,900 SH   SOLE   46,900 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 7,893 143,726 SH   SOLE   143,726 0 0
TORO CO COM 891092108 5,229 111,633 SH   SOLE   111,633 0 0
TUTOR PERINI CORP COM 901109108 3,995 186,073 SH   SOLE   186,073 0 0
UMPQUA HLDGS CORP COM 904214103 3,601 239,282 SH   SOLE   239,282 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 3,975 79,795 SH   SOLE   79,795 0 0
WATSCO INC COM 942622200 2,950 20,934 SH   SOLE   20,934 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,787 317,960 SH   SOLE   317,960 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 4,993 371,750 SH   SOLE   371,750 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,099 41,599 SH   SOLE   41,599 0 0