AIR METHODS CORPCOM00912830739512530SHSOLE1253000 ALBANY INTL CORP-CL ACOM01234810893021955SHSOLE2195500 AMERICAN CAPITAL LTDCOM02503Y10399158585SHSOLE5858500 ASSURANT INCCOM04621X1086777335SHSOLE733500 ATLANTIC TELE-NETWORK INCCOM00215F1075378250SHSOLE825000 BROADRIDGE FINANCIAL SOLUTIOCOM11133T1035357890SHSOLE789000 CAPITAL BANK FINANCIAL-CL ACOM13979410149215326SHSOLE1532600 CASEYS GENERAL STORES INCCOM1475281033082567SHSOLE256700 CLEARWATER PAPER CORPCOM18538R1035137933SHSOLE793300 CORE-MARK HOLDING CO INCCOM21868110449513814SHSOLE1381400 CTS CORPCOM12650110538320565SHSOLE2056500 DELTIC TIMBER CORPCOM2478501004576748SHSOLE674800 DENNY'S CORPORATIONCOM24869P10444541596SHSOLE4159600 DESTINATION MATERNITY CORPCOM25065D1008311789SHSOLE1178900 DIGITALGLOBE INCCOM25389M87744416140SHSOLE1614000 DST SYSTEMS INCCOM2333261072081760SHSOLE176000 ECHOSTAR CORP-ACOM27876810678317855SHSOLE1785500 ENPRO INDUSTRIES INCCOM29355X1074227430SHSOLE743000 FEDERAL SIGNAL CORPCOM31385510823317590SHSOLE1759000 FOREST CITY REALTY TRUST- ACOM34560510972631370SHSOLE3137000 GOLDMAN SACHS GROUP INCCOM38141G1041018063122SHSOLE6312200 ISHARES MSCI SPAIN INDEX FUNDCOM464286764116343354SHSOLE4335400 JPMORGAN CHASE & COCOM46625H10010566158674SHSOLE15867400 KADANT INCCOM48282T1044388410SHSOLE841000 MAIDEN HOLDINGS LTDCOMG5753U11216913325SHSOLE1332500 MARATHON PETROLEUM CORPCOM56585A10212213300887SHSOLE30088700 MAXIMUS INCCOM5779331042824994SHSOLE499400 MCGRATH RENTCORPCOM58058910954417153SHSOLE1715300 MFA FINANCIAL INCCOM55272X10252269822SHSOLE6982200 MURPHY USA INCCOM62675510271510016SHSOLE1001600 NATIONAL GENERAL HLDGSCOM63622030323710665SHSOLE1066500 NEENAH PAPER INCCOM6400791097479457SHSOLE945700 NEXSTAR BROADCASTING GROUP-ACOM65336K1034918505SHSOLE850500 NORTHSTAR ASSET MANAGEMEN-WICOM66705Y10449037932SHSOLE3793200 NORTHSTAR REALTY FINANCECOM66704R80352940150SHSOLE4015000 OCEANFIRST FINANCIAL CORPCOM67523410824012455SHSOLE1245500 PAR PACIFIC HOLDINGS INCCOM69888T20739530183SHSOLE3018300 PRIMERICA INCCOM74164M10854410265SHSOLE1026500 PROVIDENCE SERVICE CORPCOM7438151022926005SHSOLE600500 REGIS CORPCOM75893210754543435SHSOLE4343500 RENASANT CORPCOM75970E1072517460SHSOLE746000 SPDR S&P BANK ETFCOM78464A797120236012SHSOLE3601200 SPDR S&P500 ETF TRUSTCOM78462F103452120900SHPutSOLE000 STEEL DYNAMICS INCCOM8581191009996400000SHSOLE40000000 SYNOVUS FINANCIAL CORPCOM87161C50181324990SHSOLE2499000 TFS FINANCIAL CORPCOM87240R10763835825SHSOLE3582500 VANGUARD EMERGING MARKETCOM922042858164443698SHSOLE4369800 VANGUARD FTSE DEVELOPED ETFCOM92194385821403572114SHSOLE57211400 VANGUARD S&P 500 ETFCOM92290836333064166409SHSOLE16640900 VANGUARD SMALL-CAP ETFCOM922908751598448975SHSOLE4897500 VIRTUS INVESTMENT PARTNERSCOM92828Q1096136263SHSOLE626300 WELLS FARGO & COMPANYCOM9497461019177207240SHSOLE20724000