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
APPLIED INDUSTRIAL TECH INC COM 03820C105 7,162 120,570 SH   SOLE   120,570 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 1,435 86,537 SH   SOLE   86,537 0 0
CIMAREX ENERGY COM 171798101 7,502 55,200 SH   SOLE   55,200 0 0
COHERENT INC COM 192479103 13,737 99,995 SH   SOLE   99,995 0 0
COHU INC COM 192576106 699 50,298 SH   SOLE   50,298 0 0
CSG SYS INTL INC COM 126349109 16,243 335,610 SH   SOLE   335,610 0 0
CUBIC CORP COM 229669106 6,253 130,395 SH   SOLE   130,395 0 0
DIGI INTERNATIONAL INC COM 253798102 545 39,604 SH   SOLE   39,604 0 0
DREW INDUSTRIES INC COM 26168L205 3,103 28,800 SH   SOLE   28,800 0 0
DRIL-QUIP INC COM 262037104 5,746 95,700 SH   SOLE   95,700 0 0
EMCOR GROUP INC COM 29084Q100 14,942 211,170 SH   SOLE   211,170 0 0
EPLUS INC COM 294268107 461 4,000 SH   SOLE   4,000 0 0
FREIGHTCAR AMERICA INC COM 357023100 1,151 77,100 SH   SOLE   77,100 0 0
GULF ISLAND FABRICATION INC COM 402307102 2,954 248,229 SH   SOLE   248,229 0 0
GLOBAL PAYMENTS INC COM 37940X102 16,016 230,740 SH   SOLE   230,740 0 0
GRAHAM CORP COM 384556106 889 40,124 SH   SOLE   40,124 0 0
HURCO COMPANIES INC COM 447324104 2,538 76,650 SH   SOLE   76,650 0 0
INSPERITY INC COM 45778Q107 12,867 181,349 SH   SOLE   181,349 0 0
MERCURY SYSTEMS INC COM 589378108 1,353 44,781 SH   SOLE   44,781 0 0
MATRIX SERVICE CO COM 576853105 1,026 45,225 SH   SOLE   45,225 0 0
MATADOR RESOURCES CO COM 576485205 876 34,000 SH   SOLE   34,000 0 0
MKS INSTRUMENTS INC COM 55306N104 21,585 363,377 SH   SOLE   363,377 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 8,546 92,496 SH   SOLE   92,496 0 0
NANOMETRICS INC COM 630077105 1,713 68,341 SH   SOLE   68,341 0 0
PLANET PAYMENT INC COM U72603118 713 174,716 SH   SOLE   174,716 0 0
PRIMORIS SERVICES CORP COM 74164F103 10,758 472,262 SH   SOLE   472,262 0 0
ROGERS CORP COM 775133101 1,352 17,600 SH   SOLE   17,600 0 0
ROLLINS INC COM 775711104 15,932 471,640 SH   SOLE   471,640 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 2,670 114,355 SH   SOLE   114,355 0 0
SYNERGY RESOURCES CORP COM 87164P103 3,553 398,725 SH   SOLE   398,725 0 0
THOR INDUSTRIES COM 885160101 17,656 176,476 SH   SOLE   176,476 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 15,778 321,806 SH   SOLE   321,806 0 0
TETRA TECH INC COM 88162G103 13,013 301,568 SH   SOLE   301,568 0 0
VALMONT INDUSTRIES COM 920253101 860 6,101 SH   SOLE   6,101 0 0
VASCO DATA SECURITY INTL COM 92230Y104 232 17,000 SH   SOLE   17,000 0 0
VEECO INSTRUMENTS INC COM 922417100 2,069 70,982 SH   SOLE   70,982 0 0
WABTEC CORP COM 929740108 16,596 199,900 SH   SOLE   199,900 0 0
SPDR S&P OIL & GAS EXP & PR COM 78464A730 455 11,000 SH   SOLE   11,000 0 0