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
AdvanSix Inc COM 00773T101 12,005 439,425 SH   SOLE 0 439,425 0 0
Air Methods Corp COM 009128307 6,841 159,100 SH   SOLE 0 159,100 0 0
Avis Budget Group Inc COM 053774105 6,142 207,625 SH   SOLE 0 207,625 0 0
Babcock & Wilcox Enterprises COM 05614L100 3,436 367,875 SH   SOLE 0 367,875 0 0
BWX Technologies Inc COM 05605H100 9,885 207,675 SH   SOLE 0 207,675 0 0
CalAmp Corp COM 128126109 4,965 295,700 SH   SOLE 0 295,700 0 0
Capstead Mortgage Corp COM 14067E506 6,589 625,150 SH   SOLE 0 625,150 0 0
Care Capital Properties COM 141624106 8,439 314,075 SH   SOLE 0 314,075 0 0
Clearwater Paper COM 18538R103 6,014 107,400 SH   SOLE 0 107,400 0 0
CRA International Inc COM 12618T105 2,127 60,200 SH   SOLE 0 60,200 0 0
Cypress Semiconductor COM 232806109 9,454 687,050 SH   SOLE 0 687,050 0 0
Donnelley Financial Soln COM 25787G100 4,955 256,875 SH   SOLE 0 256,875 0 0
Flushing Financial COM 343873105 4,382 163,100 SH   SOLE 0 163,100 0 0
Fulton Financial Corp COM 360271100 10,028 561,800 SH   SOLE 0 561,800 0 0
GAIN Capital Hldgs Inc COM 36268W100 4,933 592,250 SH   SOLE 0 592,250 0 0
Generac Holdings Inc COM 368736104 7,932 212,775 SH   SOLE 0 212,775 0 0
HMS Holdings Corp COM 40425J101 9,758 480,000 SH   SOLE 0 480,000 0 0
iStar Inc COM 45031U101 5,029 426,150 SH   SOLE 0 426,150 0 0
Kforce Inc COM 493732101 4,312 181,550 SH   SOLE 0 181,550 0 0
Kimball Electronics Inc COM 49428J109 3,251 191,800 SH   SOLE 0 191,800 0 0
Marten Transport Ltd COM 573075108 5,009 213,600 SH   SOLE 0 213,600 0 0
Mitel Networks Corp COM 60671Q104 5,226 754,050 SH   SOLE 0 754,050 0 0
NetScout Systems Inc COM 64115T104 9,310 245,325 SH   SOLE 0 245,325 0 0
NeuStar Inc COM 64126X201 8,063 243,225 SH   SOLE 0 243,225 0 0
NewStar Financial Inc COM 65251F105 3,092 292,225 SH   SOLE 0 292,225 0 0
Pinnacle Entertainment Inc COM 72348Y105 7,777 398,400 SH   SOLE 0 398,400 0 0
Potlatch Corp COM 737630103 5,428 118,775 SH   SOLE 0 118,775 0 0
Providence Service Corp COM 743815102 6,004 135,100 SH   SOLE 0 135,100 0 0
RetailMeNot Inc COM 76132B106 2,896 357,525 SH   SOLE 0 357,525 0 0
RLJ Lodging Trust COM 74965L101 7,187 305,700 SH   SOLE 0 305,700 0 0
Select Comfort Corp COM 81616X103 6,724 271,250 SH   SOLE 0 271,250 0 0
Semtech Corp COM 816850101 11,601 343,225 SH   SOLE 0 343,225 0 0
SPX Corp COM 784635104 9,929 409,425 SH   SOLE 0 409,425 0 0
The Ensign Group COM 29358P101 3,504 186,384 SH   SOLE 0 186,384 0 0
Time Inc COM 887228104 5,477 283,050 SH   SOLE 0 283,050 0 0
TriState Capital Holdings COM 89678F100 5,201 222,750 SH   SOLE 0 222,750 0 0
Verint Systems Inc COM 92343X100 8,194 188,900 SH   SOLE 0 188,900 0 0
Vista Outdoor Inc COM 928377100 4,933 239,575 SH   SOLE 0 239,575 0 0
Wabash National Corp COM 929566107 7,697 372,000 SH   SOLE 0 372,000 0 0
Walker & Dunlop Inc COM 93148P102 7,964 191,025 SH   SOLE 0 191,025 0 0
Xenia Hotels and Resorts COM 984017103 5,594 327,700 SH   SOLE 0 327,700 0 0
Zix Corp COM 98974P100 2,336 485,750 SH   SOLE 0 485,750 0 0