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
3M CO COMMON STOCK 88579Y101 4,374 40,000 SH   SOLE   40,000 0 0
ABB LTD SPONSORED ADR 000375204 7,494 346,000 SH   SOLE   346,000 0 0
ABBOTT LABORATORIES COMMON STOCK 002824100 4,500 129,000 SH   SOLE   129,000 0 0
ABM INDUSTRIES INC COMMON STOCK 000957100 7,255 296,000 SH   SOLE   296,000 0 0
AEGION CORP COMMON STOCK 00770F104 923 41,000 SH   SOLE   41,000 0 0
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101 6,884 161,000 SH   SOLE   161,000 0 0
ALASKA AIR GROUP INC COMMON STOCK 011659109 4,264 82,000 SH   SOLE   82,000 0 0
AMERICAN EXPRESS CO COMMON STOCK 025816109 4,560 61,000 SH   SOLE   61,000 0 0
ANALOG DEVICES INC COMMON STOCK 032654105 5,497 122,000 SH   SOLE   122,000 0 0
APACHE CORP COMMON STOCK 037411105 5,952 71,000 SH   SOLE   71,000 0 0
APPLE INC COMMON STOCK 037833100 7,534 19,000 SH   SOLE   19,000 0 0
ARCTIC CAT INC COMMON STOCK 039670104 945 21,000 SH   SOLE   21,000 0 0
AVERY DENNISON CORP COMMON STOCK 053611109 6,500 152,000 SH   SOLE   152,000 0 0
AVX CORP COMMON STOCK 002444107 517 44,000 SH   SOLE   44,000 0 0
BARD (C.R.) INC COMMON STOCK 067383109 5,217 48,000 SH   SOLE   48,000 0 0
BAXTER INTERNATIONAL INC COMMON STOCK 071813109 4,156 60,000 SH   SOLE   60,000 0 0
BB&T CORPORATION COMMON STOCK 054937107 7,149 211,000 SH   SOLE   211,000 0 0
BECTON DICKINSON COMMON STOCK 075887109 7,363 74,500 SH   SOLE   74,500 0 0
BED BATH & BEYOND INC COMMON STOCK 075896100 7,521 106,000 SH   SOLE   106,000 0 0
BIG LOTS INC COMMON STOCK 089302103 7,315 232,000 SH   SOLE   232,000 0 0
CAREFUSION CORP COMMON STOCK 14170T101 6,412 174,000 SH   SOLE   174,000 0 0
CHARLES RIVER LABORATORI COMMON STOCK 159864107 7,221 176,000 SH   SOLE   176,000 0 0
CHARLES SCHWAB CORP COMMON STOCK 808513105 6,348 299,000 SH   SOLE   299,000 0 0
CHUBB CORPORATION COMMON STOCK 171232101 2,878 34,000 SH   SOLE   34,000 0 0
CINTAS CORP COMMON STOCK 172908105 4,554 100,000 SH   SOLE   100,000 0 0
CISCO SYSTEMS INC COMMON STOCK 17275R102 9,783 402,000 SH   SOLE   402,000 0 0
CITY NATIONAL CORP COMMON STOCK 178566105 2,028 32,000 SH   SOLE   32,000 0 0
COACH INC COMMON STOCK 189754104 8,506 149,000 SH   SOLE   149,000 0 0
COCA-COLA CO COMMON STOCK 191216100 3,610 90,000 SH   SOLE   90,000 0 0
COLUMBUS MCKINNON CORP COMMON STOCK 199333105 405 19,000 SH   SOLE   19,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,867 55,000 SH   SOLE   55,000 0 0
COVIDIEN PLC SHS G2554F113 4,085 65,000 SH   SOLE   65,000 0 0
CULP INC COMMON STOCK 230215105 939 54,000 SH   SOLE   54,000 0 0
CUMMINS INC COMMON STOCK 231021106 6,399 59,000 SH   SOLE   59,000 0 0
DEERE & CO COMMON STOCK 244199105 6,581 81,000 SH   SOLE   81,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 4,461 88,000 SH   SOLE   88,000 0 0
DELTA AIR LINES COM NEW 247361702 7,615 407,000 SH   SOLE   407,000 0 0
DENTSPLY INTERNATIONAL INC COMMON STOCK 249030107 5,898 144,000 SH   SOLE   144,000 0 0
DIEBOLD INC COMMON STOCK 253651103 94 2,800 SH   SOLE   2,800 0 0
DORMAN PRODUCTS INC COMMON STOCK 258278100 684 15,000 SH   SOLE   15,000 0 0
DOVER CORP COMMON STOCK 260003108 4,427 57,000 SH   SOLE   57,000 0 0
DR PEPPER SNAPPLE GROUP COMMON STOCK 26138E109 4,271 93,000 SH   SOLE   93,000 0 0
DUPONT EI DE NEMOURS CO COMMON STOCK 263534109 9,503 181,000 SH   SOLE   181,000 0 0
EBAY INC COMMON STOCK 278642103 7,034 136,000 SH   SOLE   136,000 0 0
ENTEGRIS INC COMMON STOCK 29362U104 6,663 710,000 SH   SOLE   710,000 0 0
EQUIFAX INC COMMON STOCK 294429105 7,661 130,000 SH   SOLE   130,000 0 0
ETHAN ALLEN INTR COMMON STOCK 297602104 4,147 144,000 SH   SOLE   144,000 0 0
EXPRESS INC COMMON STOCK 30219E103 6,899 329,000 SH   SOLE   329,000 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 6,053 67,000 SH   SOLE   67,000 0 0
FAIRWAY GROUP HOLDINGS CORP CL A 30603D109 4,955 205,000 SH   SOLE   205,000 0 0
FEDEX CORP COMMON STOCK 31428X106 5,915 60,000 SH   SOLE   60,000 0 0
FINISH LINE INC/THE CL A 317923100 1,071 49,000 SH   SOLE   49,000 0 0
FRANKLIN RESOURCES INC COMMON STOCK 354613101 7,753 57,000 SH   SOLE   57,000 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 8,534 368,000 SH   SOLE   368,000 0 0
GENERAL MOTORS CO COMMON STOCK 37045V100 3,131 94,000 SH   SOLE   94,000 0 0
GENUINE PARTS CO COMMON STOCK 372460105 2,967 38,000 SH   SOLE   38,000 0 0
HARMAN INTERNATIONAL INDUSTRIE COMMON STOCK 413086109 10,569 195,000 SH   SOLE   195,000 0 0
HENRY SCHEIN INC COMMON STOCK 806407102 4,404 46,000 SH   SOLE   46,000 0 0
HILLENBRAND INC COMMON STOCK 431571108 616 26,000 SH   SOLE   26,000 0 0
HORMEL FOODS CORP COMMON STOCK 440452100 3,125 81,000 SH   SOLE   81,000 0 0
INGERSOLL-RAND CO SHS G47791101 5,719 103,000 SH   SOLE   103,000 0 0
INTEL CORP COMMON STOCK 458140100 6,179 255,000 SH   SOLE   255,000 0 0
INTL GAME TECHNOLOGY COMMON STOCK 459902102 7,787 466,000 SH   SOLE   466,000 0 0
JANUS CAPITAL GROUP INC COMMON STOCK 47102X105 1,234 145,000 SH   SOLE   145,000 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 7,727 90,000 SH   SOLE   90,000 0 0
JONES LANG LASALLE INC COMMON STOCK 48020Q107 11,301 124,000 SH   SOLE   124,000 0 0
KOHL'S CORPORATION COMMON STOCK 500255104 7,071 140,000 SH   SOLE   140,000 0 0
KORN/FERRY INTERNATIONAL COM NEW 500643200 6,522 348,000 SH   SOLE   348,000 0 0
LEGG MASON INC COMMON STOCK 524901105 10,667 344,000 SH   SOLE   344,000 0 0
LITTELFUSE INC COMMON STOCK 537008104 746 10,000 SH   SOLE   10,000 0 0
LOWE'S COMPANIES INC COMMON STOCK 548661107 8,016 196,000 SH   SOLE   196,000 0 0
MACY'S INC COMMON STOCK 55616P104 9,744 203,000 SH   SOLE   203,000 0 0
MAIDENFORM BRANDS INC COMMON STOCK 560305104 1,438 83,000 SH   SOLE   83,000 0 0
MASTERCARD INC CL A 57636Q104 3,447 6,000 SH   SOLE   6,000 0 0
MCDONALD'S CORP COMMON STOCK 580135101 4,158 42,000 SH   SOLE   42,000 0 0
MEASUREMENT SPECIALTIES INC COMMON STOCK 583421102 698 15,000 SH   SOLE   15,000 0 0
MICROS SYSTEMS INC COMMON STOCK 594901100 8,199 190,000 SH   SOLE   190,000 0 0
MICROSEMI CORP COMMON STOCK 595137100 6,643 292,000 SH   SOLE   292,000 0 0
MICROSOFT CORP COMMON STOCK 594918104 9,604 278,000 SH   SOLE   278,000 0 0
MILLER INDUSTRIES INC/TN COM NEW 600551204 707 46,000 SH   SOLE   46,000 0 0
MISTRAS GROUP INC COMMON STOCK 60649T107 1,037 59,000 SH   SOLE   59,000 0 0
NATIONAL OILWELL VARCO I COMMON STOCK 637071101 6,683 97,000 SH   SOLE   97,000 0 0
NCR CORP COMMON STOCK 62886E108 6,070 184,000 SH   SOLE   184,000 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 3,413 130,000 SH   SOLE   130,000 0 0
PENTAIR SHS H6169Q108 6,115 106,000 SH   SOLE   106,000 0 0
PEPSICO INC COMMON STOCK 713448108 5,235 64,000 SH   SOLE   64,000 0 0
PETSMART INC COMMON STOCK 716768106 4,823 72,000 SH   SOLE   72,000 0 0
QUALCOMM INC COMMON STOCK 747525103 5,559 91,000 SH   SOLE   91,000 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 5,032 83,000 SH   SOLE   83,000 0 0
REGAL-BELOIT CORP COMMON STOCK 758750103 5,058 78,000 SH   SOLE   78,000 0 0
ROCKY BRANDS INC COMMON STOCK 774515100 605 40,000 SH   SOLE   40,000 0 0
ROSS STORES INC COMMON STOCK 778296103 5,833 90,000 SH   SOLE   90,000 0 0
SCHLUMBERGER LIMITED COMMON STOCK 806857108 3,726 52,000 SH   SOLE   52,000 0 0
SCHWEITZER-MAUDUIT INTERNATION COMMON STOCK 808541106 998 20,000 SH   SOLE   20,000 0 0
SENSIENT TECHNOLOGIES COMMON STOCK 81725T100 1,336 33,000 SH   SOLE   33,000 0 0
SMITH & WESSON HOLDING C COMMON STOCK 831756101 7,156 717,000 SH   SOLE   717,000 0 0
SMUCKER (J.M.) CO COM NEW 832696405 722 7,000 SH   SOLE   7,000 0 0
SONOCO PRODUCTS COMPANY COMMON STOCK 835495102 5,358 155,000 SH   SOLE   155,000 0 0
SPIRIT AIRLINES INC COMMON STOCK 848577102 7,835 247,000 SH   SOLE   247,000 0 0
STANDEX INTERNATIONAL CORP COMMON STOCK 854231107 791 15,000 SH   SOLE   15,000 0 0
STAPLES INC COMMON STOCK 855030102 7,395 466,000 SH   SOLE   466,000 0 0
STRYKER CORP COMMON STOCK 863667101 6,985 108,000 SH   SOLE   108,000 0 0
SYSCO CORP COMMON STOCK 871829107 5,090 149,000 SH   SOLE   149,000 0 0
TEAM INC COMMON STOCK 878155100 1,060 28,000 SH   SOLE   28,000 0 0
TELEFLEX INC COMMON STOCK 879369106 5,812 75,000 SH   SOLE   75,000 0 0
TERADATA CORP COMMON STOCK 88076W103 6,128 122,000 SH   SOLE   122,000 0 0
TERADYNE INC COMMON STOCK 880770102 8,803 501,000 SH   SOLE   501,000 0 0
THOR INDUSTRIES INC COMMON STOCK 885160101 6,993 142,200 SH   SOLE   142,200 0 0
TIMKEN CO COMMON STOCK 887389104 6,585 117,000 SH   SOLE   117,000 0 0
TJX COS INC COMMON STOCK 872540109 2,903 58,000 SH   SOLE   58,000 0 0
TOWERS WATSON & CO CL A 891894107 6,555 80,000 SH   SOLE   80,000 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 5,019 54,000 SH   SOLE   54,000 0 0
US BANCORP COM NEW 902973304 8,495 235,000 SH   SOLE   235,000 0 0
VF CORPORATION COMMON STOCK 918204108 5,599 29,000 SH   SOLE   29,000 0 0
VISHAY INTERTECHNOLOGY COMMON STOCK 928298108 4,945 356,000 SH   SOLE   356,000 0 0
VITAMIN SHOPPE INC COMMON STOCK 92849E101 7,040 157,000 SH   SOLE   157,000 0 0
WALT DISNEY COMPANY/THE COM DISNEY 254687106 5,115 81,000 SH   SOLE   81,000 0 0
XYLEM INC COMMON STOCK 98419M100 4,715 175,000 SH   SOLE   175,000 0 0
ZIMMER HOLDINGS INC COMMON STOCK 98956P102 6,820 91,000 SH   SOLE   91,000 0 0
ZOETIS INC CL A 98978V103 4,417 143,000 SH   SOLE   143,000 0 0