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
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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
AMERICAN EXPRESS CO COM 025816109 7,048 116,000 SH   SOLE   116,000 0 0
AON PLC SHS CL A G0408V102 9,721 89,000 SH   SOLE   89,000 0 0
APPLE INC COM 037833100 5,067 53,000 SH   SOLE   53,000 0 0
ASTRONICS CORP COM 046433108 2,296 69,020 SH   SOLE   65,950 0 3,070
AT&T INC COM 00206R102 6,568 152,000 SH   SOLE   152,000 0 0
BAKER HUGHES INC COM 057224107 1,850 41,000 SH   SOLE   41,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 8,120 209,000 SH   SOLE   209,000 0 0
BB&T CORP COM 054937107 8,404 236,000 SH   SOLE   236,000 0 0
BECTON DICKINSON & CO COM 075887109 7,801 46,000 SH   SOLE   46,000 0 0
BED BATH & BEYOND INC COM 075896100 13,878 321,110 SH   SOLE   317,000 0 4,110
BIG LOTS INC COM 089302103 8,844 176,500 SH   SOLE   174,000 0 2,500
BRADY CORP CL A 104674106 5,933 194,149 SH   SOLE   190,000 0 4,149
CECO ENVIRONMENTAL CORP COM 125141101 5,350 612,095 SH   SOLE   586,845 0 25,250
CHARLES RIV LABS INTL INC COM 159864107 4,608 55,901 SH   SOLE   55,486 0 415
CISCO SYS INC COM 17275R102 9,743 339,605 SH   SOLE   339,605 0 0
CITIZENS FINL GROUP INC COM 174610105 11,314 566,290 SH   SOLE   558,100 0 8,190
COACH INC COM 189754104 2,526 62,000 SH   SOLE   62,000 0 0
COMCAST CORP NEW CL A 20030N101 5,737 88,000 SH   SOLE   88,000 0 0
CORNING INC COM 219350105 6,410 313,000 SH   SOLE   313,000 0 0
CVS CAREMARK CORPORATION COM 126650100 8,712 91,000 SH   SOLE   91,000 0 0
CYNOSURE INC CL A 232577205 1,478 30,375 SH   SOLE   29,000 0 1,375
DELPHI AUTOMOTIVE PLC SHS G27823106 7,199 115,000 SH   SOLE   115,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,597 236,000 SH   SOLE   236,000 0 0
DILLARDS INC CL A 254067101 14,220 234,652 SH   SOLE   231,000 0 3,652
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 8,061 338,000 SH   SOLE   338,000 0 0
DSW INC CL A 23334L102 12,003 566,705 SH   SOLE   558,900 0 7,805
EBAY INC COM 278642103 6,485 277,000 SH   SOLE   277,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 9,937 131,100 SH   SOLE   131,100 0 0
FEDERAL SIGNAL CORP COM 313855108 1,571 121,975 SH   SOLE   117,000 0 4,975
FEDEX CORP COM 31428X106 2,125 14,000 SH   SOLE   14,000 0 0
FIFTH THIRD BANCORP COM 316773100 8,602 489,000 SH   SOLE   489,000 0 0
FRANKLIN RES INC COM 354613101 7,508 225,000 SH   SOLE   225,000 0 0
FTD COS INC COM 30281V108 2,294 91,900 SH   SOLE   88,000 0 3,900
GENERAL ELECTRIC CO COM 369604103 6,926 220,000 SH   SOLE   220,000 0 0
GENERAL MTRS CO COM 37045V100 8,688 307,000 SH   SOLE   307,000 0 0
GREENBRIER COS INC COM 393657101 15,282 524,620 SH   SOLE   516,500 0 8,120
HARMAN INTL INDS INC COM 413086109 16,876 234,972 SH   SOLE   231,400 0 3,572
HARMONIC INC COM 413160102 2,429 852,300 SH   SOLE   810,000 0 42,300
HIBBETT SPORTS INC COM 428567101 1,776 51,055 SH   SOLE   49,000 0 2,055
HOLOGIC INC COM 436440101 6,470 187,000 SH   SOLE   187,000 0 0
INGERSOLL-RAND PLC SHS G47791101 4,649 73,000 SH   SOLE   73,000 0 0
INTEL CORP COM 458140100 6,888 210,000 SH   SOLE   210,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,291 8,000 SH   SOLE   8,000 0 0
INVESCO LTD SHS G491BT108 11,340 444,000 SH   SOLE   444,000 0 0
IPG PHOTONICS CORP COM 44980X109 7,104 88,795 SH   SOLE   87,500 0 1,295
JANUS CAP GROUP INC COM 47102X105 13,620 978,420 SH   SOLE   963,000 0 15,420
JETBLUE AIRWAYS CORP COM 477143101 7,518 454,000 SH   SOLE   454,000 0 0
JOHNSON & JOHNSON COM 478160104 4,973 41,000 SH   SOLE   41,000 0 0
KENNAMETAL INC COM 489170100 3,372 152,508 SH   SOLE   151,450 0 1,058
KEYSIGHT TECHNOLOGIES INC COM 49338L103 15,916 547,145 SH   SOLE   539,300 0 7,845
KOHLS CORP COM 500255104 10,997 290,000 SH   SOLE   290,000 0 0
LANDS END INC NEW COM 51509F105 2,512 152,970 SH   SOLE   146,000 0 6,970
LEGG MASON INC COM 524901105 16,467 558,400 SH   SOLE   550,000 0 8,400
LIFETIME BRANDS INC COM 53222Q103 3,211 220,100 SH   SOLE   211,200 0 8,900
LOWES COS INC COM 548661107 4,988 63,000 SH   SOLE   63,000 0 0
MACYS INC COM 55616P104 10,217 304,000 SH   SOLE   304,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,134 75,000 SH   SOLE   75,000 0 0
MASTERCARD INC CL A 57636Q104 4,931 56,000 SH   SOLE   56,000 0 0
MEDTRONIC PLC SHS G5960L103 5,727 66,000 SH   SOLE   66,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,729 136,000 SH   SOLE   136,000 0 0
MICROSOFT CORP COM 594918104 9,057 177,000 SH   SOLE   177,000 0 0
MILLER INDS INC TENN COM NEW 600551204 2,147 104,270 SH   SOLE   100,000 0 4,270
NATUS MEDICAL INC DEL COM 639050103 2,156 57,025 SH   SOLE   54,000 0 3,025
NOVANTA INC COM 67000B104 2,840 187,480 SH   SOLE   179,050 0 8,430
ORACLE CORP COM 68389X105 10,928 267,000 SH   SOLE   267,000 0 0
OSHKOSH CORP COM 688239201 9,696 203,229 SH   SOLE   200,100 0 3,129
OWENS ILL INC COM NEW 690768403 12,782 709,702 SH   SOLE   698,325 0 11,377
PACKAGING CORP AMER COM 695156109 6,961 104,000 SH   SOLE   104,000 0 0
PARKER HANNIFIN CORP COM 701094104 2,053 19,000 SH   SOLE   19,000 0 0
PATTERSON COMPANIES INC COM 703395103 11,749 245,335 SH   SOLE   242,000 0 3,335
PENTAIR PLC SHS G7S00T104 6,120 105,000 SH   SOLE   105,000 0 0
PEPSICO INC COM 713448108 4,873 46,000 SH   SOLE   46,000 0 0
POTBELLY CORP COM 73754Y100 4,646 370,470 SH   SOLE   354,000 0 16,470
PROCTOR & GAMBLE CO COM 742718109 3,895 46,000 SH   SOLE   46,000 0 0
REGAL-BELOIT CORP COM 758750103 12,415 225,530 SH   SOLE   222,000 0 3,530
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 5,853 94,000 SH   SOLE   94,000 0 0
SEAWORLD ENTMT INC COM 81282V100 5,501 383,855 SH   SOLE   376,350 0 7,505
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,770 67,140 SH   SOLE   66,400 0 740
SPIRIT AIRLS INC COM 848577102 15,022 334,780 SH   SOLE   329,200 0 5,580
STRYKER CORP COM 863667101 4,554 38,000 SH   SOLE   38,000 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 1,052 34,345 SH   SOLE   32,750 0 1,595
TOWNEBANK PORTSMOUTH VA COM 89214P109 2,164 99,950 SH   SOLE   96,000 0 3,950
TRAVELERS COMPANIES INC COM 89417E109 5,131 43,100 SH   SOLE   43,100 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,322 232,000 SH   SOLE   232,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,463 60,000 SH   SOLE   60,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,717 85,000 SH   SOLE   85,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,495 46,000 SH   SOLE   46,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,218 24,000 SH   SOLE   24,000 0 0
US BANCORP DEL COM NEW 902973304 8,772 217,500 SH   SOLE   217,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,361 96,000 SH   SOLE   96,000 0 0
VIACOM INC NEW CL B 92553P201 7,713 186,000 SH   SOLE   186,000 0 0
VISA INC COM CL A 92826C839 6,527 88,000 SH   SOLE   88,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 3,698 298,465 SH   SOLE   288,000 0 10,465
VITAMIN SHOPPE INC COM 92849E101 16,353 534,945 SH   SOLE   526,300 0 8,645
WABASH NATL CORP COM 929566107 1,318 103,760 SH   SOLE   99,100 0 4,660
DISNEY WALT CO COM DISNEY 254687106 8,021 82,000 SH   SOLE   82,000 0 0
WENDYS CO COM 95058W100 7,708 801,290 SH   SOLE   787,000 0 14,290
WESCO INTL INC COM 95082P105 11,137 216,290 SH   SOLE   212,585 0 3,705
WESTROCK CO COM 96145D105 12,698 326,675 SH   SOLE   322,100 0 4,575
XYLEM INC COM 98419M100 3,170 71,000 SH   SOLE   71,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 16,560 330,540 SH   SOLE   325,500 0 5,040
ZIMMER HLDGS INC COM 98956P102 9,149 76,000 SH   SOLE   76,000 0 0
ZOETIS INC CL A 98978V103 3,892 82,000 SH   SOLE   82,000 0 0