13F-HR 1 pcm4q13f.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 21st Century Insurance Group COM 90130N103 14104 871700 SH SOLE 871700 AVX Corporation COM 002444107 5909 408100 SH SOLE 408100 Adaptec, Inc. COM 00651F108 12128 2083875 SH SOLE 2083875 Aftermarket Technology Corpora COM 008318107 3489 179450 SH SOLE 179450 AmSurg Corp. COM 03232p405 5107 223400 SH SOLE 223400 Angelica Corp COM 034663104 5018 303400 SH SOLE 303400 Apogee Enterprises, Inc. COM 037598109 8578 528825 SH SOLE 528825 Aptargroup, Inc. COM 038336103 5763 110400 SH SOLE 110400 Aquila, Inc. COM 03840P102 9355 2598700 SH SOLE 2598700 Atmos Energy Corporation COM 049560105 5023 192000 SH SOLE 192000 Avid Technology, Inc. COM 05367p100 14917 272400 SH SOLE 272400 Avnet Inc COM 053807103 6092 254450 SH SOLE 254450 Banta Corporation COM 066821109 8615 173000 SH SOLE 173000 Baxter International COM 071813109 392 10400 SH SOLE 10400 Bell Microproducts COM 078137106 20245 2646450 SH SOLE 2646450 Benchmark Electronics Inc. COM 08160H101 50225 1493450 SH SOLE 1493450 Big 5 Sporting Goods Corp COM 08915p101 16038 732650 SH SOLE 732650 Big Lots, Inc. COM 089302103 305 25400 SH SOLE 25400 Bio-Reference Laboratories, In COM 09057G602 15157 805800 SH SOLE 805800 Bioscrip Inc COM 09069b108 13905 1844100 SH SOLE 1844100 Black Box Corporation COM 091826107 12418 262100 SH SOLE 262100 Blair Corporation COM 092828102 7768 199493 SH SOLE 199493 Bon-Ton Stores, Inc. COM 09776J101 14692 768000 SH SOLE 768000 Brocade Communications COM 111621108 225 55300 SH SOLE 55300 Builders Firstsource Inc COM 12008r107 11459 536200 SH SOLE 536200 C & D Technologies, Inc. COM 124661109 2777 364400 SH SOLE 364400 CBIZ Inc COM 124805102 3828 635800 SH SOLE 635800 CCA Industries, Inc. COM 124867102 1672 180800 SH SOLE 180800 CCC Information Svcs Grp COM 12487Q109 3285 125300 SH SOLE 125300 CMS Energy Corporation COM 125896100 5985 412500 SH SOLE 412500 CONMED Corporation COM 207410101 2901 122600 SH SOLE 122600 CSS Industries, Inc. COM 125906107 12446 405005 SH SOLE 405005 CTS Corp COM 126501105 13199 1193400 SH SOLE 1193400 Cabot Microelectronics Corpora COM 12709P103 5536 189000 SH SOLE 189000 Cadmus Communications Corporat COM 127587103 9443 469100 SH SOLE 469100 Camden National Corporation COM 133034108 1983 60300 SH SOLE 60300 Captaris, Inc. 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