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 4,607 98,570 SH   SOLE   98,570 0 0
BABCOCK & WILCOX ENTERPR COM 05614L100 839 50,837 SH   SOLE   50,837 0 0
CIMAREX ENERGY COM 171798101 5,469 40,700 SH   SOLE   40,700 0 0
COHERENT INC COM 192479103 10,907 98,673 SH   SOLE   98,673 0 0
COHU INC COM 192576106 416 35,398 SH   SOLE   35,398 0 0
CSG SYS INTL INC COM 126349109 10,349 250,390 SH   SOLE   250,390 0 0
CUBIC CORP COM 229669106 4,824 103,051 SH   SOLE   103,051 0 0
DIGI INTERNATIONAL INC COM 253798102 160 14,000 SH   SOLE   14,000 0 0
DREW INDUSTRIES INC COM 26168L205 1,745 17,800 SH   SOLE   17,800 0 0
DRIL-QUIP INC COM 262037104 3,467 62,200 SH   SOLE   62,200 0 0
EMCOR GROUP INC COM 29084Q100 9,366 157,100 SH   SOLE   157,100 0 0
FREIGHTCAR AMERICA INC COM 357023100 728 50,600 SH   SOLE   50,600 0 0
GULF ISLAND FABRICATION INC COM 402307102 1,669 181,412 SH   SOLE   181,412 0 0
GLOBAL PAYMENTS INC COM 37940X102 12,730 165,840 SH   SOLE   165,840 0 0
GRAHAM CORP COM 384556106 574 30,030 SH   SOLE   30,030 0 0
HURCO COMPANIES INC COM 447324104 1,395 49,701 SH   SOLE   49,701 0 0
INSPERITY INC COM 45778Q107 9,440 129,959 SH   SOLE   129,959 0 0
LITTELFUSE INC COM 537008104 1,159 9,000 SH   SOLE   9,000 0 0
MERCURY SYSTEMS INC COM 589378108 911 37,084 SH   SOLE   37,084 0 0
MATRIX SERVICE CO COM 576853105 498 26,525 SH   SOLE   26,525 0 0
MATADOR RESOURCES CO COM 576485205 438 18,000 SH   SOLE   18,000 0 0
MKS INSTRUMENTS INC COM 55306N104 13,224 265,921 SH   SOLE   265,921 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 5,388 73,396 SH   SOLE   73,396 0 0
NANOMETRICS INC COM 630077105 1,001 44,825 SH   SOLE   44,825 0 0
PDF SOLUTIONS INC COM 693282105 454 25,000 SH   SOLE   25,000 0 0
PLANET PAYMENT INC COM U72603118 375 100,974 SH   SOLE   100,974 0 0
PRIMORIS SERVICES CORP COM 74164F103 7,031 341,312 SH   SOLE   341,312 0 0
ROGERS CORP COM 775133101 1,075 17,600 SH   SOLE   17,600 0 0
ROLLINS INC COM 775711104 10,239 349,685 SH   SOLE   349,685 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 1,488 83,855 SH   SOLE   83,855 0 0
SYNERGY RESOURCES CORP COM 87164P103 1,975 285,025 SH   SOLE   285,025 0 0
THOR INDUSTRIES COM 885160101 10,933 129,076 SH   SOLE   129,076 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 11,236 238,306 SH   SOLE   238,306 0 0
TETRA TECH INC COM 88162G103 7,821 220,500 SH   SOLE   220,500 0 0
VALMONT INDUSTRIES COM 920253101 2,517 18,701 SH   SOLE   18,701 0 0
VASCO DATA SECURITY INTL COM 92230Y104 141 8,000 SH   SOLE   8,000 0 0
VEECO INSTRUMENTS INC COM 922417100 1,040 52,982 SH   SOLE   52,982 0 0
WABTEC CORP COM 929740108 12,378 151,600 SH   SOLE   151,600 0 0
SPDR S&P OIL & GAS EXP & PR COM 78464A730 308 8,000 SH   SOLE   8,000 0 0