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 COM 88579Y101 1,719 12,000 SH   SOLE   12,000 0 0
ABB LTD SPONSORED ADR 000375204 2,647 115,000 SH   SOLE   115,000 0 0
ABBOTT LABORATORIES COM 002824100 7,444 182,000 SH   SOLE   182,000 0 0
ABM INDUSTRIES INC COM 000957100 9,524 353,000 SH   SOLE   353,000 0 0
THE ADT CORPORATION COM 00101J106 8,176 234,000 SH   SOLE   234,000 0 0
AEGION CORP COM 00770F104 1,955 84,000 SH   SOLE   84,000 0 0
AMERICAN EXPRESS CO COM 025816109 5,218 55,000 SH   SOLE   55,000 0 0
ANN INC COM 035623107 6,916 168,100 SH   SOLE   168,100 0 0
AON PLC SHS CL A G0408V102 7,748 86,000 SH   SOLE   86,000 0 0
APPLE INC COM 037833100 5,948 64,000 SH   SOLE   64,000 0 0
ARCTIC CAT INC COM 039670104 2,483 63,000 SH   SOLE   63,000 0 0
AT&T INC COM 00206R102 7,673 217,000 SH   SOLE   217,000 0 0
AVERY DENNISON CORP COM 053611109 5,646 110,168 SH   SOLE   110,168 0 0
AVX CORP COM 002444107 584 44,000 SH   SOLE   44,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,983 213,000 SH   SOLE   213,000 0 0
BAXTER INTL INC COM 071813109 4,338 60,000 SH   SOLE   60,000 0 0
BB&T CORP COM 054937107 8,320 211,000 SH   SOLE   211,000 0 0
BECTON DICKINSON & CO COM 075887109 6,388 54,000 SH   SOLE   54,000 0 0
BED BATH & BEYOND INC COM 075896100 11,132 194,000 SH   SOLE   194,000 0 0
BIG LOTS INC COM 089302103 7,952 174,000 SH   SOLE   174,000 0 0
CAREFUSION CORP COM 14170T101 9,225 208,000 SH   SOLE   208,000 0 0
CECO ENVIRONMENTAL CORP COM 125141101 1,980 127,000 SH   SOLE   127,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 7,118 133,000 SH   SOLE   133,000 0 0
CHUBB CORP COM 171232101 5,254 57,000 SH   SOLE   57,000 0 0
CINTAS CORP COM 172908105 3,558 56,000 SH   SOLE   56,000 0 0
CISCO SYS INC COM 17275R102 8,499 342,000 SH   SOLE   342,000 0 0
COCA COLA CO COM 191216100 4,194 99,000 SH   SOLE   99,000 0 0
COMCAST CORP NEW CL A 20030N101 11,004 205,000 SH   SOLE   205,000 0 0
CORNING INC COM 219350105 4,544 207,000 SH   SOLE   207,000 0 0
BARD C R INC COM 067383109 5,434 38,000 SH   SOLE   38,000 0 0
CULP INC COM 230215105 1,828 105,000 SH   SOLE   105,000 0 0
CVS CAREMARK CORPORATION COM 126650100 6,934 92,000 SH   SOLE   92,000 0 0
DEERE & CO COM 244199105 3,350 37,000 SH   SOLE   37,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 7,149 104,000 SH   SOLE   104,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,202 186,000 SH   SOLE   186,000 0 0
DENTSPLY INTL INC NEW COM 249030107 3,314 70,000 SH   SOLE   70,000 0 0
DILLARDS INC CL A 254067101 10,495 90,000 SH   SOLE   90,000 0 0
DORMAN PRODUCTS INC COM 258278100 2,811 57,000 SH   SOLE   57,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 9,816 150,000 SH   SOLE   150,000 0 0
EBAY INC COM 278642103 8,210 164,000 SH   SOLE   164,000 0 0
ENTEGRIS INC COM 29362U104 7,409 539,000 SH   SOLE   539,000 0 0
EQUIFAX INC COM 294429105 6,891 95,000 SH   SOLE   95,000 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 6,101 53,000 SH   SOLE   53,000 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 8,726 352,700 SH   SOLE   352,700 0 0
EXPRESS INC COM 30219E103 12,040 707,000 SH   SOLE   707,000 0 0
EXXON MOBIL CORP COM 30231G102 3,121 31,000 SH   SOLE   31,000 0 0
MACYS INC COM 55616P104 11,761 202,700 SH   SOLE   202,700 0 0
FIFTH THIRD BANCORP COM 316773100 5,316 249,000 SH   SOLE   249,000 0 0
FOSSIL GROUP INC COM 34988V106 3,763 36,000 SH   SOLE   36,000 0 0
FRANKLIN RES INC COM 354613101 11,105 192,000 SH   SOLE   192,000 0 0
GENERAL ELECTRIC CO COM 369604103 9,540 363,000 SH   SOLE   363,000 0 0
GENERAL MTRS CO COM 37045V100 7,369 203,000 SH   SOLE   203,000 0 0
GREENBRIER COS INC COM 393657101 5,011 87,000 SH   SOLE   87,000 0 0
GSI GROUP INC CDA NEW COM NEW 36191C205 1,795 141,000 SH   SOLE   141,000 0 0
HARMAN INTL INDS INC COM 413086109 9,561 89,000 SH   SOLE   89,000 0 0
HARMONIC INC COM 413160102 1,440 193,000 SH   SOLE   193,000 0 0
HORMEL FOODS CORP COM 440452100 3,652 74,000 SH   SOLE   74,000 0 0
INGERSOLL-RAND PLC SHS G47791101 4,376 70,000 SH   SOLE   70,000 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 2,588 55,000 SH   SOLE   55,000 0 0
INTEL CORP COM 458140100 5,129 166,000 SH   SOLE   166,000 0 0
INTERNATIONAL GAME TECHNOLOGY COM NEW 459902102 14,871 934,700 SH   SOLE   934,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,001 17,000 SH   SOLE   17,000 0 0
INVESCO LTD SHS G491BT108 10,532 279,000 SH   SOLE   279,000 0 0
ITRON INC COM 465741106 7,922 195,366 SH   SOLE   195,366 0 0
JANUS CAP GROUP INC COM 47102X105 2,259 181,000 SH   SOLE   181,000 0 0
JOHNSON & JOHNSON COM 478160104 9,102 87,000 SH   SOLE   87,000 0 0
JONES LANG LASALLE INC COM 48020Q107 7,710 61,000 SH   SOLE   61,000 0 0
KADANT INC COM 48282T104 1,269 33,000 SH   SOLE   33,000 0 0
KOHLS CORP COM 500255104 8,640 164,000 SH   SOLE   164,000 0 0
LEGG MASON INC COM 524901105 12,417 242,000 SH   SOLE   242,000 0 0
LOWES COS INC COM 548661107 9,118 190,000 SH   SOLE   190,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,597 108,000 SH   SOLE   108,000 0 0
MASCO CORP COM 574599106 3,996 180,000 SH   SOLE   180,000 0 0
MCDONALDS CORP COM 580135101 3,324 33,000 SH   SOLE   33,000 0 0
MEDTRONIC INC COM 585055106 7,332 115,000 SH   SOLE   115,000 0 0
MICROSOFT CORP COM 594918104 3,753 90,000 SH   SOLE   90,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,255 61,000 SH   SOLE   61,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,435 66,000 SH   SOLE   66,000 0 0
NEWELL RUBBERMAID INC COM 651229106 3,409 110,000 SH   SOLE   110,000 0 0
NOW INC COM 67011P100 5,033 139,000 SH   SOLE   139,000 0 0
NUTRACEUTICAL INTL CORP COM 67060Y101 1,694 71,000 SH   SOLE   71,000 0 0
ORACLE CORP COM 68389X105 5,269 130,000 SH   SOLE   130,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,395 27,000 SH   SOLE   27,000 0 0
PEPSICO INC COM 713448108 9,470 106,000 SH   SOLE   106,000 0 0
PETSMART INC COM 716768106 15,608 261,000 SH   SOLE   261,000 0 0
POTBELLY CORP COM 73754Y100 2,889 181,000 SH   SOLE   181,000 0 0
QUALCOMM INC COM 747525103 4,514 57,000 SH   SOLE   57,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,813 82,000 SH   SOLE   82,000 0 0
RALPH LAUREN CORP CL A 751212101 5,946 37,000 SH   SOLE   37,000 0 0
REGAL-BELOIT CORP COM 758750103 5,971 76,000 SH   SOLE   76,000 0 0
ROCK-TENN CO CL A 772739207 4,435 42,000 SH   SOLE   42,000 0 0
ROCKY BRANDS INC COM 774515100 1,010 71,000 SH   SOLE   71,000 0 0
ROSS STORES INC COM 778296103 7,208 109,000 SH   SOLE   109,000 0 0
SEALED AIR CORP NEW COM 81211K100 5,980 175,000 SH   SOLE   175,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,857 141,000 SH   SOLE   141,000 0 0
SMITH & WESSON HLDG CORP COM 831756101 5,370 369,328 SH   SOLE   369,328 0 0
SPIRIT AIRLS INC COM 848577102 11,548 182,600 SH   SOLE   182,600 0 0
STANDARD MTR PRODS INC COM 853666105 3,038 68,000 SH   SOLE   68,000 0 0
STEELCASE INC CL A 858155203 1,513 100,000 SH   SOLE   100,000 0 0
STRYKER CORP COM 863667101 8,263 98,000 SH   SOLE   98,000 0 0
SYSCO CORP COM 871829107 4,344 116,000 SH   SOLE   116,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,514 73,000 SH   SOLE   73,000 0 0
TELEFLEX INC COM 879369106 6,653 63,000 SH   SOLE   63,000 0 0
TERADATA CORP DEL COM 88076W103 9,166 228,000 SH   SOLE   228,000 0 0
TJX COS INC NEW COM 872540109 5,209 98,000 SH   SOLE   98,000 0 0
TOWERS WATSON & CO CL A 891894107 5,316 51,000 SH   SOLE   51,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 2,131 23,800 SH   SOLE   23,800 0 0
UFP TECHNOLOGIES INC COM 902673102 1,180 49,000 SH   SOLE   49,000 0 0
UNIFIRST CORP MASS COM 904708104 5,512 52,000 SH   SOLE   52,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,964 43,000 SH   SOLE   43,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,169 51,000 SH   SOLE   51,000 0 0
URS CORP NEW COM 903236107 10,591 231,000 SH   SOLE   231,000 0 0
US BANCORP DEL COM NEW 902973304 10,050 232,000 SH   SOLE   232,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,284 108,000 SH   SOLE   108,000 0 0
V F CORP COM 918204108 3,276 52,000 SH   SOLE   52,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 5,530 357,000 SH   SOLE   357,000 0 0
VITAMIN SHOPPE INC COM 92849E101 10,540 245,000 SH   SOLE   245,000 0 0
DISNEY WALT CO COM DISNEY 254687106 2,058 24,000 SH   SOLE   24,000 0 0
WESCO INTL INC COM 95082P105 3,369 39,000 SH   SOLE   39,000 0 0
WHOLE FOODS MKT INC COM 966837106 3,438 89,000 SH   SOLE   89,000 0 0
XYLEM INC COM 98419M100 4,494 115,000 SH   SOLE   115,000 0 0
ZIMMER HLDGS INC COM 98956P102 9,036 87,000 SH   SOLE   87,000 0 0
ZOETIS INC CL A 98978V103 5,744 178,000 SH   SOLE   178,000 0 0