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
ABBOTT LABORATORIES COM 002824100 9,203 220,000 SH   SOLE   220,000 0 0
AMERICAN EXPRESS CO COM 025816109 6,877 112,000 SH   SOLE   112,000 0 0
AON PLC SHS CL A G0408V102 9,505 91,000 SH   SOLE   91,000 0 0
APPLE INC COM 037833100 3,379 31,000 SH   SOLE   31,000 0 0
AT&T INC COM 00206R102 7,748 197,800 SH   SOLE   197,800 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,697 209,000 SH   SOLE   209,000 0 0
BB&T CORP COM 054937107 7,586 228,000 SH   SOLE   228,000 0 0
BECTON DICKINSON & CO COM 075887109 8,198 54,000 SH   SOLE   54,000 0 0
BED BATH & BEYOND INC COM 075896100 9,933 200,100 SH   SOLE   200,100 0 0
BIG LOTS INC COM 089302103 9,203 203,200 SH   SOLE   201,000 0 2,200
BRADY CORP CL A 104674106 8,602 320,500 SH   SOLE   316,000 0 4,500
CECO ENVIRONMENTAL CORP COM 125141101 4,415 711,000 SH   SOLE   688,000 0 23,000
CHARLES RIV LABS INTL INC COM 159864107 1,844 24,286 SH   SOLE   23,986 0 300
CISCO SYS INC COM 17275R102 11,445 402,000 SH   SOLE   402,000 0 0
CITIZENS FINL GROUP INC COM 174610105 10,104 482,300 SH   SOLE   477,000 0 5,300
COACH INC COM 189754104 2,686 67,000 SH   SOLE   67,000 0 0
COMCAST CORP NEW CL A 20030N101 5,375 88,000 SH   SOLE   88,000 0 0
CORNING INC COM 219350105 6,601 316,000 SH   SOLE   316,000 0 0
CVS CAREMARK CORPORATION COM 126650100 6,639 64,000 SH   SOLE   64,000 0 0
CYNOSURE INC CL A 232577205 2,188 49,600 SH   SOLE   48,000 0 1,600
DAKTRONICS INC COM 234264109 3,807 481,900 SH   SOLE   466,300 0 15,600
DELPHI AUTOMOTIVE PLC SHS G27823106 6,002 80,000 SH   SOLE   80,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,815 140,000 SH   SOLE   140,000 0 0
DILLARDS INC CL A 254067101 14,363 169,150 SH   SOLE   167,200 0 1,950
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 8,289 307,000 SH   SOLE   307,000 0 0
DSW INC CL A 23334L102 10,310 373,000 SH   SOLE   368,600 0 4,400
EBAY INC COM 278642103 6,347 266,000 SH   SOLE   266,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 9,005 131,100 SH   SOLE   131,100 0 0
FEDERAL SIGNAL CORP COM 313855108 1,916 144,500 SH   SOLE   140,000 0 4,500
FEDEX CORP COM 31428X106 2,278 14,000 SH   SOLE   14,000 0 0
FIFTH THIRD BANCORP COM 316773100 8,028 481,000 SH   SOLE   481,000 0 0
FRANKLIN RES INC COM 354613101 8,786 225,000 SH   SOLE   225,000 0 0
FTD COS INC COM 30281V108 2,412 91,900 SH   SOLE   89,000 0 2,900
GENERAL ELECTRIC CO COM 369604103 7,153 225,000 SH   SOLE   225,000 0 0
GENERAL MTRS CO COM 37045V100 9,052 288,000 SH   SOLE   288,000 0 0
GREENBRIER COS INC COM 393657101 16,033 580,079 SH   SOLE   574,279 0 5,800
GSI GROUP INC CDA NEW COM NEW 36191C205 4,005 282,850 SH   SOLE   274,000 0 8,850
HARMAN INTL INDS INC COM 413086109 15,876 178,305 SH   SOLE   176,280 0 2,025
HARMONIC INC COM 413160102 2,227 681,000 SH   SOLE   659,000 0 22,000
HIBBETT SPORTS INC COM 428567101 1,818 50,650 SH   SOLE   49,000 0 1,650
INGERSOLL-RAND PLC SHS G47791101 6,635 107,000 SH   SOLE   107,000 0 0
INTEL CORP COM 458140100 7,602 235,000 SH   SOLE   235,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,650 9,400 SH   SOLE   9,400 0 0
INVESCO LTD SHS G491BT108 11,416 371,000 SH   SOLE   371,000 0 0
JANUS CAP GROUP INC COM 47102X105 15,107 1,032,600 SH   SOLE   1,021,000 0 11,600
JETBLUE AIRWAYS CORP COM 477143101 4,668 221,000 SH   SOLE   221,000 0 0
JOHNSON & JOHNSON COM 478160104 5,410 50,000 SH   SOLE   50,000 0 0
KENNAMETAL INC COM 489170100 8,281 368,200 SH   SOLE   365,000 0 3,200
KEYSIGHT TECHNOLOGIES INC COM 49338L103 15,797 569,450 SH   SOLE   564,000 0 5,450
KOHLS CORP COM 500255104 10,161 218,000 SH   SOLE   218,000 0 0
LANDS END INC NEW COM 51509F105 2,171 85,100 SH   SOLE   82,400 0 2,700
LEGG MASON INC COM 524901105 17,805 513,400 SH   SOLE   508,000 0 5,400
LIFETIME BRANDS INC COM 53222Q103 4,333 287,500 SH   SOLE   278,300 0 9,200
LOWES COS INC COM 548661107 5,000 66,000 SH   SOLE   66,000 0 0
MACYS INC COM 55616P104 7,980 181,000 SH   SOLE   181,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,720 127,000 SH   SOLE   127,000 0 0
MASTERCARD INC CL A 57636Q104 5,292 56,000 SH   SOLE   56,000 0 0
MEDTRONIC PLC SHS G5960L103 7,200 96,000 SH   SOLE   96,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,449 43,000 SH   SOLE   43,000 0 0
MICROSOFT CORP COM 594918104 8,726 158,000 SH   SOLE   158,000 0 0
MILLER INDS INC TENN COM NEW 600551204 2,140 105,500 SH   SOLE   102,000 0 3,500
ORACLE CORP COM 68389X105 10,309 252,000 SH   SOLE   252,000 0 0
OSHKOSH CORP COM 688239201 13,056 319,444 SH   SOLE   316,000 0 3,444
OWENS ILL INC COM NEW 690768403 12,931 810,200 SH   SOLE   801,000 0 9,200
PACKAGING CORP AMER COM 695156109 8,154 135,000 SH   SOLE   135,000 0 0
PARKER HANNIFIN CORP COM 701094104 4,332 39,000 SH   SOLE   39,000 0 0
PATTERSON COMPANIES INC COM 703395103 11,851 254,700 SH   SOLE   252,000 0 2,700
PENTAIR PLC SHS G7S00T104 8,519 157,000 SH   SOLE   157,000 0 0
PEPSICO INC COM 713448108 4,714 46,000 SH   SOLE   46,000 0 0
POTBELLY CORP COM 73754Y100 4,641 341,000 SH   SOLE   330,000 0 11,000
PROCTOR & GAMBLE CO COM 742718109 3,786 46,000 SH   SOLE   46,000 0 0
RALPH LAUREN CORP CL A 751212101 5,391 56,000 SH   SOLE   56,000 0 0
REGAL-BELOIT CORP COM 758750103 15,955 252,900 SH   SOLE   250,000 0 2,900
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,372 116,175 SH   SOLE   114,900 0 1,275
SPIRIT AIRLS INC COM 848577102 12,676 264,200 SH   SOLE   260,800 0 3,400
STRYKER CORP COM 863667101 4,828 45,000 SH   SOLE   45,000 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 1,904 99,200 SH   SOLE   96,000 0 3,200
TRAVELERS COMPANIES INC COM 89417E109 5,030 43,100 SH   SOLE   43,100 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,571 233,000 SH   SOLE   233,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,328 60,000 SH   SOLE   60,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 9,409 94,000 SH   SOLE   94,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,089 55,000 SH   SOLE   55,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,240 34,000 SH   SOLE   34,000 0 0
US BANCORP DEL COM NEW 902973304 8,828 217,500 SH   SOLE   217,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,732 106,000 SH   SOLE   106,000 0 0
VIACOM INC NEW CL B 92553P201 7,678 186,000 SH   SOLE   186,000 0 0
VISA INC COM CL A 92826C839 5,124 67,000 SH   SOLE   67,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 3,620 296,500 SH   SOLE   288,000 0 8,500
VITAMIN SHOPPE INC COM 92849E101 14,631 472,592 SH   SOLE   466,792 0 5,800
WABASH NATL CORP COM 929566107 3,181 240,950 SH   SOLE   233,000 0 7,950
DISNEY WALT CO COM DISNEY 254687106 5,065 51,000 SH   SOLE   51,000 0 0
WENDYS CO COM 95058W100 10,842 995,600 SH   SOLE   984,000 0 11,600
WESCO INTL INC COM 95082P105 15,545 284,350 SH   SOLE   281,000 0 3,350
WESTROCK CO COM 96145D105 15,592 399,500 SH   SOLE   396,000 0 3,500
XYLEM INC COM 98419M100 4,622 113,000 SH   SOLE   113,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 17,933 259,900 SH   SOLE   257,300 0 2,600
ZIMMER HLDGS INC COM 98956P102 11,303 106,000 SH   SOLE   106,000 0 0
ZOETIS INC CL A 98978V103 3,635 82,000 SH   SOLE   82,000 0 0