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
ABERCROMBIE FITCH CO COM 002896207 3,647 115,642 SH   SOLE   81,722 0 33,920
ADVANCED ENERGY INDUSTRIES COM 007973100 7,837 225,261 SH   SOLE   124,819 0 100,442
AECOM COM 00766T100 4,364 141,750 SH   SOLE   100,209 0 41,541
AMEREN CORP. COM 023608102 2,413 48,160 SH   SOLE   34,050 0 14,110
AMERISAFE INC. COM 03071H100 8,727 166,094 SH   SOLE   92,154 0 73,940
AMSURG CORP. COM 03232P405 7,623 102,179 SH   SOLE   56,692 0 45,487
ANTHEM COM 036752103 5,900 42,447 SH   SOLE   30,007 0 12,440
ARROW ELECTRONIC COM 042735100 4,078 63,312 SH   SOLE   44,735 0 18,577
ASTORIA FINANCIAL CORP COM 046265104 7,293 460,427 SH   SOLE   255,226 0 205,201
ATLAS AIR WORLDWIDE HOLDINGS COM 049164205 9,379 221,891 SH   SOLE   122,934 0 98,957
AUTONATION INC. COM 05329W102 3,164 67,788 SH   SOLE   47,926 0 19,862
AVISTA CORP. COM 05379B107 6,028 147,809 SH   SOLE   82,024 0 65,785
BBCN BANCORP INC COM 073295107 7,400 487,166 SH   SOLE   269,989 0 217,177
BECTON DICKINSON COM 075887109 3,329 21,926 SH   SOLE   15,506 0 6,420
BED BATH BEYOND INC COM 075896100 2,502 50,410 SH   SOLE   35,620 0 14,790
BELDEN INC. COM 077454106 6,551 106,727 SH   SOLE   59,214 0 47,513
BENCHMARK ELECTRONICS INC COM 08160H101 6,631 287,697 SH   SOLE   159,513 0 128,184
BROCADE COMMUNICATIONS SYSTEMS COM 111621306 4,577 432,640 SH   SOLE   305,890 0 126,750
CABELAS INC. COM 126804301 4,586 94,181 SH   SOLE   52,240 0 41,941
CAPITAL ONE FINANCIAL CORP COM 14040H105 4,087 58,960 SH   SOLE   41,690 0 17,270
CAPSTEAD MORTGAGE CORP REIT 14067E506 5,641 570,422 SH   SOLE   316,062 0 254,360
CARDINAL HEALTH COM 14149Y108 3,548 43,290 SH   SOLE   30,610 0 12,680
CELANESE CORP.-A COM 150870103 5,093 77,760 SH   SOLE   54,950 0 22,810
CHICAGO BRIDGE IRON CO COM 167250109 3,323 90,830 SH   SOLE   64,220 0 26,610
CHICOS FAS INC. COM 168615102 3,832 288,774 SH   SOLE   204,182 0 84,592
CIGNA CORP. COM 125509109 5,941 43,290 SH   SOLE   30,610 0 12,680
CIRRUS LOGIC INC. COM 172755100 11,210 307,890 SH   SOLE   170,610 0 137,280
COACH INC. COM 189754104 4,250 106,010 SH   SOLE   74,930 0 31,080
COLUMBIA BANKING SYSTEM INC COM 197236102 8,058 269,321 SH   SOLE   149,305 0 120,016
CONSTELLATION BRANDS INC-A COM 21036P108 4,748 31,428 SH   SOLE   22,229 0 9,199
CONVERGYS CORP. COM 212485106 4,172 150,250 SH   SOLE   106,270 0 43,980
CORNING INC. COM 219350105 3,352 160,460 SH   SOLE   113,350 0 47,110
CSG SYSTEMS INTL COM 126349109 9,383 207,777 SH   SOLE   115,189 0 92,588
DECKERS OUTDOOR COM 243537107 9,797 163,525 SH   SOLE   90,607 0 72,918
DICK'S SPORTING GOODS INC COM 253393102 4,167 89,140 SH   SOLE   63,030 0 26,110
DISCOVER FINANCIAL SERVICES COM 254709108 5,465 107,330 SH   SOLE   75,890 0 31,440
DSW INC CL A COM 23334L102 3,865 139,850 SH   SOLE   98,880 0 40,970
DTS INC. COM 23335C101 5,357 245,956 SH   SOLE   136,299 0 109,657
DYCOM INDUSTRIES INC COM 267475101 7,009 108,377 SH   SOLE   60,060 0 48,317
EAST WEST BANCORP INC COM 27579R104 3,523 108,470 SH   SOLE   76,680 0 31,790
ELECTRONICS FOR IMAGING COM 286082102 5,008 118,146 SH   SOLE   65,479 0 52,667
ENCORE CAPITAL GROUP INC COM 292554102 11,029 428,478 SH   SOLE   237,428 0 191,050
ENERSYS COM 29275Y102 7,463 133,934 SH   SOLE   74,232 0 59,702
FIFTH THIRD BANCORP COM 316773100 2,787 166,980 SH   SOLE   117,990 0 48,990
FIRST AMERICAN FINANCIAL COM 31847R102 3,865 101,406 SH   SOLE   71,666 0 29,740
FIRST SOLAR INC. COM 336433107 5,253 76,725 SH   SOLE   42,595 0 34,130
FULTON FINANCIAL COM 360271100 4,653 347,750 SH   SOLE   245,880 0 101,870
GATX CORP. COM 361448103 5,253 110,599 SH   SOLE   61,320 0 49,279
GENESCO INC. COM 371532102 8,034 111,196 SH   SOLE   61,724 0 49,472
GENTEX CORP. COM 371901109 5,231 333,380 SH   SOLE   235,650 0 97,730
GOODYEAR TIRE RUBBER CO COM 382550101 3,538 107,270 SH   SOLE   75,840 0 31,430
GREATBATCH INC. COM 39153L106 6,087 170,779 SH   SOLE   94,609 0 76,170
GREEN DOT CORP.-A COM 39304D102 11,996 522,256 SH   SOLE   289,446 0 232,810
GREENBRIER COMPANIES INC COM 393657101 3,861 139,675 SH   SOLE   77,375 0 62,300
GROUP 1 AUTOMOTIVE INC COM 398905109 6,246 106,418 SH   SOLE   59,040 0 47,378
GUESS? INC. COM 401617105 3,991 212,634 SH   SOLE   150,264 0 62,370
HARMAN INTERNATIONAL COM 413086109 4,886 54,870 SH   SOLE   38,810 0 16,060
HMS HOLDINGS CORP COM 40425J101 8,271 576,366 SH   SOLE   319,376 0 256,990
HOLLYFRONTIER CORP COM 436106108 3,996 113,140 SH   SOLE   80,000 0 33,140
HUMANA INC. COM 444859102 4,328 23,656 SH   SOLE   16,720 0 6,936
IBERIABANK CORP. COM 450828108 4,570 89,138 SH   SOLE   49,434 0 39,704
ICONIX BRAND GROUP INC COM 451055107 3,572 443,705 SH   SOLE   245,955 0 197,750
ITRON INC. COM 465741106 6,618 158,619 SH   SOLE   87,979 0 70,640
J2 GLOBAL INC COM 48123V102 7,981 129,603 SH   SOLE   71,837 0 57,766
JABIL CIRCUIT COM 466313103 3,242 168,260 SH   SOLE   119,030 0 49,230
JACK HENRY ASSOCIATES INC COM 426281101 5,959 70,465 SH   SOLE   39,055 0 31,410
JANUS CAPITAL GROUP INC COM 47102X105 6,783 463,660 SH   SOLE   256,980 0 206,680
JETBLUE AIRWAYS COM 477143101 5,641 267,110 SH   SOLE   188,950 0 78,160
KEYCORP COM 493267108 3,565 322,920 SH   SOLE   228,330 0 94,590
KINDRED HEALTHCARE INC COM 494580103 8,068 653,299 SH   SOLE   361,996 0 291,303
LA-Z-BOY INC. COM 505336107 8,828 330,139 SH   SOLE   183,023 0 147,116
LEAR CORP. COM 521865204 4,190 37,690 SH   SOLE   26,650 0 11,040
LEXMARK INTL-A COM 529771107 3,310 99,020 SH   SOLE   69,970 0 29,050
LIFEPOINT HEALTH INC COM 53219L109 8,394 121,220 SH   SOLE   67,204 0 54,016
LINCOLN NATIONAL CORPORATION COM 534187109 4,460 113,773 SH   SOLE   80,477 0 33,296
LITHIA MOTORS-A COM 536797103 8,955 102,541 SH   SOLE   56,862 0 45,679
M T BANK CORP COM 55261F104 3,766 33,930 SH   SOLE   23,990 0 9,940
MACYS INC. COM 55616P104 3,686 83,600 SH   SOLE   59,120 0 24,480
MAGELLAN HEALTH COM 559079207 10,416 153,331 SH   SOLE   85,041 0 68,290
MENTOR GRAPHICS COM 587200106 5,112 251,455 SH   SOLE   139,239 0 112,216
NVIDIA CORP. COM 67066G104 6,114 171,590 SH   SOLE   121,300 0 50,290
OPKO HEALTH COM 68375N103 6,286 605,052 SH   SOLE   335,386 0 269,666
PACWEST BANCORP COM 695263103 5,469 147,211 SH   SOLE   81,619 0 65,592
PENNYMAC MORTGAGE INVESTMENT REIT 70931T103 4,304 315,513 SH   SOLE   174,784 0 140,729
PERKINELMER INC. COM 714046109 3,487 70,500 SH   SOLE   49,860 0 20,640
PHARMERICA CORP. COM 71714F104 8,229 372,169 SH   SOLE   206,175 0 165,994
PNM RESOURCES COM 69349H107 5,410 160,440 SH   SOLE   88,976 0 71,464
POLYCOM INC. COM 73172K104 6,276 562,911 SH   SOLE   312,010 0 250,901
PROASSURANCE CORP COM 74267C106 3,958 78,220 SH   SOLE   43,430 0 34,790
PUBLIC SERVICE ENTERPRISE GP COM 744573106 4,507 95,600 SH   SOLE   67,560 0 28,040
QLOGIC CORP. COM 747277101 9,431 701,710 SH   SOLE   388,928 0 312,782
QUALITY SYSTEMS COM 747582104 6,355 416,981 SH   SOLE   231,020 0 185,961
QUANTA SERVICES COM 74762E102 4,120 182,620 SH   SOLE   129,120 0 53,500
RALPH LAUREN CORP COM 751212101 3,572 37,110 SH   SOLE   26,240 0 10,870
RAYMOND JAMES FINANCIAL INC COM 754730109 3,665 76,980 SH   SOLE   54,430 0 22,550
RAYTHEON CO COM 755111507 4,512 36,790 SH   SOLE   26,000 0 10,790
RED ROBIN GOURMET BURGERS COM 75689M101 6,665 103,384 SH   SOLE   57,309 0 46,075
REGIONS FINANCIAL CORP COM 7591EP100 3,190 406,380 SH   SOLE   287,300 0 119,080
RELIANCE STEEL ALUMINUM COM 759509102 3,340 48,280 SH   SOLE   34,130 0 14,150
ROVI CORP. COM 779376102 9,902 482,775 SH   SOLE   267,475 0 215,300
SANDISK CORP. COM 80004C101 4,628 60,830 SH   SOLE   42,990 0 17,840
SCANSOURCE INC. COM 806037107 6,042 149,639 SH   SOLE   82,929 0 66,710
SELECT MEDICAL HOLDINGS CORP COM 81619Q105 8,063 682,707 SH   SOLE   378,828 0 303,879
SELECTIVE INSURANCE GROUP COM 816300107 8,728 238,410 SH   SOLE   132,192 0 106,218
SEMPRA ENERGY COM 816851109 3,402 32,700 SH   SOLE   23,130 0 9,570
SKYWORKS SOLUTIONS INC COM 83088M102 5,098 65,440 SH   SOLE   46,240 0 19,200
SOUTHWEST AIR COM 844741108 7,592 169,470 SH   SOLE   119,820 0 49,650
STANLEY BLACK DECKER INC COM 854502101 3,152 29,960 SH   SOLE   21,160 0 8,800
STIFEL FINANCIAL COM 860630102 3,134 105,870 SH   SOLE   74,900 0 30,970
SYKES ENTERPRISE COM 871237103 8,463 280,404 SH   SOLE   155,461 0 124,943
SYNAPTICS INC. COM 87157D109 10,196 127,865 SH   SOLE   70,895 0 56,970
SYNCHRONOSS TECH COM 87157B103 6,690 206,852 SH   SOLE   114,593 0 92,259
SYNOPSYS INC. COM 871607107 4,152 85,719 SH   SOLE   60,621 0 25,098
TCF FINL CORP. COM 872275102 3,094 252,342 SH   SOLE   178,406 0 73,936
TELEDYNE TECHNOLOGIES INC COM 879360105 6,726 76,315 SH   SOLE   42,381 0 33,934
TESORO CORP. COM 881609101 5,294 61,550 SH   SOLE   43,520 0 18,030
TETRA TECH INC. COM 88162G103 6,487 217,548 SH   SOLE   120,581 0 96,967
THE CHILDREN'S PLACE INC COM 168905107 7,756 92,922 SH   SOLE   51,502 0 41,420
THE FRESH MARKET INC COM 35804H106 4,894 171,551 SH   SOLE   95,091 0 76,460
TOTAL SYSTEM SERVICES INC COM 891906109 5,172 108,700 SH   SOLE   76,840 0 31,860
TRINITY INDUSTRIES INC COM 896522109 3,298 180,140 SH   SOLE   127,320 0 52,820
TRIUMPH GROUP COM 896818101 5,768 183,231 SH   SOLE   101,543 0 81,688
TRUEBLUE INC. COM 89785X101 6,739 257,702 SH   SOLE   142,872 0 114,830
ULTRA CLEAN HOLDINGS INC COM 90385V107 6,254 1,166,791 SH   SOLE   646,518 0 520,273
UNITED BANKSHARES INC COM 909907107 6,401 174,425 SH   SOLE   96,767 0 77,658
VALERO ENERGY COM 91913Y100 4,119 64,220 SH   SOLE   45,400 0 18,820
WASHINGTON FEDERAL INC COM 938824109 5,846 258,118 SH   SOLE   143,146 0 114,972
WEBSTER FINANCIAL CORP COM 947890109 6,655 185,370 SH   SOLE   102,780 0 82,590
WELLCARE HEALTH PLANS INC COM 94946T106 4,381 47,232 SH   SOLE   33,392 0 13,840
WESTERN DIGITAL COM 958102105 2,833 59,970 SH   SOLE   42,430 0 17,540
WESTLAKE CHEMICAL CORP COM 960413102 3,269 70,596 SH   SOLE   49,950 0 20,646
WEX INC COM 96208T104 5,812 69,721 SH   SOLE   38,679 0 31,042
WHOLE FOODS MKT COM 966837106 3,562 114,500 SH   SOLE   81,000 0 33,500
WILLIAMS-SONOMA COM 969904101 3,145 57,450 SH   SOLE   40,650 0 16,800
WORTHINGTON INDS COM 981811102 7,634 214,210 SH   SOLE   118,750 0 95,460
WR BERKLEY CORP. COM 084423102 4,445 79,090 SH   SOLE   55,920 0 23,170
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,210 30,100 SH   SOLE   21,280 0 8,820