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

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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
ACUITY BRANDS INC COM 00508Y102 600 7,000 SH   SOLE   7,000 0 0
ALASKA AIR GROUP INC COM 011659109 113 4,000 SH   SOLE   4,000 0 0
AMDOCS LTD SHS G02602103 165 9,000 SH   SOLE   9,000 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 4,284 93,698 SH   SOLE   93,698 0 0
ASTEC INDUSTRIES INC COM 205684103 350 10,000 SH   SOLE   10,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 101 2,567 SH   SOLE   2,567 0 0
CABOT OIL & GAS CORP COM 127097103 533 31,000 SH   SOLE   31,000 0 0
CELANESE CORP COM 150870103 660 3,000 SH   SOLE   3,000 0 0
CIMAREX ENERGY COM 171798101 1,434 85,200 SH   SOLE   85,200 0 0
COHERENT INC COM 192479103 3,809 35,803 SH   SOLE   35,803 0 0
CRANE CO COM 224399105 688 14,000 SH   SOLE   14,000 0 0
CSG SYS INTL INC COM 126349109 13,752 328,610 SH   SOLE   328,610 0 0
CUBIC CORP COM 229669106 4,552 110,195 SH   SOLE   110,195 0 0
CVR ENERGY INC COM 12662P108 132 8,000 SH   SOLE   8,000 0 0
DEVON ENERGY CORP COM 25179M103 76 11,000 SH   SOLE   11,000 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 217 4,000 SH   SOLE   4,000 0 0
DOVER CORP COM 260003108 84 1,000 SH   SOLE   1,000 0 0
EAGLE MATERIALS INC COM 26969P108 175 3,000 SH   SOLE   3,000 0 0
EMCOR GROUP INC COM 29084Q100 10,741 175,170 SH   SOLE   175,170 0 0
EOG RESOURCES INC COM 26875P101 1,078 30,000 SH   SOLE   30,000 0 0
F5 NETWORKS INC COM 315616102 320 3,000 SH   SOLE   3,000 0 0
GLOBAL PAYMENTS INC COM 37940X102 28,905 200,412 SH   SOLE   200,412 0 0
HOLLYFRONTIER CORP COM 436106108 319 13,000 SH   SOLE   13,000 0 0
HURCO COMPANIES INC COM 447324104 2,512 86,313 SH   SOLE   86,313 0 0
INSPERITY INC COM 45778Q107 8,362 224,198 SH   SOLE   224,198 0 0
INSTEEL INDUSTRIES INC COM 45774W108 716 54,000 SH   SOLE   54,000 0 0
JUNIPER NETWORKS INC COM 48203R104 402 21,000 SH   SOLE   21,000 0 0
KBR INC COM 48242W106 207 10,000 SH   SOLE   10,000 0 0
KULICKE & SOFFA INDUSTRIES COM 501242101 1,002 48,000 SH   SOLE   48,000 0 0
LCI INDUSTRIES COM 50189K103 2,259 33,800 SH   SOLE   33,800 0 0
LITTELFUSE INC COM 537008104 133 1,000 SH   SOLE   1,000 0 0
MATADOR RESOURCES CO COM 576485205 1,418 571,800 SH   SOLE   571,800 0 0
MAXIMUS INC COM 577933104 174 3,000 SH   SOLE   3,000 0 0
MILLER INDUSTRIES INC COM 600551204 373 13,180 SH   SOLE   13,180 0 0
MKS INSTRUMENTS INC COM 55306N104 27,018 331,714 SH   SOLE   331,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 5,428 98,750 SH   SOLE   98,750 0 0
NETAPP INC COM 64110D104 542 13,000 SH   SOLE   13,000 0 0
ONTO INNOVATION INC COM 683344105 5,631 189,775 SH   SOLE   189,775 0 0
PARKER HANNIFIN CORP COM 701094104 649 5,000 SH   SOLE   5,000 0 0
PAYCHEX INC COM 704326107 126 2,000 SH   SOLE   2,000 0 0
PENTAIR PLC SHS G7S00T104 149 5,000 SH   SOLE   5,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 1,964 28,000 SH   SOLE   28,000 0 0
PRIMORIS SERVICES CORP COM 74164F103 6,919 435,175 SH   SOLE   435,175 0 0
PULTEGROUP INC COM 745867101 45 2,000 SH   SOLE   2,000 0 0
RALPH LAUREN CORP COM 751212101 267 4,000 SH   SOLE   4,000 0 0
ROLLINS INC COM 775711104 23,941 662,447 SH   SOLE   662,447 0 0
SCANSOURCE INC COM 806037107 257 12,000 SH   SOLE   12,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 434 7,000 SH   SOLE   7,000 0 0
SPIRIT AIRLINES INC COM 848577102 13 1,000 SH   SOLE   1,000 0 0
TAPESTRY INC COM 876030107 143 11,000 SH   SOLE   11,000 0 0
TERADATA CORP COM 88076W103 389 19,000 SH   SOLE   19,000 0 0
TETRA TECH INC COM 88162G103 19,672 278,568 SH   SOLE   278,568 0 0
THOR INDUSTRIES COM 885160101 8,119 192,484 SH   SOLE   192,484 0 0
TPI COMPOSITES INC COM 87266J104 873 59,083 SH   SOLE   59,083 0 0
VALMONT INDUSTRIES COM 920253101 4,118 38,862 SH   SOLE   38,862 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,037 72,000 SH   SOLE   72,000 0 0
VISHAY PRECISION GROUP COM 92835K103 201 10,000 SH   SOLE   10,000 0 0
WABTEC CORP COM 929740108 10,603 220,300 SH   SOLE   220,300 0 0
WILLDAN GROUP INC COM 96924N100 991 46,366 SH   SOLE   46,366 0 0
WR GRACE & CO COM 38388F108 71 2,000 SH   SOLE   2,000 0 0