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
ACI WORLDWIDE INC COM 004498101 2,024 54,500 SH   SOLE   54,500 0 0
ACUITY BRANDS INC COM 00508Y102 2,618 14,000 SH   SOLE   14,000 0 0
AMDOCS LTD SHS G02602103 3,835 26,000 SH   SOLE   26,000 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 9,352 102,698 SH   SOLE   102,698 0 0
ASTEC INDUSTRIES INC COM 205684103 630 10,000 SH   SOLE   10,000 0 0
CABOT CORP COM 127055101 2,641 46,380 SH   SOLE   46,380 0 0
CABOT OIL & GAS CORP COM 127097103 1,013 58,000 SH   SOLE   58,000 0 0
CELANESE CORP COM 150870103 2,729 41,575 SH   SOLE   41,575 0 0
CIMAREX ENERGY COM 171798101 6,752 93,200 SH   SOLE   93,200 0 0
COHERENT INC COM 192479103 13,694 51,803 SH   SOLE   51,803 0 0
CRANE CO COM 224399105 6,466 70,000 SH   SOLE   70,000 0 0
CSG SYS INTL INC COM 126349109 15,593 330,510 SH   SOLE   330,510 0 0
CURTISS-WRIGHT CORP COM 231561101 2,138 18,000 SH   SOLE   18,000 0 0
CVR ENERGY INC COM 12662P108 359 20,000 SH   SOLE   20,000 0 0
DELEK US HOLDINGS INC COM 24665A103 46 2,096 SH   SOLE   2,096 0 0
DEVON ENERGY CORP COM 25179M103 438 15,000 SH   SOLE   15,000 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 983 10,000 SH   SOLE   10,000 0 0
DOVER CORP COM 260003108 753 5,000 SH   SOLE   5,000 0 0
EAGLE MATERIALS INC COM 26969P108 711 5,000 SH   SOLE   5,000 0 0
EMCOR GROUP INC COM 29084Q100 22,072 179,170 SH   SOLE   179,170 0 0
ENCORE WIRE CORP COM 292562105 758 10,000 SH   SOLE   10,000 0 0
EOG RESOURCES INC COM 26875P101 6,008 72,000 SH   SOLE   72,000 0 0
EPLUS INC COM 294268107 1,301 15,000 SH   SOLE   15,000 0 0
F5 NETWORKS INC COM 315616102 560 3,000 SH   SOLE   3,000 0 0
GLOBAL PAYMENTS INC COM 37940X102 37,398 199,412 SH   SOLE   199,412 0 0
HAYNES INTERNATIONAL INC COM 420877201 354 10,000 SH   SOLE   10,000 0 0
HEICO CORP COM 422806109 836 6,000 SH   SOLE   6,000 0 0
HEXCEL CORP COM 428291108 312 5,000 SH   SOLE   5,000 0 0
HOLLYFRONTIER CORP COM 436106108 724 22,000 SH   SOLE   22,000 0 0
HURCO COMPANIES INC COM 447324104 3,021 86,313 SH   SOLE   86,313 0 0
INSPERITY INC COM 45778Q107 21,164 234,198 SH   SOLE   234,198 0 0
INSTEEL INDUSTRIES INC COM 45774W108 1,896 59,000 SH   SOLE   59,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,913 69,928 SH   SOLE   69,928 0 0
KBR INC COM 48242W106 916 24,000 SH   SOLE   24,000 0 0
KORN FERRY COM 500643200 2,176 30,000 SH   SOLE   30,000 0 0
KULICKE & SOFFA INDUSTRIES COM 501242101 2,938 48,000 SH   SOLE   48,000 0 0
LCI INDUSTRIES COM 50189K103 4,968 37,800 SH   SOLE   37,800 0 0
LUMENTUM HOLDINGS INC COM 55024U109 2,215 27,000 SH   SOLE   27,000 0 0
MATADOR RESOURCES CO COM 576485205 21,419 594,808 SH   SOLE   594,808 0 0
MATTHEWS INTL CORP-CLASS A COM 577128101 468 13,000 SH   SOLE   13,000 0 0
MILLER INDUSTRIES INC COM 600551204 520 13,180 SH   SOLE   13,180 0 0
MKS INSTRUMENTS INC COM 55306N104 54,401 305,714 SH   SOLE   305,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 8,860 98,750 SH   SOLE   98,750 0 0
NETAPP INC COM 64110D104 2,536 31,000 SH   SOLE   31,000 0 0
ONTO INNOVATION INC COM 683344105 13,861 189,775 SH   SOLE   189,775 0 0
PARKER HANNIFIN CORP COM 701094104 1,843 6,000 SH   SOLE   6,000 0 0
PAYCHEX INC COM 704326107 1,502 14,000 SH   SOLE   14,000 0 0
PENTAIR PLC SHS G7S00T104 337 5,000 SH   SOLE   5,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 14,058 86,500 SH   SOLE   86,500 0 0
PRIMORIS SERVICES CORP COM 74164F103 12,777 434,175 SH   SOLE   434,175 0 0
PULTEGROUP INC COM 745867101 1,419 26,000 SH   SOLE   26,000 0 0
RALPH LAUREN CORP COM 751212101 672 5,700 SH   SOLE   5,700 0 0
ROBERT HALF INTL INC COM 770323103 534 6,000 SH   SOLE   6,000 0 0
ROLLINS INC COM 775711104 32,957 963,670 SH   SOLE   963,670 0 0
SCANSOURCE INC COM 806037107 337 12,000 SH   SOLE   12,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 773 7,000 SH   SOLE   7,000 0 0
TERADATA CORP COM 88076W103 1,187 23,750 SH   SOLE   23,750 0 0
TETRA TECH INC COM 88162G103 31,543 258,465 SH   SOLE   258,465 0 0
THOR INDUSTRIES COM 885160101 22,090 195,484 SH   SOLE   195,484 0 0
VALMONT INDUSTRIES COM 920253101 9,173 38,862 SH   SOLE   38,862 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,000 88,700 SH   SOLE   88,700 0 0
VISHAY PRECISION GROUP COM 92835K103 340 10,000 SH   SOLE   10,000 0 0
WABTEC CORP COM 929740108 18,921 229,900 SH   SOLE   229,900 0 0
WR GRACE & CO COM 38388F108 2,764 40,000 SH   SOLE   40,000 0 0
XEROX HOLDINGS CORP COM 98421M106 2,924 124,500 SH   SOLE   124,500 0 0