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
Expires: July 31, 2015
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 14,801 360,900 SH SOLE 360,900 0 0
ACUITY BRANDS INC COM 00508Y102 5,884 21,000 SH SOLE 21,000 0 0
AECOM COM 00766T100 6,955 82,000 SH SOLE 82,000 0 0
ALAMO GROUP INC COM 011311107 2,475 15,000 SH SOLE 15,000 0 0
AMDOCS LTD SHS G02602103 9,311 142,675 SH SOLE 142,675 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 24,594 92,698 SH SOLE 92,698 0 0
CSG SYS INTL INC COM 126349109 27,034 338,180 SH SOLE 338,180 0 0
EMCOR GROUP INC COM 29084Q100 52,435 71,020 SH SOLE 71,020 0 0
EOG RESOURCES INC COM 26875P101 17,854 123,500 SH SOLE 123,500 0 0
EURONET WORLDWIDE INC COM 298736109 15,956 240,412 SH SOLE 240,412 0 0
EXXON MOBIL CORP COM 30231G102 48,561 286,228 SH SOLE 286,228 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 8,153 173,800 SH SOLE 173,800 0 0
GLOBAL PAYMENTS INC COM 37940X102 14,497 215,412 SH SOLE 215,412 0 0
KORN FERRY COM 500643200 3,683 58,500 SH SOLE 58,500 0 0
MATADOR RESOURCES CO COM 576485205 52,711 834,308 SH SOLE 834,308 0 0
MKS INSTRUMENTS INC COM 55306N104 56,315 245,050 SH SOLE 245,050 0 0
ONTO INNOVATION INC COM 683344105 30,633 149,375 SH SOLE 149,375 0 0
PRIMORIS SERVICES CORP COM 74164F103 57,136 399,443 SH SOLE 399,443 0 0
ROLLINS INC COM 775711104 49,894 934,170 SH SOLE 934,170 0 0
TETRA TECH INC COM 88162G103 27,329 907,325 SH SOLE 907,325 0 0
THOR INDUSTRIES COM 885160101 14,419 180,484 SH SOLE 180,484 0 0
VALMONT INDUSTRIES COM 920253101 13,186 33,000 SH SOLE 33,000 0 0
VISTEON CORP COM 92839U206 5,239 57,500 SH SOLE 57,500 0 0
WABTEC CORP COM 929740108 57,705 230,902 SH SOLE 230,902 0 0