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
ADT Corp/The COM 00101J106 57,648 1,417,809 SH   SOLE NONE 1,105,790 0 312,019
Alliant Techsystems Inc COM 018804104 86,904 890,772 SH   SOLE NONE 706,650 0 184,122
Allscripts Healthcare Solutions Inc COM 01988P108 404 27,150 SH   SOLE NONE 27,150 0 0
American Eagle Outfitters Inc COM 02553E106 397 28,360 SH   SOLE NONE 28,360 0 0
American National Insurance Co COM 028591105 425 4,335 SH   SOLE NONE 4,335 0 0
AngioDynamics Inc COM 03475V101 467 35,360 SH   SOLE NONE 35,360 0 0
Anheuser-Busch InBev NV COM 03524A108 1,177 11,860 SH   SOLE NONE 11,860 0 0
Antares Pharma Inc COM 036642106 316 77,940 SH   SOLE NONE 77,940 0 0
AOL Inc COM 00184X105 160,260 4,634,467 SH   SOLE NONE 3,622,664 0 1,011,803
Argo Group International Holdings Ltd COM G0464B107 413 9,627 SH   SOLE NONE 9,627 0 0
Arkansas Best Corp COM 040790107 302 11,770 SH   SOLE NONE 11,770 0 0
Atlas Energy LP COM 04930A104 2,051 37,539 SH   SOLE NONE 37,539 0 0
Atlas Pipeline Partners LP COM 049392103 456 11,757 SH   SOLE NONE 11,757 0 0
Atlas Resource Partners LP COM 04941A101 817 39,001 SH   SOLE NONE 39,001 0 0
AutoZone Inc COM 053332102 136,573 323,073 SH   SOLE NONE 251,491 0 71,582
AV Homes Inc COM 00234P102 474 27,130 SH   SOLE NONE 27,130 0 0
Aviat Networks Inc COM 05366Y102 404 157,220 SH   SOLE NONE 157,220 0 0
Avis Budget Group Inc COM 053774105 212,470 7,369,765 SH   SOLE NONE 5,775,836 0 1,593,929
Axcelis Technologies Inc COM 054540109 620 293,730 SH   SOLE NONE 293,730 0 0
Ball Corp COM 058498106 68,943 1,536,159 SH   SOLE NONE 1,202,593 0 333,566
Baxter International Inc COM 071813109 93,616 1,425,123 SH   SOLE NONE 1,111,401 0 313,722
Brookline Bancorp Inc COM 11373M107 275 29,234 SH   SOLE NONE 29,234 0 0
Cabot Microelectronics Corp COM 12709P103 412 10,710 SH   SOLE NONE 10,710 0 0
Cal Dive International Inc COM 12802T101 403 196,810 SH   SOLE NONE 196,810 0 0
CDI Corp COM 125071100 337 22,020 SH   SOLE NONE 22,020 0 0
Centerstate Banks Inc COM 15201P109 481 49,641 SH   SOLE NONE 49,641 0 0
Chico's FAS Inc COM 168615102 404 24,274 SH   SOLE NONE 24,274 0 0
Chiquita Brands International Inc COM 170032809 241 19,070 SH   SOLE NONE 19,070 0 0
Comverse Inc COM 20585P105 336 10,517 SH   SOLE NONE 10,517 0 0
Covanta Holding Corp COM 22282E102 71,619 3,349,807 SH   SOLE NONE 2,615,385 0 734,422
Crown Holdings Inc COM 228368106 129,492 3,062,734 SH   SOLE NONE 2,385,906 0 676,828
CryoLife Inc COM 228903100 289 41,220 SH   SOLE NONE 41,220 0 0
Delta Air Lines Inc COM 247361702 89,922 3,811,860 SH   SOLE NONE 2,988,760 0 823,100
Dresser-Rand Group Inc COM 261608103 250,294 4,011,122 SH   SOLE NONE 3,137,761 0 873,361
Dycom Industries Inc COM 267475101 364 12,990 SH   SOLE NONE 12,990 0 0
Eastman Chemical Co COM 277432100 321,621 4,128,645 SH   SOLE NONE 3,232,347 0 896,298
Emulex Corp COM 292475209 381 49,130 SH   SOLE NONE 49,130 0 0
FalconStor Software Inc COM 306137100 399 302,150 SH   SOLE NONE 302,150 0 0
Fidelity National Financial Inc COM 31620R105 427 16,070 SH   SOLE NONE 16,070 0 0
First Merchants Corp COM 320817109 373 21,518 SH   SOLE NONE 21,518 0 0
First Midwest Bancorp Inc/IL COM 320867104 422 28,010 SH   SOLE NONE 28,010 0 0
Flamel Technologies SA COM 338488109 901 137,280 SH   SOLE NONE 137,280 0 0
Flowserve Corp COM 34354P105 77,168 1,236,859 SH   SOLE NONE 967,270 0 269,589
Flushing Financial Corp COM 343873105 323 17,530 SH   SOLE NONE 17,530 0 0
FMC Corp COM 302491303 204,110 2,845,932 SH   SOLE NONE 2,227,180 0 618,752
FormFactor Inc COM 346375108 409 59,669 SH   SOLE NONE 59,669 0 0
Freeport-McMoRan Copper & Gold Inc COM 35671D857 443 13,400 SH   SOLE NONE 13,400 0 0
FreightCar America Inc COM 357023100 493 23,860 SH   SOLE NONE 23,860 0 0
Garmin Ltd COM H2906T109 281 6,220 SH   SOLE NONE 6,220 0 0
General Cable Corp COM 369300108 476 15,000 SH   SOLE NONE 15,000 0 0
Gibraltar Industries Inc COM 374689107 399 27,950 SH   SOLE NONE 27,950 0 0
Granite Construction Inc COM 387328107 438 14,330 SH   SOLE NONE 14,330 0 0
GSI Group Inc COM 36191C205 353 36,990 SH   SOLE NONE 36,990 0 0
Halozyme Therapeutics Inc COM 40637H109 770 69,790 SH   SOLE NONE 69,790 0 0
Hanover Insurance Group Inc/The COM 410867105 398 7,190 SH   SOLE NONE 7,190 0 0
Harsco Corp COM 415864107 406 16,320 SH   SOLE NONE 16,320 0 0
Health Net Inc COM 42222G108 254,277 8,021,355 SH   SOLE NONE 6,334,508 0 1,686,847
Health Net Inc COM 42222G108 634 20,000 SH Call SOLE NONE 20,000 0 0
Heritage Financial Group Inc COM 42726X102 491 28,182 SH   SOLE NONE 28,182 0 0
Hewlett-Packard Co COM 428236103 178,076 8,483,873 SH   SOLE NONE 6,636,450 0 1,847,423
Hillshire Brands Co COM 432589109 383 12,460 SH   SOLE NONE 12,460 0 0
Ignite Restaurant Group Inc COM 451730105 256 16,480 SH   SOLE NONE 16,480 0 0
Impax Laboratories Inc COM 45256B101 246 12,040 SH   SOLE NONE 12,040 0 0
ING US Inc COM 45685E106 487 16,680 SH   SOLE NONE 16,680 0 0
Interpublic Group of Cos Inc/The COM 460690100 167,127 9,728,026 SH   SOLE NONE 7,579,656 0 2,148,370
Invacare Corp COM 461203101 338 19,560 SH   SOLE NONE 19,560 0 0
Investors Bancorp Inc COM 46146P102 390 17,813 SH   SOLE NONE 17,813 0 0
JAKKS Pacific Inc COM 47012E106 431 95,723 SH   SOLE NONE 95,723 0 0
Joy Global Inc COM 481165108 94,736 1,856,111 SH   SOLE NONE 1,452,198 0 403,913
Key Energy Services Inc COM 492914106 73 10,000 SH   SOLE NONE 10,000 0 0
Kirkland's Inc COM 497498105 344 18,680 SH   SOLE NONE 18,680 0 0
Kraton Performance Polymers Inc COM 50077C106 343 17,510 SH   SOLE NONE 17,510 0 0
Lexmark International Inc COM 529771107 71,116 2,155,040 SH   SOLE NONE 1,687,627 0 467,413
Lowe's Cos Inc COM 548661107 211,504 4,442,428 SH   SOLE NONE 3,470,790 0 971,638
LSI Corp COM 502161102 209,529 26,776,863 SH   SOLE NONE 20,937,406 0 5,839,457
LSI Industries Inc COM 50216C108 296 35,046 SH   SOLE NONE 35,046 0 0
LTX-Credence Corp COM 502403207 511 77,544 SH   SOLE NONE 77,544 0 0
LyondellBasell Industries NV COM N53745100 196,899 2,688,770 SH   SOLE NONE 2,103,560 0 585,210
McDermott International Inc COM 580037109 472 63,590 SH   SOLE NONE 63,590 0 0
MGIC Investment Corp COM 552848103 383 52,640 SH   SOLE NONE 52,640 0 0
Miller Industries Inc/TN COM 600551204 422 24,850 SH   SOLE NONE 24,850 0 0
Motorola Solutions Inc COM 620076307 240,887 4,056,703 SH   SOLE NONE 3,172,070 0 884,633
National Bank Holdings Corp COM 633707104 423 20,590 SH   SOLE NONE 20,590 0 0
National Presto Industries Inc COM 637215104 274 3,895 SH   SOLE NONE 3,895 0 0
Occidental Petroleum Corp COM 674599105 206,329 2,205,780 SH   SOLE NONE 1,725,020 0 480,760
Olympic Steel Inc COM 68162K106 418 15,039 SH   SOLE NONE 15,039 0 0
Omnicare Inc COM 681904108 335,592 6,046,699 SH   SOLE NONE 4,736,533 0 1,310,166
Orion Marine Group Inc COM 68628V308 450 43,210 SH   SOLE NONE 43,210 0 0
Outerwall Inc COM 690070107 21,879 437,310 SH   SOLE NONE 340,830 0 96,480
Pacwest Bancorp COM 695263103 403 11,750 SH   SOLE NONE 11,750 0 0
Park Sterling Corp COM 70086Y105 435 67,930 SH   SOLE NONE 67,930 0 0
PetroQuest Energy Inc COM 716748108 168 41,780 SH   SOLE NONE 41,780 0 0
PICO Holdings Inc COM 693366205 450 20,780 SH   SOLE NONE 20,780 0 0
Pitney Bowes Inc COM 724479100 189,618 10,424,289 SH   SOLE NONE 8,172,230 0 2,252,059
Plexus Corp COM 729132100 332 8,930 SH   SOLE NONE 8,930 0 0
Pulse Electronics Corp COM 74586W205 99 25,345 SH   SOLE NONE 25,345 0 0
QLogic Corp COM 747277101 397 36,300 SH   SOLE NONE 36,300 0 0
Quantum Corp COM 747906204 314 227,550 SH   SOLE NONE 227,550 0 0
Regis Corp COM 758932107 326 22,220 SH   SOLE NONE 22,220 0 0
Rockville Financial Inc COM 774188106 369 28,370 SH   SOLE NONE 28,370 0 0
Rockwell Medical Inc COM 774374102 411 36,040 SH   SOLE NONE 36,040 0 0
Rockwood Holdings Inc COM 774415103 178,443 2,667,311 SH   SOLE NONE 2,088,052 0 579,259
Sagent Pharmaceuticals Inc COM 786692103 355 17,380 SH   SOLE NONE 17,380 0 0
SAIC Inc COM 525327102 124,846 2,742,662 SH   SOLE NONE 2,169,180 0 573,482
SAIC Inc COM 808625107 51,207 1,517,251 SH   SOLE NONE 1,199,543 0 317,708
Sandisk Corporation COM 80004C101 108,184 1,817,910 SH   SOLE NONE 1,424,340 0 393,570
Seagate Technology PLC COM G7945M107 245,003 5,598,800 SH   SOLE NONE 4,386,678 0 1,212,122
Sealed Air Corp COM 81211K100 198,014 7,282,612 SH   SOLE NONE 5,704,196 0 1,578,416
SemGroup Corp COM 81663A105 86,048 1,509,093 SH   SOLE NONE 1,181,020 0 328,073
Service Corp International/US COM 817565104 99,308 5,333,380 SH   SOLE NONE 4,168,500 0 1,164,880
SPDR Gold Shares COM 78463V107 1,506 11,753 SH   SOLE NONE 11,753 0 0
Standard Pacific Corp COM 85375C101 362 45,760 SH   SOLE NONE 45,760 0 0
Starz COM 85571Q102 498 17,710 SH   SOLE NONE 17,710 0 0
Stillwater Mining Co COM 86074Q102 233 21,186 SH   SOLE NONE 21,186 0 0
Syneron Medical Ltd COM M87245102 439 50,944 SH   SOLE NONE 50,944 0 0
Teck Resources Ltd COM 878742204 403 15,000 SH   SOLE NONE 15,000 0 0
Teradyne Inc COM 880770102 355 21,491 SH   SOLE NONE 21,491 0 0
Tesco Corp COM 88157K101 477 28,810 SH   SOLE NONE 28,810 0 0
Theravance Inc COM 88338T104 255,480 6,251,045 SH   SOLE NONE 4,881,277 0 1,369,768
Theravance Inc COM 88338T104 409 10,000 SH Call SOLE NONE 10,000 0 0
Transocean Ltd COM H8817H100 218 4,890 SH   SOLE NONE 4,890 0 0
Tyco International Ltd COM H89128104 234,709 6,709,804 SH   SOLE NONE 5,243,755 0 1,466,049
Union First Market Bankshares Corp COM 90662P104 365 15,613 SH   SOLE NONE 15,613 0 0
Unwired Planet Inc COM 91531F103 402 232,598 SH   SOLE NONE 232,598 0 0
Valeant Pharmaceuticals International Inc COM 91911K102 354,170 3,394,708 SH   SOLE NONE 2,657,257 0 737,451
Valspar Corp COM 920355104 237,871 3,750,141 SH   SOLE NONE 2,932,392 0 817,749
Viacom Inc COM 92553P201 225,613 2,699,366 SH   SOLE NONE 2,122,300 0 577,066
Vishay Intertechnology Inc COM 928298108 339 26,270 SH   SOLE NONE 26,270 0 0
Vishay Precision Group Inc COM 92835K103 321 22,070 SH   SOLE NONE 22,070 0 0
Walter Energy Inc COM 93317Q105 341 24,270 SH   SOLE NONE 24,270 0 0
Warren Resources Inc COM 93564A100 422 145,110 SH   SOLE NONE 145,110 0 0
Wendy's Co/The COM 95058W100 398 46,905 SH   SOLE NONE 46,905 0 0
WR Grace & Co COM 38388F108 361,238 4,133,163 SH   SOLE NONE 3,233,806 0 899,357
Wyndham Worldwide Corp COM 98310W108 351,962 5,772,712 SH   SOLE NONE 4,520,482 0 1,252,230