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
Alere Inc. COM 01449J105 39,838 1,159,776 SH   SOLE NONE 910,922 0 248,854
Alliant Techsystems Inc COM 018804104 149,474 1,051,524 SH   SOLE NONE 834,291 0 217,233
Allscripts Healthcare Solutions Inc COM 01988P108 352 19,510 SH   SOLE NONE 19,510 0 0
American National Insurance Co COM 028591105 332 2,935 SH   SOLE NONE 2,935 0 0
Anadigics Inc. COM 032515108 283 166,680 SH   SOLE NONE 166,680 0 0
AngioDynamics Inc COM 03475V101 254 16,110 SH   SOLE NONE 16,110 0 0
Antares Pharma Inc COM 036642106 337 96,270 SH   SOLE NONE 96,270 0 0
AOL Inc COM 00184X105 224,380 5,126,336 SH   SOLE NONE 4,012,488 0 1,113,848
Argo Group International Holdings Ltd COM G0464B107 235 5,115 SH   SOLE NONE 5,115 0 0
Arkansas Best Corp COM 040790107 261 7,070 SH   SOLE NONE 7,070 0 0
Atlantic Coast Financial Corp COM 048426100 116 25,740 SH   SOLE NONE 25,740 0 0
Atlas Energy LP COM 04930A104 1,991 46,259 SH   SOLE NONE 46,259 0 0
AutoZone Inc COM 053332102 312,557 581,934 SH   SOLE NONE 455,206 0 126,728
AV Homes Inc COM 00234P102 384 21,210 SH   SOLE NONE 21,210 0 0
Aviat Networks Inc COM 05366Y102 269 168,980 SH   SOLE NONE 168,980 0 0
Avis Budget Group Inc COM 053774105 321,705 6,605,845 SH   SOLE NONE 5,188,780 0 1,417,065
Axcelis Technologies Inc COM 054540109 540 251,250 SH   SOLE NONE 251,250 0 0
Brooks Automation Inc COM 114340102 264 24,190 SH   SOLE NONE 24,190 0 0
Cabot Microelectronics Corp COM 12709P103 238 5,420 SH   SOLE NONE 5,420 0 0
Cal Dive International Inc COM 12802T101 387 227,400 SH   SOLE NONE 227,400 0 0
CDI Corp COM 125071100 212 12,380 SH   SOLE NONE 12,380 0 0
Centerstate Banks Inc COM 15201P109 367 33,563 SH   SOLE NONE 33,563 0 0
Check Point Software Technologies Ltd COM M22465104 103,352 1,528,200 SH   SOLE NONE 1,198,091 0 330,109
Chiquita Brands International Inc COM 170032809 326 26,160 SH   SOLE NONE 26,160 0 0
Comverse Inc COM 20585P105 320 9,268 SH   SOLE NONE 9,268 0 0
Covidien PLC COM G2554F113 94,094 1,277,412 SH   SOLE NONE 1,002,196 0 275,216
CST Brands Inc COM 12646R105 420 13,460 SH   SOLE NONE 13,460 0 0
Delta Air Lines Inc COM 247361702 228,578 6,596,767 SH   SOLE NONE 5,181,637 0 1,415,130
Derma Sciences COM 249827502 177 13,980 SH   SOLE NONE 13,980 0 0
Dresser-Rand Group Inc COM 261608103 285,311 4,884,620 SH   SOLE NONE 3,832,869 0 1,051,751
Dycom Industries Inc COM 267475101 274 8,670 SH   SOLE NONE 8,670 0 0
Eastman Chemical Co COM 277432100 362,886 4,209,324 SH   SOLE NONE 3,300,876 0 908,448
Emulex Corp COM 292475209 242 32,770 SH   SOLE NONE 32,770 0 0
EV Energy Partner LP COM 26926V107 869 25,940 SH   SOLE NONE 25,940 0 0
FalconStor Software Inc COM 306137100 370 234,130 SH   SOLE NONE 234,130 0 0
Fidelity National Financial Inc COM 31620R105 342 10,870 SH   SOLE NONE 10,870 0 0
First Merchants Corp COM 320817109 315 14,558 SH   SOLE NONE 14,558 0 0
First Midwest Bancorp Inc/IL COM 320867104 349 20,460 SH   SOLE NONE 20,460 0 0
Flamel Technologies SA COM 338488109 1,380 103,020 SH   SOLE NONE 103,020 0 0
Flushing Financial Corp COM 343873105 246 11,690 SH   SOLE NONE 11,690 0 0
FMC Corp COM 302491303 241,507 3,154,474 SH   SOLE NONE 2,472,402 0 682,072
FreightCar America Inc COM 357023100 413 17,760 SH   SOLE NONE 17,760 0 0
General Cable Corp COM 369300108 306 11,940 SH   SOLE NONE 11,940 0 0
Gibraltar Industries Inc COM 374689107 328 17,370 SH   SOLE NONE 17,370 0 0
Global Brass & Copper Holdings COM 37953G103 280 17,740 SH   SOLE NONE 17,740 0 0
Granite Construction Inc COM 387328107 387 9,700 SH   SOLE NONE 9,700 0 0
GSI Group Inc COM 36191C205 328 25,090 SH   SOLE NONE 25,090 0 0
Halozyme Therapeutics Inc COM 40637H109 41,065 3,232,154 SH   SOLE NONE 2,554,279 0 677,875
Hanover Insurance Group Inc/The COM 410867105 267 4,350 SH   SOLE NONE 4,350 0 0
Harsco Corp COM 415864107 508 21,680 SH   SOLE NONE 21,680 0 0
Haynes International Inc. COM 420877201 410 7,600 SH   SOLE NONE 7,600 0 0
Health Net Inc COM 42222G108 507 14,900 SH Call SOLE NONE 14,900 0 0
Health Net Inc COM 42222G108 281,047 8,263,654 SH   SOLE NONE 6,532,315 0 1,731,339
Heritage Financial Corp COM 42722X106 334 19,720 SH   SOLE NONE 19,720 0 0
Heritage Financial Group Inc COM 42726X102 375 19,061 SH   SOLE NONE 19,061 0 0
Hertz Global Holdings COM 42805T105 227,626 8,544,521 SH   SOLE NONE 6,711,811 0 1,832,710
Hewlett-Packard Co COM 428236103 338,465 10,459,370 SH   SOLE NONE 8,188,517 0 2,270,853
Hillshire Brands Co COM 432589109 423 11,360 SH   SOLE NONE 11,360 0 0
Impax Laboratories Inc COM 45256B101 338 12,790 SH   SOLE NONE 12,790 0 0
Infinity Pharmaceuticals Inc. COM 45665G303 159 13,350 SH   SOLE NONE 13,350 0 0
ING US Inc COM 929089100 414 11,410 SH   SOLE NONE 11,410 0 0
Interpublic Group of Cos Inc/The COM 460690100 105,367 6,147,426 SH   SOLE NONE 4,797,086 0 1,350,340
Invacare Corp COM 461203101 248 13,010 SH   SOLE NONE 13,010 0 0
Investors Bancorp Inc COM 46146P102 328 11,883 SH   SOLE NONE 11,883 0 0
JAKKS Pacific Inc COM 47012E106 374 51,815 SH   SOLE NONE 51,815 0 0
Joy Global Inc COM 481165108 81,487 1,404,948 SH   SOLE NONE 1,101,345 0 303,603
Kraton Performance Polymers Inc COM 50077C106 308 11,800 SH   SOLE NONE 11,800 0 0
Leidos Holdings Inc. COM 525327102 57,611 1,628,817 SH   SOLE NONE 1,287,696 0 341,121
Lexmark International Inc COM 529771107 105,549 2,280,172 SH   SOLE NONE 1,792,999 0 487,173
Lindsay Corp COM 535555106 332 3,765 SH   SOLE NONE 3,765 0 0
Lowe's Cos Inc COM 548661107 249,712 5,106,593 SH   SOLE NONE 3,994,715 0 1,111,878
LSI Industries Inc COM 50216C108 195 23,766 SH   SOLE NONE 23,766 0 0
LTX-Credence Corp COM 502403207 468 52,505 SH   SOLE NONE 52,505 0 0
LyondellBasell Industries NV COM N53745100 288,852 3,247,717 SH   SOLE NONE 2,545,107 0 702,610
Magnachip Semiconductor Corp COM 55933J203 237 17,000 SH   SOLE NONE 17,000 0 0
McDermott International Inc COM 580037109 419 53,590 SH   SOLE NONE 53,590 0 0
Miller Industries Inc/TN COM 600551204 263 13,480 SH   SOLE NONE 13,480 0 0
Motorola Solutions Inc COM 620076307 217,809 3,387,909 SH   SOLE NONE 2,648,386 0 739,523
Myriad Genetics Inc. COM 62855J104 87,797 2,567,926 SH   SOLE NONE 2,017,428 0 550,498
National Bank Holdings Corp COM 633707104 320 15,940 SH   SOLE NONE 15,940 0 0
National Presto Industries Inc COM 637215104 291 3,725 SH   SOLE NONE 3,725 0 0
Occidental Petroleum Corp COM 674599105 217,882 2,286,512 SH   SOLE NONE 1,792,692 0 493,820
Olympic Steel Inc COM 68162K106 292 10,169 SH   SOLE NONE 10,169 0 0
Omnicare Inc COM 681904108 314,470 5,270,158 SH   SOLE NONE 4,134,884 0 1,135,274
Orion Marine Group Inc COM 68628V308 354 28,200 SH   SOLE NONE 28,200 0 0
Pacwest Bancorp COM 695263103 370 8,610 SH   SOLE NONE 8,610 0 0
Park Sterling Corp COM 70086Y105 343 51,550 SH   SOLE NONE 51,550 0 0
PetroQuest Energy Inc COM 716748108 113 19,910 SH   SOLE NONE 19,910 0 0
Phillips 66 COM 718546104 235 3,050 SH   SOLE NONE 3,050 0 0
PICO Holdings Inc COM 693366205 365 14,050 SH   SOLE NONE 14,050 0 0
Pitney Bowes Inc COM 724479100 204,733 7,877,388 SH   SOLE NONE 6,188,612 0 1,688,776
Polyone Corporation COM 73179P106 63,186 1,723,580 SH   SOLE NONE 1,351,083 0 372,497
Pulse Electronics Corp COM 74586W205 66 17,128 SH   SOLE NONE 17,128 0 0
QLogic Corp COM 747277101 314 24,600 SH   SOLE NONE 24,600 0 0
Quantum Corp COM 747906204 188 153,840 SH   SOLE NONE 153,840 0 0
Rayonier Inc COM 754907103 212 4,610 SH   SOLE NONE 4,610 0 0
Rockville Financial Inc COM 774188106 375 27,560 SH   SOLE NONE 27,560 0 0
Rockwood Holdings Inc COM 774415103 148,396 1,994,568 SH   SOLE NONE 1,567,789 0 426,779
Sagent Pharmaceuticals Inc COM 786692103 294 12,561 SH   SOLE NONE 12,561 0 0
Sandisk Corporation COM 80004C101 261,312 3,218,526 SH   SOLE NONE 2,528,006 0 690,520
Seagate Technology PLC COM G7945M107 282,468 5,029,702 SH   SOLE NONE 3,947,450 0 1,082,252
Sealed Air Corp COM 81211K100 348,340 10,597,492 SH   SOLE NONE 8,321,118 0 2,276,374
SeaWorld Entertainment Inc COM 81282V100 108,808 3,599,349 SH   SOLE NONE 2,822,759 0 776,590
SemGroup Corp COM 81663A105 164,150 2,499,245 SH   SOLE NONE 1,963,340 0 535,905
Service Corp International/US COM 817565104 143,821 7,234,470 SH   SOLE NONE 5,675,140 0 1,559,330
Starwood Hotels & Resorts COM 85590A401 114,004 1,432,216 SH   SOLE NONE 1,120,764 0 311,452
Starz COM 85571Q102 388 12,010 SH   SOLE NONE 12,010 0 0
Sterling Bancorp. COM 85917A100 178 14,070 SH   SOLE NONE 14,070 0 0
Stillwater Mining Co COM 86074Q102 243 16,416 SH   SOLE NONE 16,416 0 0
Susser Holdings Corp COM 869233106 257 4,110 SH   SOLE NONE 4,110 0 0
Syneron Medical Ltd COM M87245102 363 29,174 SH   SOLE NONE 29,174 0 0
Teradyne Inc COM 880770102 292 14,691 SH   SOLE NONE 14,691 0 0
Theravance Inc COM 88338T104 215,190 6,955,078 SH   SOLE NONE 5,454,272 0 1,500,806
Tyco International Ltd COM H89128104 177,120 4,177,369 SH   SOLE NONE 3,273,890 0 903,479
UCP Inc COM 90265Y106 282 18,750 SH   SOLE NONE 18,750 0 0
Union First Market Bankshares Corp COM 90539J109 360 14,153 SH   SOLE NONE 14,153 0 0
Unwired Planet Inc COM 91531F103 407 187,372 SH   SOLE NONE 187,372 0 0
Valeant Pharmaceuticals International Inc COM 91911K102 404,569 3,068,871 SH   SOLE NONE 2,408,640 0 660,231
Valspar Corp COM 920355104 243,842 3,381,063 SH   SOLE NONE 2,651,424 0 729,639
Viacom Inc COM 92553P201 166,194 1,955,454 SH   SOLE NONE 1,541,088 0 414,366
Vishay Intertechnology Inc COM 928298108 265 17,790 SH   SOLE NONE 17,790 0 0
Vishay Precision Group Inc COM 92835K103 256 14,730 SH   SOLE NONE 14,730 0 0
Walter Energy Inc COM 93317Q105 115 15,220 SH   SOLE NONE 15,220 0 0
Warren Resources Inc COM 93564A100 381 79,320 SH   SOLE NONE 79,320 0 0
WR Grace & Co COM 38388F108 342,476 3,453,420 SH   SOLE NONE 2,709,191 0 744,229
Wyndham Worldwide Corp COM 98310W108 356,753 4,871,677 SH   SOLE NONE 3,824,087 0 1,047,590