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
Alliant Techsystems Inc COM 018804104 138,823 1,140,888 SH   SOLE NONE 903,105 0 237,783
Allscripts Healthcare Solutions Inc COM 01988P108 476 30,800 SH   SOLE NONE 30,800 0 0
American National Insurance Co COM 028591105 497 4,335 SH   SOLE NONE 4,335 0 0
AngioDynamics Inc COM 03475V101 498 29,020 SH   SOLE NONE 29,020 0 0
Antares Pharma Inc COM 036642106 572 128,010 SH   SOLE NONE 128,010 0 0
AOL Inc COM 00184X105 247,015 5,298,475 SH   SOLE NONE 4,141,942 0 1,156,533
Argo Group International Holdings Ltd COM G0464B107 448 9,627 SH   SOLE NONE 9,627 0 0
Arkansas Best Corp COM 040790107 351 10,430 SH   SOLE NONE 10,430 0 0
Atlas Energy LP COM 04930A104 2,167 46,259 SH   SOLE NONE 46,259 0 0
AutoZone Inc COM 053332102 272,100 569,319 SH   SOLE NONE 443,726 0 125,593
AV Homes Inc COM 00234P102 529 29,140 SH   SOLE NONE 29,140 0 0
Aviat Networks Inc COM 05366Y102 399 176,380 SH   SOLE NONE 176,380 0 0
Avis Budget Group Inc COM 053774105 305,779 7,565,054 SH   SOLE NONE 5,929,126 0 1,635,928
Axcelis Technologies Inc COM 054540109 802 328,840 SH   SOLE NONE 328,840 0 0
Ball Corp COM 058498106 298 5,770 SH   SOLE NONE 5,770 0 0
Cabot Microelectronics Corp COM 12709P103 489 10,710 SH   SOLE NONE 10,710 0 0
Cal Dive International Inc COM 12802T101 506 251,730 SH   SOLE NONE 251,730 0 0
CDI Corp COM 125071100 339 18,270 SH   SOLE NONE 18,270 0 0
Centerstate Banks Inc COM 15201P109 504 49,641 SH   SOLE NONE 49,641 0 0
Check Point Software Technologies Ltd COM M22465104 52,942 820,820 SH   SOLE NONE 642,010 0 178,810
Chiquita Brands International Inc COM 170032809 306 26,160 SH   SOLE NONE 26,160 0 0
Comverse Inc COM 20585P105 372 9,587 SH   SOLE NONE 9,587 0 0
Covidien PLC COM G2554F113 86,498 1,270,166 SH   SOLE NONE 994,200 0 275,966
CryoLife Inc COM 228903100 405 36,480 SH   SOLE NONE 36,480 0 0
CST Brands Inc COM 12646R105 362 9,850 SH   SOLE NONE 9,850 0 0
Delta Air Lines Inc COM 247361702 173,161 6,303,630 SH   SOLE NONE 4,940,590 0 1,363,040
Derma Sciences COM 249827502 409 37,780 SH   SOLE NONE 37,780 0 0
Dresser-Rand Group Inc COM 261608103 276,095 4,630,141 SH   SOLE NONE 3,624,370 0 1,005,771
Dycom Industries Inc COM 267475101 361 12,990 SH   SOLE NONE 12,990 0 0
Eastman Chemical Co COM 277432100 339,691 4,209,305 SH   SOLE NONE 3,294,577 0 914,728
Emulex Corp COM 292475209 352 49,130 SH   SOLE NONE 49,130 0 0
EV Energy Partner LP COM 26926V107 941 27,740 SH   SOLE NONE 27,740 0 0
FalconStor Software Inc COM 306137100 467 346,260 SH   SOLE NONE 346,260 0 0
Fidelity National Financial Inc COM 31620R105 521 16,070 SH   SOLE NONE 16,070 0 0
First Merchants Corp COM 320817109 489 21,518 SH   SOLE NONE 21,518 0 0
First Midwest Bancorp Inc/IL COM 320867104 491 28,010 SH   SOLE NONE 28,010 0 0
Flamel Technologies SA COM 338488109 1,267 157,330 SH   SOLE NONE 157,330 0 0
Flushing Financial Corp COM 343873105 363 17,530 SH   SOLE NONE 17,530 0 0
FMC Corp COM 302491303 241,613 3,201,872 SH   SOLE NONE 2,502,720 0 699,152
Forest Laboratories Inc COM 345838106 53,320 888,220 SH   SOLE NONE 694,990 0 193,230
FormFactor Inc COM 346375108 585 97,399 SH   SOLE NONE 97,399 0 0
Freeport-McMoRan Copper & Gold Inc COM 35671D857 506 13,400 SH   SOLE NONE 13,400 0 0
FreightCar America Inc COM 357023100 635 23,860 SH   SOLE NONE 23,860 0 0
Garmin Ltd COM H2906T109 287 6,220 SH   SOLE NONE 6,220 0 0
General Cable Corp COM 369300108 519 17,640 SH   SOLE NONE 17,640 0 0
Gibraltar Industries Inc COM 374689107 484 26,050 SH   SOLE NONE 26,050 0 0
Granite Construction Inc COM 387328107 501 14,330 SH   SOLE NONE 14,330 0 0
GSI Group Inc COM 36191C205 416 36,990 SH   SOLE NONE 36,990 0 0
Halozyme Therapeutics Inc COM 40637H109 32,501 2,168,155 SH   SOLE NONE 1,714,700 0 453,455
Hanover Insurance Group Inc/The COM 410867105 396 6,640 SH   SOLE NONE 6,640 0 0
Harsco Corp COM 415864107 457 16,320 SH   SOLE NONE 16,320 0 0
Health Net Inc COM 42222G108 223,831 7,544,014 SH   SOLE NONE 5,950,775 0 1,593,239
Heritage Financial Corp COM 42722X106 435 25,410 SH   SOLE NONE 25,410 0 0
Heritage Financial Group Inc COM 42726X102 543 28,182 SH   SOLE NONE 28,182 0 0
Hertz Global Holdings COM 42805T105 185,175 6,470,140 SH   SOLE NONE 5,069,710 0 1,400,430
Hewlett-Packard Co COM 428236103 295,391 10,557,223 SH   SOLE NONE 8,252,770 0 2,304,453
Hillshire Brands Co COM 432589109 487 14,560 SH   SOLE NONE 14,560 0 0
Impax Laboratories Inc COM 45256B101 376 14,950 SH   SOLE NONE 14,950 0 0
ING US Inc COM 45685E106 586 16,680 SH   SOLE NONE 16,680 0 0
Interpublic Group of Cos Inc/The COM 460690100 154,858 8,749,066 SH   SOLE NONE 6,810,646 0 1,938,420
Invacare Corp COM 461203101 444 19,140 SH   SOLE NONE 19,140 0 0
Investors Bancorp Inc COM 46146P102 456 17,813 SH   SOLE NONE 17,813 0 0
JAKKS Pacific Inc COM 47012E106 643 95,723 SH   SOLE NONE 95,723 0 0
Jos A Bank Clothiers Inc COM 480838101 420 7,670 SH   SOLE NONE 7,670 0 0
Joy Global Inc COM 481165108 90,816 1,552,671 SH   SOLE NONE 1,212,478 0 340,193
Key Energy Services Inc COM 492914106 79 10,000 SH   SOLE NONE 10,000 0 0
Kraton Performance Polymers Inc COM 50077C106 485 21,020 SH   SOLE NONE 21,020 0 0
Leidos Holdings Inc. COM 525327102 152,607 3,282,569 SH   SOLE NONE 2,593,408 0 689,161
Lexmark International Inc COM 529771107 75,516 2,126,010 SH   SOLE NONE 1,665,207 0 460,803
Lindsay Corp COM 535555106 461 5,575 SH   SOLE NONE 5,575 0 0
Lowe's Cos Inc COM 548661107 244,537 4,935,158 SH   SOLE NONE 3,856,170 0 1,078,988
LSI Corp COM 502161102 130,692 11,843,402 SH   SOLE NONE 9,245,315 0 2,598,087
LSI Industries Inc COM 50216C108 304 35,046 SH   SOLE NONE 35,046 0 0
LTX-Credence Corp COM 502403207 620 77,544 SH   SOLE NONE 77,544 0 0
LyondellBasell Industries NV COM N53745100 263,584 3,283,310 SH   SOLE NONE 2,567,930 0 715,380
McDermott International Inc COM 580037109 726 79,260 SH   SOLE NONE 79,260 0 0
MGIC Investment Corp COM 552848103 335 39,690 SH   SOLE NONE 39,690 0 0
Miller Industries Inc/TN COM 600551204 463 24,850 SH   SOLE NONE 24,850 0 0
Motorola Solutions Inc COM 620076307 223,203 3,306,713 SH   SOLE NONE 2,579,420 0 727,293
National Bank Holdings Corp COM 633707104 334 15,600 SH   SOLE NONE 15,600 0 0
National Presto Industries Inc COM 637215104 449 5,575 SH   SOLE NONE 5,575 0 0
Occidental Petroleum Corp COM 674599105 217,019 2,282,010 SH   SOLE NONE 1,784,590 0 497,420
Olympic Steel Inc COM 68162K106 436 15,039 SH   SOLE NONE 15,039 0 0
Omnicare Inc COM 681904108 319,146 5,287,377 SH   SOLE NONE 4,140,233 0 1,147,144
Orion Marine Group Inc COM 68628V308 442 36,750 SH   SOLE NONE 36,750 0 0
Pacwest Bancorp COM 695263103 496 11,750 SH   SOLE NONE 11,750 0 0
Park Sterling Corp COM 70086Y105 486 68,050 SH   SOLE NONE 68,050 0 0
PetroQuest Energy Inc COM 716748108 254 58,810 SH   SOLE NONE 58,810 0 0
Phillips 66 COM 718546104 235 3,050 SH   SOLE NONE 3,050 0 0
PICO Holdings Inc COM 693366205 480 20,780 SH   SOLE NONE 20,780 0 0
Pitney Bowes Inc COM 724479100 182,587 7,836,336 SH   SOLE NONE 6,144,100 0 1,692,236
Pulse Electronics Corp COM 74586W205 73 25,345 SH   SOLE NONE 25,345 0 0
QLogic Corp COM 747277101 429 36,300 SH   SOLE NONE 36,300 0 0
Quantum Corp COM 747906204 273 227,550 SH   SOLE NONE 227,550 0 0
Regis Corp COM 758932107 398 27,420 SH   SOLE NONE 27,420 0 0
Rockville Financial Inc COM 774188106 438 30,820 SH   SOLE NONE 30,820 0 0
Rockwood Holdings Inc COM 774415103 174,059 2,420,170 SH   SOLE NONE 1,894,011 0 526,159
Sagent Pharmaceuticals Inc COM 786692103 441 17,380 SH   SOLE NONE 17,380 0 0
SAIC Inc COM 808625107 15,625 472,493 SH   SOLE NONE 370,485 0 102,008
Sandisk Corporation COM 80004C101 187,849 2,663,010 SH   SOLE NONE 2,088,410 0 574,600
Seagate Technology PLC COM G7945M107 289,779 5,159,880 SH   SOLE NONE 4,042,778 0 1,117,102
Sealed Air Corp COM 81211K100 305,613 8,975,410 SH   SOLE NONE 7,034,636 0 1,940,774
SeaWorld Entertainment Inc COM 81282V100 74,223 2,579,880 SH   SOLE NONE 2,017,820 0 562,060
SemGroup Corp COM 81663A105 111,998 1,716,973 SH   SOLE NONE 1,344,210 0 372,763
Service Corp International/US COM 817565104 116,305 6,415,080 SH   SOLE NONE 5,024,680 0 1,390,400
SPDR Gold Shares COM 78463V107 782 6,733 SH   SOLE NONE 6,733 0 0
Starwood Hotels & Resorts COM 85590A401 99,915 1,257,582 SH   SOLE NONE 982,460 0 275,122
Starz COM 85571Q102 518 17,710 SH   SOLE NONE 17,710 0 0
Stillwater Mining Co COM 86074Q102 398 32,276 SH   SOLE NONE 32,276 0 0
Susser Holdings Corp COM 869233106 269 4,110 SH   SOLE NONE 4,110 0 0
Syneron Medical Ltd COM M87245102 529 43,044 SH   SOLE NONE 43,044 0 0
Teradyne Inc COM 880770102 379 21,491 SH   SOLE NONE 21,491 0 0
Tesco Corp COM 88157K101 333 16,820 SH   SOLE NONE 16,820 0 0
Theravance Inc COM 88338T104 713 20,000 SH Call SOLE NONE 20,000 0 0
Theravance Inc COM 88338T104 265,824 7,456,503 SH   SOLE NONE 5,832,567 0 1,623,936
Tyco International Ltd COM H89128104 188,797 4,600,319 SH   SOLE NONE 3,586,590 0 1,013,729
UCP Inc COM 90265Y106 324 22,140 SH   SOLE NONE 22,140 0 0
Union First Market Bankshares Corp COM 90662P104 387 15,613 SH   SOLE NONE 15,613 0 0
Unwired Planet Inc COM 91531F103 371 268,748 SH   SOLE NONE 268,748 0 0
Valeant Pharmaceuticals International Inc COM 91911K102 409,186 3,485,400 SH   SOLE NONE 2,728,139 0 757,261
Valspar Corp COM 920355104 265,944 3,730,451 SH   SOLE NONE 2,916,972 0 813,479
Viacom Inc COM 92553P201 178,494 2,043,666 SH   SOLE NONE 1,604,920 0 438,746
Vishay Intertechnology Inc COM 928298108 348 26,270 SH   SOLE NONE 26,270 0 0
Vishay Precision Group Inc COM 92835K103 329 22,070 SH   SOLE NONE 22,070 0 0
Walter Energy Inc COM 93317Q105 447 26,860 SH   SOLE NONE 26,860 0 0
Warren Resources Inc COM 93564A100 456 145,110 SH   SOLE NONE 145,110 0 0
Wendy's Co/The COM 95058W100 409 46,905 SH   SOLE NONE 46,905 0 0
WR Grace & Co COM 38388F108 349,438 3,534,315 SH   SOLE NONE 2,765,156 0 769,159
Wyndham Worldwide Corp COM 98310W108 391,001 5,306,032 SH   SOLE NONE 4,152,732 0 1,153,300
XOMA Corp COM 98419J107 441 65,570 SH   SOLE NONE 65,570 0 0