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
Acacia Research COM 003881307 13,828 618,700 SH   SOLE   507,250 111,450 0
Amtrust Financial Service COM 032359309 14,970 419,325 SH   SOLE   338,125 81,200 0
Bank Of The Ozarks COM 063904106 20,620 475,875 SH   SOLE   392,075 83,800 0
Calamp Corp. COM 128126109 2,989 204,750 SH   SOLE   155,900 48,850 0
Calavo Growers Inc. COM 128246105 3,102 114,075 SH   SOLE   90,550 23,525 0
Chart Industries Inc. COM 16115Q308 7,711 81,955 SH   SOLE   67,755 14,200 0
Coherent Inc. COM 192479103 11,873 215,600 SH   SOLE   176,400 39,200 0
Dresser-Rand Group Inc. COM 261608103 13,311 221,925 SH   SOLE   176,325 45,600 0
Enersys COM 29275Y102 7,487 152,675 SH   SOLE   121,050 31,625 0
FEI Company COM 30241L109 8,378 114,740 SH   SOLE   95,340 19,400 0
First Financial Bancorp COM 320209109 7,952 533,675 SH   SOLE   426,875 106,800 0
Haemonetics Corporation COM 405024100 10,140 245,225 SH   SOLE   197,925 47,300 0
Innospec Inc. COM 45768S105 4,050 100,800 SH   SOLE   80,800 20,000 0
Interface Inc. COM 458665304 8,827 520,165 SH   SOLE   419,040 101,125 0
IPG Photonics Corp. COM 44980X109 8,874 146,130 SH   SOLE   122,130 24,000 0
Ishares Russell 2000 ETF 464287655 2,720 28,000 SH   SOLE   28,000 0 0
Jack Henry & Associates Inc. COM 426281101 18,170 385,525 SH   SOLE   315,725 69,800 0
Maximus Inc. COM 577933104 9,174 123,175 SH   SOLE   99,475 23,700 0
OFG Bancorp COM 67103X102 20,462 1,129,899 SH   SOLE   902,899 227,000 0
Pacwest Bancorp COM 695263103 10,319 336,675 SH   SOLE   272,975 63,700 0
Pier 1 Imports, Inc. COM 720279108 6,802 289,550 SH   SOLE   239,450 50,100 0
Questcor Pharmaceuticals COM 74835Y101 16,659 366,625 SH   SOLE   295,850 70,775 0
Santarus Inc. COM 802817304 13,184 626,300 SH   SOLE   505,500 120,800 0
Sirona Dental Systems Inc. COM 82966C103 11,027 167,375 SH   SOLE   132,875 34,500 0
Snap-On Incorporated COM 833034101 12,547 140,375 SH   SOLE   117,125 23,250 0
Stantec Inc. COM 85472N109 12,116 286,100 SH   SOLE   234,900 51,200 0
Steelcase Inc. COM 858155203 10,974 752,675 SH   SOLE   609,325 143,350 0
Steven Madden, Ltd. COM 556269108 12,925 267,164 SH   SOLE   216,064 51,100 0
Thor Industries Inc. COM 885160101 10,620 215,950 SH   SOLE   176,550 39,400 0
Tupperware Brands Corp. COM 899896104 12,556 161,620 SH   SOLE   131,620 30,000 0
Ultratech Inc. COM 904034105 14,684 399,900 SH   SOLE   322,300 77,600 0
UMB Financial Corp. COM 902788108 16,535 297,025 SH   SOLE   240,925 56,100 0
US Ecology Inc. COM 91732J102 8,515 310,300 SH   SOLE   249,075 61,225 0
Veeco Instruments Inc. COM 922417100 3,603 101,750 SH   SOLE   83,375 18,375 0
Wabtec Corporation COM 929740108 12,511 234,150 SH   SOLE   191,650 42,500 0
SPDR Gold Trust ETF 78463V107 3,024 25,388 SH   SOLE   25,213 175 0