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
3-D SYS CORP DEL COM NEW 88554D205 22,066 1,426,390 SH   SOLE 1,426,390 0 0
ALON USA PARTNERS LP UT LTDPART INT 02052T109 1,657 126,000 SH   SOLE 126,000 0 0
ALTRIA GROUP INC COM 02209S103 1,707 27,250 SH   SOLE 27,250 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 2,062 88,100 SH   SOLE 88,100 0 0
APOLLO ED GROUP INC CL A 037604105 2,111 256,972 SH   SOLE 256,972 0 0
APPLE INC COM 037833100 8,073 74,075 SH   SOLE 74,075 0 0
ARGAN INC COM 04010E109 2,809 79,900 SH   SOLE 79,900 0 0
ASB BANCORP INC N C COM 00213T109 699 28,825 SH   SOLE 28,825 0 0
BANKRATE INC DEL COM 06647F102 2,705 295,000 SH   SOLE 295,000 0 0
BANKWELL FINL GROUP INC COM 06654A103 315 16,084 SH   SOLE 16,084 0 0
BCB BANCORP INC COM 055298103 100 10,000 SH   SOLE 10,000 0 0
BED BATH & BEYOND INC COM 075896100 2,571 51,800 SH   SOLE 51,800 0 0
BEST BUY INC COM 086516101 2,433 75,000 SH   SOLE 75,000 0 0
BRINKS CO COM 109696104 5,039 150,000 SH   SOLE 150,000 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,952 279,000 SH   SOLE 279,000 0 0
BUCKLE INC COM 118440106 2,476 73,100 SH   SOLE 73,100 0 0
CA INC COM 12673P105 2,748 89,250 SH   SOLE 89,250 0 0
CAL MAINE FOODS INC COM NEW 128030202 2,673 51,500 SH   SOLE 51,500 0 0
CAPELLA EDUCATION COMPANY COM 139594105 2,727 51,800 SH   SOLE 51,800 0 0
CARDINAL HEALTH INC COM 14149Y108 3,442 42,000 SH   SOLE 42,000 0 0
CBIZ INC COM 124805102 2,674 265,000 SH   SOLE 265,000 0 0
CENTURYLINK INC COM 156700106 6,104 190,975 SH   SOLE 190,975 0 0
CHEVIOT FINL CORP NEW COM 16677X105 896 61,024 SH   SOLE 61,024 0 0
CISCO SYS INC COM 17275R102 2,861 100,500 SH   SOLE 100,500 0 0
CRANE CO COM 224399105 3,048 56,600 SH   SOLE 56,600 0 0
CVS HEALTH CORP COM 126650100 7,469 72,000 SH   SOLE 72,000 0 0
DELUXE CORP COM 248019101 3,025 48,400 SH   SOLE 48,400 0 0
DONNELLEY R R & SONS CO COM 257867101 791 48,250 SH   SOLE 48,250 0 0
DOVER CORP COM 260003108 2,753 42,800 SH   SOLE 42,800 0 0
DOVER MOTORSPORTS INC COM 260174107 1,301 573,312 SH   SOLE 573,312 0 0
EMCOR GROUP INC COM 29084Q100 3,091 63,600 SH   SOLE 63,600 0 0
EMERSON ELEC CO COM 291011104 24,059 442,416 SH   SOLE 442,416 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 6,333 92,204 SH   SOLE 92,204 0 0
EXXON MOBIL CORP COM 30231G102 2,564 30,674 SH   SOLE 30,674 0 0
FLUOR CORP NEW COM 343412102 2,937 54,700 SH   SOLE 54,700 0 0
FOX CHASE BANCORP INC NEW COM 35137T108 1,127 58,312 SH   SOLE 58,312 0 0
FRANKLIN RES INC COM 354613101 6,939 177,700 SH   SOLE 177,700 0 0
GAMESTOP CORP NEW CL A 36467W109 2,840 89,500 SH   SOLE 89,500 0 0
GAP INC DEL COM 364760108 3,258 110,800 SH   SOLE 110,800 0 0
GILEAD SCIENCES INC COM 375558103 2,549 27,750 SH   SOLE 27,750 0 0
HARLEY DAVIDSON INC COM 412822108 8,213 160,000 SH   SOLE 160,000 0 0
HIBBETT SPORTS INC COM 428567101 3,141 87,500 SH   SOLE 87,500 0 0
HIGHER ONE HLDGS INC COM 42983D104 541 138,290 SH   SOLE 138,290 0 0
HILLENBRAND INC COM 431571108 2,833 94,600 SH   SOLE 94,600 0 0
HP INC COM 40434L105 2,298 186,500 SH   SOLE 186,500 0 0
INTEL CORP COM 458140100 946 29,237 SH   SOLE 29,237 0 0
INTERDIGITAL INC COM 45867G101 2,671 48,000 SH   SOLE 48,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 20,763 137,097 SH   SOLE 137,097 0 0
INTERVAL LEISURE GROUP INC COM 46113M108 2,300 159,300 SH   SOLE 159,300 0 0
JOHNSON & JOHNSON COM 478160104 981 9,066 SH   SOLE 9,066 0 0
JPMORGAN CHASE & CO COM 46625H100 8,146 137,550 SH   SOLE 137,550 0 0
KEARNY FINL CORP MD COM 48716P108 846 68,497 SH   SOLE 68,497 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 10,706 375,000 SH   SOLE 375,000 0 0
LANNET INC COM 516012101 1,165 65,000 SH   SOLE 65,000 0 0
LAPORTE BANCORP INC MD COM 516651106 244 15,508 SH   SOLE 15,508 0 0
LEIDOS HLDGS INC COM 525327102 2,717 54,000 SH   SOLE 54,000 0 0
MALVERN BANCORP INC COM 561409103 894 55,782 SH   SOLE 55,782 0 0
MANPOWERGROUP INC COM 56418H100 2,768 34,000 SH   SOLE 34,000 0 0
MANTECH INTL CORP CL A 564563104 3,009 94,067 SH   SOLE 94,067 0 0
MEDTRONIC PLC SHS G5960L103 31,817 424,227 SH   SOLE 424,227 0 0
MELROSE BANCORP INC COM 585553100 170 11,323 SH   SOLE 11,323 0 0
METHODE ELECTRS INC COM 591520200 3,000 102,600 SH   SOLE 102,600 0 0
MICROSOFT CORP COM 594918104 15,120 273,760 SH   SOLE 273,760 0 0
MKS INSTRUMENT INC COM 55306N104 3,208 85,200 SH   SOLE 85,200 0 0
MONSTER WORLDWIDE INC COM 611742107 2,461 755,000 SH   SOLE 755,000 0 0
MOODYS CORP COM 615369105 3,090 32,000 SH   SOLE 32,000 0 0
MSB FINL CORP NEW COM 55352L101 807 62,745 SH   SOLE 62,745 0 0
NEUSTAR INC CL A 64126X201 2,522 102,500 SH   SOLE 102,500 0 0
NEWS CORP NEW CL A 65249B109 33,024 2,586,035 SH   SOLE 2,586,035 0 0
NORTHERN TIER ENERGY LP COM UN REPR PART 665826103 2,593 110,000 SH   SOLE 110,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 2,368 61,900 SH   SOLE 61,900 0 0
OCEANFIRST FINL CORP COM 675234108 185 10,455 SH   SOLE 10,455 0 0
OUTERWALL INC COM 690070107 2,719 73,500 SH   SOLE 73,500 0 0
OWENS ILL INC COM NEW 690768403 16,147 1,011,715 SH   SOLE 1,011,715 0 0
PB BANCORP INC COM 70454T100 137 16,287 SH   SOLE 16,287 0 0
PETMED EXPRESS INC COM 716382106 2,991 167,000 SH   SOLE 167,000 0 0
PFIZER INC COM 717081103 31,356 1,057,896 SH   SOLE 1,057,896 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 3,048 120,000 SH   SOLE 120,000 0 0
POLARIS INDS INC COM 731068102 2,846 28,900 SH   SOLE 28,900 0 0
PROCTER & GAMBLE CO COM 742718109 458 5,570 SH   SOLE 5,570 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 1,002 70,000 SH   SOLE 70,000 0 0
QUALCOMM INC COM 747525103 2,071 40,500 SH   SOLE 40,500 0 0
REGAL ENTMT GROUP CL A 758766109 421 19,900 SH   SOLE 19,900 0 0
ROBERT HALF INTL INC COM 770323103 2,795 60,000 SH   SOLE 60,000 0 0
RPX CORP COM 74972G103 2,049 182,000 SH   SOLE 182,000 0 0
SANDERSON FARMS INC COM 800013104 2,435 27,000 SH   SOLE 27,000 0 0
SEAWORLD ENTMT INC COM 81282V100 4,886 232,000 SH   SOLE 232,000 0 0
SI FINL GROUP INC MD COM 78425V104 681 48,875 SH   SOLE 48,875 0 0
SPEEDWAY MOTORSPORTS INC COM 847788106 5,573 281,060 SH   SOLE 281,060 0 0
STARZ COM SER A 85571Q102 1,956 74,300 SH   SOLE 74,300 0 0
STONEGATE BK FT LAUDERDALE F COM 861811107 3,026 101,000 SH   SOLE 101,000 0 0
STRAYER ED INC COM 863236105 2,238 45,900 SH   SOLE 45,900 0 0
SUNSHINE BANCORP INC COM 86777J108 258 17,750 SH   SOLE 17,750 0 0
SUSSEX BANCORP COM 869245100 369 29,534 SH   SOLE 29,534 0 0
SYMANTEC CORP COM 871503108 2,187 119,000 SH   SOLE 119,000 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 2,409 77,700 SH   SOLE 77,700 0 0
THOR INDS INC COM 885160101 3,412 53,500 SH   SOLE 53,500 0 0
TIME WARNER INC COM NEW 887317303 3,047 42,000 SH   SOLE 42,000 0 0
TIVO INC COM 888706108 2,996 315,000 SH   SOLE 315,000 0 0
TRC COS INC COM 872625108 40,370 5,568,257 SH   SOLE 5,568,257 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,435 303,897 SH   SOLE 303,897 0 0
VIACOM INC NEW CL B 92553P201 2,634 63,800 SH   SOLE 63,800 0 0
VIRGIN AMER INC COM VTG 92765X208 3,625 94,000 SH   SOLE 94,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 10,379 850,000 SH   SOLE 850,000 0 0
WABASH NATL CORP COM 929566107 2,825 214,000 SH   SOLE 214,000 0 0
WASTE MGMT INC DEL COM 94106L109 524 8,875 SH   SOLE 8,875 0 0
WATERSTONE FINL INC MD COM 94188P101 1,161 84,862 SH   SOLE 84,862 0 0
WESTBURY BANCORP INC COM 95727P106 324 17,078 SH   SOLE 17,078 0 0
WESTERN DIGITAL CORP COM 958102105 1,379 29,200 SH   SOLE 29,200 0 0
WESTERN UN CO COM 959802109 3,075 159,400 SH   SOLE 159,400 0 0
WISDOMTREE INVTS INC COM 97717P104 3,086 270,000 SH   SOLE 270,000 0 0