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
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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 6,234 402,745 SH   SOLE   345,370 57,375 0
Amtrust Financial Service COM 032359309 11,563 290,376 SH   SOLE   246,491 43,885 0
Badger Meter Inc. COM 056525108 6,029 119,500 SH   SOLE   98,600 20,900 0
Bank Of The Ozarks COM 063904106 19,675 624,200 SH   SOLE   526,650 97,550 0
Calamp Corp. COM 128126109 2,428 137,825 SH   SOLE   104,925 32,900 0
Chart Industries Inc. COM 16115Q308 6,200 101,425 SH   SOLE   84,525 16,900 0
Coherent Inc. COM 192479103 15,685 255,575 SH   SOLE   213,925 41,650 0
Core-Mark Holding Company COM 218681104 21,057 397,000 SH   SOLE   324,700 72,300 0
Dresser-Rand Group Inc. COM 261608103 13,069 158,880 SH   SOLE   133,105 25,775 0
Electronics For Imaging Inc. COM 286082102 9,226 208,875 SH   SOLE   180,350 28,525 0
Enersys COM 29275Y102 12,605 214,950 SH   SOLE   177,200 37,750 0
FEI Company COM 30241L109 4,293 56,925 SH   SOLE   47,950 8,975 0
First Financial Bancorp COM 320209109 9,490 599,475 SH   SOLE   487,350 112,125 0
Fox Factory Holdings Corp. COM 35138V102 9,954 642,175 SH   SOLE   538,900 103,275 0
Interface Inc. COM 458665304 6,047 374,690 SH   SOLE   306,365 68,325 0
IPG Photonics Corp. COM 44980X109 4,351 63,255 SH   SOLE   52,455 10,800 0
Ishares Russell 2000 ETF 464287655 4,254 38,900 SH   SOLE   38,900 0 0
Jack Henry & Associates Inc. COM 426281101 19,691 353,775 SH   SOLE   295,725 58,050 0
Maximus Inc. COM 577933104 12,799 318,945 SH   SOLE   265,395 53,550 0
MKS Instruments Inc. COM 55306N104 16,563 496,200 SH   SOLE   408,450 87,750 0
MultiMedia Games Holdings COM 625453105 14,738 409,275 SH   SOLE   337,100 72,175 0
OFG Bancorp COM 67103X102 6,698 447,109 SH   SOLE   381,484 65,625 0
Orbotech Ltd. COM M75253100 13,166 845,060 SH   SOLE   711,460 133,600 0
OSI Systems Inc. COM 671044105 15,529 244,625 SH   SOLE   204,375 40,250 0
Pacwest Bancorp COM 695263103 13,847 335,850 SH   SOLE   284,275 51,575 0
Patrick Industries Inc. COM 703343103 13,218 312,030 SH   SOLE   262,105 49,925 0
Pier 1 Imports, Inc. COM 720279108 3,500 294,355 SH   SOLE   248,505 45,850 0
Providence Service Corp. COM 743815102 14,025 289,890 SH   SOLE   242,840 47,050 0
Sirona Dental Systems Inc. COM 82966C103 3,998 52,140 SH   SOLE   43,665 8,475 0
Snap-On Incorporated COM 833034101 15,883 131,175 SH   SOLE   113,275 17,900 0
Stantec Inc. COM 85472N109 15,918 244,025 SH   SOLE   201,775 42,250 0
Steelcase Inc. COM 858155203 8,036 496,360 SH   SOLE   430,785 65,575 0
Steven Madden, Ltd. COM 556269108 6,897 213,990 SH   SOLE   189,865 24,125 0
Thor Industries Inc. COM 885160101 4,527 87,900 SH   SOLE   74,750 13,150 0
Tupperware Brands Corp. COM 899896104 9,487 137,420 SH   SOLE   115,720 21,700 0
UMB Financial Corp. COM 902788108 3,656 67,015 SH   SOLE   56,015 11,000 0
United Stationers Inc. COM 913004107 8,548 227,525 SH   SOLE   187,175 40,350 0
US Ecology Inc. COM 91732J102 5,992 128,150 SH   SOLE   106,975 21,175 0
Wabtec Corporation COM 929740108 14,303 176,500 SH   SOLE   146,825 29,675 0
SPDR Gold Trust ETF 78463V107 2,828 24,338 SH   SOLE   24,163 175 0