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
3M CO COM 88579Y101 147 700 SH   SOLE   700 0 0
A. SCHULMAN INC COM 808194104 16,462 482,038 SH   SOLE   482,038 0 0
ABBOTT LABORATORIES COM COM 002824100 106 1,980 SH   SOLE   1,980 0 0
ADOBE SYSTEMS INC (DE) COM 00724F101 664 4,450 SH   SOLE   4,450 0 0
AFFILIATED MANAGERS GROUP COM 008252108 100 525 SH   SOLE   525 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 628 12,900 SH   SOLE   12,900 0 0
ALLERGAN PLC SHG COM G0177J108 644 3,140 SH   SOLE   3,140 0 0
ALLSCRIPTS-MISYS HEALTHCARE SO COM 01988P108 1,713 120,400 SH   SOLE   120,400 0 0
ALMOST FAMILY INC COM 020409108 13,217 246,125 SH   SOLE   246,125 0 0
ALPHABET INC CAP STK CL C COM 02079K107 1,701 1,773 SH   SOLE   1,773 0 0
AMBARELLA INC SHS COM G037AX101 13,032 265,898 SH   SOLE   265,898 0 0
AMERICAN HOMES 4 RENT CL A COM 02665T306 1,729 79,660 SH   SOLE   79,660 0 0
AMERICAN TOWER CORP CL A COM 03027X100 752 5,500 SH   SOLE   5,500 0 0
AMERICAN WOODMARK CORPORATION COM 030506109 15,483 160,859 SH   SOLE   160,859 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 24,969 546,369 SH   SOLE   546,369 0 0
ANALOG DEVICES INC COM COM 032654105 2,054 23,840 SH   SOLE   23,840 0 0
ANALOGIC CORP COM 032657207 14,811 176,846 SH   SOLE   176,846 0 0
ANIXTER INTL INC COM 035290105 19,064 224,279 SH   SOLE   224,279 0 0
APPLE INC COM 037833100 2,344 15,210 SH   SOLE   15,210 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 13,535 220,080 SH   SOLE   220,080 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 22 200 SH   SOLE   200 0 0
BALCHEM CORP COM COM 057665200 15,225 187,292 SH   SOLE   187,292 0 0
BANKUNITED INC COM 06652K103 377 10,600 SH   SOLE   10,600 0 0
BARNES GROUP INC COM 067806109 21,481 304,949 SH   SOLE   304,949 0 0
BAXTER INTL INC COM COM 071813109 627 10,000 SH   SOLE   10,000 0 0
BECTON DICKINSON & CO COM COM 075887109 90 460 SH   SOLE   460 0 0
BERRY PLASTICS GROUP INC COM COM 08579W103 1,263 22,300 SH   SOLE   22,300 0 0
BIO TECHNE CORP COM 09073M104 1,656 13,700 SH   SOLE   13,700 0 0
BIOGEN IDEC INC COM COM 09062X103 626 2,000 SH   SOLE   2,000 0 0
BLACKROCK INC COM 09247X101 541 1,210 SH   SOLE   1,210 0 0
BOJANGLES INC COM 097488100 11,752 870,529 SH   SOLE   870,529 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 624 21,400 SH   SOLE   21,400 0 0
BROADCOM LTD COM Y09827109 667 2,750 SH   SOLE   2,750 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 1,311 16,225 SH   SOLE   16,225 0 0
BURLINGTON STORES INC COM 122017106 33 350 SH   SOLE   350 0 0
CACI INTL INC COM 127190304 19,706 141,417 SH   SOLE   141,417 0 0
CALAMP CORP COM 128126109 18,454 793,713 SH   SOLE   793,713 0 0
CALLON PETROLEUM CO COM 13123X102 16,729 1,488,369 SH   SOLE   1,488,369 0 0
CAMBREX CORP COM 132011107 12,811 232,919 SH   SOLE   232,919 0 0
CARLISLE COS INC COM 142339100 33 325 SH   SOLE   325 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 12,445 259,100 SH   SOLE   259,100 0 0
CARTER INC COM COM 146229109 1,758 17,800 SH   SOLE   17,800 0 0
CAVIUM INC COM 14964U108 1,714 26,000 SH   SOLE   26,000 0 0
CBRE GROUP INC CL A COM 12504L109 1,339 35,360 SH   SOLE   35,360 0 0
CDW CORP COM 12514G108 2,409 36,500 SH   SOLE   36,500 0 0
CELGENE CORP COM COM 151020104 700 4,800 SH   SOLE   4,800 0 0
CENTENE CORP COM 15135B101 2,142 22,130 SH   SOLE   22,130 0 0
CHEVRON CORP COM 166764100 93 795 SH   SOLE   795 0 0
CHUBB LIMITED COM H1467J104 684 4,800 SH   SOLE   4,800 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,710 35,300 SH   SOLE   35,300 0 0
CISCO SYS INC COM 17275R102 778 23,125 SH   SOLE   23,125 0 0
CITRIX SYSTEMS INC COM 177376100 1,406 18,300 SH   SOLE   18,300 0 0
CME GROUP INC COM COM 12572Q105 760 5,600 SH   SOLE   5,600 0 0
COHERENT INC COM 192479103 29 125 SH   SOLE   125 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102 13,330 316,562 SH   SOLE   316,562 0 0
COMCAST CORP CL A COM 20030N101 1,098 28,525 SH   SOLE   28,525 0 0
CONCHO RESOURCES INC COM 20605P101 1,370 10,400 SH   SOLE   10,400 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 738 3,700 SH   SOLE   3,700 0 0
COOPER COS INC COM 216648402 1,304 5,500 SH   SOLE   5,500 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 706 4,300 SH   SOLE   4,300 0 0
CULLEN FROST BANKERS INC COM 229899109 88 925 SH   SOLE   925 0 0
D R HORTON INC COM 23331A109 1,218 30,500 SH   SOLE   30,500 0 0
DAVE & BUSTER'S ENTMT INC COM COM 238337109 14,076 268,215 SH   SOLE   268,215 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 460 4,700 SH   SOLE   4,700 0 0
DICKS SPORTING GOODS INC COM 253393102 127 4,700 SH   SOLE   4,700 0 0
DIGITAL RLTY TR INC COM COM 253868103 1,909 16,131 SH   SOLE   16,131 0 0
DISCOVERY COMMUNICATION INC COM 25470F302 316 15,600 SH   SOLE   15,600 0 0
DISNEY WALT CO COM COM 254687106 85 865 SH   SOLE   865 0 0
DORMAN PRODUCTS INC COM COM 258278100 17,279 241,257 SH   SOLE   241,257 0 0
DOVER CORP COM 260003108 1,498 16,394 SH   SOLE   16,394 0 0
DOWDUPONT INC COM 26078J100 78 1,132 SH   SOLE   1,132 0 0
DR PEPPER SNAPPLE GROUP INC CO COM 26138E109 602 6,800 SH   SOLE   6,800 0 0
DUNKIN BRANDS GROUP INC COM COM 265504100 29 550 SH   SOLE   550 0 0
DXC TECHNOLOGY CO COM COM 23355L106 1,799 20,950 SH   SOLE   20,950 0 0
Dyax Corp Com CVR COM 267cvr991 0 222 SH   SOLE   222 0 0
E TRADE FINANCIAL CORP COM NEW COM 269246401 2,159 49,500 SH   SOLE   49,500 0 0
EASTERLY GOVT PPTYS INC COM COM 27616P103 17,358 839,779 SH   SOLE   839,779 0 0
ECOLAB INC COM COM 278865100 28 220 SH   SOLE   220 0 0
EDGEWELL PERS CARE CO COM 28035Q102 31 425 SH   SOLE   425 0 0
EDUCATION REALTY TRUST INC COM 28140H203 15,612 434,521 SH   SOLE   434,521 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 2,427 22,200 SH   SOLE   22,200 0 0
EMERSON ELEC CO COM COM 291011104 19 300 SH   SOLE   300 0 0
EOG RESOURCES INC COM 26875P101 588 6,075 SH   SOLE   6,075 0 0
EQT CORP COM 26884L109 1,370 21,000 SH   SOLE   21,000 0 0
EXL SERVICE HOLDINGS COM 302081104 17,934 307,504 SH   SOLE   307,504 0 0
EXPEDIA INC COM 30212P303 1,943 13,500 SH   SOLE   13,500 0 0
EXXON MOBIL CORP COM 30231G102 877 10,700 SH   SOLE   10,700 0 0
FACEBOOK INC-A COM 30303M102 1,427 8,350 SH   SOLE   8,350 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,135 6,300 SH   SOLE   6,300 0 0
FEDEX CORP COM 31428X106 835 3,700 SH   SOLE   3,700 0 0
FINISAR CORP COM 31787A507 246 11,100 SH   SOLE   11,100 0 0
FIRST AMERN FINL CORP COM COM 31847R102 1,369 27,400 SH   SOLE   27,400 0 0
FIRST DATA CORP COM 32008D106 2,232 123,700 SH   SOLE   123,700 0 0
FISERV INC COM 337738108 1,831 14,200 SH   SOLE   14,200 0 0
FIVE BELOW INC COM 33829M101 14,288 260,353 SH   SOLE   260,353 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 2,359 15,240 SH   SOLE   15,240 0 0
FMC CORP COM 302491303 2,492 27,900 SH   SOLE   27,900 0 0
FORTUNE BRANDS HOME & SEC INC COM 34964C106 2,074 30,850 SH   SOLE   30,850 0 0
FORWARD AIR CORP COM 349853101 20,923 365,599 SH   SOLE   365,599 0 0
FRANKLIN ELECTRIC CO INC COM 353514102 16,477 367,377 SH   SOLE   367,377 0 0
GALLAGHER ARTHUR J & CO COM 363576109 55 900 SH   SOLE   900 0 0
GENERAL ELEC CO COM 369604103 585 24,190 SH   SOLE   24,190 0 0
GENOMIC HEALTH INC COM 37244C101 10,538 328,393 SH   SOLE   328,393 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 19 80 SH   SOLE   80 0 0
GRACO INC COM COM 384109104 25 200 SH   SOLE   200 0 0
GRAND CANYON ED INC COM 38526M106 745 8,200 SH   SOLE   8,200 0 0
GRANITE CONSTR INC COM 387328107 20,817 359,231 SH   SOLE   359,231 0 0
GRAPHIC PACKAGING HOLDING COMP COM 388689101 1,646 118,000 SH   SOLE   118,000 0 0
GREAT WESTN BANCORP INC COM 391416104 13,295 322,068 SH   SOLE   322,068 0 0
HANESBRANDS INC COM 410345102 1,279 51,900 SH   SOLE   51,900 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 393 10,900 SH   SOLE   10,900 0 0
HOME DEPOT INC COM COM 437076102 1,194 7,300 SH   SOLE   7,300 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 522 37,400 SH   SOLE   37,400 0 0
HYSTER-YALE MATERIALS HANDLING COM 449172105 1,406 18,400 SH   SOLE   18,400 0 0
IAC/INTERACTIVECORP COM 44919P508 2,116 18,000 SH   SOLE   18,000 0 0
ICON PLC SHS COM G4705A100 57 500 SH   SOLE   500 0 0
IDACORP INC COM 451107106 20,738 235,845 SH   SOLE   235,845 0 0
ILG INC COM 44967H101 9,343 349,515 SH   SOLE   349,515 0 0
INFINERA CORP COM 45667G103 643 72,500 SH   SOLE   72,500 0 0
INGREDION INC COM COM 457187102 422 3,500 SH   SOLE   3,500 0 0
INOVALON HOLDINGS INC CL A COM 45781D101 1,575 92,400 SH   SOLE   92,400 0 0
INSULET CORP COM 45784P101 1,373 24,920 SH   SOLE   24,920 0 0
INTEGRA LIFESCIENCES HOLDINGS COM 457985208 18,742 371,279 SH   SOLE   371,279 0 0
INTEL CORP COM 458140100 23 600 SH   SOLE   600 0 0
J JILL INC COM 46620W102 10,036 921,618 SH   SOLE   921,618 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 1,223 11,900 SH   SOLE   11,900 0 0
JONES LANG LASALLE INC COM 48020Q107 28 225 SH   SOLE   225 0 0
JPMORGAN CHASE & CO COM 46625H100 1,575 16,495 SH   SOLE   16,495 0 0
KAR AUCTION SERVICES INC COM 48238T109 2,420 50,700 SH   SOLE   50,700 0 0
KEYCORP NEW COM COM 493267108 2,400 127,500 SH   SOLE   127,500 0 0
KFORCE INC COM COM 493732101 15,647 774,619 SH   SOLE   774,619 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 543 3,600 SH   SOLE   3,600 0 0
LAM RESH CORP COM COM 512807108 1,998 10,800 SH   SOLE   10,800 0 0
LAMB WESTON HLDGS INC COM 513272104 2,161 46,080 SH   SOLE   46,080 0 0
LILLY ELI & CO COM COM 532457108 761 8,900 SH   SOLE   8,900 0 0
LIONS GATE ENTMNT CORP CL A VT COM 535919401 636 19,000 SH   SOLE   19,000 0 0
LIONS GATE ENTMNT CORP CL B NO COM 535919500 2,200 69,200 SH   SOLE   69,200 0 0
LITTELFUSE INC COM 537008104 20,152 102,879 SH   SOLE   102,879 0 0
LKQ CORP COM COM 501889208 52 1,450 SH   SOLE   1,450 0 0
LTC PPTYS INC COM 502175102 16,004 340,665 SH   SOLE   340,665 0 0
MADISON SQUARE GARDEN CO CL A COM 55825T103 1,392 6,500 SH   SOLE   6,500 0 0
MANULIFE FINL CORP COM COM 56501R106 288 14,200 SH   SOLE   14,200 0 0
MARCUS & MILLICHAP INC COM 566324109 15,063 558,106 SH   SOLE   558,106 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,928 9,350 SH   SOLE   9,350 0 0
MASIMO CORP COM 574795100 11,406 131,770 SH   SOLE   131,770 0 0
MASTEC INC COM 576323109 2,705 58,300 SH   SOLE   58,300 0 0
MASTERCARD INC CL A COM 57636Q104 805 5,700 SH   SOLE   5,700 0 0
MATADOR RES CO COM COM 576485205 13,505 497,425 SH   SOLE   497,425 0 0
MAXIMUS INC COM COM 577933104 44 675 SH   SOLE   675 0 0
MB FINANCIAL INC COM 55264U108 21,130 469,355 SH   SOLE   469,355 0 0
MEDTRONIC INC COM G5960L103 23 300 SH   SOLE   300 0 0
MERCANTILE BANK CORP COM 587376104 10,309 295,376 SH   SOLE   295,376 0 0
METHODE ELECTRONICS INC COM 591520200 13,638 322,037 SH   SOLE   322,037 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 2,334 26,000 SH   SOLE   26,000 0 0
MICROSEMI CORPORATION COM 595137100 11,200 217,558 SH   SOLE   217,558 0 0
MICROSOFT CORP COM 594918104 1,426 19,140 SH   SOLE   19,140 0 0
MIDDLEBY CORP COM COM 596278101 1,884 14,700 SH   SOLE   14,700 0 0
MSG NETWORK INC CL A COM 553573106 11,805 556,826 SH   SOLE   556,826 0 0
MTS SYS CORP COM 553777103 16,606 310,684 SH   SOLE   310,684 0 0
MULTI COLOR CORP COM COM 625383104 21,618 263,799 SH   SOLE   263,799 0 0
NATIONAL INSTRS CORP COM 636518102 33 775 SH   SOLE   775 0 0
NAVIGANT CONSULTING CO COM 63935N107 18,056 1,067,121 SH   SOLE   1,067,121 0 0
NEWELL BRANDS INC COM COM 651229106 2,125 49,800 SH   SOLE   49,800 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 14,516 233,000 SH   SOLE   233,000 0 0
NEXTERA ENERGY INC COM COM 65339F101 850 5,800 SH   SOLE   5,800 0 0
NIKE INC CL B COM 654106103 617 11,900 SH   SOLE   11,900 0 0
NORTHERN TR CORP COM COM 665859104 2,376 25,850 SH   SOLE   25,850 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 1,605 7,450 SH   SOLE   7,450 0 0
OCCIDENTAL PETE CORP COM COM 674599105 430 6,700 SH   SOLE   6,700 0 0
OLD DOMINION FREIGHT LINE COM 679580100 1,619 14,700 SH   SOLE   14,700 0 0
OLD NATL BANCORP IND COM 680033107 23,971 1,309,907 SH   SOLE   1,309,907 0 0
OLLIE'S BARGAIN OUTLET COM 681116109 26 550 SH   SOLE   550 0 0
OMNICELL INC COM 68213N109 12,523 245,303 SH   SOLE   245,303 0 0
ONEMAIN HOLDINGS INC COM 68268W103 1,068 37,900 SH   SOLE   37,900 0 0
ORBITAL ATK INC. COM 68557N103 2,091 15,700 SH   SOLE   15,700 0 0
OSHKOSH CORP COM COM 688239201 1,950 23,625 SH   SOLE   23,625 0 0
PAYCHEX INC COM COM 704326107 1,379 23,000 SH   SOLE   23,000 0 0
PC CONNECTION INC COM COM 69318J100 10,822 383,904 SH   SOLE   383,904 0 0
PDC ENERGY INC COM 69327R101 11,206 228,547 SH   SOLE   228,547 0 0
PEPSICO INC COM 713448108 96 865 SH   SOLE   865 0 0
PERKINELMER INC COM 714046109 1,493 21,650 SH   SOLE   21,650 0 0
PHILLIPS 66 COM 718546104 403 4,400 SH   SOLE   4,400 0 0
PHYSICIANS RLTY TR COM COM 71943U104 1,518 85,600 SH   SOLE   85,600 0 0
PLATFORM SPECIALTY PRODUCTS CO COM 72766Q105 1,548 138,800 SH   SOLE   138,800 0 0
POST HLDGS INC COM COM 737446104 1,845 20,900 SH   SOLE   20,900 0 0
PRICELINE COM INC COM NEW COM 741503403 641 350 SH   SOLE   350 0 0
PROCTER & GAMBLE CO COM 742718109 92 1,015 SH   SOLE   1,015 0 0
PTC INC COM 69370C100 109 1,930 SH   SOLE   1,930 0 0
PURE STORAGE INC CL A COM 74624M102 1,375 86,000 SH   SOLE   86,000 0 0
QUANTA SVCS INC COM COM 74762E102 2,911 77,900 SH   SOLE   77,900 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,281 35,700 SH   SOLE   35,700 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 43 850 SH   SOLE   850 0 0
ROCKWELL COLLINS INC COM COM 774341101 1,542 11,800 SH   SOLE   11,800 0 0
ROPER INDUSTRIES INC COM 776696106 2,495 10,250 SH   SOLE   10,250 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,691 22,700 SH   SOLE   22,700 0 0
RPM INTL INC COM COM 749685103 54 1,050 SH   SOLE   1,050 0 0
SCHLUMBERGER LTD COM 806857108 619 8,875 SH   SOLE   8,875 0 0
SEATTLE GENETICS INC COM 812578102 1,066 19,600 SH   SOLE   19,600 0 0
SELECTIVE INS GROUP INC COM 816300107 28,543 530,050 SH   SOLE   530,050 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 18,311 238,051 SH   SOLE   238,051 0 0
SERVICENOW INC COM COM 81762P102 983 8,360 SH   SOLE   8,360 0 0
SILICON MOTION TECHNOLOGY CO COM 82706C108 11,381 236,947 SH   SOLE   236,947 0 0
SNAP ON INC COM COM 833034101 41 275 SH   SOLE   275 0 0
SOUTHSIDE BANCSHARES INC COM 84470P109 19,055 524,075 SH   SOLE   524,075 0 0
SOUTHWEST AIRLS CO COM COM 844741108 672 12,000 SH   SOLE   12,000 0 0
SOUTHWEST GAS CORP COM COM 844895102 1,630 21,000 SH   SOLE   21,000 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 1,282 12,100 SH   SOLE   12,100 0 0
STARBUCKS CORP COM COM 855244109 677 12,600 SH   SOLE   12,600 0 0
STIFEL FINL CORP COM 860630102 20,708 387,362 SH   SOLE   387,362 0 0
STURM RUGER & COMPANY INCORPOR COM 864159108 12,321 238,312 SH   SOLE   238,312 0 0
SYKES ENTERPRISES INC COM 871237103 12,358 423,804 SH   SOLE   423,804 0 0
TARGET CORP COM COM 87612E106 81 1,365 SH   SOLE   1,365 0 0
TD AMERITRADE HLDG CORP COM COM 87236Y108 19 398 SH   SOLE   398 0 0
TELEFLEX INC COM 879369106 2,115 8,740 SH   SOLE   8,740 0 0
TETRA TECH INC NEW COM 88162G103 15,547 333,982 SH   SOLE   333,982 0 0
THERMO FISHER CORP COM COM 883556102 795 4,200 SH   SOLE   4,200 0 0
TIMKEN CO COM COM 887389104 1,995 41,100 SH   SOLE   41,100 0 0
TiVo CORPORATION COM 88870P106 1,338 67,400 SH   SOLE   67,400 0 0
TOTAL SYS SVCS INC COM COM 891906109 46 700 SH   SOLE   700 0 0
TRACTOR SUPPLY CO COM COM 892356106 27 425 SH   SOLE   425 0 0
TRAVELERS COS INC COM 89417E109 74 600 SH   SOLE   600 0 0
ULTA SALON COSMETICS & COM 90384S303 1,637 7,240 SH   SOLE   7,240 0 0
UMB FINANCIAL CORP COM 902788108 19,114 256,603 SH   SOLE   256,603 0 0
UNION PAC CORP COM COM 907818108 36 310 SH   SOLE   310 0 0
UNITED BANKSHARES INC WEST VA COM 909907107 26,796 721,305 SH   SOLE   721,305 0 0
UNITED TECHNOLOGIES CORP COM 913017109 75 650 SH   SOLE   650 0 0
US BANCORP DEL COM 902973304 756 14,100 SH   SOLE   14,100 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 823 16,620 SH   SOLE   16,620 0 0
VISTEON CORP COM 92839U206 2,062 16,660 SH   SOLE   16,660 0 0
WELLS FARGO & CO NEW COM COM 949746101 292 5,300 SH   SOLE   5,300 0 0
WESTERN DIGITAL CORP COM COM 958102105 1,693 19,600 SH   SOLE   19,600 0 0
XPO LOGISTICS INC COM 983793100 1,437 21,200 SH   SOLE   21,200 0 0
ZOETIS INC CL A COM 98978V103 2,984 46,800 SH   SOLE   46,800 0 0