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| Number of Stock Holdings (Long) | 49 | | Annual Turnover % | 31 | | Number of Bond Holdings (Long) | 0 | | Yield % | 1.94 | | Number of Stock Holdings (Short) | --- | | % Assets in Top 10 Holdings | 34.69 | | Number of Bond Holdings (Short) | --- | | | | | | |
| | | | | | | Top 25 Holdings | Sector | P/E | YTD Return % | % Net Assets | |  | UniFirst Corporation |  | 14.41 | 29.95 | 3.95 |  | Bed Bath & Beyond, Inc.* | | 12.76 | 22.11 | 3.88 | | Molex, Inc. Class A |  | 14.29 | 11.96 | 3.85 | | Minerals Technologies, Inc.* | --- | 19.08 | 6.29 | 3.81 | | Bio-Rad Laboratories Inc. | | 18.35 | 9.84 | 3.43 |  | | EnerSys, Inc.* |  | 10.49 | 28.70 | 3.29 | | Teradyne Inc* | | 17.95 | 2.31 | 3.25 | | Applied Industrial Technologies, Inc. | | 15.17 | 14.40 | 3.21 | | American Eagle Outfitters* | | 19.80 | -0.15 | 3.04 | | Finish Line Inc* | | 12.27 | 13.52 | 2.98 | | | Meredith Corporation* | | 13.91 | 21.04 | 2.88 | | Plantronics | | 15.53 | 23.27 | 2.87 | | Clearwater Paper Corp | --- | 14.39 | 17.67 | 2.60 | | Littelfuse Inc.* | | 18.15 | 19.40 | 2.51 | | Hubbell, Inc. Class B* | | 16.92 | 20.02 | 2.44 | | | Lancaster Colony Corporation |  | 17.76 | 19.89 | 2.42 | | AVX Corporation* | | --- | 11.92 | 2.38 | | Scholastic Corporation* | | 11.81 | 1.35 | 2.17 | | Children's Place Retail Stores, Inc.* | | 16.81 | 16.21 | 2.14 | | Stepan Company | --- | 15.92 | -1.55 | 2.11 | | | Buckle, Inc. | | 13.37 | 28.45 | 1.97 | | Dorman Products, Inc. | | 19.42 | 23.15 | 1.80 | | Hill-Rom Holdings, Inc. |  | 15.80 | 26.58 | 1.65 | | National Presto Industries | | 12.25 | 10.72 | 1.62 | | Park Electrochemical Corp. | | 33.44 | 3.19 | 1.56 |
|  | | YTD Return through
05-22-13 | | Portfolio Holdings as of
03-31-13 |
| | | Top 25 holdings account for the fund's short positions (if any), which appear shaded. |
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