Q2 2015 Holdings
Filed 2015-08-11 | 195 holdings | $92.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mentor Graphics Corp | COM | 587200106 | $25.6K | 969,688 | 0.0% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $25.7K | 659,612 | 0.0% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $26.3K | 462,325 | 0.0% |
| Healthcare Svcs GRP Inc(HCSG) | COM | 421906108 | $26.4K | 798,315 | 0.0% |
| Evercore Partners Inc(EVR) | CLASS A | 29977A105 | $26.5K | 490,168 | 0.0% |
| Webster Finl Corp Conn(WBS) | COM | 947890109 | $26.5K | 670,930 | 0.0% |
| Interface Inc(TILE) | COM | 458665304 | $26.9K | 1,073,373 | 0.0% |
| Iberiabank Corp | COM | 450828108 | $27.2K | 398,920 | 0.0% |
| Everbank Finl Corp | COM | 29977G102 | $27.3K | 1,387,458 | 0.0% |
| PNM RES Inc(TXNM) | COM | 69349H107 | $27.5K | 1,118,334 | 0.0% |
| Stancorp Finl Group Inc | COM | 852891100 | $27.5K | 364,098 | 0.0% |
| Marriott Vacations Wrldwde C(VAC) | COM | 57164Y107 | $27.5K | 300,190 | 0.0% |
| Wintrust Finl Corp(WTFC) | COM | 97650W108 | $27.9K | 521,839 | 0.0% |
| Amsurg Corp(AMSGEUR) | COM | 03232P405 | $29.2K | 416,945 | 0.0% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $17.8M | 1,086,018 | 19.2% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $23.4M | 288,983 | 25.2% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $24.4M | 762,352 | 26.3% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $25.5M | 1,037,566 | 27.5% |