Q1 2014 Holdings
Filed 2014-05-13 | 308 holdings | $69.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commvault Inc(CVLT)(CVLT) | COM | 204166102 | $3.2M | 49,976 | 4.7% |
| Commercial Vehicle Group (Cvgi(CVGI) | COM | 202608105 | $3.3M | 360,000 | 4.7% |
| AtriCure (Atrc)(ATRC) | COM | 04963C209 | $3.3M | 175,397 | 4.8% |
| CT Partners Exec. Search (CTP)(CTPR) | COM | 22945C105 | $3.5M | 325,200 | 5.1% |
| Chef Warehouse (Chef)(CHEF) | COM | 163086101 | $6.0M | 278,018 | 8.6% |
| Applied Optoelectronics (Aaoi)(AAOI) | COM | 03823U102 | $9.7M | 395,000 | 14.0% |
| DXP Enterprises(DXPE)(DXPE) | COM | 233377407 | $11.8M | 124,600 | 17.0% |
| Builders Firstsource (Bldr)(BLDR) | COM | 12008R107 | $13.1M | 1,439,400 | 18.9% |