Q2 2013 Holdings
Filed 2013-08-07 | 1438 holdings | $748.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $142.7M | 1,271,903 | 19.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $97.7M | 5,630,479 | 13.1% |
| Crocs Inc(CROX) | COM | 227046109 | $83.9M | 5,084,141 | 11.2% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $59.1M | 1,255,876 | 7.9% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $32.5M | 650,536 | 4.3% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $27.7M | 640,100 | 3.7% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $20.6M | 555,120 | 2.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $18.2M | 935,000 | 2.4% |
| Cerus Corp(CERS) | COM | 157085101 | $18.1M | 4,091,511 | 2.4% |
| Century Alum Co(CENX) | COM | 156431108 | $15.5M | 1,666,450 | 2.1% |
| Darling Intl Inc(DAR) | COM | 237266101 | $15.1M | 808,970 | 2.0% |
| Dana Hldg Corp(DAN) | COM | 235825205 | $14.8M | 769,936 | 2.0% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $12.9M | 996,300 | 1.7% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $11.7M | 232,720 | 1.6% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $11.6M | 1,560,440 | 1.6% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $11.6M | 574,700 | 1.6% |
| AXT Inc(AXTI) | COM | 00246W103 | $10.8M | 4,008,915 | 1.4% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $10.7M | 946,103 | 1.4% |
| American Public Education in(APEI) | COM | 02913V103 | $10.3M | 278,000 | 1.4% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $9.7M | 1,075,199 | 1.3% |
| Daktronics Inc(DAKT) | COM | 234264109 | $9.1M | 887,878 | 1.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $8.6M | 1,443,700 | 1.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $8.2M | 338,000 | 1.1% |
| Accuray Inc(ARAY) | COM | 004397105 | $8.0M | 1,385,500 | 1.1% |
| Cryolife Inc(AORT) | COM | 228903100 | $6.6M | 1,046,900 | 0.9% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $4.7M | 417,125 | 0.6% |
| Cummins Inc(CMI) | COM | 231021106 | $4.6M | 42,350 | 0.6% |
| Bancorp Inc del(TBBK) | COM | 05969A105 | $4.5M | 299,271 | 0.6% |
| CAL Dive Intl Inc del(CDVIQ) | COM | 12802T101 | $4.2M | 2,223,681 | 0.6% |
| Culp Inc(CULP) | COM | 230215105 | $3.8M | 220,000 | 0.5% |
| Crown Crafts Inc(CRWS) | COM | 228309100 | $3.0M | 483,000 | 0.4% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $2.9M | 563,900 | 0.4% |
| Conmed Corp(CNMD) | COM | 207410101 | $2.6M | 82,200 | 0.3% |
| Ctpartners Executive Search(CTPR) | COM | 22945C105 | $2.4M | 537,318 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $2.0M | 21,100 | 0.3% |
| Coty Inc(COTY) | COM CL A | 222070203 | $1.6M | 95,400 | 0.2% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $1.4M | 221,900 | 0.2% |
| Christopher & Banks Corp(CBKCQ) | COM | 171046105 | $1.3M | 200,000 | 0.2% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $1.1M | 100,871 | 0.1% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $419.1K | 6,856,649 | 0.1% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $402.0K | 7,018,939 | 0.1% |
| Buckle Inc(BKE) | COM | 118440106 | $384.5K | 7,391,038 | 0.1% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $380.8K | 13,894,289 | 0.1% |
| Thor Inds Inc(THO) | COM | 885160101 | $374.3K | 7,610,282 | 0.1% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $365.9K | 5,580,672 | 0.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $362.0K | 8,500 | 0.0% |
| Cbiz Inc(CBZ) | COM | 124805102 | $315.0K | 47,000 | 0.0% |
| Unit Corp | COM | 909218109 | $304.9K | 7,160,476 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $303.7K | 17,287,618 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $288.7K | 10,744,395 | 0.0% |