Q4 2013 Holdings
Filed 2014-02-10 | 1435 holdings | $837.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $136.9M | 6,700,581 | 16.3% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $132.2M | 1,069,182 | 15.8% |
| Crocs Inc(CROX) | COM | 227046109 | $102.7M | 6,449,288 | 12.3% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $40.1M | 615,036 | 4.8% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $33.8M | 543,050 | 4.0% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $33.6M | 795,016 | 4.0% |
| Cerus Corp(CERS) | COM | 157085101 | $24.9M | 3,860,211 | 3.0% |
| Dana Hldg Corp(DAN) | COM | 235825205 | $20.6M | 1,047,436 | 2.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $19.4M | 812,500 | 2.3% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $19.2M | 1,242,300 | 2.3% |
| Century Alum Co(CENX) | COM | 156431108 | $18.7M | 1,791,450 | 2.2% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $18.7M | 760,198 | 2.2% |
| Daktronics Inc(DAKT) | COM | 234264109 | $15.9M | 1,015,023 | 1.9% |
| American Public Education in(APEI) | COM | 02913V103 | $14.4M | 332,000 | 1.7% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $14.0M | 1,928,440 | 1.7% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $14.0M | 812,776 | 1.7% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $13.5M | 1,397,099 | 1.6% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $13.1M | 190,110 | 1.6% |
| Accuray Inc(ARAY) | COM | 004397105 | $12.8M | 1,468,500 | 1.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $10.6M | 470,000 | 1.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $9.7M | 1,359,300 | 1.2% |
| AXT Inc(AXTI) | COM | 00246W103 | $8.5M | 3,273,915 | 1.0% |
| Culp Inc(CULP) | COM | 230215105 | $7.5M | 368,300 | 0.9% |
| Cryolife Inc(AORT) | COM | 228903100 | $6.9M | 626,000 | 0.8% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $6.3M | 217,800 | 0.8% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $6.1M | 406,800 | 0.7% |
| Darling Intl Inc(DAR) | COM | 237266101 | $6.1M | 293,000 | 0.7% |
| CAL Dive Intl Inc del(CDVIQ) | COM | 12802T101 | $5.3M | 2,636,181 | 0.6% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $5.1M | 364,112 | 0.6% |
| Crown Crafts Inc(CRWS) | COM | 228309100 | $4.6M | 593,000 | 0.6% |
| Ctpartners Executive Search(CTPR) | COM | 22945C105 | $4.2M | 752,934 | 0.5% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $4.0M | 397,900 | 0.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $3.5M | 82,200 | 0.4% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $2.7M | 120,000 | 0.3% |
| Calix Inc(CALX) | COM | 13100M509 | $2.3M | 235,000 | 0.3% |
| Cummins Inc(CMI) | COM | 231021106 | $2.1M | 15,200 | 0.3% |
| Ceva Inc(CEVA) | COM | 157210105 | $2.1M | 136,122 | 0.2% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $1.9M | 19,500 | 0.2% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $1.5M | 221,900 | 0.2% |
| Christopher & Banks Corp(CBKCQ) | COM | 171046105 | $1.1M | 125,000 | 0.1% |
| Blackberry LTD(BB) | COM | 09228F103 | $1.1M | 143,000 | 0.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $844.0K | 99,200 | 0.1% |
| Cbiz Inc(CBZ) | COM | 124805102 | $429.0K | 47,000 | 0.1% |
| Thor Inds Inc(THO) | COM | 885160101 | $415.7K | 7,526,122 | 0.0% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $405.1K | 5,341,972 | 0.0% |
| Buckle Inc(BKE) | COM | 118440106 | $402.6K | 7,659,999 | 0.0% |
| Unit Corp | COM | 909218109 | $356.8K | 6,911,360 | 0.0% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $355.4K | 12,340,344 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $302.3K | 2,187,208 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $277.7K | 3,891,986 | 0.0% |