Q4 2014 Holdings
Filed 2015-02-09 | 1310 holdings | $681.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $90.8M | 1,797,276 | 13.3% |
| Dana Hldg Corp(DAN) | COM | 235825205 | $83.9M | 3,860,952 | 12.3% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $65.3M | 541,330 | 9.6% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $51.2M | 2,173,609 | 7.5% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $28.5M | 534,400 | 4.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $28.3M | 1,401,900 | 4.2% |
| Cerus Corp(CERS) | COM | 157085101 | $21.6M | 3,455,505 | 3.2% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $21.5M | 304,680 | 3.2% |
| American Public Education in(APEI) | COM | 02913V103 | $20.1M | 544,000 | 2.9% |
| Century Alum Co(CENX) | COM | 156431108 | $19.5M | 797,554 | 2.9% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $18.8M | 1,469,500 | 2.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $18.0M | 648,800 | 2.6% |
| Daktronics Inc(DAKT) | COM | 234264109 | $14.8M | 1,182,952 | 2.2% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $14.2M | 2,128,740 | 2.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $13.7M | 705,500 | 2.0% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $13.1M | 688,331 | 1.9% |
| Accuray Inc(ARAY) | COM | 004397105 | $12.9M | 1,713,000 | 1.9% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $12.0M | 490,946 | 1.8% |
| Culp Inc(CULP) | COM | 230215105 | $10.0M | 459,179 | 1.5% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $9.9M | 979,324 | 1.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $9.9M | 1,438,468 | 1.5% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $9.8M | 123,920 | 1.4% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $8.7M | 1,238,069 | 1.3% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $7.8M | 430,000 | 1.1% |
| Cryolife Inc(AORT) | COM | 228903100 | $5.4M | 473,700 | 0.8% |
| Ctpartners Executive Search(CTPR) | COM | 22945C105 | $5.2M | 342,650 | 0.8% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $4.2M | 335,712 | 0.6% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $3.8M | 138,744 | 0.6% |
| Conmed Corp(CNMD) | COM | 207410101 | $3.7M | 82,200 | 0.5% |
| Crown Crafts Inc(CRWS) | COM | 228309100 | $3.6M | 463,500 | 0.5% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $3.1M | 250,498 | 0.5% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $2.9M | 158,890 | 0.4% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $2.8M | 555,000 | 0.4% |
| Ceva Inc(CEVA) | COM | 157210105 | $2.8M | 156,122 | 0.4% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $2.8M | 115,000 | 0.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $2.0M | 291,700 | 0.3% |
| AXT Inc(AXTI) | COM | 00246W103 | $1.8M | 634,822 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $1.6M | 46,000 | 0.2% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $1.1M | 48,300 | 0.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $978.0K | 17,500 | 0.1% |
| Cbiz Inc(CBZ) | COM | 124805102 | $402.0K | 47,000 | 0.1% |
| Buckle Inc(BKE) | COM | 118440106 | $384.8K | 7,326,849 | 0.1% |
| Thor Inds Inc(THO) | COM | 885160101 | $356.5K | 6,381,307 | 0.1% |
| Unifirst Corp Mass(UNF) | COM | 904708104 | $276.5K | 2,276,674 | 0.0% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $270.1K | 10,045,187 | 0.0% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $262.1K | 4,277,054 | 0.0% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $250.0K | 7,591,632 | 0.0% |
| MKS Instrument Inc(MKSI) | COM | 55306N104 | $246.7K | 6,739,263 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $238.2K | 3,126,875 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $232.8K | 1,833,110 | 0.0% |