Q3 2017 Holdings
Filed 2017-11-13 | 1234 holdings | $565.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $35.8M | 1,498,672 | 6.3% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $33.5M | 733,444 | 5.9% |
| Dana Incorporated(DAN) | COM | 235825205 | $32.8M | 1,174,242 | 5.8% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $32.8M | 1,006,920 | 5.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $23.5M | 105,730 | 4.2% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $22.3M | 1,570,100 | 4.0% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $19.9M | 904,917 | 3.5% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $19.7M | 482,692 | 3.5% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $19.1M | 2,482,295 | 3.4% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $18.8M | 1,005,094 | 3.3% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $18.1M | 1,031,645 | 3.2% |
| Century Alum Co(CENX) | COM | 156431108 | $17.0M | 1,025,841 | 3.0% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $16.5M | 965,157 | 2.9% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $14.8M | 2,011,183 | 2.6% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $13.1M | 573,583 | 2.3% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $12.3M | 300,100 | 2.2% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $12.2M | 857,675 | 2.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $12.2M | 1,148,500 | 2.2% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $12.2M | 1,014,651 | 2.2% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $10.6M | 628,419 | 1.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $10.1M | 560,978 | 1.8% |
| Cryolife Inc(AORT) | COM | 228903100 | $9.0M | 397,611 | 1.6% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $8.5M | 159,988 | 1.5% |
| AXT Inc(AXTI) | COM | 00246W103 | $8.4M | 921,309 | 1.5% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $8.0M | 54,070 | 1.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.8M | 201,000 | 1.2% |
| Accuray Inc(ARAY) | COM | 004397105 | $6.7M | 1,682,577 | 1.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $6.3M | 280,200 | 1.1% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $6.2M | 675,000 | 1.1% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $6.0M | 639,666 | 1.1% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $5.8M | 701,260 | 1.0% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $5.1M | 647,649 | 0.9% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $4.9M | 881,000 | 0.9% |
| Celadon Group Inc(CGIP) | COM | 150838100 | $4.6M | 680,634 | 0.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $4.6M | 96,026 | 0.8% |
| Ampco-Pittsburgh Corp(AP) | COM | 032037103 | $4.4M | 254,580 | 0.8% |
| Culp Inc(CULP) | COM | 230215105 | $4.2M | 128,858 | 0.7% |
| Daktronics Inc(DAKT) | COM | 234264109 | $3.7M | 352,979 | 0.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $3.6M | 252,000 | 0.6% |
| Cummins Inc(CMI) | COM | 231021106 | $3.4M | 20,000 | 0.6% |
| Carmax Inc(KMX) | COM | 143130102 | $3.1M | 40,922 | 0.5% |
| Caredx Inc(CDNA) | COM | 14167L103 | $2.9M | 792,787 | 0.5% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $2.9M | 660,746 | 0.5% |
| American Public Education in(APEI) | COM | 02913V103 | $2.4M | 116,043 | 0.4% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $2.0M | 170,587 | 0.4% |
| Airgain Inc(AIRG) | COM | 00938A104 | $1.9M | 213,000 | 0.3% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $1.7M | 369,300 | 0.3% |
| Clearfield Inc(CLFD) | COM | 18482P103 | $1.6M | 116,900 | 0.3% |
| Celcuity Inc(CELC) | COM | 15102K100 | $1.4M | 112,000 | 0.2% |
| Crown Crafts Inc(CRWS) | COM | 228309100 | $1.4M | 209,900 | 0.2% |