Q4 2017 Holdings
Filed 2018-02-09 | 1246 holdings | $569.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $36.8M | 1,526,487 | 6.5% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $33.6M | 851,825 | 5.9% |
| Dana Incorporated(DAN) | COM | 235825205 | $31.7M | 991,242 | 5.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $26.5M | 537,510 | 4.6% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $23.7M | 1,629,600 | 4.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $22.5M | 1,075,417 | 4.0% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $21.5M | 2,014,283 | 3.8% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $20.7M | 1,216,145 | 3.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $19.4M | 81,314 | 3.4% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $18.3M | 1,098,817 | 3.2% |
| Century Alum Co(CENX) | COM | 156431108 | $17.3M | 878,341 | 3.0% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $16.8M | 375,548 | 3.0% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $15.8M | 820,920 | 2.8% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $15.4M | 615,285 | 2.7% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $12.3M | 962,381 | 2.2% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $12.0M | 268,864 | 2.1% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $10.5M | 1,081,000 | 1.8% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $10.1M | 2,372,795 | 1.8% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $9.9M | 434,738 | 1.7% |
| AXT Inc(AXTI) | COM | 00246W103 | $9.4M | 1,076,809 | 1.6% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $9.2M | 421,478 | 1.6% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $8.4M | 258,526 | 1.5% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $8.3M | 54,070 | 1.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $8.2M | 213,000 | 1.4% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $8.1M | 156,600 | 1.4% |
| Accuray Inc(ARAY) | COM | 004397105 | $8.0M | 1,862,677 | 1.4% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $7.7M | 762,430 | 1.3% |
| Cryolife Inc(AORT) | COM | 228903100 | $7.4M | 387,799 | 1.3% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $7.4M | 985,000 | 1.3% |
| Caredx Inc(CDNA) | COM | 14167L103 | $7.1M | 973,087 | 1.3% |
| Celadon Group Inc(CGIP) | COM | 150838100 | $6.4M | 1,006,457 | 1.1% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $6.0M | 656,400 | 1.1% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $5.6M | 631,166 | 1.0% |
| Atricure Inc(ATRC) | COM | 04963C209 | $5.3M | 290,799 | 0.9% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $5.3M | 613,449 | 0.9% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $4.9M | 881,000 | 0.9% |
| Culp Inc(CULP) | COM | 230215105 | $4.3M | 128,857 | 0.8% |
| Cummins Inc(CMI) | COM | 231021106 | $4.3M | 24,400 | 0.8% |
| Callaway Golf Co(CALY) | COM | 131193104 | $3.5M | 252,000 | 0.6% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $3.4M | 701,408 | 0.6% |
| Ampco-Pittsburgh Corp(AP) | COM | 032037103 | $3.1M | 249,830 | 0.5% |
| Daktronics Inc(DAKT) | COM | 234264109 | $3.0M | 327,150 | 0.5% |
| American Public Education in(APEI) | COM | 02913V103 | $2.9M | 115,953 | 0.5% |
| Ceva Inc(CEVA) | COM | 157210105 | $2.9M | 62,000 | 0.5% |
| Carmax Inc(KMX) | COM | 143130102 | $2.6M | 40,922 | 0.5% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $2.5M | 137,000 | 0.4% |
| Celcuity Inc(CELC) | COM | 15102K100 | $2.1M | 112,000 | 0.4% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $2.1M | 170,587 | 0.4% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $1.9M | 220,198 | 0.3% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $1.6M | 358,000 | 0.3% |