Q1 2018 Holdings
Filed 2018-05-14 | 1253 holdings | $544.3M | 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 | $30.0M | 899,725 | 5.5% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $28.1M | 1,187,222 | 5.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $27.8M | 1,071,917 | 5.1% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $27.4M | 851,084 | 5.0% |
| Dana Incorporated(DAN) | COM | 235825205 | $23.5M | 911,242 | 4.3% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $23.4M | 93,560 | 4.3% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $19.8M | 2,556,983 | 3.6% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $19.3M | 1,119,808 | 3.5% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $18.9M | 1,244,145 | 3.5% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $18.7M | 1,511,300 | 3.4% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $17.7M | 312,609 | 3.3% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $16.6M | 620,785 | 3.1% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $13.3M | 833,977 | 2.4% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $13.0M | 258,064 | 2.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $11.5M | 293,526 | 2.1% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $11.5M | 1,031,981 | 2.1% |
| AXT Inc(AXTI) | COM | 00246W103 | $10.7M | 1,470,609 | 2.0% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $10.4M | 1,305,000 | 1.9% |
| Accuray Inc(ARAY) | COM | 004397105 | $9.8M | 1,964,027 | 1.8% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $9.4M | 396,538 | 1.7% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $9.2M | 53,070 | 1.7% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $8.4M | 1,258,300 | 1.6% |
| Caredx Inc(CDNA) | COM | 14167L103 | $8.0M | 1,003,587 | 1.5% |
| Cryolife Inc(AORT) | COM | 228903100 | $7.7M | 384,094 | 1.4% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $7.4M | 570,649 | 1.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $7.4M | 171,500 | 1.4% |
| Atricure Inc(ATRC) | COM | 04963C209 | $7.2M | 350,799 | 1.3% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $6.3M | 1,579,895 | 1.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $6.2M | 151,638 | 1.1% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $6.1M | 835,046 | 1.1% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $6.1M | 623,766 | 1.1% |
| Century Alum Co(CENX) | COM | 156431108 | $5.9M | 356,841 | 1.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $5.2M | 261,478 | 1.0% |
| Celadon Group Inc(CGIP) | COM | 150838100 | $5.0M | 1,357,457 | 0.9% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $4.9M | 656,400 | 0.9% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $4.5M | 190,000 | 0.8% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $4.3M | 170,000 | 0.8% |
| Cummins Inc(CMI) | COM | 231021106 | $3.9M | 24,000 | 0.7% |
| Culp Inc(CULP) | COM | 230215105 | $3.9M | 126,158 | 0.7% |
| American Public Education in(APEI) | COM | 02913V103 | $3.8M | 87,296 | 0.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $3.7M | 226,000 | 0.7% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $3.6M | 839,642 | 0.7% |
| Daktronics Inc(DAKT) | COM | 234264109 | $3.3M | 374,025 | 0.6% |
| Airgain Inc(AIRG) | COM | 00938A104 | $3.2M | 407,711 | 0.6% |
| Carmax Inc(KMX) | COM | 143130102 | $2.5M | 40,922 | 0.5% |
| Axogen Inc(AXGN) | COM | 05463X106 | $2.5M | 68,000 | 0.5% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.3M | 956,000 | 0.4% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $2.2M | 261,198 | 0.4% |
| Ceva Inc(CEVA) | COM | 157210105 | $2.2M | 62,000 | 0.4% |
| Ampco-Pittsburgh Corp(AP) | COM | 032037103 | $2.2M | 249,830 | 0.4% |