Q2 2018 Holdings
Filed 2018-08-09 | 1213 holdings | $549.5M | 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 | $35.5M | 1,176,525 | 6.5% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $32.7M | 1,309,428 | 6.0% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $30.0M | 1,131,417 | 5.5% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $27.4M | 1,088,821 | 5.0% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $26.1M | 90,490 | 4.8% |
| Dana Incorporated(DAN) | COM | 235825205 | $21.7M | 1,076,242 | 4.0% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $20.5M | 1,319,145 | 3.7% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $19.4M | 1,615,800 | 3.5% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $17.4M | 783,410 | 3.2% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $16.0M | 258,064 | 2.9% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $14.7M | 2,006,109 | 2.7% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $14.6M | 987,477 | 2.7% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $13.2M | 293,225 | 2.4% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $12.3M | 209,546 | 2.2% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $12.2M | 297,026 | 2.2% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $11.9M | 1,060,481 | 2.2% |
| AXT Inc(AXTI) | COM | 00246W103 | $11.8M | 1,679,684 | 2.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $10.9M | 1,196,002 | 2.0% |
| Caredx Inc(CDNA) | COM | 14167L103 | $10.6M | 866,383 | 1.9% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $10.1M | 1,330,000 | 1.8% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $10.0M | 48,170 | 1.8% |
| Cryolife Inc(AORT) | COM | 228903100 | $9.7M | 349,394 | 1.8% |
| Atricure Inc(ATRC) | COM | 04963C209 | $9.5M | 351,545 | 1.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $9.4M | 380,638 | 1.7% |
| Accuray Inc(ARAY) | COM | 004397105 | $8.6M | 2,099,812 | 1.6% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $8.4M | 219,079 | 1.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $7.4M | 173,000 | 1.4% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $7.2M | 596,149 | 1.3% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $6.8M | 1,127,922 | 1.2% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $6.5M | 618,366 | 1.2% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $5.5M | 354,887 | 1.0% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $5.2M | 588,800 | 0.9% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $4.9M | 1,467,395 | 0.9% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $4.4M | 892,018 | 0.8% |
| Callaway Golf Co(CALY) | COM | 131193104 | $4.3M | 226,000 | 0.8% |
| Carmax Inc(KMX) | COM | 143130102 | $4.2M | 57,674 | 0.8% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $4.1M | 225,978 | 0.8% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $4.1M | 261,198 | 0.8% |
| Cummins Inc(CMI) | COM | 231021106 | $3.9M | 29,500 | 0.7% |
| Daktronics Inc(DAKT) | COM | 234264109 | $3.5M | 410,025 | 0.6% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $3.3M | 138,000 | 0.6% |
| Culp Inc(CULP) | COM | 230215105 | $3.1M | 126,349 | 0.6% |
| Axogen Inc(AXGN) | COM | 05463X106 | $3.0M | 60,000 | 0.5% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.8M | 888,400 | 0.5% |
| Airgain Inc(AIRG) | COM | 00938A104 | $2.7M | 294,711 | 0.5% |
| Ampco-Pittsburgh Corp(AP) | COM | 032037103 | $2.5M | 244,630 | 0.5% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $2.4M | 349,300 | 0.4% |
| Ceva Inc(CEVA) | COM | 157210105 | $1.9M | 62,000 | 0.3% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $1.7M | 45,000 | 0.3% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $1.6M | 22,500 | 0.3% |