Q4 2018 Holdings
Filed 2019-02-11 | 1143 holdings | $482.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arcosa Inc(ACA) | COM | 039653100 | $30.2M | 1,090,252 | 6.3% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $24.6M | 1,113,147 | 5.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $17.7M | 522,706 | 3.7% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $17.2M | 791,013 | 3.6% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $16.6M | 229,064 | 3.4% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $16.4M | 70,777 | 3.4% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $15.6M | 469,530 | 3.2% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $15.2M | 755,744 | 3.2% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $15.0M | 1,554,300 | 3.1% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $15.0M | 841,500 | 3.1% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $14.3M | 1,250,789 | 3.0% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $12.8M | 1,734,570 | 2.7% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $12.5M | 201,784 | 2.6% |
| Axos Finl Inc(AX) | COM | 05465C100 | $12.3M | 488,563 | 2.5% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $11.7M | 453,207 | 2.4% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $11.1M | 1,943,427 | 2.3% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $10.8M | 1,140,291 | 2.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $10.5M | 379,964 | 2.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $10.5M | 342,733 | 2.2% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $9.5M | 168,288 | 2.0% |
| Dana Incorporated(DAN) | COM | 235825205 | $9.4M | 692,831 | 2.0% |
| Caredx Inc(CDNA) | COM | 14167L103 | $9.4M | 375,512 | 2.0% |
| AXT Inc(AXTI) | COM | 00246W103 | $9.3M | 2,144,784 | 1.9% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $9.1M | 1,352,002 | 1.9% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $8.3M | 751,545 | 1.7% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $8.2M | 1,120,311 | 1.7% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $8.0M | 568,959 | 1.7% |
| Cryolife Inc(AORT) | COM | 228903100 | $7.8M | 276,308 | 1.6% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $7.4M | 2,634,895 | 1.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.4M | 147,500 | 1.3% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $6.4M | 571,874 | 1.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $6.2M | 1,814,312 | 1.3% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $5.3M | 368,300 | 1.1% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $5.1M | 1,121,468 | 1.1% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $4.9M | 768,866 | 1.0% |
| Cummins Inc(CMI) | COM | 231021106 | $4.8M | 36,000 | 1.0% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $4.5M | 34,429 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $4.4M | 70,400 | 0.9% |
| Construction Partners Inc(ROAD) | COM CL A | 21044C107 | $3.7M | 421,600 | 0.8% |
| Airgain Inc(AIRG) | COM | 00938A104 | $3.4M | 341,611 | 0.7% |
| Century Alum Co(CENX) | COM | 156431108 | $3.4M | 462,692 | 0.7% |
| BOX Inc(BOX) | CL A | 10316T104 | $3.0M | 180,531 | 0.6% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $2.6M | 240,198 | 0.5% |
| Culp Inc(CULP) | COM | 230215105 | $2.4M | 126,859 | 0.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $2.3M | 208,049 | 0.5% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $2.2M | 42,000 | 0.5% |
| Axogen Inc(AXGN) | COM | 05463X106 | $2.1M | 101,000 | 0.4% |
| Conmed Corp(CNMD) | COM | 207410101 | $1.9M | 29,423 | 0.4% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $1.9M | 420,234 | 0.4% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $1.8M | 850,475 | 0.4% |