Q1 2019 Holdings
Filed 2019-05-09 | 1137 holdings | $539.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arcosa Inc(ACA) | COM | 039653100 | $34.5M | 1,130,241 | 6.4% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $29.2M | 694,702 | 5.4% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $25.9M | 1,030,868 | 4.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $21.6M | 70,777 | 4.0% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $19.9M | 217,436 | 3.7% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $17.2M | 2,240,660 | 3.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $16.9M | 453,906 | 3.1% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $16.1M | 1,777,370 | 3.0% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $16.1M | 628,813 | 3.0% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $15.2M | 663,545 | 2.8% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $14.4M | 713,700 | 2.7% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $13.7M | 1,186,291 | 2.5% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $12.9M | 924,514 | 2.4% |
| Axos Finl Inc(AX) | COM | 05465C100 | $12.8M | 440,522 | 2.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $12.6M | 429,207 | 2.3% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $11.8M | 727,019 | 2.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $11.5M | 349,413 | 2.1% |
| Cryolife Inc(AORT) | COM | 228903100 | $10.8M | 371,417 | 2.0% |
| AXT Inc(AXTI) | COM | 00246W103 | $10.6M | 2,375,084 | 2.0% |
| Atricure Inc(ATRC) | COM | 04963C209 | $10.1M | 378,433 | 1.9% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $10.1M | 215,077 | 1.9% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $9.9M | 2,664,895 | 1.8% |
| Dana Incorporated(DAN) | COM | 235825205 | $9.6M | 542,831 | 1.8% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $9.2M | 963,924 | 1.7% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $8.6M | 1,216,811 | 1.6% |
| Construction Partners Inc(ROAD) | COM CL A | 21044C107 | $8.5M | 666,105 | 1.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $8.3M | 175,823 | 1.5% |
| Accuray Inc(ARAY) | COM | 004397105 | $8.1M | 1,701,812 | 1.5% |
| Caredx Inc(CDNA) | COM | 14167L103 | $7.6M | 240,112 | 1.4% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $7.5M | 352,300 | 1.4% |
| Century Alum Co(CENX) | COM | 156431108 | $6.7M | 753,592 | 1.2% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $6.7M | 517,174 | 1.2% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $6.1M | 424,766 | 1.1% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $5.8M | 877,002 | 1.1% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $5.5M | 1,024,168 | 1.0% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $5.0M | 768,866 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $4.9M | 70,400 | 0.9% |
| Apyx MED Corp(APYX) | COM | 03837C106 | $4.8M | 755,415 | 0.9% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $4.0M | 34,429 | 0.8% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $3.9M | 320,308 | 0.7% |
| Chicken Soup for the Soul EN(CSSEQ) | CL A | 16842Q100 | $3.8M | 311,027 | 0.7% |
| Cummins Inc(CMI) | COM | 231021106 | $3.6M | 23,000 | 0.7% |
| BOX Inc(BOX) | CL A | 10316T104 | $3.5M | 180,531 | 0.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.4M | 62,500 | 0.6% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $3.1M | 240,198 | 0.6% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.6M | 182,400 | 0.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $2.5M | 29,475 | 0.5% |
| Culp Inc(CULP) | COM | 230215105 | $2.5M | 127,385 | 0.5% |
| Asure Software Inc(ASUR) | COM | 04649U102 | $2.3M | 383,600 | 0.4% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $2.3M | 35,000 | 0.4% |