Q1 2020 Holdings
Filed 2020-05-12 | 1148 holdings | $488.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $48.3M | 736,118 | 9.9% |
| Arcosa Inc(ACA) | COM | 039653100 | $41.5M | 1,043,550 | 8.5% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $25.1M | 822,831 | 5.1% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $20.3M | 1,192,927 | 4.2% |
| Construction Partners Inc(ROAD) | COM CL A | 21044C107 | $18.0M | 1,067,260 | 3.7% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $17.5M | 259,735 | 3.6% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $17.1M | 931,770 | 3.5% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $15.1M | 772,767 | 3.1% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $13.7M | 636,692 | 2.8% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $13.5M | 239,950 | 2.8% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $13.0M | 3,906,365 | 2.7% |
| Caredx Inc(CDNA) | COM | 14167L103 | $12.7M | 579,860 | 2.6% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $10.5M | 1,562,638 | 2.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $10.5M | 29,829 | 2.1% |
| Cohu Inc(COHU) | COM | 192576106 | $10.3M | 832,883 | 2.1% |
| AMN Healthcare Svcs Inc(AMN) | COM | 001744101 | $10.3M | 177,347 | 2.1% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $7.6M | 415,507 | 1.6% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $7.2M | 432,587 | 1.5% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $7.1M | 1,102,618 | 1.5% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $6.8M | 293,782 | 1.4% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $6.6M | 2,720,162 | 1.3% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $6.0M | 41,400 | 1.2% |
| Axos Finl Inc(AX) | COM | 05465C100 | $5.9M | 325,599 | 1.2% |
| AXT Inc(AXTI) | COM | 00246W103 | $5.8M | 1,799,674 | 1.2% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $5.7M | 237,597 | 1.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $5.7M | 169,943 | 1.2% |
| Century Alum Co(CENX) | COM | 156431108 | $4.9M | 1,356,554 | 1.0% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $4.8M | 298,512 | 1.0% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $4.8M | 910,574 | 1.0% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $4.7M | 236,379 | 1.0% |
| Biolife Solutions Inc(BLFS) | COM NEW | 09062W204 | $4.6M | 480,716 | 0.9% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $4.5M | 736,489 | 0.9% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $4.2M | 773,374 | 0.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $4.1M | 103,906 | 0.8% |
| Accuray Inc(ARAY) | COM | 004397105 | $4.1M | 2,156,235 | 0.8% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $4.1M | 392,044 | 0.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $4.0M | 168,311 | 0.8% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $3.8M | 222,198 | 0.8% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $3.5M | 606,813 | 0.7% |
| Cryolife Inc(AORT) | COM | 228903100 | $3.4M | 201,192 | 0.7% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $3.4M | 476,524 | 0.7% |
| Alphatec Hldgs Inc(ATEC) | COM NEW | 02081G201 | $3.0M | 878,836 | 0.6% |
| Cummins Inc(CMI) | COM | 231021106 | $3.0M | 22,000 | 0.6% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $2.9M | 52,343 | 0.6% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $2.8M | 632,306 | 0.6% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $2.7M | 40,000 | 0.6% |
| Aspen Group Inc(ASPU) | COM NEW | 04530L203 | $2.6M | 323,520 | 0.5% |
| Catalyst Pharmaceuticals Inc(CPRX) | COM | 14888U101 | $2.5M | 643,991 | 0.5% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $2.5M | 1,628,028 | 0.5% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $2.4M | 40,100 | 0.5% |