Q1 2017 Holdings
Filed 2017-05-12 | 780 holdings | $55.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $368.0K | 8,697 | 0.7% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $411.0K | 8,100 | 0.7% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $422.0K | 29,396 | 0.8% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $462.0K | 36,439 | 0.8% |
| Daktronics Inc(DAKT) | COM | 234264109 | $691.0K | 73,128 | 1.2% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $948.0K | 15,773 | 1.7% |
| Axogen Inc(AXGN) | COM | 05463X106 | $1.1M | 109,068 | 2.0% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $1.2M | 50,300 | 2.1% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $1.2M | 5,967 | 2.1% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $1.2M | 63,609 | 2.2% |
| Carmax Inc(KMX) | COM | 143130102 | $1.2M | 20,648 | 2.2% |
| Calix Inc(CALX) | COM | 13100M509 | $1.3M | 174,990 | 2.3% |
| Chefs Whse Inc(CHEF) | COM | 163086101 | $1.4M | 99,797 | 2.5% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $1.4M | 26,500 | 2.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.4M | 95,658 | 2.6% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $1.5M | 16,088 | 2.6% |
| Connectone Bancorp Inc New(CNOB) | COM | 20786W107 | $1.5M | 61,845 | 2.7% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $1.8M | 182,394 | 3.2% |
| Ceva Inc(CEVA) | COM | 157210105 | $1.9M | 53,152 | 3.4% |
| DHI Group Inc(DHX) | COM | 23331S100 | $2.1M | 518,973 | 3.7% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $2.1M | 302,954 | 3.7% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $2.3M | 84,193 | 4.2% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $2.5M | 77,922 | 4.5% |
| Accuray Inc(ARAY) | COM | 004397105 | $2.5M | 533,325 | 4.6% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $2.6M | 176,090 | 4.6% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $3.0M | 269,227 | 5.3% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $3.0M | 35,600 | 5.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.2M | 94,929 | 5.8% |
| Dana Incorporated(DAN) | COM | 235825205 | $3.5M | 178,864 | 6.2% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $5.1M | 269,760 | 9.1% |