Q4 2017 Holdings
Filed 2018-02-14 | 614 holdings | $31.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $921.0K | 154,850 | 2.9% |
| Axogen Inc(AXGN) | COM | 05463X106 | $1.1M | 40,204 | 3.6% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $1.2M | 108,029 | 3.6% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $1.2M | 27,141 | 3.8% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $1.2M | 32,782 | 3.9% |
| DHI Group Inc(DHX) | COM | 23331S100 | $1.3M | 665,380 | 4.0% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $1.5M | 36,341 | 4.7% |
| Callaway Golf Co(CALY) | COM | 131193104 | $1.5M | 108,926 | 4.8% |
| Connectone Bancorp Inc New(CNOB) | COM | 20786W107 | $1.5M | 59,982 | 4.9% |
| Daktronics Inc(DAKT) | COM | 234264109 | $1.7M | 190,008 | 5.5% |
| Advansix Inc(ASIX) | COM | 00773T101 | $2.4M | 56,224 | 7.4% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $2.8M | 161,509 | 8.6% |
| Dana Incorporated(DAN) | COM | 235825205 | $2.8M | 88,464 | 8.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.9M | 181,041 | 12.4% |