Q2 2019 Holdings
Filed 2019-08-07 | 470 holdings | $12.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $112.0K | 13,988 | 0.9% |
| Daktronics Inc(DAKT) | COM | 234264109 | $144.0K | 23,299 | 1.2% |
| Biolife Solutions Inc(BLFS) | COM NEW | 09062W204 | $202.0K | 11,932 | 1.7% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $245.0K | 14,528 | 2.0% |
| Accuray Inc(ARAY) | COM | 004397105 | $253.0K | 65,489 | 2.1% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $275.0K | 6,950 | 2.3% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $327.0K | 3,914 | 2.7% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $425.0K | 36,557 | 3.5% |
| Ceva Inc(CEVA) | COM | 157210105 | $477.0K | 19,595 | 4.0% |
| Corning Inc(GLW) | COM | 219350105 | $549.0K | 16,511 | 4.6% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $554.0K | 21,000 | 4.6% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $560.0K | 7,461 | 4.7% |
| Autonation Inc(AN) | COM | 05329W102 | $596.0K | 14,200 | 5.0% |
| Cerus Corp(CERS) | COM | 157085101 | $668.0K | 118,940 | 5.6% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $859.0K | 31,200 | 7.2% |
| Crocs Inc(CROX) | COM | 227046109 | $914.0K | 46,263 | 7.6% |
| Cousins Pptys Inc(CUZ) | COM NEW | 222795502 | $953.0K | 26,341 | 7.9% |
| Conocophillips(COP) | COM | 20825C104 | $1.0M | 16,565 | 8.4% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $1.1M | 22,989 | 9.5% |
| Carmax Inc(KMX) | COM | 143130102 | $1.3M | 14,633 | 10.6% |