Q3 2019 Holdings
Filed 2019-11-14 | 269 holdings | $33.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mimecast LTD | ORD SHS | G14838109 | $277 | 7,762 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $279 | 7,335 | 0.0% |
| Hillenbrand Inc(9HI) | COM | 431571108 | $280 | 9,067 | 0.0% |
| Ensign Group Inc(ENSG) | COM | 29358P101 | $280 | 5,896 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $281 | 6,906 | 0.0% |
| HNI Corp(HNI) | COM | 404251100 | $282 | 7,954 | 0.0% |
| BIG Lots Inc(BIGGQ) | COM | 089302103 | $283 | 11,533 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $286 | 5,209 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $287 | 1,196 | 0.0% |
| PC Connection Inc(CNXN) | COM | 69318J100 | $288 | 7,394 | 0.0% |
| M/I Homes Inc(MHO) | COM | 55305B101 | $289 | 7,664 | 0.0% |
| SPX Corp | COM | 784635104 | $290 | 7,238 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $292 | 15,895 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $293 | 3,855 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $295 | 2,685 | 0.0% |
| II VI Inc | COM | 902104108 | $295 | 8,365 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $296 | 4,934 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $300 | 8,388 | 0.0% |
| Career Education Corp(CECO1EUR) | COM | 141665109 | $300 | 18,899 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $300 | 17,071 | 0.0% |
| Kraton Corporation | COM | 50077C106 | $303 | 9,392 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $303 | 5,764 | 0.0% |
| Central Garden & PET Co(CENT) | COM | 153527106 | $306 | 10,479 | 0.0% |
| Ford MTR Co del(F) | COM | 345370860 | $307 | 33,472 | 0.0% |
| Sanmina Corporation(SANM) | COM | 801056102 | $308 | 9,588 | 0.0% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $309 | 21,281 | 0.0% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $310 | 10,691 | 0.0% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $311 | 7,087 | 0.0% |
| Altisource Portfolio Solns S | REG SHS | L0175J104 | $316 | 15,648 | 0.0% |
| Miller Herman Inc(MLKN) | COM | 600544100 | $317 | 6,880 | 0.0% |
| Hyster Yale Matls Handling I(HY) | CL A | 449172105 | $319 | 5,822 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $321 | 2,348 | 0.0% |
| Kohls Corp(KSS) | COM | 500255104 | $322 | 6,489 | 0.0% |
| Sleep Number Corp(SNBR) | COM | 83125X103 | $324 | 7,843 | 0.0% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $328 | 7,876 | 0.0% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $329 | 17,683 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $329 | 8,202 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $330 | 2,164 | 0.0% |
| Tactile SYS Technology Inc(TCMD) | COM | 87357P100 | $332 | 7,837 | 0.0% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $336 | 6,621 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $340 | 8,134 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $341 | 9,374 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $344 | 6,793 | 0.0% |
| Methode Electrs Inc(MEI) | COM | 591520200 | $353 | 10,505 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $356 | 2,895 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $361 | 4,389 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $362 | 4,715 | 0.0% |
| Polyone Corp | COM | 73179P106 | $363 | 11,110 | 0.0% |
| Integer Hldgs Corp(ITGR) | COM | 45826H109 | $370 | 4,898 | 0.0% |
| Crane Co(CR1USD) | COM | 224399105 | $372 | 4,619 | 0.0% |