Q4 2013 Holdings
Filed 2014-02-14 | 396 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Jabil Circuit(JBL) | COM | 466313103 | $22.9K | 1,315,047 | 0.2% |
| Wet Seal Inc Cl A | COM | 961840105 | $23.1K | 8,462,200 | 0.2% |
| Nature's Sunshine Products, In(NATR) | COM | 639027101 | $23.5K | 1,356,600 | 0.2% |
| Fabrinet(FN) | COM | G3323L100 | $23.9K | 1,163,100 | 0.2% |
| Finish Line, Inc. | COM | 317923100 | $24.7K | 878,100 | 0.3% |
| Cray Computer(CRAY) | COM | 225223304 | $25.4K | 925,200 | 0.3% |
| Oplink Communications, Inc. | COM | 68375Q403 | $25.6K | 1,374,800 | 0.3% |
| Rudolph Technologies Inc. | COM | 781270103 | $26.0K | 2,218,100 | 0.3% |
| Insight Enterprises(NSIT) | COM | 45765U103 | $26.9K | 1,183,600 | 0.3% |
| Harmonic Inc(HLIT) | COM | 413160102 | $26.9K | 3,649,325 | 0.3% |
| Consolidated Graphics Inc. | COM | 209341106 | $27.6K | 409,500 | 0.3% |
| TTM Technologies, Inc.(TTMI) | COM | 87305R109 | $32.3K | 3,765,950 | 0.3% |
| Finisar Corp(FNSR) | COM | 31787A507 | $32.8K | 1,371,975 | 0.3% |
| La Z Boy Inc(LZB) | COM | 505336107 | $38.0K | 1,224,400 | 0.4% |
| Kapstone Paper | COM | 48562P103 | $52.3K | 935,450 | 0.5% |
| Applied Optoelectronics(AAOI) | COM | 03823U102 | $432.0K | 28,800 | 4.5% |
| Allscripts Healthcare Solution(MDRX) | COM | 01988P108 | $7.5M | 487,900 | 78.3% |