Q3 2014 Holdings
Filed 2014-11-14 | 367 holdings | $14.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allscripts Healthcare Solution(MDRX) | COM | 01988P108 | $7.8M | 584,100 | 53.9% |
| AngioDynamics, Inc.(ANGO) | COM | 03475V101 | $3.1M | 228,899 | 21.6% |
| Atricure Inc(ATRC) | COM | 04963C209 | $1.7M | 112,300 | 11.4% |
| Cross Country Healthcare, Inc.(CCRN) | COM | 227483104 | $716.0K | 77,050 | 4.9% |
| Kapstone Paper | COM | 48562P103 | $40.8K | 1,460,000 | 0.3% |
| La Z Boy Inc(LZB) | COM | 505336107 | $28.3K | 1,427,975 | 0.2% |
| Extreme Networks(EXTR) | COM | 30226D106 | $27.7K | 5,778,800 | 0.2% |
| Cray Computer(CRAY) | COM | 225223304 | $27.0K | 1,030,475 | 0.2% |
| RTI Surgical Inc | COM | 74975N105 | $23.2K | 4,850,600 | 0.2% |
| Kirkland's Inc.(TBHC) | COM | 497498105 | $22.3K | 1,386,788 | 0.2% |
| Jabil Circuit(JBL) | COM | 466313103 | $21.8K | 1,079,792 | 0.1% |
| Nature's Sunshine Products, In(NATR) | COM | 639027101 | $21.0K | 1,413,765 | 0.1% |
| Stage Stores, Inc. | COM | 85254C305 | $20.2K | 1,180,500 | 0.1% |
| Fabrinet(FN) | COM | G3323L100 | $20.2K | 1,383,300 | 0.1% |
| Steiner Leisure Limited | COM | P8744Y102 | $19.6K | 522,600 | 0.1% |
| Brown Shoe Company | COM | 115736100 | $19.6K | 723,925 | 0.1% |
| Federal Signal Corp(FSS) | COM | 313855108 | $19.6K | 1,479,900 | 0.1% |
| EnerSys(ENS) | COM | 29275Y102 | $19.5K | 332,475 | 0.1% |
| TTM Technologies, Inc.(TTMI) | COM | 87305R109 | $19.5K | 2,860,450 | 0.1% |
| Finish Line, Inc. | COM | 317923100 | $19.5K | 778,100 | 0.1% |
| Globus Medical Inc Cl A new(GMED) | COM | 379577208 | $19.4K | 986,150 | 0.1% |
| Rudolph Technologies Inc. | COM | 781270103 | $18.2K | 2,012,800 | 0.1% |
| Skyworks Solutions, Inc.(SWKS) | COM | 83088M102 | $16.8K | 288,850 | 0.1% |
| Teradyne Inc(TER) | COM | 880770102 | $16.3K | 839,780 | 0.1% |
| Insteel Industries Inc(IIIN) | COM | 45774W108 | $16.0K | 776,317 | 0.1% |
| New York & Company, Inc. | COM | 649295102 | $15.8K | 5,218,498 | 0.1% |
| Avago Technologies | COM | Y0486S104 | $15.6K | 179,300 | 0.1% |
| PTC Inc(PTC) | COM | 69370C100 | $14.9K | 404,120 | 0.1% |
| Dawson Geophysical | COM | 239359102 | $14.6K | 802,309 | 0.1% |
| Silicon Graphics International | COM | 82706L108 | $14.6K | 1,580,100 | 0.1% |
| Mitel Networks Corp | COM | 60671Q104 | $14.6K | 1,593,075 | 0.1% |
| Cohu Inc.(COHU) | COM | 192576106 | $14.5K | 1,214,800 | 0.1% |
| Harmonic Inc(HLIT) | COM | 413160102 | $14.0K | 2,207,325 | 0.1% |
| Commercial Metals Company(CMC) | COM | 201723103 | $13.9K | 815,975 | 0.1% |
| Ethan Allen Interiors(ETD) | COM | 297602104 | $12.1K | 531,450 | 0.1% |
| Xcerra Corp | COM | 98400J108 | $11.9K | 1,216,900 | 0.1% |
| Stein Mart Inc | COM | 858375108 | $11.6K | 1,006,400 | 0.1% |
| Mattson Technology Inc | COM | 577223100 | $10.9K | 4,405,200 | 0.1% |
| TriQuint Semiconductor, Inc. | COM | 89674K103 | $10.7K | 558,775 | 0.1% |
| Insight Enterprises(NSIT) | COM | 45765U103 | $10.1K | 446,700 | 0.1% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $10.0K | 364,100 | 0.1% |
| PhotoMedex, Inc. | COM | 719358301 | $9.0K | 1,453,100 | 0.1% |
| Microsemi Corp | COM | 595137100 | $8.9K | 350,265 | 0.1% |
| Huttig Building | COM | 448451104 | $8.8K | 2,380,278 | 0.1% |
| Brocade Communications | COM | 111621306 | $8.7K | 802,700 | 0.1% |
| Foot Locker, Inc.(WOO) | COM | 344849104 | $8.5K | 152,096 | 0.1% |
| TGC Inds Inc | COM | 872417308 | $8.3K | 2,154,272 | 0.1% |
| J2 Global Inc(ZD) | COM | 48123V102 | $8.2K | 166,596 | 0.1% |
| Regal Entertainment Group | COM | 758766109 | $8.1K | 408,865 | 0.1% |
| Mid America Apartment Communit(MAA) | COM | 59522J103 | $8.0K | 121,645 | 0.1% |