Q2 2013 Holdings
Filed 2013-08-08 | 262 holdings | $72.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Int'l(DAR) | COM | 237266101 | $22.8M | 1,219,942 | 31.6% |
| Atricure Inc(ATRC) | COM | 04963C209 | $10.3M | 1,087,256 | 14.4% |
| Cullen T BK(CFR) | COM | 229899109 | $10.1M | 151,110 | 14.0% |
| Commvault Syst(CVLT) | COM | 204166102 | $6.9M | 91,320 | 9.6% |
| Chefs' Warehouse Inc(CHEF) | COM | 163086101 | $5.0M | 289,448 | 6.9% |
| Bio-Rad Labs(BIO) | COM | 090572207 | $5.0M | 44,160 | 6.9% |
| Accuray Inc(ARAY) | COM | 004397105 | $4.7M | 818,394 | 6.5% |
| Cerus Corp(CERS) | COM | 157085101 | $4.5M | 1,024,034 | 6.3% |
| Allscripts Hlthcr(MDRX) | COM | 01988P108 | $1.3M | 97,260 | 1.7% |
| First Busey Corp | COM | 319383105 | $20.7K | 4,602,123 | 0.0% |
| Texas Inds | COM | 882491103 | $20.2K | 309,389 | 0.0% |
| Jack in the BOX(JACK) | COM | 466367109 | $19.2K | 488,590 | 0.0% |
| Luby's Inc | COM | 549282101 | $19.1K | 2,263,903 | 0.0% |
| Viewpoint Finl | COM | 92672A101 | $17.6K | 845,688 | 0.0% |
| Insteel Indust Inc(IIIN) | COM | 45774W108 | $16.5K | 942,725 | 0.0% |
| Bolt Technology | COM | 097698104 | $15.2K | 887,746 | 0.0% |
| American Pacific | COM | 028740108 | $14.8K | 523,025 | 0.0% |
| Cheesecake Fact(CAKE) | COM | 163072101 | $14.5K | 345,730 | 0.0% |
| Guess Inc(GU9) | COM | 401617105 | $14.0K | 451,520 | 0.0% |
| Bioscrip(BIOSEUR) | COM | 09069N108 | $13.7K | 832,768 | 0.0% |
| Deckers Outdoor(DECK) | COM | 243537107 | $13.7K | 271,090 | 0.0% |
| MB Fin'l | COM | 55264U108 | $13.7K | 510,475 | 0.0% |
| Northwest Pipe(NWPX) | COM | 667746101 | $13.6K | 487,220 | 0.0% |
| Ceco Environ(CECO) | COM | 125141101 | $13.4K | 1,090,655 | 0.0% |
| Graham Corp(GHM) | COM | 384556106 | $13.4K | 444,911 | 0.0% |
| Callidus Sftwr(CALD) | COM | 13123E500 | $13.0K | 1,973,152 | 0.0% |
| Marinemax Inc(HZO) | COM | 567908108 | $12.8K | 1,126,413 | 0.0% |
| Pacwest Bncp(PACWUSD) | COM | 695263103 | $12.7K | 414,533 | 0.0% |
| Olympic Steel(ZEUS) | COM | 68162K106 | $12.6K | 512,541 | 0.0% |
| Park Sterling | COM | 70086Y105 | $12.5K | 2,109,142 | 0.0% |
| Hurco Companies(HURC) | COM | 447324104 | $12.3K | 427,192 | 0.0% |
| Jamba Inc | COM | 47023A309 | $12.2K | 815,213 | 0.0% |
| Sparton Corp | COM | 847235108 | $11.6K | 673,883 | 0.0% |
| Spartan Motors | COM | 846819100 | $11.5K | 1,886,184 | 0.0% |
| Intralink HLD Inc | COM | 46118H104 | $11.5K | 1,586,587 | 0.0% |
| Johnson Outdoors(JOUT) | COM | 479167108 | $11.3K | 455,397 | 0.0% |
| Spectranetics | COM | 84760C107 | $11.3K | 603,825 | 0.0% |
| Sifco IND(SIF) | COM | 826546103 | $11.3K | 696,766 | 0.0% |
| Seachange Intl Inc | COM | 811699107 | $11.2K | 960,486 | 0.0% |
| Omniamerican BCP | COM | 68216R107 | $11.2K | 510,265 | 0.0% |
| Brightcove(BCOVUSD) | COM | 10921T101 | $11.1K | 1,263,300 | 0.0% |
| Responsys Inc | COM | 761248103 | $10.8K | 757,100 | 0.0% |
| Columbus Mckinn(CMCO) | COM | 199333105 | $10.7K | 499,850 | 0.0% |
| Ruth's Chris(RUTHUSD) | COM | 783332109 | $10.6K | 881,682 | 0.0% |
| Stifel Finl(SF) | COM | 860630102 | $10.6K | 297,450 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $10.5K | 434,099 | 0.0% |
| Tearlab Corp | COM | 878193101 | $10.0K | 945,500 | 0.0% |
| UTI Worldwide | COM | G87210103 | $10.0K | 605,400 | 0.0% |
| Internet Capital Group Inc | COM | 44928D108 | $9.8K | 861,500 | 0.0% |
| Territorial BCP | COM | 88145X108 | $9.7K | 431,079 | 0.0% |