Q3 2013 Holdings
Filed 2013-11-01 | 265 holdings | $80.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Int'l(DAR) | COM | 237266101 | $23.9M | 1,128,282 | 29.6% |
| Atricure Inc(ATRC) | COM | 04963C209 | $12.0M | 1,095,979 | 14.9% |
| Commvault Syst(CVLT) | COM | 204166102 | $11.1M | 126,780 | 13.8% |
| Chefs' Warehouse Inc(CHEF) | COM | 163086101 | $7.4M | 319,610 | 9.1% |
| Cerus Corp(CERS) | COM | 157085101 | $6.7M | 1,002,534 | 8.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $6.3M | 856,550 | 7.8% |
| Bio-Rad Labs(BIO) | COM | 090572207 | $5.6M | 47,610 | 6.9% |
| Axogen Inc(AXGN) | COM | 05463X106 | $3.5M | 781,550 | 4.3% |
| Cullen Frost BK(CFR) | COM | 229899109 | $2.7M | 37,710 | 3.3% |
| First Busey Corp | COM | 319383105 | $23.3K | 4,470,945 | 0.0% |
| Jack in the BOX(JACK) | COM | 466367109 | $18.2K | 455,891 | 0.0% |
| Callidus Sftwr(CALD) | COM | 13123E500 | $17.5K | 1,909,152 | 0.0% |
| American Pacific | COM | 028740108 | $17.5K | 319,633 | 0.0% |
| Viewpoint Finl | COM | 92672A101 | $17.0K | 823,438 | 0.0% |
| Bolt Technology | COM | 097698104 | $16.2K | 899,504 | 0.0% |
| Ceco Environ(CECO) | COM | 125141101 | $16.2K | 1,147,583 | 0.0% |
| Pacwest Bncp(PACWUSD) | COM | 695263103 | $16.0K | 466,733 | 0.0% |
| Luby's Inc | COM | 549282101 | $16.0K | 2,225,553 | 0.0% |
| Northwest Pipe(NWPX) | COM | 667746101 | $15.4K | 468,670 | 0.0% |
| Texas Inds | COM | 882491103 | $15.2K | 228,550 | 0.0% |
| Insteel Indust Inc(IIIN) | COM | 45774W108 | $14.8K | 920,425 | 0.0% |
| Graham Corp(GHM) | COM | 384556106 | $14.6K | 403,011 | 0.0% |
| Sifco IND(SIF) | COM | 826546103 | $14.5K | 789,546 | 0.0% |
| Cheesecake Fact(CAKE) | COM | 163072101 | $14.3K | 324,470 | 0.0% |
| Intralink HLD Inc | COM | 46118H104 | $14.0K | 1,589,987 | 0.0% |
| Olympic Steel(ZEUS) | COM | 68162K106 | $13.8K | 498,191 | 0.0% |
| Sparton Corp | COM | 847235108 | $13.8K | 541,683 | 0.0% |
| Brightcove(BCOVUSD) | COM | 10921T101 | $13.7K | 1,222,200 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $13.4K | 417,750 | 0.0% |
| Marinemax Inc(HZO) | COM | 567908108 | $13.4K | 1,095,568 | 0.0% |
| Spectranetics | COM | 84760C107 | $13.3K | 789,945 | 0.0% |
| Guess Inc(GU9) | COM | 401617105 | $13.0K | 435,960 | 0.0% |
| Park Sterling | COM | 70086Y105 | $12.8K | 2,001,192 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $12.7K | 193,490 | 0.0% |
| Wd-40 Co(WDFC) | COM | 929236107 | $12.4K | 191,661 | 0.0% |
| SI Financial Group Inc | COM | 78425V104 | $12.2K | 1,078,483 | 0.0% |
| Cubist Pharma | COM | 229678107 | $12.2K | 192,450 | 0.0% |
| Omniamerican BCP | COM | 68216R107 | $12.2K | 498,645 | 0.0% |
| Responsys Inc | COM | 761248103 | $12.2K | 736,250 | 0.0% |
| Stifel Finl(SF) | COM | 860630102 | $11.9K | 289,460 | 0.0% |
| Tuesday Morning Inc | COM | 899035505 | $11.7K | 763,969 | 0.0% |
| Synergy Resources Corp | COM | 87164P103 | $11.7K | 1,196,323 | 0.0% |
| AIR Methods | COM | 009128307 | $11.3K | 264,878 | 0.0% |
| Spartan Motors | COM | 846819100 | $11.3K | 1,856,134 | 0.0% |
| Johnson Outdoors(JOUT) | COM | 479167108 | $11.2K | 416,376 | 0.0% |
| Deckers Outdoor(DECK) | COM | 243537107 | $10.8K | 164,340 | 0.0% |
| Hurco Companies(HURC) | COM | 447324104 | $10.8K | 418,287 | 0.0% |
| Actuant Corp CL A New(ATUEUR) | COM | 00508X203 | $10.8K | 278,250 | 0.0% |
| Seachange Intl Inc | COM | 811699107 | $10.7K | 935,236 | 0.0% |
| Primoris Services(PRIM) | COM | 74164F103 | $10.7K | 418,700 | 0.0% |