Q1 2015 Holdings
Filed 2015-05-11 | 186 holdings | $118.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enersys Inc(ENS) | COM | 29275Y102 | $5.8K | 90,004 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $5.9K | 59,216 | 0.0% |
| Oil States Intl Inc(OIS) | COM | 678026105 | $6.0K | 150,096 | 0.0% |
| Applied Industrial Tech Inc(AIT) | COM | 03820C105 | $6.1K | 135,136 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $6.3K | 83,310 | 0.0% |
| PRA Group Inc(PRAA) | COM | 69354N106 | $6.3K | 115,326 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $6.3K | 86,014 | 0.0% |
| Oceaneering International(OII) | COM | 675232102 | $6.4K | 119,140 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $6.5K | 70,750 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $6.8K | 145,511 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $6.9K | 73,974 | 0.0% |
| Argo Group Intl Holdings LTD | COM | G0464B107 | $6.9K | 137,345 | 0.0% |
| Orbital ATK Inc | COM | 68557N103 | $6.9K | 90,671 | 0.0% |
| Open Text Corp(OTEX) | COM | 683715106 | $7.0K | 132,200 | 0.0% |
| Computer Sciences Corp | COM | 205363104 | $7.1K | 108,575 | 0.0% |
| Square 1 Financial Inc | COM | 85223W101 | $7.5K | 281,949 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $7.6K | 216,262 | 0.0% |
| Isis Pharmaceuticals Inc | COM | 464330109 | $7.6K | 119,473 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $7.7K | 144,437 | 0.0% |
| Tenneco Inc | COM | 880349105 | $7.7K | 134,405 | 0.0% |
| Universal Forest Prods Inc | COM | 913543104 | $7.8K | 139,874 | 0.0% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $7.8K | 113,200 | 0.0% |
| Mid-America APT Cmntys Inc(MAA) | REIT | 59522J103 | $8.1K | 104,266 | 0.0% |
| Avnet Inc(AVT) | COM | 053807103 | $8.1K | 182,548 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $8.2K | 108,238 | 0.0% |
| Superior Energy Services Inc | COM | 868157108 | $8.3K | 371,563 | 0.0% |
| Aptargroup Inc(ATR) | COM | 038336103 | $8.5K | 133,466 | 0.0% |
| Bankunited Inc(BKU) | COM | 06652K103 | $8.6K | 262,780 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $8.8K | 89,550 | 0.0% |
| EL Paso Electric Co | COM | 283677854 | $9.0K | 232,496 | 0.0% |
| Gatx Corp(GATX) | COM | 361448103 | $9.1K | 156,570 | 0.0% |
| Polaris Industries Inc(PII) | COM | 731068102 | $9.1K | 64,460 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $9.1K | 251,476 | 0.0% |
| Polyone Corp | COM | 73179P106 | $9.3K | 247,905 | 0.0% |
| FMC Corp(FMC) | COM | 302491303 | $9.3K | 163,206 | 0.0% |
| Wolverine World Wide(WWW) | COM | 978097103 | $9.4K | 279,768 | 0.0% |
| Black Hills Corp(BKH) | COM | 092113109 | $9.4K | 185,967 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $9.5K | 268,155 | 0.0% |
| Newmarket Corp(NEU) | COM | 651587107 | $9.6K | 20,066 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $9.6K | 250,025 | 0.0% |
| Steris Corp | COM | 859152100 | $9.7K | 137,970 | 0.0% |
| Lincoln Electric Hldgs Inc(LECO) | COM | 533900106 | $9.9K | 151,509 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $10.1K | 54,167 | 0.0% |
| Flir Systems Inc(FLIR) | COM | 302445101 | $10.3K | 328,970 | 0.0% |
| Energen Corp | COM | 29265N108 | $10.5K | 158,390 | 0.0% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $10.5K | 125,830 | 0.0% |
| Cepheid Inc | COM | 15670R107 | $10.8K | 189,236 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $10.8K | 70,022 | 0.0% |
| Ametek Inc(AME) | COM | 031100100 | $11.0K | 210,006 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $11.1K | 225,790 | 0.0% |