Q1 2015 Holdings
Filed 2015-05-15 | 258 holdings | $126.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Omnicell Inc.(OMCL) | COM | 68213N109 | $9.1K | 258,400 | 0.0% |
| NuVasive Inc.(NUVAGBP) | COM | 670704105 | $9.4K | 204,840 | 0.0% |
| Mednax Inc.(MD) | COM | 58502B106 | $9.5K | 131,330 | 0.0% |
| Rovi Corp. | COM | 779376102 | $9.6K | 529,000 | 0.0% |
| Rudolph Technologies Inc. | COM | 781270103 | $9.7K | 876,500 | 0.0% |
| Regal Beloit Corp.(RRX) | COM | 758750103 | $9.8K | 122,450 | 0.0% |
| Bottomline Technologies (de),(EPAYEUR) | COM | 101388106 | $10.2K | 371,800 | 0.0% |
| Tower Semiconductor Ltd.(TSEM) | COM | M87915274 | $11.1K | 654,000 | 0.0% |
| MYR Group Inc.(MYRG) | COM | 55405W104 | $11.2K | 357,160 | 0.0% |
| Team Inc. | COM | 878155100 | $11.3K | 291,000 | 0.0% |
| Aspen Technology, Inc.(AZPNUSD) | COM | 045327103 | $11.4K | 296,400 | 0.0% |
| Lattice Semiconductor Corp.(LSCC) | COM | 518415104 | $11.8K | 1,860,660 | 0.0% |
| Power Integrations Inc.(POWI) | COM | 739276103 | $11.9K | 227,600 | 0.0% |
| Hub Group Inc. Cl A(HUBG) | COM | 443320106 | $12.3K | 312,570 | 0.0% |
| Carrizo Oil & Gas Inc.(CRZOEUR) | COM | 144577103 | $12.3K | 248,500 | 0.0% |
| Steris Corporation | COM | 859152100 | $12.3K | 175,700 | 0.0% |
| Knight Transportation Inc. | COM | 499064103 | $12.5K | 388,050 | 0.0% |
| Vitamin Shoppe Inc. | COM | 92849E101 | $12.5K | 304,230 | 0.0% |
| Finisar Corp.(FNSR) | COM | 31787A507 | $12.5K | 587,700 | 0.0% |
| PRA Group Inc.(PRAA) | COM | 69354N106 | $12.6K | 232,350 | 0.0% |
| Acxiom Corp. | COM | 005125109 | $12.7K | 687,600 | 0.0% |
| Google Inc. Cl C | COM | 38259P706 | $12.9K | 23,550 | 0.0% |
| Woodward Governor Co.(WWD) | COM | 980745103 | $12.9K | 253,200 | 0.0% |
| American Eagle Outfitters Inc.(AEO) | COM | 02553E106 | $12.9K | 757,600 | 0.0% |
| MedAssets Inc. | COM | 584045108 | $13.1K | 694,900 | 0.0% |
| Ritchie Bros Auctioneers Inc.(RBAGBP) | COM | 767744105 | $13.1K | 526,110 | 0.0% |
| Berry Plastics Group Inc.(BERYEUR) | COM | 08579W103 | $13.3K | 366,500 | 0.0% |
| Open Text Corp.(OTEX) | COM | 683715106 | $13.3K | 251,550 | 0.0% |
| Macy's, Inc.(M) | COM | 55616P104 | $13.5K | 208,300 | 0.0% |
| Xcerra Corp. | COM | 98400J108 | $13.6K | 1,534,100 | 0.0% |
| Penn National Gaming Inc.(PENN) | COM | 707569109 | $13.7K | 872,880 | 0.0% |
| MarketAxess Holdings Inc.(MKTX) | COM | 57060D108 | $13.8K | 166,780 | 0.0% |
| Stifel Financial Corp.(SF) | COM | 860630102 | $13.9K | 249,300 | 0.0% |
| iShares Russell Mid-Cap Value(IWS) | COM | 464287473 | $13.9K | 185,000 | 0.0% |
| iShares International Select D(IDV) | COM | 464288448 | $14.2K | 423,400 | 0.0% |
| Texas Roadhouse Inc.(TXRH) | COM | 882681109 | $14.4K | 396,350 | 0.0% |
| Kla-Tencor Corp.(KLAC) | COM | 482480100 | $14.6K | 250,000 | 0.0% |
| PDC Energy Inc.(PDCEUSD) | COM | 69327R101 | $14.6K | 270,500 | 0.0% |
| Select Comfort Corporation | COM | 81616X103 | $14.8K | 429,070 | 0.0% |
| j2 Global Inc.(ZD) | COM | 48123V102 | $14.8K | 225,300 | 0.0% |
| Plantronics Inc. | COM | 727493108 | $14.9K | 280,770 | 0.0% |
| Bio-Techne Corp.(TECH) | COM | 09073M104 | $15.5K | 154,300 | 0.0% |
| Men's Wearhouse Inc. | COM | 587118100 | $15.6K | 299,500 | 0.0% |
| Sirona Dental Systems Inc. | COM | 82966C103 | $15.7K | 174,660 | 0.0% |
| Nordstrom Inc.(JWNUSD) | COM | 655664100 | $15.8K | 197,000 | 0.0% |
| Microsemi Corporation | COM | 595137100 | $15.9K | 448,000 | 0.0% |
| Biomed Realty Trust Inc. | COM | 09063H107 | $16.1K | 708,920 | 0.0% |
| Endurance Specialty Holdings | COM | G30397106 | $16.4K | 268,500 | 0.0% |
| Interface Inc.(TILE) | COM | 458665304 | $16.8K | 807,580 | 0.0% |
| Esterline Technologies Corp. | COM | 297425100 | $16.8K | 146,960 | 0.0% |