Q1 2017 Holdings
Filed 2017-05-11 | 51 holdings | $517.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Extreme Networks Inc(EXTR) | COM | 30226D106 | $27.1K | 3,608,869 | 5.2% |
| Bank of the Ozarks Inc | COM | 063904106 | $21.0K | 402,890 | 4.1% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $19.1K | 180,483 | 3.7% |
| Jazz Pharmaceuticals PLC(JAZZ) | COM | G50871105 | $17.8K | 122,424 | 3.4% |
| Tower Semiconductor LTD(TSEM) | COM | M87915274 | $15.8K | 686,032 | 3.1% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $15.5K | 159,357 | 3.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $15.1K | 387,388 | 2.9% |
| Deluxe Corp(DLX) | COM | 248019101 | $15.0K | 207,193 | 2.9% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $14.5K | 787,598 | 2.8% |
| Integrated Device Technology | COM | 458118106 | $14.2K | 599,579 | 2.7% |
| International Game Technolog(BRSL) | COM | G4863A108 | $13.9K | 588,433 | 2.7% |
| Aaon Inc(AAON) | COM | 000360206 | $13.5K | 381,843 | 2.6% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $13.5K | 84,320 | 2.6% |
| PDF Solutions Inc(PDFS) | COM | 693282105 | $13.4K | 590,713 | 2.6% |
| Logmein Inc | COM | 54142L109 | $13.3K | 136,316 | 2.6% |
| Maximus Inc(MMS) | COM | 577933104 | $11.4K | 183,000 | 2.2% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $11.2K | 495,200 | 2.2% |
| LCI Inds(LCII) | COM | 50189K103 | $10.3K | 103,288 | 2.0% |
| Cogent Communications Hldgs(CCOI) | COM | 19239V302 | $10.2K | 236,129 | 2.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $10.1K | 258,300 | 1.9% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $10.0K | 141,270 | 1.9% |
| Dycom Inds Inc(DY) | COM | 267475101 | $9.7K | 104,500 | 1.9% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $9.3K | 176,136 | 1.8% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $9.3K | 58,362 | 1.8% |
| Orbcomm Inc(ORBC) | COM | 68555P100 | $9.1K | 957,823 | 1.8% |
| James RIV Group LTD(JRVR) | COM | G5005R107 | $9.1K | 212,241 | 1.8% |
| Graco Inc(GGG) | COM | 384109104 | $8.5K | 90,525 | 1.6% |
| LSI Inds Inc(LYTS) | COM | 50216C108 | $8.5K | 837,519 | 1.6% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $8.1K | 92,373 | 1.6% |
| Donaldson Inc(DCI) | COM | 257651109 | $8.1K | 177,500 | 1.6% |
| Formfactor Inc(FORM) | COM | 346375108 | $8.1K | 679,381 | 1.6% |
| Graham Corp(GHM) | COM | 384556106 | $7.9K | 343,655 | 1.5% |
| Exponent Inc(EXPO) | COM | 30214U102 | $7.8K | 130,484 | 1.5% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $7.3K | 278,554 | 1.4% |
| Firstservice Corp New | COM | 33767E103 | $7.2K | 120,200 | 1.4% |
| Chuys Hldgs Inc(CHUYUSD) | COM | 171604101 | $7.2K | 242,460 | 1.4% |
| J Jill Inc | COM | 46620W102 | $7.2K | 508,700 | 1.4% |
| Mantech Intl Corp | COM | 564563104 | $7.1K | 205,539 | 1.4% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $7.0K | 58,351 | 1.4% |
| Broadsoft Inc | COM | 11133B409 | $6.7K | 166,060 | 1.3% |
| Emcore Corp(EMKREUR) | COM | 290846203 | $6.7K | 741,098 | 1.3% |
| Cardconnect Corp | COM | 14141X108 | $6.6K | 503,047 | 1.3% |
| Covenant Transn Group Inc(CVLG) | COM | 22284P105 | $6.5K | 346,898 | 1.3% |
| Caleres Inc(CAL) | COM | 129500104 | $5.6K | 213,475 | 1.1% |
| Summit Matls Inc(7SU) | COM | 86614U100 | $5.3K | 214,500 | 1.0% |
| Old Dominion Fght Lines Inc(ODFL) | COM | 679580100 | $5.3K | 61,800 | 1.0% |
| DEL Taco Restaurants Inc(TACOEUR) | COM | 245496104 | $5.1K | 387,387 | 1.0% |
| Quantenna Communications Inc | COM | 74766D100 | $5.1K | 244,782 | 1.0% |
| RED Rock Resorts Inc(RRR) | COM | 75700L108 | $4.5K | 203,192 | 0.9% |
| Argan Inc(AGX) | COM | 04010E109 | $4.5K | 67,288 | 0.9% |