Q4 2013 Holdings
Filed 2014-02-07 | 515 holdings | $50.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Holdings Inc COM(CCK) | COM | 228368106 | $477.0K | 10,700 | 0.9% |
| Daktronics Inc COM(DAKT) | COM | 234264109 | $598.0K | 38,138 | 1.2% |
| DXP Enterprises Inc New COM NE(DXPE) | COM | 233377407 | $1.3M | 11,000 | 2.5% |
| Angiodynamics Inc COM(ANGO) | COM | 03475V101 | $1.5M | 86,566 | 2.9% |
| Broadwind Energy Inc COM New(BWEN) | COM | 11161T207 | $1.6M | 167,235 | 3.1% |
| Dana Holding Corp COM(DAN) | COM | 235825205 | $2.1M | 105,000 | 4.1% |
| Cavco Industries(CVCO) | COM | 149568107 | $2.5M | 36,801 | 5.0% |
| Casella Waste SYS Inc CL A(CWST) | COM | 147448104 | $2.7M | 459,412 | 5.3% |
| Boston Beer Inc CL A(SAM) | COM | 100557107 | $3.6M | 14,700 | 7.0% |
| Bright Horizons FAM SOL in DCO(BFAM) | COM | 109194100 | $3.9M | 105,385 | 7.7% |
| Artisan Partners Asset Manag(APAM) | COM | 04316A108 | $4.3M | 65,292 | 8.4% |
| Core Molding Tech COM(CMT) | COM | 218683100 | $4.3M | 316,500 | 8.6% |
| Antero Resources Corp(AR) | COM | 03674X106 | $4.7M | 74,334 | 9.3% |
| Cummins Engine Inc(CMI) | COM | 231021106 | $5.4M | 37,959 | 10.6% |
| Cbre Group Inc CL A(CBRE) | COM | 12504L109 | $9.5M | 362,596 | 18.8% |