Q1 2016 Holdings
Filed 2016-04-05 | 54 holdings | $90.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $34.8M | 1,476,617 | 38.4% |
| AMN Healthcare Services Inc.(AMN) | COM | 001744101 | $31.2M | 927,384 | 34.4% |
| Charles River Labs Inc(CRL) | COM | 159864107 | $23.6M | 310,280 | 26.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $37.9K | 511,508 | 0.0% |
| South State Corporation(SSBUSD) | COM | 840441109 | $35.7K | 556,185 | 0.0% |
| EL Paso Electric Co | COM | 283677854 | $35.7K | 777,688 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $35.2K | 224,479 | 0.0% |
| CSG Systems Intl Inc(CSGS) | COM | 126349109 | $32.5K | 719,456 | 0.0% |
| Webster Financial Corp(WBS) | COM | 947890109 | $31.7K | 883,626 | 0.0% |
| Comfort Systems USA Inc(FIX) | COM | 199908104 | $30.4K | 958,240 | 0.0% |
| Hill ROM Holdings Inc(HRC) | COM | 431475102 | $29.2K | 580,060 | 0.0% |
| Columbia Banking System Inc(COLB) | COM | 197236102 | $28.8K | 963,317 | 0.0% |
| Exlservice Holdings Inc(EXLS) | COM | 302081104 | $28.7K | 554,417 | 0.0% |
| Dupont Fabros Technology Inc | COM | 26613Q106 | $27.9K | 688,236 | 0.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $27.0K | 308,233 | 0.0% |
| Nutrisystem Inc | COM | 67069D108 | $26.1K | 1,252,690 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $26.0K | 461,611 | 0.0% |
| Neenah Paper Inc(NP) | COM | 640079109 | $24.8K | 388,800 | 0.0% |
| Covenant Transport Group Inc(CVLG) | COM | 22284P105 | $24.5K | 1,013,258 | 0.0% |
| US Concrete Inc(USCR) | COM | 90333L201 | $24.2K | 406,280 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $23.9K | 461,733 | 0.0% |
| Ollie`s Bargain Outlet Holdings Inc(OLLI) | COM | 681116109 | $23.5K | 1,004,835 | 0.0% |
| West Pharmaceutical Services Inc(WST) | COM | 955306105 | $23.5K | 338,525 | 0.0% |
| Apogee Enterprises Inc(APOG) | COM | 037598109 | $23.3K | 531,268 | 0.0% |
| Bottomline Technologies Inc(EPAYEUR) | COM | 101388106 | $22.6K | 742,577 | 0.0% |
| Private Bancrop Inc | COM | 742962103 | $22.1K | 571,944 | 0.0% |
| Highwoods Properties Inc(HIW) | COM | 431284108 | $21.8K | 455,544 | 0.0% |
| Bojangles` Inc | COM | 097488100 | $21.8K | 1,280,250 | 0.0% |
| Werner Enterprises Inc(WERN) | COM | 950755108 | $21.6K | 794,263 | 0.0% |
| Selective Insurance Group(SIGI) | COM | 816300107 | $21.6K | 588,664 | 0.0% |
| Oxford Industries Inc(OXM) | COM | 691497309 | $21.5K | 319,575 | 0.0% |
| Select Comfort Corporation | COM | 81616X103 | $21.3K | 1,096,860 | 0.0% |
| VCA Inc | COM | 918194101 | $21.2K | 367,900 | 0.0% |
| Hackett Group Inc(HCKT) | COM | 404609109 | $21.1K | 1,397,100 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $20.6K | 392,071 | 0.0% |
| Nautilus Inc | COM | 63910B102 | $20.5K | 1,062,784 | 0.0% |
| Lumentum Holdings Inc(LITE) | COM | 55024U109 | $20.5K | 758,281 | 0.0% |
| Integrated Device Tech Inc | COM | 458118106 | $20.0K | 976,072 | 0.0% |
| Amplify Snack Brands Inc(BETREUR) | COM | 03211L102 | $19.8K | 1,379,725 | 0.0% |
| Inc Research Holdings Inc | COM | 45329R109 | $19.7K | 477,406 | 0.0% |
| Pinnacle Financial Partners Inc | COM | 72346Q104 | $19.5K | 396,457 | 0.0% |
| Eplus Inc(PLUS) | COM | 294268107 | $19.4K | 241,019 | 0.0% |
| Infinera Corp(INFNEUR) | COM | 45667G103 | $19.3K | 1,203,655 | 0.0% |
| Globus Medical Inc(GMED) | COM | 379577208 | $18.2K | 764,298 | 0.0% |
| Sykes Enterprises | COM | 871237103 | $17.8K | 588,666 | 0.0% |
| Colony Capital Inc | COM | 19624R106 | $14.8K | 880,297 | 0.0% |
| Citi Trends Inc(CTRN) | COM | 17306X102 | $13.1K | 733,571 | 0.0% |
| Ishares Msci Eafe Small Cap ETF(SCZ) | COM | 464288273 | $7.2K | 143,829 | 0.0% |
| Ishares Msci Emerging Market Small Cap ETF(EEMS) | COM | 464286475 | $2.2K | 53,000 | 0.0% |
| China Lodging Group | ADR | 16949N109 | $1.4K | 37,000 | 0.0% |