Q4 2017 Holdings
Filed 2018-01-08 | 69 holdings | $72.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quanta Services Inc(PWR) | COM | 74762E102 | $32.8K | 834,790 | 0.0% |
| Selective Insurance Group Inc(SIGI) | COM | 816300107 | $33.8K | 576,515 | 0.0% |
| Callaway Golf Co(CALY) | COM | 131193104 | $34.1K | 2,426,519 | 0.0% |
| Corelogic Inc(CLGX) | COM | 21871D103 | $34.6K | 755,376 | 0.0% |
| South ST Corp(SSBUSD) | COM | 840441109 | $35.0K | 394,663 | 0.0% |
| Ferro Corp(FOE) | COM | 315405100 | $36.0K | 1,529,897 | 0.0% |
| Deluxe Corp(DLX) | COM | 248019101 | $36.4K | 475,018 | 0.1% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $37.6K | 585,439 | 0.1% |
| Kulicke & Soffa Industries Inc(KLIC) | COM | 501242101 | $37.6K | 1,556,376 | 0.1% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $40.0K | 449,848 | 0.1% |
| Columbia Banking Systems Inc(COLB) | COM | 197236102 | $40.8K | 926,341 | 0.1% |
| RPC Inc(RES) | COM | 749660106 | $41.9K | 1,645,244 | 0.1% |
| Mgic Investment Corp(MTG) | COM | 552848103 | $42.2K | 2,927,105 | 0.1% |
| Ryman Hospitality Propertys Inc(RHP) | COM | 78377T107 | $42.4K | 607,503 | 0.1% |
| HFF Inc | COM | 40418F108 | $43.0K | 884,325 | 0.1% |
| Generac Holdings Inc(GNRC) | COM | 368736104 | $43.8K | 878,732 | 0.1% |
| GMS Inc(GMS1EUR) | COM | 36251C103 | $43.8K | 1,165,143 | 0.1% |
| Charles River Labs Intl Inc(CRL) | COM | 159864107 | $33.4M | 304,556 | 46.1% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $37.6M | 757,574 | 51.8% |