Q2 2015 Holdings
Filed 2015-08-13 | 310 holdings | $50.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Codexis, Inc.(CDXS) | Common Stock | 192005106 | $2.0M | 515,317 | 4.0% |
| Culp, Inc.(CULP) | Common Stock | 230215105 | $2.4M | 76,239 | 4.7% |
| Applied Optoelectronics, Inc.(AAOI) | Common Stock | 03823U102 | $3.1M | 178,499 | 6.2% |
| Bio-Rad Laboratories, Inc.(BIO) | Common Stock | 090572207 | $3.6M | 23,592 | 7.1% |
| Cirrus Logic, Inc.(CRUS) | Common Stock | 172755100 | $3.7M | 107,515 | 7.3% |
| Builders FirstSource, Inc.(BLDR) | Common Stock | 12008R107 | $4.0M | 312,773 | 8.0% |
| Waud Capital Partners, L.L.C.(ACHC) | Common Stock | 00404A109 | $4.4M | 55,898 | 8.7% |
| AtriCure, Inc.(ATRC) | Common Stock | 04963C209 | $4.7M | 192,352 | 9.4% |
| Freeman Spogli & Co. LLC(BOOT) | Common Stock | 099406100 | $5.0M | 155,707 | 9.9% |
| AMN Healthcare Services, Inc.(AMN) | Common Stock | 001744101 | $5.9M | 186,432 | 11.7% |