Q1 2018 Holdings
Filed 2018-05-14 | 1335 holdings | $70.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conduent Inc(CNDT) | COM | 206787103 | $630.0K | 33,800 | 0.9% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $634.0K | 23,700 | 0.9% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $635.0K | 23,371 | 0.9% |
| Daktronics Inc(DAKT) | COM | 234264109 | $646.0K | 73,336 | 0.9% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $685.0K | 39,708 | 1.0% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $700.0K | 5,701 | 1.0% |
| American Public Education in(APEI) | COM | 02913V103 | $714.0K | 16,601 | 1.0% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $743.0K | 14,733 | 1.1% |
| Chefs Whse Inc(CHEF) | COM | 163086101 | $752.0K | 32,712 | 1.1% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $762.0K | 7,140 | 1.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $851.0K | 19,401 | 1.2% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $856.0K | 49,496 | 1.2% |
| Cbiz Inc(CBZ) | COM | 124805102 | $879.0K | 48,149 | 1.3% |
| Callaway Golf Co(CALY) | COM | 131193104 | $892.0K | 54,533 | 1.3% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $925.0K | 16,293 | 1.3% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $940.0K | 11,032 | 1.3% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $968.0K | 18,725 | 1.4% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $984.0K | 29,552 | 1.4% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $1.0M | 24,606 | 1.4% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $1.0M | 7,677 | 1.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.1M | 55,261 | 1.6% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.1M | 30,278 | 1.6% |
| Autozone Inc(AZO) | COM | 053332102 | $1.1M | 1,715 | 1.6% |
| Crocs Inc(CROX) | COM | 227046109 | $1.2M | 74,853 | 1.7% |
| Cummins Inc(CMI) | COM | 231021106 | $1.3M | 7,999 | 1.9% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $1.3M | 8,602 | 1.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $1.6M | 12,019 | 2.3% |
| Corning Inc(GLW) | COM | 219350105 | $2.0M | 71,497 | 2.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.1M | 7,500 | 2.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.8M | 11,154 | 4.0% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $3.1M | 64,900 | 4.4% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $3.5M | 45,851 | 5.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.9M | 18,100 | 5.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $5.8M | 30,910 | 8.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.8M | 159,688 | 9.8% |