Q1 2013 Holdings
Filed 2013-08-01 | 73 holdings | $660.1K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cooper COS Inc | COMMON STOCKS | 216648402 | $24.7K | 228,871 | 3.7% |
| AIR Methods Corp | COMMON STOCKS | 009128307 | $24.1K | 500,607 | 3.7% |
| Maximus Inc(MMS) | COMMON STOCKS | 577933104 | $23.3K | 291,649 | 3.5% |
| Conn`s Inc(CN4) | COMMON STOCKS | 208242107 | $23.3K | 648,837 | 3.5% |
| First Cash Financial Services Inc | COMMON STOCKS | 31942D107 | $23.1K | 396,267 | 3.5% |
| OSI Systems Inc(OSIS) | COMMON STOCKS | 671044105 | $22.0K | 352,851 | 3.3% |
| Mednax Inc(MD) | COMMON STOCKS | 58502B106 | $17.8K | 198,134 | 2.7% |
| Hanesbrands Inc(HN9) | COMMON STOCKS | 410345102 | $17.4K | 382,449 | 2.6% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $16.1K | 633,648 | 2.4% |
| Centene Corp(CNC) | COMMON STOCKS | 15135B101 | $15.6K | 353,868 | 2.4% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $15.5K | 588,524 | 2.3% |
| Portfolio Recovery Associates Inc | COMMON STOCKS | 73640Q105 | $14.7K | 115,821 | 2.2% |
| Catamaran Corp | COMMON STOCKS | 148887102 | $14.5K | 273,159 | 2.2% |
| Axiall Corporation | COMMON STOCKS | 05463D100 | $14.4K | 231,794 | 2.2% |
| Tower Group International, Ltd. | COMMON STOCKS | G8988C105 | $12.9K | 699,707 | 2.0% |
| MWI Veterinary Supply Inc | COMMON STOCKS | 55402X105 | $12.4K | 93,392 | 1.9% |
| ACI Worldwide Inc(ACIW) | COMMON STOCKS | 004498101 | $12.3K | 250,990 | 1.9% |
| Hercules Offshore Inc | COMMON STOCKS | 427093109 | $11.1K | 1,496,949 | 1.7% |
| Hexcel Corp(HXL) | COMMON STOCKS | 428291108 | $10.8K | 373,409 | 1.6% |
| Lithia Mtrs Inc CL A(LAD) | COMMON STOCKS | 536797103 | $10.6K | 222,906 | 1.6% |
| Solera Holdings Inc | COMMON STOCKS | 83421A104 | $10.5K | 179,337 | 1.6% |
| Kirby Corp(KEX) | COMMON STOCKS | 497266106 | $10.1K | 131,128 | 1.5% |
| Trex Inc(TREX) | COMMON STOCKS | 89531P105 | $10.0K | 203,606 | 1.5% |
| DSW Inc | COMMON STOCKS | 23334L102 | $9.8K | 153,992 | 1.5% |
| Triquint Semiconductor Inc | COMMON STOCKS | 89674K103 | $9.5K | 1,874,761 | 1.4% |
| Bally Technologies Inc | COMMON STOCKS | 05874B107 | $8.9K | 172,042 | 1.4% |
| Genesee & Wyoming Inc | COMMON STOCKS | 371559105 | $8.9K | 95,132 | 1.3% |
| Kaiser Aluminum Corp(KALU) | COMMON STOCKS | 483007704 | $8.8K | 135,382 | 1.3% |
| Old Dominion Freight Line Inc(ODFL) | COMMON STOCKS | 679580100 | $8.7K | 228,817 | 1.3% |
| Finisar Corp(FNSR) | COMMON STOCKS | 31787A507 | $8.6K | 655,548 | 1.3% |
| Jones Lang Lasalle Inc(JLL) | COMMON STOCKS | 48020Q107 | $8.2K | 82,530 | 1.2% |
| Pebblebrook Hotel Trust(PEB) | COMMON STOCKS | 70509V100 | $8.1K | 314,272 | 1.2% |
| Team Health Holdings Inc | COMMON STOCKS | 87817A107 | $8.1K | 221,562 | 1.2% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $8.0K | 273,132 | 1.2% |
| Netspend Holdings Inc | COMMON STOCKS | 64118V106 | $7.6K | 476,546 | 1.1% |
| HB Fuller Co(FUL) | COMMON STOCKS | 359694106 | $7.5K | 191,220 | 1.1% |
| Integrated Device Tech Inc | COMMON STOCKS | 458118106 | $7.5K | 1,000,322 | 1.1% |
| Examworks Group Inc | COMMON STOCKS | 30066A105 | $7.4K | 425,330 | 1.1% |
| Alere Inc | COMMON STOCKS | 01449J105 | $7.2K | 280,595 | 1.1% |
| Brinker International Inc(EAT) | COMMON STOCKS | 109641100 | $7.1K | 189,525 | 1.1% |
| Skyworks Solutions Inc(SWKS) | COMMON STOCKS | 83088M102 | $7.1K | 323,484 | 1.1% |
| Radware LTD(RDWR) | COMMON STOCKS | M81873107 | $6.7K | 177,947 | 1.0% |
| Acacia Research Corp(ACTG) | COMMON STOCKS | 003881307 | $6.6K | 218,258 | 1.0% |
| Oxford Industries Inc(OXM) | COMMON STOCKS | 691497309 | $6.5K | 123,260 | 1.0% |
| Rush Enterprises Inc(RUSHA) | COMMON STOCKS | 781846209 | $6.4K | 265,264 | 1.0% |
| NQ Mobile Inc | COMMON STOCKS | 64118U108 | $6.4K | 705,780 | 1.0% |
| Huron Consulting Group Inc(HURN) | COMMON STOCKS | 447462102 | $6.3K | 155,956 | 1.0% |
| Barrett Business Services Inc(BBSI) | COMMON STOCKS | 068463108 | $6.2K | 117,066 | 0.9% |
| United Natural Foods Inc(UNFI) | COMMON STOCKS | 911163103 | $6.1K | 124,913 | 0.9% |
| Gulfport Energy Corp | COMMON STOCKS | 402635304 | $6.0K | 130,031 | 0.9% |