| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ONE GAS INC COM | 197,250 | 12,198,000 | 5.16% | ||
| 2 | HMS HOLDINGS CORPORATION | 504,900 | 11,194,000 | 4.73% | ||
| 3 | SEMTECH CORP COM | 361,225 | 10,017,000 | 4.24% | ||
| 4 | CYPRESS SEMICONDUCTRCORP | 744,450 | 9,053,000 | 3.83% | ||
| 5 | SPX CORP COM | 426,425 | 8,588,000 | 3.63% | ||
| 6 | FULTON FINL CORP PA | 587,600 | 8,532,000 | 3.61% | ||
| 7 | BWX TECHNOLOGIES INC COM | 215,475 | 8,268,000 | 3.50% | ||
| 8 | GENERAC HLDGS INC | 223,675 | 8,119,000 | 3.43% | ||
| 9 | NETSCOUT SYS INC | 257,725 | 7,538,000 | 3.19% | ||
| 10 | VERINT SYS INC COM | 198,500 | 7,470,000 | 3.16% | ||
| 11 | LXP INDUSTRIAL TRUST COM | 718,875 | 7,404,000 | 3.13% | ||
| 12 | CLEARWATER PAPER CORP COM | 112,800 | 7,295,000 | 3.08% | ||
| 13 | NeuStar Inc | 256,625 | 6,824,000 | 2.89% | ||
| 14 | RLJ LODGING | 322,400 | 6,780,000 | 2.87% | ||
| 15 | VERITIV CORP COM | 125,950 | 6,319,000 | 2.67% | ||
| 16 | BABCOCK & WILCOX ENTERPRIS INC COM | 380,175 | 6,273,000 | 2.65% | ||
| 17 | CAPSTEAD MTG CORP COM NO PAR | 652,350 | 6,152,000 | 2.60% | ||
| 18 | SELECT COMFORT CORP | 280,350 | 6,056,000 | 2.56% | ||
| 19 | WABASH NATL CORP | 393,500 | 5,603,000 | 2.37% | ||
| 20 | AIR METHODS CORPORATION COM PAR .06 | 167,500 | 5,275,000 | 2.23% | ||
| 21 | XENIA HOTELS & RESORTS INC COM | 344,400 | 5,228,000 | 2.21% | ||
| 22 | PINNACLE ENTMT INC NEW COM | 415,100 | 5,122,000 | 2.17% | ||
| 23 | WALKER & DUNLOP INC COM | 196,425 | 4,962,000 | 2.10% | ||
| 24 | POTLATCHDELTIC CORPORATION | 124,775 | 4,852,000 | 2.05% | ||
| 25 | NAVIGANT CONSULTING INC | 239,150 | 4,836,000 | 2.04% | ||
| 26 | INNOPHOS HOLDINGS INC | 123,000 | 4,801,000 | 2.03% | ||
| 27 | MARTEN TRANS LTD COM | 225,200 | 4,729,000 | 2.00% | ||
| 28 | HORIZON GLOBAL CORPORATION | 234,075 | 4,665,000 | 1.97% | ||
| 29 | CALAMP CORP | 311,300 | 4,343,000 | 1.84% | ||
| 30 | TIME INC CSH MRG $18.50/SH 1/31/18 | 294,450 | 4,264,000 | 1.80% | ||
| 31 | FLUSHING FINL CORP | 176,400 | 4,184,000 | 1.77% | ||
| 32 | PROGRESS SOFTWARE CORP COM | 144,800 | 3,939,000 | 1.67% | ||
| 33 | KFORCE INC COM | 191,150 | 3,917,000 | 1.66% | ||
| 34 | TRISTATE CAP HLDGS INC COM | 237,450 | 3,835,000 | 1.62% | ||
| 35 | RETAILMENOT INC COM SER 1 | 376,425 | 3,723,000 | 1.57% | ||
| 36 | DATALINK CORP | 317,700 | 3,371,000 | 1.43% | ||
| 37 | KIMBALL ELECTRONICS INC COM | 202,100 | 2,801,000 | 1.18% | ||
| 38 | QUORUM HEALTH CORP | 396,725 | 2,487,000 | 1.05% | ||
| 39 | ZIX CORP COM | 512,050 | 2,099,000 | 0.89% | ||
| 40 | MARLIN BUSINESS SVCS CORP | 90,550 | 1,755,000 | 0.74% | ||
| 41 | CRA INTL INC COM | 60,500 | 1,609,000 | 0.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000917579-16-000008, filed 2016.11.10).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
