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Institutional Investment Manager
MOODY ALDRICH & SULLIVAN LLC
MOODY ALDRICH & SULLIVAN LLC (CIK: 0000936941). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 89 holdings with a total value of $58,402,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALASKA AIR GROUP INC 2,170 200,000 0.34%
2 GIGAMON INC 6,125 218,000 0.37%
3 SVB FINANCIAL GROUP 1,277 238,000 0.41%
4 LUMENTUM HLDGS INC COM 4,530 242,000 0.41%
5 CIRRUS LOGIC INC 4,040 245,000 0.42%
6 CORNERSTONE ONDEMAND INC 6,595 256,000 0.44%
7 INPHI CORPORATION 5,310 259,000 0.44%
8 TRI POINTE HOMES INC COM 21,255 267,000 0.46%
9 INSMED INC 15,550 272,000 0.47%
10 OXFORD INDS INC COM 4,985 285,000 0.49%
11 BLACKBAUD INC 3,945 302,000 0.52%
12 Albany Molecular 21,930 308,000 0.53%
13 LEXICON PHARMACEUTICALS INC 22,455 322,000 0.55%
14 PDC ENERGY INC 5,515 344,000 0.59%
15 HAIN CELESTIAL GROUP INC 9,580 356,000 0.61%
16 AAON INC 10,360 366,000 0.63%
17 NAUTILUS INC 20,650 377,000 0.65%
18 NEWLINK GENETICS CORP COM 15,630 377,000 0.65%
19 OASIS PETE INC NEW 27,300 389,000 0.67%
20 NEUROCRINE BIOSCIE COM USD0.001 9,150 396,000 0.68%
21 MALIBU BOATS INCORPORATED COM CLASS A 17,700 397,000 0.68%
22 HIGHWOODS PPTYS INC 8,815 433,000 0.74%
23 DORMAN PRODUCTS INC 5,380 442,000 0.76%
24 ALEXANDER & BALDWIN INC NEW COM 10,665 475,000 0.81%
25 KAPSTONE PAPER & PACKAGING CRP COM 20,870 482,000 0.83%
26 Forum Energy Technologies Inc 23,295 482,000 0.83%
27 EXACT SCIENCES CORP 20,460 483,000 0.83%
28 SUMMIT MATLS INC CL A 19,655 486,000 0.83%
29 RSP PERMIAN INC COM 11,795 489,000 0.84%
30 COHERENT INC 2,456 505,000 0.86%
31 KNOLL INC 21,700 517,000 0.89%
32 MONOLITHIC PWR SYS INC 5,615 517,000 0.89%
33 WINTRUST FINL CORP COM 7,530 520,000 0.89%
34 BLACK HILLS CORP 7,835 521,000 0.89%
35 KAISER ALUMINUM CORP COM PAR $0.01 6,590 527,000 0.90%
36 PROVIDENT FINL SVCS INC COM 20,570 532,000 0.91%
37 NUVASIVE INC 7,310 546,000 0.93%
38 BNC BANCORP 16,135 566,000 0.97%
39 MAXLINEAR INC COM 20,390 572,000 0.98%
40 AZZ INC 9,680 576,000 0.99%
41 DYCOM INDS INC 6,435 598,000 1.02%
42 RPC INC 32,920 603,000 1.03%
43 EAGLE MATERIALS INC 6,270 609,000 1.04%
44 CYPRESS SEMICONDUCTOR CORP 44,590 614,000 1.05%
45 PORTLAND GEN ELEC CO 13,990 621,000 1.06%
46 SMART SAND INC COM 38,855 631,000 1.08%
47 ALLETE INC COM NEW 9,315 631,000 1.08%
48 COLUMBIA SPORTSWEAR CO 10,780 633,000 1.08%
49 MKS INSTRS INC COM 9,245 636,000 1.09%
50 UNIFIRST CORP MASS COM 4,515 639,000 1.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000936941-17-000005, filed 2017.04.25).

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.