| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORBOTECH LTD | 1,125,520 | 37,604,000 | 5.18% | ||
| 2 | COLUMBIA BKG SYS INC COM | 725,400 | 32,411,000 | 4.46% | ||
| 3 | HANNON ARMSTRONG SUST INFR C | 1,648,735 | 31,309,000 | 4.31% | ||
| 4 | GRAND CANYON ED INC | 456,400 | 26,677,000 | 3.67% | ||
| 5 | FIRST FINL BANCORP OH COM | 932,105 | 26,518,000 | 3.65% | ||
| 6 | NEENAH INC COM | 304,125 | 25,911,000 | 3.57% | ||
| 7 | BANK OF THE OZARKS | 483,775 | 25,442,000 | 3.50% | ||
| 8 | STANDARD MTR PRODS INC COM | 474,880 | 25,273,000 | 3.48% | ||
| 9 | FABRINET SHS | 625,005 | 25,188,000 | 3.47% | ||
| 10 | HENRY JACK & ASSOC INC COM | 281,320 | 24,976,000 | 3.44% | ||
| 11 | LAKELAND FINL CORP COM | 525,467 | 24,886,000 | 3.43% | ||
| 12 | AMN HEALTHCARE SERVICES INC | 642,880 | 24,719,000 | 3.40% | ||
| 13 | OSI SYSTEMS INC COM | 323,880 | 24,654,000 | 3.39% | ||
| 14 | MKS INSTRS INC COM | 398,515 | 23,672,000 | 3.26% | ||
| 15 | Drew Inds Inc | 205,005 | 22,089,000 | 3.04% | ||
| 16 | PACWEST BANCORP DEL COM | 392,150 | 21,349,000 | 2.94% | ||
| 17 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 494,750 | 21,017,000 | 2.89% | ||
| 18 | THOR INDS INC COM | 207,225 | 20,733,000 | 2.85% | ||
| 19 | ISHARES TR | 147,500 | 19,890,000 | 2.74% | ||
| 20 | SUPERNUS PHARMACEUTICALS INC COM | 778,700 | 19,662,000 | 2.71% | ||
| 21 | WNS HLDGS LTD | 696,185 | 19,180,000 | 2.64% | ||
| 22 | MAXIMUS INC | 339,620 | 18,947,000 | 2.61% | ||
| 23 | AMERICAN WOODMARK CORPORATION COM | 249,420 | 18,769,000 | 2.58% | ||
| 24 | LGI HOMES INC | 602,800 | 17,318,000 | 2.38% | ||
| 25 | AMTRUST FINL SVCS INC | 570,512 | 15,621,000 | 2.15% | ||
| 26 | COHERENT INC COM | 111,405 | 15,305,000 | 2.11% | ||
| 27 | KNOLL INC | 497,380 | 13,892,000 | 1.91% | ||
| 28 | MADDEN STEVEN LTD COM | 377,858 | 13,508,000 | 1.86% | ||
| 29 | COMFORT SYSTEMS USA INC | 401,225 | 13,361,000 | 1.84% | ||
| 30 | APOGEE ENTERPRISES INC COM | 239,175 | 12,810,000 | 1.76% | ||
| 31 | HACKETT GROUP INC COM | 621,400 | 10,974,000 | 1.51% | ||
| 32 | OXFORD INDS INC COM | 164,845 | 9,912,000 | 1.36% | ||
| 33 | THE PROVIDENCE SERVICE CORP | 250,770 | 9,542,000 | 1.31% | ||
| 34 | CORE-MARK HLDG CO INC COM | 208,575 | 8,983,000 | 1.24% | ||
| 35 | PATRICK INDS INC COM | 111,973 | 8,544,000 | 1.18% | ||
| 36 | IPG PHOTONICS CORP | 84,715 | 8,362,000 | 1.15% | ||
| 37 | NAUTILUS INC COM | 325,130 | 6,015,000 | 0.83% | ||
| 38 | 8point3 Energy Partners LP | 92,050 | 1,195,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-17-008196, filed 2017.02.10).
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.