| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PENN NATL GAMING INC | 1,821,200 | 30,396,000 | 5.03% | ||
| 2 | DELUXE CORP COM | 375,782 | 23,483,000 | 3.89% | ||
| 3 | WABTEC | 291,900 | 23,145,000 | 3.83% | ||
| 4 | CHURCHILL DOWNS INC | 156,362 | 23,123,000 | 3.83% | ||
| 5 | MAXIMUS INC | 410,600 | 21,614,000 | 3.58% | ||
| 6 | U S CONCRETE INC | 361,585 | 21,543,000 | 3.57% | ||
| 7 | GEO GROUP INC NEW | 615,600 | 21,343,000 | 3.54% | ||
| 8 | PATRICK INDS INC COM | 466,806 | 21,188,000 | 3.51% | ||
| 9 | BANK OF THE OZARKS | 472,190 | 19,818,000 | 3.28% | ||
| 10 | JAZZ PHARMACEUTICALS PLC SHS USD | 150,900 | 19,700,000 | 3.26% | ||
| 11 | MYRIAD GENETICS INC | 508,200 | 19,022,000 | 3.15% | ||
| 12 | LITHIA MTRS INC COM | 217,143 | 18,963,000 | 3.14% | ||
| 13 | Drew Inds Inc | 261,887 | 16,881,000 | 2.80% | ||
| 14 | LIGAND PHARMACEUTICALS INC | 151,783 | 16,254,000 | 2.69% | ||
| 15 | BROADSOFT INC | 399,896 | 16,136,000 | 2.67% | ||
| 16 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 371,700 | 14,507,000 | 2.40% | ||
| 17 | JOHN BEAN TECHNOLOGIES CORP COM | 252,636 | 14,251,000 | 2.36% | ||
| 18 | LITTELFUSE INC COM | 114,420 | 14,086,000 | 2.33% | ||
| 19 | RBC BEARINGS INC | 191,857 | 14,055,000 | 2.33% | ||
| 20 | TORO CO | 159,335 | 13,722,000 | 2.27% | ||
| 21 | CALERES INC COM | 484,195 | 13,698,000 | 2.27% | ||
| 22 | TOWER SEMICONDUCTOR LTD SHS NEW | 1,109,666 | 13,449,000 | 2.23% | ||
| 23 | Callidus Software Inc | 797,111 | 13,296,000 | 2.20% | ||
| 24 | LogMeIn Inc | 247,166 | 12,472,000 | 2.07% | ||
| 25 | RED ROBIN GOURMET BURGERS INC COM | 188,304 | 12,140,000 | 2.01% | ||
| 26 | EXPONENT INC COM | 230,430 | 11,754,000 | 1.95% | ||
| 27 | Integrated Device Technology I | 556,400 | 11,373,000 | 1.88% | ||
| 28 | DONALDSON INC | 317,600 | 10,135,000 | 1.68% | ||
| 29 | KADANT INC | 216,019 | 9,755,000 | 1.62% | ||
| 30 | NATUS MEDICAL INC. | 235,805 | 9,062,000 | 1.50% | ||
| 31 | OLD DOMINION FREIGHT LINE IN | 114,800 | 7,992,000 | 1.32% | ||
| 32 | EXPRESS INC COM NEW | 369,109 | 7,903,000 | 1.31% | ||
| 33 | BIOSPECIFICS TECHNOLOGIES CORP COM | 225,518 | 7,853,000 | 1.30% | ||
| 34 | GRAHAM CORP | 361,156 | 7,191,000 | 1.19% | ||
| 35 | ACCURAY INCORPORATED COM | 1,219,350 | 7,048,000 | 1.17% | ||
| 36 | PDF SOLUTIONS INC COM | 525,276 | 7,028,000 | 1.16% | ||
| 37 | LSI INDS INC COM | 594,417 | 6,984,000 | 1.16% | ||
| 38 | NATURAL GAS SVCS GROUP INC | 308,442 | 6,672,000 | 1.11% | ||
| 39 | IPG PHOTONICS CORP | 68,517 | 6,583,000 | 1.09% | ||
| 40 | MSC INDL DIRECT INC | 75,500 | 5,761,000 | 0.95% | ||
| 41 | NAUTILUS INC COM | 287,820 | 5,561,000 | 0.92% | ||
| 42 | COVENANT TRANSN GROUP INC CL A | 229,625 | 5,555,000 | 0.92% | ||
| 43 | RADWARE LTD | 445,901 | 5,275,000 | 0.87% | ||
| 44 | COMPASS MINERALS INTL INC | 72,596 | 5,144,000 | 0.85% | ||
| 45 | INTERDIGITAL INC | 83,488 | 4,646,000 | 0.77% | ||
| 46 | DULUTH HLDGS INC | 227,230 | 4,429,000 | 0.73% | ||
| 47 | GRACO INC COM | 20,325 | 1,706,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-120260, filed 2016.05.12).
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.
