| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAXIMUS INC | 446,400 | 24,717,000 | 4.41% | ||
| 2 | PENN NATL GAMING INC | 1,753,300 | 24,459,000 | 4.36% | ||
| 3 | DELUXE CORP COM | 342,382 | 22,724,000 | 4.05% | ||
| 4 | JAZZ PHARMACEUTICALS PLC SHS USD | 159,500 | 22,539,000 | 4.02% | ||
| 5 | GEO GROUP INC NEW | 650,400 | 22,231,000 | 3.96% | ||
| 6 | BANK OF THE OZARKS | 576,690 | 21,637,000 | 3.86% | ||
| 7 | CHURCHILL DOWNS INC | 150,562 | 19,025,000 | 3.39% | ||
| 8 | BROADSOFT INC | 422,596 | 17,339,000 | 3.09% | ||
| 9 | LogMeIn Inc | 261,466 | 16,585,000 | 2.96% | ||
| 10 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 392,800 | 15,736,000 | 2.81% | ||
| 11 | LITTELFUSE INC COM | 124,920 | 14,764,000 | 2.63% | ||
| 12 | PATRICK INDS INC COM | 244,728 | 14,755,000 | 2.63% | ||
| 13 | LIGAND PHARMACEUTICALS INC | 122,983 | 14,668,000 | 2.62% | ||
| 14 | EXPONENT INC COM | 250,584 | 14,637,000 | 2.61% | ||
| 15 | RED ROCK RESORTS INC CL A | 646,300 | 14,206,000 | 2.53% | ||
| 16 | CALERES INC COM | 570,895 | 13,821,000 | 2.46% | ||
| 17 | RBC BEARINGS INC | 190,557 | 13,815,000 | 2.46% | ||
| 18 | JOHN BEAN TECHNOLOGIES CORP COM | 223,636 | 13,691,000 | 2.44% | ||
| 19 | NATUS MEDICAL INC. | 361,569 | 13,667,000 | 2.44% | ||
| 20 | TOWER SEMICONDUCTOR LTD SHS NEW | 997,432 | 12,388,000 | 2.21% | ||
| 21 | ARGAN INC | 261,000 | 10,889,000 | 1.94% | ||
| 22 | Drew Inds Inc | 126,687 | 10,748,000 | 1.92% | ||
| 23 | U S CONCRETE INC | 175,188 | 10,671,000 | 1.90% | ||
| 24 | DONALDSON INC | 305,600 | 10,500,000 | 1.87% | ||
| 25 | RED ROBIN GOURMET BURGERS INC COM | 209,204 | 9,923,000 | 1.77% | ||
| 26 | BIOSPECIFICS TECHNOLOGIES CORP COM | 234,159 | 9,352,000 | 1.67% | ||
| 27 | NAUTILUS INC COM | 507,173 | 9,048,000 | 1.61% | ||
| 28 | ORBCOMM INCORPORATED | 871,042 | 8,667,000 | 1.55% | ||
| 29 | LSI INDS INC COM | 777,990 | 8,612,000 | 1.54% | ||
| 30 | PDF SOLUTIONS INC COM | 542,050 | 7,583,000 | 1.35% | ||
| 31 | MANTECH INTERNATIONAL CORP CL A | 198,939 | 7,524,000 | 1.34% | ||
| 32 | GRACO INC COM | 94,925 | 7,498,000 | 1.34% | ||
| 33 | NATURAL GAS SVCS GROUP INC | 325,142 | 7,446,000 | 1.33% | ||
| 34 | Integrated Device Technology I | 343,883 | 6,922,000 | 1.23% | ||
| 35 | WABTEC | 98,400 | 6,911,000 | 1.23% | ||
| 36 | GRAHAM CORP | 372,494 | 6,861,000 | 1.22% | ||
| 37 | TORO CO | 75,335 | 6,645,000 | 1.18% | ||
| 38 | OLD DOMINION FREIGHT LINE IN | 106,700 | 6,435,000 | 1.15% | ||
| 39 | Callidus Software Inc | 299,911 | 5,992,000 | 1.07% | ||
| 40 | EXPRESS INC COM NEW | 389,509 | 5,652,000 | 1.01% | ||
| 41 | CIRRUS LOGIC INC COM | 145,000 | 5,625,000 | 1.00% | ||
| 42 | MERCURY SYS INC COM | 222,657 | 5,535,000 | 0.99% | ||
| 43 | IPG PHOTONICS CORP | 67,217 | 5,377,000 | 0.96% | ||
| 44 | INSTALLED BLDG PRODS INC COM | 148,071 | 5,373,000 | 0.96% | ||
| 45 | MYRIAD GENETICS INC | 150,200 | 4,596,000 | 0.82% | ||
| 46 | DULUTH HLDGS INC | 182,232 | 4,457,000 | 0.79% | ||
| 47 | INTERDIGITAL INC | 77,688 | 4,326,000 | 0.77% | ||
| 48 | EL POLLO LOCO HLDGS INC | 291,720 | 3,792,000 | 0.68% | ||
| 49 | BMC STK HLDGS INC | 205,100 | 3,655,000 | 0.65% | ||
| 50 | ACCURAY INCORPORATED COM | 654,950 | 3,399,000 | 0.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-139167, filed 2016.08.12).
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.