| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF THE OZARKS | 619,290 | 23,781,000 | 4.62% | ||
| 2 | DELUXE CORP COM | 285,393 | 19,070,000 | 3.70% | ||
| 3 | LIGAND PHARMACEUTICALS INC | 181,383 | 18,512,000 | 3.59% | ||
| 4 | PENN NATL GAMING INC | 1,347,800 | 18,290,000 | 3.55% | ||
| 5 | Integrated Device Technology I | 765,083 | 17,673,000 | 3.43% | ||
| 6 | LogMeIn Inc | 192,766 | 17,424,000 | 3.38% | ||
| 7 | TOWER SEMICONDUCTOR LTD SHS NEW | 1,134,932 | 17,228,000 | 3.35% | ||
| 8 | JAZZ PHARMACEUTICALS PLC SHS USD | 141,400 | 17,177,000 | 3.34% | ||
| 9 | ARGAN INC | 267,800 | 15,851,000 | 3.08% | ||
| 10 | CALERES INC COM | 623,970 | 15,780,000 | 3.06% | ||
| 11 | MAXIMUS INC | 273,569 | 15,473,000 | 3.00% | ||
| 12 | RBC BEARINGS INC | 195,357 | 14,941,000 | 2.90% | ||
| 13 | LITTELFUSE INC COM | 115,820 | 14,919,000 | 2.90% | ||
| 14 | PATRICK INDS INC COM | 225,028 | 13,934,000 | 2.71% | ||
| 15 | INSTALLED BLDG PRODS INC COM | 387,371 | 13,895,000 | 2.70% | ||
| 16 | PDF SOLUTIONS INC COM | 737,627 | 13,403,000 | 2.60% | ||
| 17 | RED ROCK RESORTS INC CL A | 507,972 | 11,983,000 | 2.33% | ||
| 18 | BROADSOFT INC | 248,696 | 11,577,000 | 2.25% | ||
| 19 | JOHN BEAN TECHNOLOGIES CORP COM | 160,736 | 11,340,000 | 2.20% | ||
| 20 | CHURCHILL DOWNS INC | 76,562 | 11,205,000 | 2.18% | ||
| 21 | BMC STK HLDGS INC | 625,800 | 11,095,000 | 2.15% | ||
| 22 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 299,894 | 11,039,000 | 2.14% | ||
| 23 | MERCURY SYS INC COM | 393,188 | 9,661,000 | 1.88% | ||
| 24 | EXPONENT INC COM | 163,784 | 8,363,000 | 1.62% | ||
| 25 | NATURAL GAS SVCS GROUP INC | 322,126 | 7,921,000 | 1.54% | ||
| 26 | LSI INDS INC COM | 704,385 | 7,910,000 | 1.54% | ||
| 27 | ADVISORY BRD CO COM | 172,200 | 7,704,000 | 1.50% | ||
| 28 | ORBCOMM INCORPORATED | 750,261 | 7,690,000 | 1.49% | ||
| 29 | GRAHAM CORP | 395,651 | 7,557,000 | 1.47% | ||
| 30 | EL POLLO LOCO HLDGS INC | 586,579 | 7,385,000 | 1.43% | ||
| 31 | SITEONE LANDSCAPE | 200,000 | 7,186,000 | 1.40% | ||
| 32 | GIGAMON INC | 130,700 | 7,162,000 | 1.39% | ||
| 33 | RED ROBIN GOURMET BURGERS INC COM | 155,196 | 6,975,000 | 1.35% | ||
| 34 | GRACO INC COM | 94,225 | 6,973,000 | 1.35% | ||
| 35 | BIOSPECIFICS TECHNOLOGIES CORP COM | 148,599 | 6,787,000 | 1.32% | ||
| 36 | NATUS MEDICAL INC. | 171,069 | 6,721,000 | 1.31% | ||
| 37 | IPG PHOTONICS CORP | 80,617 | 6,639,000 | 1.29% | ||
| 38 | CIRRUS LOGIC INC COM | 116,000 | 6,165,000 | 1.20% | ||
| 39 | MANTECH INTERNATIONAL CORP CL A | 161,539 | 6,088,000 | 1.18% | ||
| 40 | BRIGHTCOVE INC COM | 464,415 | 6,061,000 | 1.18% | ||
| 41 | OLD DOMINION FREIGHT LINE IN | 79,700 | 5,468,000 | 1.06% | ||
| 42 | INTERDIGITAL INC | 68,988 | 5,464,000 | 1.06% | ||
| 43 | RYDER SYS INC COM | 80,800 | 5,329,000 | 1.03% | ||
| 44 | NAUTILUS INC COM | 229,373 | 5,211,000 | 1.01% | ||
| 45 | Drew Inds Inc | 50,987 | 4,998,000 | 0.97% | ||
| 46 | LITHIA MTRS INC COM | 52,100 | 4,977,000 | 0.97% | ||
| 47 | MITEK SYS INC | 599,326 | 4,968,000 | 0.96% | ||
| 48 | DULUTH HLDGS INC | 173,223 | 4,592,000 | 0.89% | ||
| 49 | FORMFACTOR INC COM | 384,247 | 4,169,000 | 0.81% | ||
| 50 | EXPRESS INC COM NEW | 167,909 | 1,980,000 | 0.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-156412, filed 2016.11.14).
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.
