| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF THE OZARKS | 419,890 | 22,082,000 | 4.57% | ||
| 2 | TOWER SEMICONDUCTOR LTD SHS NEW | 1,077,832 | 20,511,000 | 4.24% | ||
| 3 | DELUXE CORP COM | 274,993 | 19,692,000 | 4.08% | ||
| 4 | RBC BEARINGS INC | 212,057 | 19,681,000 | 4.07% | ||
| 5 | LIGAND PHARMACEUTICALS INC | 191,883 | 19,497,000 | 4.04% | ||
| 6 | Integrated Device Technology I | 757,979 | 17,858,000 | 3.70% | ||
| 7 | PENN NATL GAMING INC | 1,256,837 | 17,332,000 | 3.59% | ||
| 8 | INSTALLED BLDG PRODS INC COM | 360,803 | 14,901,000 | 3.08% | ||
| 9 | JAZZ PHARMACEUTICALS PLC SHS USD | 129,024 | 14,067,000 | 2.91% | ||
| 10 | LogMeIn Inc | 144,016 | 13,905,000 | 2.88% | ||
| 11 | LITTELFUSE INC COM | 89,720 | 13,617,000 | 2.82% | ||
| 12 | PDF SOLUTIONS INC COM | 594,348 | 13,403,000 | 2.77% | ||
| 13 | BMC STK HLDGS INC | 674,600 | 13,155,000 | 2.72% | ||
| 14 | INTERNATIONAL GAME TECHNOLOG | 467,733 | 11,937,000 | 2.47% | ||
| 15 | MERCURY SYS INC COM | 390,588 | 11,804,000 | 2.44% | ||
| 16 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 250,429 | 10,355,000 | 2.14% | ||
| 17 | ALTRA INDL MOTION CORP COM | 274,500 | 10,129,000 | 2.10% | ||
| 18 | JAMES RIVER GROUP HOLDINGS | 225,941 | 9,388,000 | 1.94% | ||
| 19 | MAXIMUS INC | 166,900 | 9,311,000 | 1.93% | ||
| 20 | NATURAL GAS SVCS GROUP INC | 289,572 | 9,310,000 | 1.93% | ||
| 21 | CALERES INC COM | 278,807 | 9,150,000 | 1.89% | ||
| 22 | RED ROCK RESORTS INC CL A | 371,572 | 8,617,000 | 1.78% | ||
| 23 | JOHN BEAN TECHNOLOGIES CORP COM | 98,373 | 8,455,000 | 1.75% | ||
| 24 | PATRICK INDS INC COM | 109,670 | 8,368,000 | 1.73% | ||
| 25 | EXPONENT INC COM | 138,484 | 8,351,000 | 1.73% | ||
| 26 | Drew Inds Inc | 75,988 | 8,188,000 | 1.69% | ||
| 27 | IPG PHOTONICS CORP | 81,151 | 8,010,000 | 1.66% | ||
| 28 | HORIZON GLOBAL CORPORATION | 332,521 | 7,981,000 | 1.65% | ||
| 29 | GRACO INC COM | 92,525 | 7,688,000 | 1.59% | ||
| 30 | BROADSOFT INC | 176,296 | 7,272,000 | 1.51% | ||
| 31 | MANTECH INTERNATIONAL CORP CL A | 169,939 | 7,180,000 | 1.49% | ||
| 32 | RED ROBIN GOURMET BURGERS INC COM | 125,583 | 7,083,000 | 1.47% | ||
| 33 | EXTREME NETWORKS INC COM | 1,363,235 | 6,857,000 | 1.42% | ||
| 34 | CHURCHILL DOWNS INC | 45,362 | 6,825,000 | 1.41% | ||
| 35 | RYDER SYS INC COM | 86,500 | 6,439,000 | 1.33% | ||
| 36 | GRAHAM CORP | 290,600 | 6,437,000 | 1.33% | ||
| 37 | ARGAN INC | 89,688 | 6,327,000 | 1.31% | ||
| 38 | LSI INDS INC COM | 628,952 | 6,126,000 | 1.27% | ||
| 39 | FORMFACTOR INC COM | 528,142 | 5,915,000 | 1.22% | ||
| 40 | ADVISORY BRD CO COM | 176,300 | 5,862,000 | 1.21% | ||
| 41 | OLD DOMINION FREIGHT LINE IN | 65,400 | 5,611,000 | 1.16% | ||
| 42 | CIRRUS LOGIC INC COM | 98,230 | 5,554,000 | 1.15% | ||
| 43 | ORBCOMM INCORPORATED | 648,223 | 5,361,000 | 1.11% | ||
| 44 | EL POLLO LOCO HLDGS INC | 420,361 | 5,170,000 | 1.07% | ||
| 45 | QUANTENNA COMMUNICATIONS INC | 270,500 | 4,904,000 | 1.01% | ||
| 46 | INTERDIGITAL INC | 49,688 | 4,539,000 | 0.94% | ||
| 47 | BIOSPECIFICS TECHNOLOGIES CORP COM | 70,801 | 3,944,000 | 0.82% | ||
| 48 | NAUTILUS INC COM | 189,967 | 3,514,000 | 0.73% | ||
| 49 | BRIGHTCOVE INC COM | 401,527 | 3,232,000 | 0.67% | ||
| 50 | MITEK SYS INC | 372,354 | 2,290,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-17-008374, filed 2017.02.13).
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.
