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Institutional Investment Manager
BRIDGE CITY CAPITAL, LLC
BRIDGE CITY CAPITAL, LLC (CIK: 0001713521). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q2)
Portfolio Summary: 91 holdings with a total value of $119,753,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 EMCOR GROUP INC 43,918 2,871,000 2.40%
2 SELECT COMFORT CORP 80,878 2,870,000 2.40%
3 ENSIGN GROUP INC 121,430 2,644,000 2.21%
4 Parexel International Corp. 28,971 2,518,000 2.10%
5 HEXCEL CORP NEW COM 46,119 2,435,000 2.03%
6 MASIMO CORP 24,632 2,246,000 1.88%
7 DIODES INC COM 91,587 2,201,000 1.84%
8 WOLVERINE WORLD WIDE INC COM 77,581 2,173,000 1.81%
9 J2 GLOBAL INC 24,494 2,084,000 1.74%
10 NETSCOUT SYS INC 59,302 2,040,000 1.70%
11 Beacon Roofing Supply 40,579 1,988,000 1.66%
12 MILLERKNOLL INC 65,239 1,983,000 1.66%
13 BRUKER CORP 67,833 1,956,000 1.63%
14 CAMBREX CORP 32,341 1,932,000 1.61%
15 LITHIA MTRS INC COM 20,278 1,911,000 1.60%
16 JACK IN THE BOX INC 19,361 1,907,000 1.59%
17 NATUS MEDICAL INC DEL 50,515 1,884,000 1.57%
18 SUPERNUS PHARMACEUTICALS INC 42,655 1,838,000 1.53%
19 SYNTEL INCORPORATED 104,439 1,771,000 1.48%
20 U S PHYSICAL THERAPY COM 29,132 1,760,000 1.47%
21 WOODWARD INC 24,524 1,657,000 1.38%
22 RBC BEARINGS INC 16,031 1,631,000 1.36%
23 BUFFALO WILD WINGS INC 12,337 1,563,000 1.31%
24 TETRA TECH INC NEW 33,150 1,517,000 1.27%
25 WD-40 CO 13,420 1,481,000 1.24%
26 KAPSTONE PAPER & PACKAGING C 71,109 1,467,000 1.23%
27 GIGAMON INC 37,004 1,456,000 1.22%
28 BOISE CASCADE CO DEL COM 46,991 1,429,000 1.19%
29 PINNACLE FINL PARTNERS INC 22,609 1,420,000 1.19%
30 CoBiz Financial, Inc 81,201 1,413,000 1.18%
31 HOPE BANCORP INC 74,183 1,384,000 1.16%
32 DORMAN PRODUCTS INC 16,595 1,374,000 1.15%
33 TELETECH HOLDINGS INCORPORATED 33,404 1,363,000 1.14%
34 SEMTECH CORP COM 37,905 1,355,000 1.13%
35 EPAM SYS INC 16,025 1,348,000 1.13%
36 HEALTHSOUTH CORP 27,808 1,346,000 1.12%
37 RAVEN INDS INC COM 40,134 1,336,000 1.12%
38 IROBOT CORP 15,720 1,323,000 1.10%
39 COMPUTER PROGRAMS & SYS INC COM 40,295 1,322,000 1.10%
40 LA Z BOY INC COM 39,962 1,299,000 1.08%
41 II VI INC 37,745 1,295,000 1.08%
42 ENTEGRIS INC 57,975 1,273,000 1.06%
43 LHC GROUP INC 18,657 1,267,000 1.06%
44 TUPPERWARE BRANDS CORP 17,913 1,258,000 1.05%
45 GLOBUS MED INC 37,511 1,243,000 1.04%
46 INTEGRATED DEVICE TECHNOLOGY 48,209 1,243,000 1.04%
47 QUAKER CHEM CORP 8,551 1,242,000 1.04%
48 UMPQUA HOLDINGS CORP 66,999 1,230,000 1.03%
49 METHODE ELECTRS INC COM 29,589 1,219,000 1.02%
50 FINANCIAL ENGINES INC 33,125 1,212,000 1.01%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001713521-17-000001, filed 2017.08.07).

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.