The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Alamo Group Inc. | COM | 011311107 | 6,989 | 106,075 | SH | SOLE | 59,125 | 12,750 | 34,200 | ||
American Woodmark Corp. | COM | 030506109 | 19,286 | 239,370 | SH | SOLE | 138,420 | 23,825 | 77,125 | ||
AMN Health Care Services Inc. | COM | 001744101 | 19,742 | 619,450 | SH | SOLE | 363,925 | 61,550 | 193,975 | ||
Amtrust Financial Services Inc. | COM | 032359309 | 10,877 | 405,422 | SH | SOLE | 247,199 | 55,390 | 102,833 | ||
Apogee Enterprises Inc. | COM | 037598109 | 17,016 | 380,750 | SH | SOLE | 225,825 | 39,125 | 115,800 | ||
Bank Of The Ozarks Inc. | COM | 063904106 | 21,828 | 568,445 | SH | SOLE | 352,695 | 54,400 | 161,350 | ||
Coherent Inc. | COM | 192479103 | 15,721 | 142,220 | SH | SOLE | 82,095 | 13,825 | 46,300 | ||
Columbia Banking System Inc. | COM | 197236102 | 19,471 | 595,085 | SH | SOLE | 353,860 | 67,750 | 173,475 | ||
Core-Mark Holding Company Inc. | COM | 218681104 | 9,545 | 266,615 | SH | SOLE | 157,265 | 26,500 | 82,850 | ||
Drew Industries Inc. | COM | 26168L205 | 16,904 | 172,455 | SH | SOLE | 99,955 | 15,375 | 57,125 | ||
8point3 Energy Ptrs | COM | 282539105 | 1,336 | 92,750 | SH | SOLE | 45,700 | 0 | 47,050 | ||
Fabrinet | COM | G3323L100 | 26,794 | 600,890 | SH | SOLE | 350,340 | 60,650 | 189,900 | ||
First Financial Bancorp | COM | 320209109 | 25,242 | 1,155,765 | SH | SOLE | 683,290 | 117,525 | 354,950 | ||
Grand Canyon Education Inc. | COM | 38526M106 | 20,913 | 517,775 | SH | SOLE | 301,000 | 53,450 | 163,325 | ||
Hackett Group Inc | COM | 404609109 | 4,288 | 259,575 | SH | SOLE | 168,925 | 44,250 | 46,400 | ||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 34,087 | 1,458,580 | SH | SOLE | 864,205 | 134,625 | 459,750 | ||
Horizon Pharma PLC | COM | G4617B105 | 6,390 | 352,465 | SH | SOLE | 244,965 | 48,050 | 59,450 | ||
IPG Photonics Corp. | COM | 44980X109 | 6,232 | 75,675 | SH | SOLE | 44,575 | 7,575 | 23,525 | ||
Ishares Russell 2000 | ETF | 464287655 | 18,501 | 148,950 | SH | SOLE | 79,580 | 0 | 69,370 | ||
Jack Henry & Associates Inc. | COM | 426281101 | 23,344 | 272,875 | SH | SOLE | 155,850 | 26,550 | 90,475 | ||
Knoll Inc. | COM | 498904200 | 12,218 | 534,710 | SH | SOLE | 303,610 | 55,925 | 175,175 | ||
Lakeland Financial Corp. | COM | 511656100 | 17,549 | 495,456 | SH | SOLE | 301,394 | 53,175 | 140,887 | ||
Maximus Inc. | COM | 577933104 | 15,092 | 266,835 | SH | SOLE | 150,785 | 25,750 | 90,300 | ||
MKS Instruments Inc. | COM | 55306N104 | 23,011 | 462,715 | SH | SOLE | 267,200 | 44,925 | 150,590 | ||
Nautilus Inc. | COM | 63910B102 | 19,220 | 845,930 | SH | SOLE | 490,830 | 85,300 | 269,800 | ||
Neenah Paper Inc. | COM | 640079109 | 23,227 | 293,975 | SH | SOLE | 172,875 | 29,875 | 91,225 | ||
Orbotech Ltd. | COM | M75253100 | 34,177 | 1,154,255 | SH | SOLE | 692,880 | 122,025 | 339,350 | ||
OSI Systems Inc. | COM | 671044105 | 17,269 | 264,130 | SH | SOLE | 155,405 | 28,450 | 80,275 | ||
Oxford Industries Inc. | COM | 691497309 | 10,825 | 159,890 | SH | SOLE | 91,415 | 16,300 | 52,175 | ||
Pacwest Bancorp | COM | 695263103 | 19,802 | 461,475 | SH | SOLE | 272,800 | 51,175 | 137,500 | ||
Patrick Industries Inc. | COM | 703343103 | 12,195 | 196,952 | SH | SOLE | 113,292 | 18,512 | 65,148 | ||
Providence Service Corp. | COM | 743815102 | 17,595 | 361,810 | SH | SOLE | 211,460 | 39,075 | 111,275 | ||
Silicon Motion Technology Corp. | COM | 82706C108 | 19,086 | 368,530 | SH | SOLE | 221,905 | 38,125 | 108,500 | ||
Standard Motor Products Inc. | COM | 853666105 | 19,839 | 415,385 | SH | SOLE | 244,710 | 44,800 | 125,875 | ||
Steelcase Inc. | COM | 858155203 | 4,708 | 338,950 | SH | SOLE | 172,000 | 22,175 | 144,775 | ||
Steven Madden Ltd. | COM | 556269108 | 17,297 | 500,503 | SH | SOLE | 310,746 | 45,800 | 143,957 | ||
Supernus Pharmaceuticals Inc. | COM | 868459108 | 25,297 | 1,022,940 | SH | SOLE | 593,940 | 100,750 | 328,250 | ||
Thor Industries Inc. | COM | 885160101 | 18,148 | 214,260 | SH | SOLE | 124,535 | 21,675 | 68,050 | ||
Tupperware Brands Corp. | COM | 899896104 | 15,735 | 240,700 | SH | SOLE | 142,250 | 23,475 | 74,975 |