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 |
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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 |
ADVISORY BRD CO | COM | 00762W107 | 7,704 | 172,200 | SH | SOLE | 172,200 | 0 | 0 | ||
ARGAN INC | COM | 04010E109 | 15,851 | 267,800 | SH | SOLE | 267,800 | 0 | 0 | ||
BANK OF THE OZARKS INC | COM | 063904106 | 23,781 | 619,290 | SH | SOLE | 619,290 | 0 | 0 | ||
BIOSPECIFICS TECHNOLOGIES CO | COM | 090931106 | 6,787 | 148,599 | SH | SOLE | 148,599 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 11,095 | 625,800 | SH | SOLE | 625,800 | 0 | 0 | ||
BRIGHTCOVE INC | COM | 10921T101 | 6,061 | 464,415 | SH | SOLE | 464,415 | 0 | 0 | ||
BROADSOFT INC | COM | 11133B409 | 11,577 | 248,696 | SH | SOLE | 248,696 | 0 | 0 | ||
CALERES INC | COM | 129500104 | 15,780 | 623,970 | SH | SOLE | 623,970 | 0 | 0 | ||
CALLIDUS SOFTWARE INC | COM | 13123E500 | 1,318 | 71,811 | SH | SOLE | 71,811 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 11,205 | 76,562 | SH | SOLE | 76,562 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 6,165 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
COGENT COMMUNICATIONS HLDGS | COM | 19239V302 | 11,039 | 299,894 | SH | SOLE | 299,894 | 0 | 0 | ||
DELUXE CORP | COM | 248019101 | 19,070 | 285,393 | SH | SOLE | 285,393 | 0 | 0 | ||
DREW INDS INC | COM | 26168L205 | 4,998 | 50,987 | SH | SOLE | 50,987 | 0 | 0 | ||
DULUTH HLDGS INC | COM | 26443V101 | 4,592 | 173,223 | SH | SOLE | 173,223 | 0 | 0 | ||
EL POLLO LOCO HLDGS INC | COM | 268603107 | 7,385 | 586,579 | SH | SOLE | 586,579 | 0 | 0 | ||
EXPONENT INC | COM | 30214U102 | 8,363 | 163,784 | SH | SOLE | 163,784 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 1,980 | 167,909 | SH | SOLE | 167,909 | 0 | 0 | ||
FORMFACTOR INC | COM | 346375108 | 4,169 | 384,247 | SH | SOLE | 384,247 | 0 | 0 | ||
GIGAMON INC | COM | 37518B102 | 7,162 | 130,700 | SH | SOLE | 130,700 | 0 | 0 | ||
GRACO INC | COM | 384109104 | 6,973 | 94,225 | SH | SOLE | 94,225 | 0 | 0 | ||
GRAHAM CORP | COM | 384556106 | 7,557 | 395,651 | SH | SOLE | 395,651 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 13,895 | 387,371 | SH | SOLE | 387,371 | 0 | 0 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 17,673 | 765,083 | SH | SOLE | 765,083 | 0 | 0 | ||
INTERDIGITAL INC | COM | 45867G101 | 5,464 | 68,988 | SH | SOLE | 68,988 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 6,639 | 80,617 | SH | SOLE | 80,617 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | COM | G50871105 | 17,177 | 141,400 | SH | SOLE | 141,400 | 0 | 0 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 11,340 | 160,736 | SH | SOLE | 160,736 | 0 | 0 | ||
LIGAND PHARMACEUTICALS INC | COM | 53220K504 | 18,512 | 181,383 | SH | SOLE | 181,383 | 0 | 0 | ||
LITHIA MOTORS INC | COM | 536797103 | 4,977 | 52,100 | SH | SOLE | 52,100 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 14,919 | 115,820 | SH | SOLE | 115,820 | 0 | 0 | ||
LOGMEIN INC | COM | 54142L109 | 17,424 | 192,766 | SH | SOLE | 192,766 | 0 | 0 | ||
LSI INDS INC | COM | 50216C108 | 7,910 | 704,385 | SH | SOLE | 704,385 | 0 | 0 | ||
MANTECH INTL CORP | COM | 564563104 | 6,088 | 161,539 | SH | SOLE | 161,539 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 15,473 | 273,569 | SH | SOLE | 273,569 | 0 | 0 | ||
MERCURY SYS INC | COM | 589378108 | 9,661 | 393,188 | SH | SOLE | 393,188 | 0 | 0 | ||
MITEK SYS INC | COM | 606710200 | 4,968 | 599,326 | SH | SOLE | 599,326 | 0 | 0 | ||
NATURAL GAS SERVICES GROUP | COM | 63886Q109 | 7,921 | 322,126 | SH | SOLE | 322,126 | 0 | 0 | ||
NATUS MEDICAL INC DEL | COM | 639050103 | 6,721 | 171,069 | SH | SOLE | 171,069 | 0 | 0 | ||
NAUTILUS INC | COM | 63910B102 | 5,211 | 229,373 | SH | SOLE | 229,373 | 0 | 0 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 5,468 | 79,700 | SH | SOLE | 79,700 | 0 | 0 | ||
ORBCOMM INC | COM | 68555P100 | 7,690 | 750,261 | SH | SOLE | 750,261 | 0 | 0 | ||
PATRICK INDS INC | COM | 703343103 | 13,934 | 225,028 | SH | SOLE | 225,028 | 0 | 0 | ||
PDF SOLUTIONS INC | COM | 693282105 | 13,403 | 737,627 | SH | SOLE | 737,627 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 18,290 | 1,347,800 | SH | SOLE | 1,347,800 | 0 | 0 | ||
RBC BEARINGS INC | COM | 75524B104 | 14,941 | 195,357 | SH | SOLE | 195,357 | 0 | 0 | ||
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 6,975 | 155,196 | SH | SOLE | 155,196 | 0 | 0 | ||
RED ROCK RESORTS INC | COM | 75700L108 | 11,983 | 507,972 | SH | SOLE | 507,972 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 5,329 | 80,800 | SH | SOLE | 80,800 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 7,186 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | COM | M87915274 | 17,228 | 1,134,932 | SH | SOLE | 1,134,932 | 0 | 0 |