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 |
Acacia Communications Inc. | COM | 00401C108 | 15,093 | 257,475 | SH | SOLE | 158,530 | 21,450 | 77,495 | ||
American Woodmark Corp. | COM | 030506109 | 25,925 | 282,405 | SH | SOLE | 173,985 | 23,825 | 84,595 | ||
AMN Health Care Services Inc. | COM | 001744101 | 29,428 | 724,820 | SH | SOLE | 450,085 | 61,550 | 213,185 | ||
Amtrust Financial Services Inc. | COM | 032359309 | 6,271 | 339,702 | SH | SOLE | 211,354 | 28,190 | 100,158 | ||
Apogee Enterprises Inc. | COM | 037598109 | 21,941 | 368,075 | SH | SOLE | 225,700 | 26,975 | 115,400 | ||
Bank Of The Ozarks Inc. | COM | 063904106 | 24,290 | 467,025 | SH | SOLE | 301,165 | 35,075 | 130,785 | ||
Cambrex Corp | COM | 132011107 | 16,854 | 306,150 | SH | SOLE | 196,650 | 29,500 | 80,000 | ||
Coherent Inc. | COM | 192479103 | 25,967 | 126,275 | SH | SOLE | 76,650 | 9,975 | 39,650 | ||
Columbia Banking System Inc. | COM | 197236102 | 31,654 | 811,840 | SH | SOLE | 494,375 | 70,225 | 247,240 | ||
Comfort Systems USA | COM | 199908104 | 23,711 | 646,950 | SH | SOLE | 408,225 | 63,500 | 175,225 | ||
Core-Mark Holding Company Inc. | COM | 218681104 | 7,295 | 233,895 | SH | SOLE | 144,135 | 26,000 | 63,760 | ||
Fabrinet | COM | G3323L100 | 28,788 | 684,950 | SH | SOLE | 426,910 | 60,650 | 197,390 | ||
First Financial Bancorp | COM | 320209109 | 26,260 | 956,655 | SH | SOLE | 584,580 | 81,850 | 290,225 | ||
Grand Canyon Education Inc. | COM | 38526M106 | 36,661 | 511,950 | SH | SOLE | 304,900 | 38,725 | 168,325 | ||
Hackett Group Inc | COM | 404609109 | 13,944 | 715,425 | SH | SOLE | 452,250 | 60,950 | 202,225 | ||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 37,377 | 1,850,355 | SH | SOLE | 1,149,115 | 150,850 | 550,390 | ||
IPG Photonics Corp. | COM | 44980X109 | 11,346 | 94,000 | SH | SOLE | 58,320 | 7,575 | 28,105 | ||
Ishares Russell 2000 | ETF | 464287655 | 20,371 | 148,175 | SH | SOLE | 78,805 | 0 | 69,370 | ||
Jack Henry & Associates Inc. | COM | 426281101 | 30,438 | 326,940 | SH | SOLE | 204,385 | 26,550 | 96,005 | ||
Lakeland Financial Corp. | COM | 511656100 | 18,189 | 421,817 | SH | SOLE | 253,337 | 39,250 | 129,230 | ||
LCI Industries | COM | 50189K103 | 23,145 | 231,915 | SH | SOLE | 141,360 | 19,375 | 71,180 | ||
LGI Homes Inc. | COM | 50187T106 | 26,706 | 787,550 | SH | SOLE | 494,625 | 79,725 | 213,200 | ||
Maximus Inc. | COM | 577933104 | 25,465 | 409,410 | SH | SOLE | 250,470 | 33,675 | 125,265 | ||
MKS Instruments Inc. | COM | 55306N104 | 31,099 | 452,355 | SH | SOLE | 278,595 | 37,450 | 136,310 | ||
Neenah Paper Inc. | COM | 640079109 | 26,571 | 355,700 | SH | SOLE | 223,450 | 29,875 | 102,375 | ||
Orbotech Ltd. | COM | M75253100 | 41,018 | 1,271,875 | SH | SOLE | 783,835 | 112,500 | 375,540 | ||
OSI Systems Inc. | COM | 671044105 | 27,177 | 372,345 | SH | SOLE | 232,570 | 32,625 | 107,150 | ||
Pacwest Bancorp | COM | 695263103 | 21,209 | 398,225 | SH | SOLE | 253,725 | 33,475 | 111,025 | ||
Providence Service Corp. | COM | 743815102 | 12,114 | 272,595 | SH | SOLE | 164,405 | 19,325 | 88,865 | ||
Silicon Motion Technology Corp. | COM | 82706C108 | 23,393 | 500,390 | SH | SOLE | 336,575 | 49,625 | 114,190 | ||
Standard Motor Products Inc. | COM | 853666105 | 27,103 | 551,545 | SH | SOLE | 341,450 | 46,350 | 163,745 | ||
Steven Madden Ltd. | COM | 556269108 | 16,386 | 425,053 | SH | SOLE | 266,401 | 33,725 | 124,927 | ||
Supernus Pharmaceuticals Inc. | COM | 868459108 | 27,429 | 876,310 | SH | SOLE | 545,990 | 70,750 | 259,570 | ||
Thor Industries Inc. | COM | 885160101 | 19,973 | 207,770 | SH | SOLE | 124,245 | 15,900 | 67,625 | ||
Virtusa Corporation | COM | 92827P102 | 7,699 | 254,775 | SH | SOLE | 171,750 | 37,925 | 45,100 | ||
WNS Holdings LTD. | COM | 92932M101 | 28,746 | 1,004,750 | SH | SOLE | 696,515 | 99,475 | 208,760 |