Managing Member

0001606587-14-000051.txt : 20140508 0001606587-14-000051.hdr.sgml : 20140508 20140508163844 ACCESSION NUMBER: 0001606587-14-000051 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140508 DATE AS OF CHANGE: 20140508 EFFECTIVENESS DATE: 20140508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Piermont Capital Management LLC CENTRAL INDEX KEY: 0001561509 IRS NUMBER: 205630047 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15931 FILM NUMBER: 14825544 BUSINESS ADDRESS: STREET 1: 530 MARYVILLE CENTER DRIVE, SUITE 230 CITY: ST. LOUIS STATE: MO ZIP: 63141 BUSINESS PHONE: 314-965-6847 MAIL ADDRESS: STREET 1: 530 MARYVILLE CENTER DRIVE, SUITE 230 CITY: ST. LOUIS STATE: MO ZIP: 63141 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001561509 XXXXXXXX 03-31-2014 03-31-2014 false Piermont Capital Management LLC

530 Maryville Center Drive, Suite 230 St. Louis MO 63141

13F HOLDINGS REPORT 028-15931 N John Russon Managing Member 314-965-6847 John Russon St. Louis MO 05-08-2014 0 141 207631 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 1st Source Corporation COM 336901103 964 30053 SH SOLE NONE 13347 0 16706 AECOM Technology Corporation COM 00766T100 2067 64250 SH SOLE NONE 31540 0 32710 Aaron's, Inc. COM PAR $0.50 002535300 1805 59700 SH SOLE NONE 29800 0 29900 Acorda Therapeutics, Inc. COM 00484M106 202 5320 SH SOLE NONE 5320 0 0 Actuate Corporation COM 00508B102 1376 228640 SH SOLE NONE 114120 0 114520 Albany Molecular Research, Inc COM 012423109 2795 150330 SH SOLE NONE 67690 0 82640 Altra Holdings, Inc. COM 02208R106 208 5820 SH SOLE NONE 5820 0 0 Amkor Technology, Inc. COM 031652100 218 31770 SH SOLE NONE 31770 0 0 Ampio Pharmaceuticals, Inc. COM 03209T109 203 31960 SH SOLE NONE 31960 0 0 Anika Therapeutics, Inc. COM 035255108 240 5830 SH SOLE NONE 5830 0 0 Aspen Insurance Holdings Limit SHS G05384105 1851 46620 SH SOLE NONE 20760 0 25860 Associated Banc-Corp COM 045487105 2058 113970 SH SOLE NONE 50570 0 63400 Atlantic Tele-Network, Inc. COM NEW 049079205 210 3180 SH SOLE NONE 3180 0 0 Banner Corporation COM NEW 06652V208 2458 59650 SH SOLE NONE 26820 0 32830 Benchmark Electronics, Inc. COM 08160H101 1906 84140 SH SOLE NONE 36960 0 47180 Berkshire Hills Bancorp, Inc. COM 084680107 1391 53760 SH SOLE NONE 23770 0 29990 Booz Allen Hamilton Holding Co CL A 099502106 2068 94010 SH SOLE NONE 41440 0 52570 Brightcove Inc. COM 10921T101 191 19410 SH SOLE NONE 19410 0 0 Brown Shoe Company, Inc. COM 115736100 1810 68200 SH SOLE NONE 29560 0 38640 CNO Financial Group, Inc. COM 12621E103 2913 160922 SH SOLE NONE 72300 0 88622 Campus Crest Communities, Inc. COM 13466Y105 1570 180820 SH SOLE NONE 79770 0 101050 Cempra, Inc. COM 15130J109 206 17870 SH SOLE NONE 17870 0 0 Central Pacific Financial Corp COM NEW 154760409 1152 57010 SH SOLE NONE 25190 0 31820 Charles River Laboratories Int COM 159864107 2486 41200 SH SOLE NONE 20380 0 20820 Checkpoint Systems, Inc. COM 162825103 1157 86180 SH SOLE NONE 38630 0 47550 Chesapeake Lodging Trust SH BEN INT 165240102 1837 71410 SH SOLE NONE 31570 0 39840 Clayton Williams Energy, Inc. COM 969490101 2556 22620 SH SOLE NONE 10150 0 12470 Coeur Mining, Inc. COM NEW 192108504 1287 138500 SH SOLE NONE 61530 0 76970 Columbia Banking System, Inc. COM 197236102 2103 73730 SH SOLE NONE 33040 0 40690 Community Bank System, Inc. COM 203607106 2128 54530 SH SOLE NONE 24290 0 30240 Convergys Corporation COM 212485106 2194 100150 SH SOLE NONE 44250 0 55900 Conversant Inc COM 21249J105 2406 85460 SH SOLE NONE 38160 0 47300 CoreSite Realty Corporation COM 21870Q105 2162 69748 SH SOLE NONE 33611 0 36137 Curtiss-Wright Corporation COM 231561101 3316 52190 SH SOLE NONE 23370 0 28820 DST Systems, Inc. COM 233326107 2184 23043 SH SOLE NONE 10390 0 12653 Daktronics, Inc. COM 234264109 200 13880 SH SOLE NONE 13880 0 0 Darling International Inc. COM 237266101 1533 76590 SH SOLE NONE 33160 0 43430 Dice Holdings, Inc. COM 253017107 141 18880 SH SOLE NONE 18880 0 0 Digital River, Inc. COM 25388B104 1998 114650 SH SOLE NONE 51600 0 63050 DineEquity, Inc. COM 254423106 1951 24990 SH SOLE NONE 12270 0 12720 Ducommun Incorporated COM 264147109 2073 82710 SH SOLE NONE 36900 0 45810 Dyax Corp. COM 26746E103 176 19620 SH SOLE NONE 19620 0 0 Emergent BioSolutions Inc. COM 29089Q105 215 8500 SH SOLE NONE 8500 0 0 EnerNOC, Inc. COM 292764107 2135 95840 SH SOLE NONE 42990 0 52850 Entegris, Inc. COM 29362U104 136 11210 SH SOLE NONE 11210 0 0 FBR & Co. COM NEW 30247C400 1167 45190 SH SOLE NONE 19530 0 25660 First American Financial Corpo COM 31847R102 1825 68730 SH SOLE NONE 29960 0 38770 First Citizens BancShares, Inc CL A 31946M103 1803 7488 SH SOLE NONE 3310 0 4178 First Industrial Realty Trust, COM 32054K103 2135 110510 SH SOLE NONE 49750 0 60760 First Interstate BancSystem, I COM CL A 32055Y201 2181 77270 SH SOLE NONE 34150 0 43120 First Midwest Bancorp, Inc. COM 320867104 2108 123400 SH SOLE NONE 55315 0 68085 Forestar Group Inc. COM 346233109 1733 97380 SH SOLE NONE 43300 0 54080 GenCorp Inc. COM 368682100 236 12910 SH SOLE NONE 12910 0 0 Gentiva Health Services, Inc. COM 37247A102 935 102560 SH SOLE NONE 46210 0 56350 Government Properties Income T COM SHS BEN INT 38376A103 2081 82560 SH SOLE NONE 37120 0 45440 Graphic Packaging Holding Comp COM 388689101 196 19270 SH SOLE NONE 19270 0 0 Greatbatch, Inc. COM 39153L106 3109 67710 SH SOLE NONE 30410 0 37300 HFF, Inc. Class A CL A 40418F108 293 8730 SH SOLE NONE 8730 0 0 Healthcare Trust of America, I CL A 42225P105 2161 189740 SH SOLE NONE 84250 0 105490 Helix Energy Solutions Group, COM 42330P107 2052 89290 SH SOLE NONE 40080 0 49210 ICF International, Inc. COM 44925C103 2015 50610 SH SOLE NONE 22760 0 27850 IDACORP, Inc. COM 451107106 1806 32560 SH SOLE NONE 14410 0 18150 IXYS Corporation COM 46600W106 1159 102140 SH SOLE NONE 45573 0 56567 Independent Bank Corp. COM 453836108 2027 51480 SH SOLE NONE 23220 0 28260 Insight Enterprises, Inc. COM 45765U103 1997 79530 SH SOLE NONE 35770 0 43760 Insmed Incorporated COM PAR $.01 457669307 214 11220 SH SOLE NONE 11220 0 0 Investment Technology Group, I COM 46145F105 2496 123570 SH SOLE NONE 58040 0 65530 Iridium Communications Inc. COM 46269C102 1638 218160 SH SOLE NONE 96500 0 121660 John Wiley & Sons, Inc. Class CL A 968223206 2102 36460 SH SOLE NONE 16360 0 20100 Kelly Services, Inc. Class A CL A 488152208 1887 79540 SH SOLE NONE 35410 0 44130 Kirkland's, Inc. COM 497498105 1733 93730 SH SOLE NONE 47260 0 46470 Kulicke & Soffa Industries, In COM 501242101 1977 156796 SH SOLE NONE 70370 0 86426 LaSalle Hotel Properties COM SH BEN INT 517942108 1981 63285 SH SOLE NONE 28520 0 34765 LaZBoy Incorporated COM 505336107 2299 84830 SH SOLE NONE 42100 0 42730 Lexington Realty Trust COM 529043101 1905 174600 SH SOLE NONE 77400 0 97200 LogMeIn, Inc. COM 54142L109 242 5390 SH SOLE NONE 5390 0 0 Louisiana-Pacific Corporation COM 546347105 2058 122010 SH SOLE NONE 54270 0 67740 MCG Capital Corporation COM 58047P107 1235 325900 SH SOLE NONE 142290 0 183610 Magellan Health Services, Inc. COM NEW 559079207 1652 27828 SH SOLE NONE 12310 0 15518 Main Street Capital Corporatio COM 56035L104 1996 60740 SH SOLE NONE 27300 0 33440 Marriott Vacations Worldwide C COM 57164Y107 2293 41010 SH SOLE NONE 18120 0 22890 Materion Corporation COM 576690101 201 5930 SH SOLE NONE 5930 0 0 Matthews International Corpora CL A 577128101 1571 38500 SH SOLE NONE 16740 0 21760 Minerals Technologies Inc. COM 603158106 2883 44662 SH SOLE NONE 21870 0 22792 Northwest Natural Gas Company COM 667655104 2076 47160 SH SOLE NONE 21180 0 25980 OmniVision Technologies, Inc. COM 682128103 1982 111980 SH SOLE NONE 50220 0 61760 Omnicell, Inc. COM 68213N109 221 7710 SH SOLE NONE 7710 0 0 PAREXEL International Corporat COM 699462107 275 5090 SH SOLE NONE 5090 0 0 PMC-Sierra, Inc. COM 69344F106 2139 281030 SH SOLE NONE 125280 0 155750 PNM Resources, Inc. COM 69349H107 2241 82890 SH SOLE NONE 36800 0 46090 Pennsylvania Real Estate Inves SH BEN INT 709102107 2028 112350 SH SOLE NONE 50410 0 61940 Pilgrim's Pride Corporation COM 72147K108 220 10530 SH SOLE NONE 10530 0 0 Polycom, Inc. COM 73172K104 2344 170820 SH SOLE NONE 77410 0 93410 Quad/Graphics, Inc. Class A COM CL A 747301109 2063 87990 SH SOLE NONE 39490 0 48500 Quality Distribution, Inc. COM 74756M102 1619 124630 SH SOLE NONE 55230 0 69400 Quality Systems, Inc. COM 747582104 170 10050 SH SOLE NONE 10050 0 0 RLJ Lodging Trust COM 74965L101 1777 66450 SH SOLE NONE 29180 0 37270 RPC, Inc. COM 749660106 2939 143930 SH SOLE NONE 72310 0 71620 Rambus Inc. COM 750917106 180 16740 SH SOLE NONE 16740 0 0 Repligen Corporation COM 759916109 183 14260 SH SOLE NONE 14260 0 0 Roundy's, Inc. COM 779268101 139 20240 SH SOLE NONE 20240 0 0 Sanderson Farms, Inc. COM 800013104 206 2620 SH SOLE NONE 2620 0 0 Sandy Spring Bancorp, Inc. COM 800363103 1228 49170 SH SOLE NONE 22000 0 27170 Select Income REIT COM SH BEN INT 81618T100 1947 64307 SH SOLE NONE 28850 0 35457 Selective Insurance Group, Inc COM 816300107 1770 75909 SH SOLE NONE 33560 0 42349 Silicon Image, Inc. COM 82705T102 231 33430 SH SOLE NONE 33430 0 0 Simmons First National Corpora CL A $1 PAR 828730200 1000 26830 SH SOLE NONE 11920 0 14910 SkyWest, Inc COM 830879102 1081 84720 SH SOLE NONE 37430 0 47290 Sonic Corp. COM 835451105 292 12810 SH SOLE NONE 12810 0 0 Southwest Gas Corporation COM 844895102 2186 40890 SH SOLE NONE 19320 0 21570 Sovran Self Storage, Inc. COM 84610H108 2022 27530 SH SOLE NONE 12170 0 15360 Spirit Airlines, Inc. COM 848577102 228 3830 SH SOLE NONE 3830 0 0 Standard Motor Products, Inc. COM 853666105 3199 89443 SH SOLE NONE 40190 0 49253 Standex International Corporat COM 854231107 877 16364 SH SOLE NONE 7333 0 9031 State Bank Financial Corporati COM 856190103 1011 57160 SH SOLE NONE 25610 0 31550 Stepan Company COM 858586100 2052 31780 SH SOLE NONE 14250 0 17530 Stone Energy Corporation COM 861642106 269 6400 SH SOLE NONE 6400 0 0 Swift Energy Company COM 870738101 1342 124690 SH SOLE NONE 55690 0 69000 TCF Financial Corporation COM 872275102 2062 123780 SH SOLE NONE 54980 0 68800 THL Credit, Inc. COM 872438106 1025 74250 SH SOLE NONE 33250 0 41000 Tenneco Inc. COM 880349105 211 3640 SH SOLE NONE 3640 0 0 The Andersons, Inc. COM 034164103 3180 53680 SH SOLE NONE 24385 0 29295 The Bon-Ton Stores, Inc. COM 09776J101 1201 109400 SH SOLE NONE 48210 0 61190 The Empire District Electric C COM 291641108 2233 91830 SH SOLE NONE 41270 0 50560 The Hanover Insurance Group, I COM 410867105 1638 26663 SH SOLE NONE 11790 0 14873 The Medicines Company COM 584688105 200 7040 SH SOLE NONE 7040 0 0 TriCo Bancshares COM 896095106 1014 39100 SH SOLE NONE 17470 0 21630 Trustmark Corporation COM 898402102 2009 79260 SH SOLE NONE 35620 0 43640 USA Mobility, Inc. COM 90341G103 1565 86153 SH SOLE NONE 38070 0 48083 UniFirst Corporation COM 904708104 2465 22420 SH SOLE NONE 10970 0 11450 Unifi, Inc. COM NEW 904677200 1270 55070 SH SOLE NONE 25930 0 29140 Unit Corporation COM 909218109 2146 32830 SH SOLE NONE 14230 0 18600 Vishay Intertechnology, Inc. COM 928298108 214 14410 SH SOLE NONE 14410 0 0 WSFS Financial Corporation COM 929328102 1684 23580 SH SOLE NONE 10430 0 13150 Wabash National Corporation COM 929566107 193 14020 SH SOLE NONE 14020 0 0 Walter Energy, Inc. COM 93317Q105 951 125830 SH SOLE NONE 56580 0 69250 Watts Water Technologies, Inc. CL A 942749102 2432 41433 SH SOLE NONE 18650 0 22783 Werner Enterprises, Inc. COM 950755108 1620 63500 SH SOLE NONE 28060 0 35440 West Pharmaceutical Services, COM 955306105 211 4800 SH SOLE NONE 4800 0 0 Wintrust Financial Corporation COM 97650W108 2095 43053 SH SOLE NONE 19053 0 24000 iShares Russell 2000 Value Ind RUS 2000 VAL ETF 464287630 857 8500 SH SOLE NONE 8500 0 0