Managing Member

0001606587-14-000198.txt : 20140814 0001606587-14-000198.hdr.sgml : 20140814 20140814160448 ACCESSION NUMBER: 0001606587-14-000198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141042658 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 06-30-2014 06-30-2014 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 07-25-2014 0 148 256204 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 1st Source Corporation COM 336901103 1110 36245 SH SOLE NONE 13347 0 22898 AECOM Technology Corporation COM 00766T100 2490 77323 SH SOLE NONE 31540 0 45783 Aaron's, Inc. COM PAR $0.50 002535300 217 6080 SH SOLE NONE 6080 0 0 Actuate Corporation COM 00508B102 1293 271130 SH SOLE NONE 114120 0 157010 Akorn, Inc. COM 009728106 282 8490 SH SOLE NONE 8490 0 0 Alere Inc. COM 01449J105 2706 72320 SH SOLE NONE 27190 0 45130 Altra Holdings, Inc. COM 02208R106 212 5820 SH SOLE NONE 5820 0 0 American Equity Investment Lif COM 025676206 2792 113490 SH SOLE NONE 42869 0 70621 Amkor Technology, Inc. COM 031652100 212 18920 SH SOLE NONE 18920 0 0 Anika Therapeutics, Inc. COM 035255108 270 5830 SH SOLE NONE 5830 0 0 Apogee Enterprises, Inc. COM 037598109 2596 74480 SH SOLE NONE 28023 0 46457 Aspen Insurance Holdings Limit SHS G05384105 2606 57371 SH SOLE NONE 21760 0 35611 Associated Banc-Corp COM 045487105 2548 140919 SH SOLE NONE 52570 0 88349 Banner Corporation COM NEW 06652V208 2845 71801 SH SOLE NONE 26820 0 44981 Belden Inc. COM 077454106 214 2740 SH SOLE NONE 2740 0 0 Brown Shoe Company, Inc. COM 115736100 2993 104628 SH SOLE NONE 38619 0 66009 Builders FirstSource, Inc. COM 12008R107 190 25350 SH SOLE NONE 25350 0 0 Cal-Maine Foods, Inc. COM NEW 128030202 2875 38680 SH SOLE NONE 14580 0 24100 Cantel Medical Corp. COM 138098108 212 5800 SH SOLE NONE 5800 0 0 Cempra, Inc. COM 15130J109 192 17870 SH SOLE NONE 17870 0 0 Central Pacific Financial Corp COM NEW 154760409 1365 68774 SH SOLE NONE 25190 0 43584 Charles River Laboratories Int COM 159864107 2619 48940 SH SOLE NONE 20380 0 28560 Checkpoint Systems, Inc. COM 162825103 1457 104136 SH SOLE NONE 38630 0 65506 Chesapeake Lodging Trust SH BEN INT 165240102 2957 97826 SH SOLE NONE 36490 0 61336 Coeur Mining, Inc. COM NEW 192108504 1533 166981 SH SOLE NONE 61530 0 105451 Columbia Banking System, Inc. COM 197236102 2337 88822 SH SOLE NONE 33040 0 55782 Conversant Inc COM 21249J105 2666 104961 SH SOLE NONE 39860 0 65101 CoreSite Realty Corporation COM 21870Q105 2750 83152 SH SOLE NONE 33611 0 49541 Curtiss-Wright Corporation COM 231561101 4117 62794 SH SOLE NONE 23370 0 39424 DST Systems, Inc. COM 233326107 2572 27903 SH SOLE NONE 10390 0 17513 Darling International Inc. COM 237266101 1937 92688 SH SOLE NONE 33160 0 59528 Deckers Outdoor Corporation COM 243537107 205 2380 SH SOLE NONE 2380 0 0 Delek US Holdings, Inc. COM 246647101 2445 86620 SH SOLE NONE 32620 0 54000 Deluxe Corporation COM 248019101 219 3730 SH SOLE NONE 3730 0 0 Dice Holdings, Inc. COM 253017107 194 25440 SH SOLE NONE 25440 0 0 Digital River, Inc. COM 25388B104 2130 138023 SH SOLE NONE 51600 0 86423 Dime Community Bancshares, Inc COM 253922108 1108 70145 SH SOLE NONE 26330 0 43815 DineEquity, Inc. COM 254423106 2392 30091 SH SOLE NONE 12650 0 17441 Douglas Dynamics, Inc. COM 25960R105 1521 86310 SH SOLE NONE 32430 0 53880 Ducommun Incorporated COM 264147109 2600 99504 SH SOLE NONE 36900 0 62604 Emulex Corporation COM NEW 292475209 2838 497880 SH SOLE NONE 187490 0 310390 Entegris, Inc. COM 29362U104 154 11210 SH SOLE NONE 11210 0 0 Exterran Holdings, Inc. COM 30225X103 2442 54275 SH SOLE NONE 20310 0 33965 FBR & Co. COM NEW 30247C400 1467 54091 SH SOLE NONE 19530 0 34561 First American Financial Corpo COM 31847R102 2358 84858 SH SOLE NONE 31460 0 53398 First Financial Bancorp. COM 320209109 2091 121525 SH SOLE NONE 45841 0 75684 First Industrial Realty Trust, COM 32054K103 2506 133032 SH SOLE NONE 49750 0 83282 First Interstate BancSystem, I COM CL A 32055Y201 2574 94713 SH SOLE NONE 35650 0 59063 First Midwest Bancorp, Inc. COM 320867104 2540 149149 SH SOLE NONE 55315 0 93834 Forestar Group Inc. COM 346233109 2928 153354 SH SOLE NONE 57610 0 95744 GenCorp Inc. COM 368682100 247 12910 SH SOLE NONE 12910 0 0 Gentiva Health Services, Inc. COM 37247A102 1859 123454 SH SOLE NONE 46210 0 77244 Government Properties Income T COM SHS BEN INT 38376A103 2525 99432 SH SOLE NONE 37120 0 62312 Graphic Packaging Holding Comp COM 388689101 225 19270 SH SOLE NONE 19270 0 0 Greatbatch, Inc. COM 39153L106 3998 81486 SH SOLE NONE 30410 0 51076 HCI Group, Inc. COM 40416E103 207 5110 SH SOLE NONE 5110 0 0 HFF, Inc. Class A CL A 40418F108 325 8730 SH SOLE NONE 8730 0 0 Healthcare Trust of America, I CL A 42225P105 2793 231937 SH SOLE NONE 87750 0 144187 Helix Energy Solutions Group, COM 42330P107 2864 108848 SH SOLE NONE 40080 0 68768 Hill International, Inc. COM 431466101 1695 272058 SH SOLE NONE 102133 0 169925 Huron Consulting Group Inc. COM 447462102 2685 37920 SH SOLE NONE 14280 0 23640 IBERIABANK Corporation COM 450828108 2952 42660 SH SOLE NONE 16040 0 26620 IDACORP, Inc. COM 451107106 2637 45600 SH SOLE NONE 16940 0 28660 IXYS Corporation COM 46600W106 1517 123129 SH SOLE NONE 45573 0 77556 Immersion Corporation COM 452521107 199 15660 SH SOLE NONE 15660 0 0 Infoblox Inc. COM 45672H104 136 10350 SH SOLE NONE 10350 0 0 Ingles Markets, Incorporated C CL A 457030104 1435 54460 SH SOLE NONE 20433 0 34027 Insight Enterprises, Inc. COM 45765U103 2942 95705 SH SOLE NONE 35770 0 59935 Insmed Incorporated COM PAR $.01 457669307 224 11220 SH SOLE NONE 11220 0 0 Investment Technology Group, I COM 46145F105 2491 147562 SH SOLE NONE 58040 0 89522 John Wiley & Sons, Inc. Class CL A 968223206 2664 43967 SH SOLE NONE 16360 0 27607 Kelly Services, Inc. Class A CL A 488152208 2596 151223 SH SOLE NONE 56600 0 94623 LaSalle Hotel Properties COM SH BEN INT 517942108 2718 77033 SH SOLE NONE 28520 0 48513 LaZBoy Incorporated COM 505336107 2361 101915 SH SOLE NONE 42100 0 59815 Lattice Semiconductor Corporat COM 518415104 2451 297140 SH SOLE NONE 111570 0 185570 Lexington Realty Trust COM 529043101 2748 249571 SH SOLE NONE 92540 0 157031 LogMeIn, Inc. COM 54142L109 251 5390 SH SOLE NONE 5390 0 0 MBIA Inc. COM 55262C100 2458 222630 SH SOLE NONE 83830 0 138800 Marriott Vacations Worldwide C COM 57164Y107 2946 50246 SH SOLE NONE 18920 0 31326 Materion Corporation COM 576690101 219 5930 SH SOLE NONE 5930 0 0 Matthews International Corpora CL A 577128101 1941 46704 SH SOLE NONE 16740 0 29964 Minerals Technologies Inc. COM 603158106 3482 53098 SH SOLE NONE 21870 0 31228 Northwest Natural Gas Company COM 667655104 2676 56757 SH SOLE NONE 21180 0 35577 OM Group, Inc. COM 670872100 2594 79980 SH SOLE NONE 30044 0 49936 Old National Bancorp COM 680033107 2848 199460 SH SOLE NONE 74920 0 124540 OmniVision Technologies, Inc. COM 682128103 2965 134889 SH SOLE NONE 50220 0 84669 Omnicell, Inc. COM 68213N109 221 7710 SH SOLE NONE 7710 0 0 Owens & Minor, Inc. COM 690732102 2810 82690 SH SOLE NONE 34560 0 48130 PAREXEL International Corporat COM 699462107 269 5090 SH SOLE NONE 5090 0 0 PNM Resources, Inc. COM 69349H107 2931 99917 SH SOLE NONE 36800 0 63117 Parker Drilling Company COM 701081101 2474 379430 SH SOLE NONE 142610 0 236820 Pennsylvania Real Estate Inves SH BEN INT 709102107 2580 137089 SH SOLE NONE 50410 0 86679 Polycom, Inc. COM 73172K104 2579 205802 SH SOLE NONE 77410 0 128392 Portland General Electric Comp COM NEW 736508847 2475 71380 SH SOLE NONE 26910 0 44470 Quad/Graphics, Inc. Class A COM CL A 747301109 2370 105946 SH SOLE NONE 39490 0 66456 Quality Systems, Inc. COM 747582104 161 10050 SH SOLE NONE 10050 0 0 RLJ Lodging Trust COM 74965L101 2343 81112 SH SOLE NONE 29180 0 51932 Rambus Inc. COM 750917106 239 16740 SH SOLE NONE 16740 0 0 Ramco-Gershenson Properties Tr COM SH BEN INT 751452202 2358 141850 SH SOLE NONE 53400 0 88450 RealD Inc. COM 75604L105 182 14230 SH SOLE NONE 14230 0 0 Repligen Corporation COM 759916109 325 14260 SH SOLE NONE 14260 0 0 Rosetta Resources Inc. COM 777779307 212 3860 SH SOLE NONE 3860 0 0 Rudolph Technologies, Inc. COM 781270103 168 17019 SH SOLE NONE 17019 0 0 SP Plus Corp COM 78469C103 1929 90167 SH SOLE NONE 33896 0 56271 STERIS Corporation COM 859152100 202 3780 SH SOLE NONE 3780 0 0 Sanderson Farms, Inc. COM 800013104 255 2620 SH SOLE NONE 2620 0 0 Sandy Spring Bancorp, Inc. COM 800363103 1475 59231 SH SOLE NONE 22000 0 37231 Select Income REIT COM SH BEN INT 81618T100 2296 77457 SH SOLE NONE 28850 0 48607 Shoe Carnival, Inc. COM 824889109 1176 56930 SH SOLE NONE 21369 0 35561 Silicon Image, Inc. COM 82705T102 168 33430 SH SOLE NONE 33430 0 0 SkyWest, Inc COM 830879102 1415 115777 SH SOLE NONE 42736 0 73041 Sonic Corp. COM 835451105 283 12810 SH SOLE NONE 12810 0 0 Southwest Gas Corporation COM 844895102 2575 48784 SH SOLE NONE 19320 0 29464 Sovran Self Storage, Inc. COM 84610H108 2615 33857 SH SOLE NONE 12770 0 21087 Spirit Airlines, Inc. COM 848577102 242 3830 SH SOLE NONE 3830 0 0 Spok Holdings Inc. COM 90341G103 1601 103954 SH SOLE NONE 38070 0 65884 Standard Motor Products, Inc. COM 853666105 4808 107631 SH SOLE NONE 40190 0 67441 Standex International Corporat COM 854231107 1467 19699 SH SOLE NONE 7333 0 12366 State Bank Financial Corporati COM 856190103 1164 68847 SH SOLE NONE 25610 0 43237 Stepan Company COM 858586100 2024 38281 SH SOLE NONE 14250 0 24031 Stone Energy Corporation COM 861642106 299 6400 SH SOLE NONE 6400 0 0 Sunstone Hotel Investors, Inc. COM 867892101 2709 181420 SH SOLE NONE 68420 0 113000 Swift Energy Company COM 870738101 1950 150230 SH SOLE NONE 55690 0 94540 TCF Financial Corporation COM 872275102 2513 153533 SH SOLE NONE 57480 0 96053 Tenneco Inc. COM 880349105 239 3640 SH SOLE NONE 3640 0 0 The Empire District Electric C COM 291641108 2837 110482 SH SOLE NONE 41270 0 69212 The Finish Line, Inc. Class A CL A 317923100 200 6710 SH SOLE NONE 6710 0 0 The Hanover Insurance Group, I COM 410867105 2821 44679 SH SOLE NONE 16710 0 27969 The Medicines Company COM 584688105 205 7040 SH SOLE NONE 7040 0 0 TiVo Inc. COM 888706108 181 14010 SH SOLE NONE 14010 0 0 TriCo Bancshares COM 896095106 1089 47072 SH SOLE NONE 17470 0 29602 Trustmark Corporation COM 898402102 2356 95435 SH SOLE NONE 35620 0 59815 UniFirst Corporation COM 904708104 2828 26677 SH SOLE NONE 10970 0 15707 Unifi, Inc. COM NEW 904677200 1808 65674 SH SOLE NONE 25930 0 39744 Unit Corporation COM 909218109 2787 40496 SH SOLE NONE 14930 0 25566 United States Steel Corporatio COM 912909108 1385 53200 SH SOLE NONE 20010 0 33190 Universal Electronics Inc. COM 913483103 2710 55450 SH SOLE NONE 20844 0 34606 VASCO Data Security Internatio COM 92230Y104 197 16970 SH SOLE NONE 16970 0 0 Virtus Investment Partners, In COM 92828Q109 210 990 SH SOLE NONE 990 0 0 Vishay Intertechnology, Inc. COM 928298108 223 14410 SH SOLE NONE 14410 0 0 WSFS Financial Corporation COM 929328102 2096 28456 SH SOLE NONE 10430 0 18026 Wabash National Corporation COM 929566107 200 14020 SH SOLE NONE 14020 0 0 Washington Federal, Inc. COM 938824109 2860 127490 SH SOLE NONE 47960 0 79530 Watts Water Technologies, Inc. CL A 942749102 3078 49869 SH SOLE NONE 18650 0 31219 Werner Enterprises, Inc. COM 950755108 2705 102049 SH SOLE NONE 38180 0 63869 West Pharmaceutical Services, COM 955306105 202 4800 SH SOLE NONE 4800 0 0 Wintrust Financial Corporation COM 97650W108 2464 53564 SH SOLE NONE 20053 0 33511 iShares Russell 2000 Value Ind RUS 2000 VAL ETF 464287630 909 8800 SH SOLE NONE 8800 0 0