0001172661-19-002304.txt : 20191114 0001172661-19-002304.hdr.sgml : 20191114 20191114123849 ACCESSION NUMBER: 0001172661-19-002304 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sapience Investments, LLC CENTRAL INDEX KEY: 0001682598 IRS NUMBER: 812060843 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17843 FILM NUMBER: 191218316 BUSINESS ADDRESS: STREET 1: 520 NEWPORT CENTER DRIVE STREET 2: SUITE 650 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-662-1013 MAIL ADDRESS: STREET 1: 520 NEWPORT CENTER DRIVE STREET 2: SUITE 650 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001682598 XXXXXXXX 09-30-2019 09-30-2019 false Sapience Investments, LLC

520 Newport Center Drive Suite 650 Newport Beach CA 92660

13F HOLDINGS REPORT 028-17843 N Scott Partridge 949-662-1013 Scott Partridge Newport Beach CA 11-14-2019 0 85 719005 INFORMATION TABLE 2 infotable.xml ACADIA HEALTHCARE COMPANY IN COM 00404A109 9560 307580 SH SOLE 307580 0 0 ADIENT PLC ORD SHS G0084W101 5546 241560 SH SOLE 241560 0 0 AERCAP HOLDINGS NV SHS N00985106 3595 65655 SH SOLE 36065 0 29590 AIR LEASE CORP CL A 00912X302 7382 176510 SH SOLE 176510 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 9853 486590 SH SOLE 486590 0 0 ALTRA INDL MOTION CORP COM 02208R106 10548 380880 SH SOLE 380880 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 3235 67275 SH SOLE 36915 0 30360 AMETEK INC NEW COM 031100100 3445 37520 SH SOLE 20590 0 16930 ARGO GROUP INTL HLDGS LTD COM G0464B107 8988 127956 SH SOLE 127956 0 0 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7350 260260 SH SOLE 260260 0 0 ASCENA RETAIL GROUP INC COM 04351G101 2623 9930970 SH SOLE 9930970 0 0 ASSURED GUARANTY LTD COM G0585R106 7082 159295 SH SOLE 159295 0 0 ATHENE HLDG LTD CL A G0684D107 3518 83640 SH SOLE 45890 0 37750 AXALTA COATING SYS LTD COM G0750C108 2473 82030 SH SOLE 45180 0 36850 BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 18649 629199 SH SOLE 580749 0 48450 BANK OZK COM 06417N103 10799 396010 SH SOLE 357740 0 38270 BEACON ROOFING SUPPLY INC COM 073685109 21560 643015 SH SOLE 595655 0 47360 CAPRI HOLDINGS LIMITED SHS G1890L107 16613 501000 SH SOLE 447450 0 53550 CATHAY GEN BANCORP COM 149150104 7344 211440 SH SOLE 211440 0 0 CONCHO RES INC COM 20605P101 1380 20325 SH SOLE 11175 0 9150 CONTINENTAL BLDG PRODS INC COM 211171103 7864 288175 SH SOLE 288175 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 15292 392615 SH SOLE 361715 0 30900 DAVITA INC COM 23918K108 2328 40795 SH SOLE 22445 0 18350 DESPEGAR COM CORP ORD SHS G27358103 8357 738255 SH SOLE 738255 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2925 32530 SH SOLE 17900 0 14630 DIEBOLD NXDF INC COM 253651103 31850 2843741 SH SOLE 2566286 0 277455 E L F BEAUTY INC COM 26856L103 8432 481540 SH SOLE 481540 0 0 EAST WEST BANCORP INC COM 27579R104 3499 79005 SH SOLE 43455 0 35550 EL POLLO LOCO HLDGS INC COM 268603107 7189 655950 SH SOLE 655950 0 0 ENCOMPASS HEALTH CORP COM 29261A100 3216 50820 SH SOLE 27920 0 22900 ENPRO INDS INC COM 29355X107 6224 90660 SH SOLE 90660 0 0 ESSENT GROUP LTD COM G3198U102 8173 171450 SH SOLE 171450 0 0 FGL HLDGS ORD SHS G3402M102 9113 1141950 SH SOLE 1141950 0 0 FIRST HAWAIIAN INC COM 32051X108 15610 584626 SH SOLE 531806 0 52820 FIRST REP BK SAN FRANCISCO C COM 33616C100 3745 38725 SH SOLE 21295 0 17430 FLEETCOR TECHNOLOGIES INC COM 339041105 2253 7855 SH SOLE 4315 0 3540 FORUM ENERGY TECHNOLOGIES IN COM 34984V100 4403 2840920 SH SOLE 2596220 0 244700 GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 8840 877840 SH SOLE 877840 0 0 GLACIER BANCORP INC NEW COM 37637Q105 10734 265290 SH SOLE 265290 0 0 HEALTHCARE TR AMER INC CL A NEW 42225P501 3120 106200 SH SOLE 58280 0 47920 IAA INC COM 449253103 8021 192215 SH SOLE 177975 0 14240 INGREDION INC COM 457187102 3321 40630 SH SOLE 22320 0 18310 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 9822 163510 SH SOLE 163510 0 0 IRON MTN INC NEW COM 46284V101 3586 110700 SH SOLE 60880 0 49820 KAR AUCTION SVCS INC COM 48238T109 22749 926650 SH SOLE 850153 0 76497 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5402 316445 SH SOLE 316445 0 0 LKQ CORP COM 501889208 4331 137710 SH SOLE 75810 0 61900 MEDNAX INC COM 58502B106 6251 276370 SH SOLE 276370 0 0 MICHAELS COS INC COM 59408Q106 23389 2389065 SH SOLE 2178615 0 210450 MSC INDL DIRECT INC CL A 553530106 6173 85115 SH SOLE 85115 0 0 NASDAQ INC COM 631103108 1437 14460 SH SOLE 7970 0 6490 NATUS MEDICAL INC COM 639050103 6034 189520 SH SOLE 189520 0 0 NAVIENT CORPORATION COM 63938C108 5381 420400 SH SOLE 420400 0 0 NOBLE ENERGY INC COM 655044105 2604 115950 SH SOLE 63700 0 52250 NORTHWESTERN CORP COM NEW 668074305 12693 169130 SH SOLE 150710 0 18420 OUTFRONT MEDIA INC COM 69007J106 15554 559910 SH SOLE 511240 0 48670 PARSLEY ENERGY INC CL A 701877102 2340 139310 SH SOLE 76550 0 62760 PARTY CITY HOLDCO INC COM 702149105 9734 1704700 SH SOLE 1704700 0 0 PHYSICIANS RLTY TR COM 71943U104 13217 744610 SH SOLE 744610 0 0 PLANTRONICS INC NEW COM 727493108 18396 492925 SH SOLE 453235 0 39690 POPULAR INC COM NEW 733174700 6068 112205 SH SOLE 112205 0 0 POST HLDGS INC COM 737446104 18883 178415 SH SOLE 161915 0 16500 QTS RLTY TR INC COM CL A 74736A103 11011 214180 SH SOLE 214180 0 0 QUEST DIAGNOSTICS INC COM 74834L100 3218 30070 SH SOLE 16520 0 13550 REDWOOD TR INC COM 758075402 12142 739920 SH SOLE 739920 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 2229 22370 SH SOLE 12320 0 10050 RESIDEO TECHNOLOGIES INC COM 76118Y104 6865 478400 SH SOLE 478400 0 0 RESOURCES CONNECTION INC COM 76122Q105 6992 411554 SH SOLE 411554 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 7306 183100 SH SOLE 183100 0 0 SABRE CORP COM 78573M104 2335 104260 SH SOLE 57340 0 46920 SILGAN HOLDINGS INC COM 827048109 6616 220260 SH SOLE 220260 0 0 SLM CORP COM 78442P106 8074 914850 SH SOLE 803450 0 111400 STERICYCLE INC COM 858912108 24051 472233 SH SOLE 430967 0 41266 STERLING BANCORP DEL COM 85917A100 12589 627585 SH SOLE 572195 0 55390 SYNEOS HEALTH INC CL A 87166B102 10450 196400 SH SOLE 179020 0 17380 TREEHOUSE FOODS INC COM 89469A104 18946 341680 SH SOLE 315020 0 26660 US FOODS HLDG CORP COM 912008109 2354 57275 SH SOLE 31375 0 25900 VALVOLINE INC COM 92047W101 3307 150100 SH SOLE 150100 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 11818 427115 SH SOLE 427115 0 0 WABTEC CORP COM 929740108 3504 48755 SH SOLE 26745 0 22010 WESTROCK CO COM 96145D105 3728 102280 SH SOLE 56180 0 46100 WINTRUST FINL CORP COM 97650W108 11129 172200 SH SOLE 172200 0 0 WPX ENERGY INC COM 98212B103 12559 1185950 SH SOLE 1185950 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 3852 74455 SH SOLE 41005 0 33450 ZIONS BANCORPORATION N A COM 989701107 3834 86120 SH SOLE 47370 0 38750