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 |
American Woodmark Corp. | COM | 030506109 | 26,172 | 273,905 | SH | SOLE | 133,960 | 57,675 | 82,270 | ||
AMN Health Care Services Inc. | COM | 001744101 | 33,115 | 848,010 | SH | SOLE | 416,930 | 181,350 | 249,730 | ||
Apogee Enterprises Inc. | COM | 037598109 | 24,646 | 433,600 | SH | SOLE | 216,750 | 97,225 | 119,625 | ||
Bank Of The Ozarks Inc. | COM | 063904106 | 21,770 | 464,475 | SH | SOLE | 253,940 | 83,375 | 127,160 | ||
BMC Stock Holdings Inc. | COM | 05591B109 | 9,349 | 427,875 | SH | SOLE | 210,750 | 89,450 | 127,675 | ||
Cambrex Corp | COM | 132011107 | 21,736 | 363,775 | SH | SOLE | 176,325 | 89,550 | 97,900 | ||
Coherent Inc. | COM | 192479103 | 23,865 | 106,070 | SH | SOLE | 51,675 | 19,175 | 35,220 | ||
Columbia Banking System Inc. | COM | 197236102 | 31,682 | 795,040 | SH | SOLE | 382,725 | 168,775 | 243,540 | ||
Comfort Systems USA | COM | 199908104 | 32,233 | 868,825 | SH | SOLE | 426,145 | 184,125 | 258,555 | ||
Core-Mark Holding Company Inc. | COM | 218681104 | 2,266 | 68,550 | SH | SOLE | 32,425 | 20,450 | 15,675 | ||
Exlservice Holdings Inc. | COM | 302081104 | 11,108 | 199,850 | SH | SOLE | 102,100 | 52,100 | 45,650 | ||
Fabrinet | COM | G3323L100 | 25,760 | 603,835 | SH | SOLE | 298,175 | 117,650 | 188,010 | ||
First Financial Bancorp | COM | 320209109 | 26,015 | 939,155 | SH | SOLE | 460,430 | 194,925 | 283,800 | ||
Grand Canyon Education Inc. | COM | 38526M106 | 38,964 | 496,925 | SH | SOLE | 239,450 | 92,175 | 165,300 | ||
Hackett Group Inc | COM | 404609109 | 10,662 | 687,900 | SH | SOLE | 336,900 | 153,450 | 197,550 | ||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 41,591 | 1,818,580 | SH | SOLE | 913,615 | 363,775 | 541,190 | ||
IPG Photonics Corp. | COM | 44980X109 | 14,372 | 99,050 | SH | SOLE | 49,545 | 21,225 | 28,280 | ||
Ishares Russell 2000 | ETF | 464287655 | 10,287 | 73,000 | SH | SOLE | 52,675 | 0 | 20,325 | ||
Jack Henry & Associates Inc. | COM | 426281101 | 33,082 | 318,490 | SH | SOLE | 155,960 | 68,000 | 94,530 | ||
Lakeland Financial Corp. | COM | 511656100 | 19,329 | 421,305 | SH | SOLE | 202,038 | 91,849 | 127,418 | ||
LCI Industries | COM | 50189K103 | 23,139 | 225,965 | SH | SOLE | 109,685 | 46,550 | 69,730 | ||
LGI Homes Inc. | COM | 50187T106 | 30,515 | 759,450 | SH | SOLE | 361,575 | 189,575 | 208,300 | ||
Maximus Inc. | COM | 577933104 | 20,789 | 331,935 | SH | SOLE | 163,945 | 70,650 | 97,340 | ||
MKS Instruments Inc. | COM | 55306N104 | 27,612 | 410,275 | SH | SOLE | 200,715 | 85,550 | 124,010 | ||
Neenah Paper Inc. | COM | 640079109 | 27,760 | 345,925 | SH | SOLE | 171,850 | 73,775 | 100,300 | ||
Oclaro, Inc. | COM | 67555N206 | 14,066 | 1,505,950 | SH | SOLE | 764,275 | 308,150 | 433,525 | ||
Orbotech Ltd. | COM | M75253100 | 22,409 | 686,970 | SH | SOLE | 344,920 | 145,550 | 196,500 | ||
OSI Systems Inc. | COM | 671044105 | 31,173 | 414,815 | SH | SOLE | 202,720 | 87,800 | 124,295 | ||
Pacwest Bancorp | COM | 695263103 | 18,807 | 402,725 | SH | SOLE | 214,375 | 79,275 | 109,075 | ||
Providence Service Corp. | COM | 743815102 | 11,133 | 219,970 | SH | SOLE | 115,805 | 43,050 | 61,115 | ||
Silicon Motion Technology Corp. | COM | 82706C108 | 16,015 | 332,065 | SH | SOLE | 183,400 | 69,100 | 79,565 | ||
Standard Motor Products Inc. | COM | 853666105 | 28,257 | 541,120 | SH | SOLE | 268,400 | 112,875 | 159,845 | ||
Steven Madden Ltd. | COM | 556269108 | 22,780 | 570,203 | SH | SOLE | 288,116 | 127,147 | 154,940 | ||
Supernus Pharmaceuticals Inc. | COM | 868459108 | 38,391 | 890,740 | SH | SOLE | 445,690 | 184,300 | 260,750 | ||
Thor Industries Inc. | COM | 885160101 | 20,793 | 198,940 | SH | SOLE | 98,220 | 39,600 | 61,120 | ||
Virtusa Corporation | COM | 92827P102 | 8,089 | 275,150 | SH | SOLE | 142,375 | 75,775 | 57,000 | ||
WNS Holdings LTD. | COM | 92932M101 | 38,240 | 1,112,925 | SH | SOLE | 562,940 | 238,650 | 311,335 |