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 |
AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 8,741 | 386,959 | SH | SOLE | 386,959 | 0 | 0 | ||
ALBANY INTL CORP CL A | COM | 012348108 | 5,476 | 91,034 | SH | SOLE | 91,034 | 0 | 0 | ||
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 3,684 | 146,662 | SH | SOLE | 146,662 | 0 | 0 | ||
ALTAIR ENGINEERING INC | COM | 021369103 | 9,824 | 287,413 | SH | SOLE | 287,413 | 0 | 0 | ||
ALTERYX LLC A | COM | 02156B103 | 7,962 | 208,651 | SH | SOLE | 208,651 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 3,055 | 35,750 | SH | SOLE | 35,750 | 0 | 0 | ||
ASGN INC | COM | 00191U102 | 5,214 | 66,684 | SH | SOLE | 66,684 | 0 | 0 | ||
ATLAS AIR WORLDWIDE HOLDINGS | COM | 049164205 | 6,045 | 84,308 | SH | SOLE | 84,308 | 0 | 0 | ||
BANK OZK | COM | 06417N103 | 3,921 | 87,050 | SH | SOLE | 87,050 | 0 | 0 | ||
BIO TECHNE CORP | COM | 09073M104 | 9,906 | 66,955 | SH | SOLE | 66,955 | 0 | 0 | ||
BIO-RAD LABRATORIES-CL A | COM | 090572207 | 9,807 | 33,988 | SH | SOLE | 33,988 | 0 | 0 | ||
BRIGHT HORIZONS FAMILY SOLUT | COM | 109194100 | 7,902 | 77,075 | SH | SOLE | 77,075 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 6,015 | 93,283 | SH | SOLE | 93,283 | 0 | 0 | ||
CASELLA WASTE SYSTEMS INC A | COM | 147448104 | 5,669 | 221,359 | SH | SOLE | 221,359 | 0 | 0 | ||
CAVCO INDUSTRIES INC | COM | 149568107 | 13,545 | 65,231 | SH | SOLE | 65,231 | 0 | 0 | ||
CENTURY COMMUNITIES INC | COM | 156504300 | 3,893 | 123,399 | SH | SOLE | 123,399 | 0 | 0 | ||
CHART INDUSTRIES INC | COM | 16115Q308 | 8,903 | 144,336 | SH | SOLE | 144,336 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 3,556 | 149,084 | SH | SOLE | 149,084 | 0 | 0 | ||
CONSTRUCTION PARTNERS INC A | COM | 21044C107 | 2,193 | 166,537 | SH | SOLE | 166,537 | 0 | 0 | ||
DELEK US HOLDINGS INC | COM | 24665A103 | 8,732 | 174,050 | SH | SOLE | 174,050 | 0 | 0 | ||
DIODES INC | COM | 254543101 | 8,377 | 243,037 | SH | SOLE | 243,037 | 0 | 0 | ||
DYCOM INDUSTRIES INC | COM | 267475101 | 6,694 | 70,832 | SH | SOLE | 70,832 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 4,454 | 42,434 | SH | SOLE | 42,434 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 4,694 | 120,045 | SH | SOLE | 120,045 | 0 | 0 | ||
ENVESTNET INC | COM | 29404K106 | 4,322 | 78,651 | SH | SOLE | 78,651 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 4,378 | 52,267 | SH | SOLE | 52,267 | 0 | 0 | ||
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 4,793 | 139,890 | SH | SOLE | 139,890 | 0 | 0 | ||
FORMFACTOR INC | COM | 346375108 | 5,462 | 410,666 | SH | SOLE | 410,666 | 0 | 0 | ||
FOUNDATION BUILDING MATERIAL | COM | 350392106 | 7,664 | 498,279 | SH | SOLE | 498,279 | 0 | 0 | ||
GENESEE & WYOMING INC | COM | 371559105 | 12,392 | 152,391 | SH | SOLE | 152,391 | 0 | 0 | ||
H&E EQUIPMENT SERVICES INC | COM | 404030108 | 12,287 | 326,686 | SH | SOLE | 326,686 | 0 | 0 | ||
HAYNES INTERNATIONAL INC | COM | 420877201 | 6,658 | 181,224 | SH | SOLE | 181,224 | 0 | 0 | ||
HESKA CORP | COM | 42805E306 | 3,120 | 30,061 | SH | SOLE | 30,061 | 0 | 0 | ||
HMS HOLDINGS CORP | COM | 40425J101 | 7,411 | 342,770 | SH | SOLE | 342,770 | 0 | 0 | ||
HOOKER FUNITURE CORP | COM | 439038100 | 5,373 | 114,560 | SH | SOLE | 114,560 | 0 | 0 | ||
ICON PLC | COM | G4705A100 | 6,302 | 47,549 | SH | SOLE | 47,549 | 0 | 0 | ||
KINSALE CAPITAL GROUP INC | COM | 49714P108 | 16,578 | 302,180 | SH | SOLE | 302,180 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 3,342 | 509,388 | SH | SOLE | 509,388 | 0 | 0 | ||
LHC GROUP INC | COM | 50187A107 | 3,039 | 35,510 | SH | SOLE | 35,510 | 0 | 0 | ||
LIBERTY EXPEDIA HOLD A | COM | 53046P109 | 4,430 | 100,812 | SH | SOLE | 100,812 | 0 | 0 | ||
LIGAND PHARMACEUTICALS | COM | 53220K504 | 10,316 | 49,793 | SH | SOLE | 49,793 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 9,151 | 40,104 | SH | SOLE | 40,104 | 0 | 0 | ||
LUMENTUM HOLDINGS INC | COM | 55024U109 | 7,614 | 131,503 | SH | SOLE | 131,503 | 0 | 0 | ||
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 4,116 | 36,435 | SH | SOLE | 36,435 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 16,759 | 330,223 | SH | SOLE | 330,223 | 0 | 0 | ||
MATADOR RESOURCES CO | COM | 576485205 | 2,763 | 91,948 | SH | SOLE | 91,948 | 0 | 0 | ||
MOBILE MINI INC | COM | 60740F105 | 12,337 | 263,058 | SH | SOLE | 263,058 | 0 | 0 | ||
MODINE MANUFACTURING CO | COM | 607828100 | 5,560 | 304,635 | SH | SOLE | 304,635 | 0 | 0 | ||
MSA SAFETY INC | COM | 553498106 | 7,674 | 79,651 | SH | SOLE | 79,651 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 5,647 | 300,036 | SH | SOLE | 300,036 | 0 | 0 | ||
NICE SYSTEMS LTD SPONS ADR | COM | 653656108 | 9,991 | 96,277 | SH | SOLE | 96,277 | 0 | 0 | ||
NOVOCURE LTD | COM | G6674U108 | 7,849 | 250,769 | SH | SOLE | 250,769 | 0 | 0 | ||
OMNOVA SOLUTIONS INC | COM | 682129101 | 5,271 | 506,783 | SH | SOLE | 506,783 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 3,552 | 215,652 | SH | SOLE | 215,652 | 0 | 0 | ||
ORTHOFIX MEIDCAL INC | COM | 68752M108 | 5,118 | 90,070 | SH | SOLE | 90,070 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 835 | 14,688 | SH | SOLE | 14,688 | 0 | 0 | ||
PATTERSON UTI ENERGY COM | COM | 703481101 | 5,081 | 282,299 | SH | SOLE | 282,299 | 0 | 0 | ||
POWER INTERGRATIONS INC | COM | 739276103 | 5,885 | 80,562 | SH | SOLE | 80,562 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 13,638 | 146,076 | SH | SOLE | 146,076 | 0 | 0 | ||
PROPETRO HOLDING CORP | COM | 74347M108 | 3,434 | 218,981 | SH | SOLE | 218,981 | 0 | 0 | ||
QUANTA SERVICES INC | COM | 74762E102 | 2,438 | 73,005 | SH | SOLE | 73,005 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 13,539 | 245,708 | SH | SOLE | 245,708 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 4,926 | 104,709 | SH | SOLE | 104,709 | 0 | 0 | ||
RUDOLPH TECHNOLOGIES INC | COM | 781270103 | 7,301 | 246,641 | SH | SOLE | 246,641 | 0 | 0 | ||
SPDR S&P BIOTECH ETF | COM | 78464A870 | 4,280 | 44,966 | SH | SOLE | 44,966 | 0 | 0 | ||
STANDEX INTERNATIONAL CORP | COM | 854231107 | 9,462 | 92,580 | SH | SOLE | 92,580 | 0 | 0 | ||
STERLING CONSTRUCTION CO | COM | 859241101 | 6,034 | 463,058 | SH | SOLE | 463,058 | 0 | 0 | ||
STRATEGIC EDUCATION INC | COM | 863236105 | 10,925 | 96,674 | SH | SOLE | 96,674 | 0 | 0 | ||
SUMMIT MATERIALS INC CL A | COM | 86614U100 | 7,216 | 274,896 | SH | SOLE | 274,896 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 4,650 | 477,454 | SH | SOLE | 477,454 | 0 | 0 | ||
TABLEAU SOFTWARE INC CL A | COM | 87336U105 | 9,960 | 101,891 | SH | SOLE | 101,891 | 0 | 0 | ||
TABULA RASA HEALTHCARE INC | COM | 873379101 | 4,663 | 73,054 | SH | SOLE | 73,054 | 0 | 0 | ||
TRADE DESK INC CLASS A | COM | 88339J105 | 9,197 | 98,050 | SH | SOLE | 98,050 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 11,367 | 44,176 | SH | SOLE | 44,176 | 0 | 0 | ||
UNIT CORP | COM | 909218109 | 3,162 | 123,695 | SH | SOLE | 123,695 | 0 | 0 | ||
US SILICA HOLDINGS INC | COM | 90346E103 | 2,981 | 116,039 | SH | SOLE | 116,039 | 0 | 0 | ||
VALMONT INDUSTRIES INC | COM | 920253101 | 6,102 | 40,475 | SH | SOLE | 40,475 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 5,474 | 534,560 | SH | SOLE | 534,560 | 0 | 0 | ||
VISTEON CORP | COM | 92839U206 | 7,099 | 54,927 | SH | SOLE | 54,927 | 0 | 0 | ||
WEBSTER FINANCIAL CORP | COM | 947890109 | 4,653 | 73,052 | SH | SOLE | 73,052 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 9,085 | 160,488 | SH | SOLE | 160,488 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 9,222 | 48,417 | SH | SOLE | 48,417 | 0 | 0 | ||
WILLSCOT CORPORATION CLASS A | COM | 971375126 | 7,759 | 524,223 | SH | SOLE | 524,223 | 0 | 0 | ||
WINNEBAGO INDUSTRIES | COM | 974637100 | 10,743 | 264,597 | SH | SOLE | 264,597 | 0 | 0 | ||
WOODWARD INC | COM | 980745103 | 2,211 | 28,772 | SH | SOLE | 28,772 | 0 | 0 | ||
WRIGHT MEDICAL GROUP NV | COM | N96617118 | 6,276 | 241,775 | SH | SOLE | 241,775 | 0 | 0 | ||
XPO LOGISTICS INC | COM | 983793100 | 1,637 | 16,344 | SH | SOLE | 16,344 | 0 | 0 |