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 |
ACCURAY INC | COM | 004397105 | 3,399 | 654,950 | SH | SOLE | 654,950 | 0 | 0 | ||
ARGAN INC | COM | 04010E109 | 10,889 | 261,000 | SH | SOLE | 261,000 | 0 | 0 | ||
BANK OF THE OZARKS | COM | 063904106 | 21,637 | 576,690 | SH | SOLE | 576,690 | 0 | 0 | ||
BIOSPECIFICS TECHNOLOGIES | COM | 090931106 | 9,352 | 234,159 | SH | SOLE | 234,159 | 0 | 0 | ||
BMC STOCK HOLDINGS INC | COM | 05591B109 | 3,655 | 205,100 | SH | SOLE | 205,100 | 0 | 0 | ||
BROADSOFT INC | COM | 11133B409 | 17,339 | 422,596 | SH | SOLE | 422,596 | 0 | 0 | ||
CALERES INC | COM | 129500104 | 13,821 | 570,895 | SH | SOLE | 570,895 | 0 | 0 | ||
CALLIDUS SOFTWARE INC | COM | 13123E500 | 5,992 | 299,911 | SH | SOLE | 299,911 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 19,025 | 150,562 | SH | SOLE | 150,562 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 5,625 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
COGENT COMMUNICATIONS HOLDIN | COM | 19239V302 | 15,736 | 392,800 | SH | SOLE | 392,800 | 0 | 0 | ||
DELUXE CORP | COM | 248019101 | 22,724 | 342,382 | SH | SOLE | 342,382 | 0 | 0 | ||
DONALDSON CO INC | COM | 257651109 | 10,500 | 305,600 | SH | SOLE | 305,600 | 0 | 0 | ||
DREW INDUSTRIES INC | COM | 26168L205 | 10,748 | 126,687 | SH | SOLE | 126,687 | 0 | 0 | ||
DULUTH HOLDINGS INC - CL B | COM | 26443V101 | 4,457 | 182,232 | SH | SOLE | 182,232 | 0 | 0 | ||
EL POLLO LOCO HOLDINGS INC | COM | 268603107 | 3,792 | 291,720 | SH | SOLE | 291,720 | 0 | 0 | ||
EXPONENT INC | COM | 30214U102 | 14,637 | 250,584 | SH | SOLE | 250,584 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 5,652 | 389,509 | SH | SOLE | 389,509 | 0 | 0 | ||
GEO GROUP INC/THE | COM | 36162J106 | 22,231 | 650,400 | SH | SOLE | 650,400 | 0 | 0 | ||
GRACO INC | COM | 384109104 | 7,498 | 94,925 | SH | SOLE | 94,925 | 0 | 0 | ||
GRAHAM CORP | COM | 384556106 | 6,861 | 372,494 | SH | SOLE | 372,494 | 0 | 0 | ||
INSTALLED BUILDING PRODUCTS | COM | 45780R101 | 5,373 | 148,071 | SH | SOLE | 148,071 | 0 | 0 | ||
INTEGRATED DEVICE TECH INC | COM | 458118106 | 6,922 | 343,883 | SH | SOLE | 343,883 | 0 | 0 | ||
INTERDIGITAL INC | COM | 45867G101 | 4,326 | 77,688 | SH | SOLE | 77,688 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 5,377 | 67,217 | SH | SOLE | 67,217 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | COM | G50871105 | 22,539 | 159,500 | SH | SOLE | 159,500 | 0 | 0 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 13,691 | 223,636 | SH | SOLE | 223,636 | 0 | 0 | ||
LIGAND PHARMACEUTICALS | COM | 53220K504 | 14,668 | 122,983 | SH | SOLE | 122,983 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 14,764 | 124,920 | SH | SOLE | 124,920 | 0 | 0 | ||
LOGMEIN INC | COM | 54142L109 | 16,585 | 261,466 | SH | SOLE | 261,466 | 0 | 0 | ||
LSI INDUSTRIES INC | COM | 50216C108 | 8,612 | 777,990 | SH | SOLE | 777,990 | 0 | 0 | ||
MANTECH INTERNATIONAL CORP-A | COM | 564563104 | 7,524 | 198,939 | SH | SOLE | 198,939 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 24,717 | 446,400 | SH | SOLE | 446,400 | 0 | 0 | ||
MERCURY SYSTEMS INC | COM | 589378108 | 5,535 | 222,657 | SH | SOLE | 222,657 | 0 | 0 | ||
MITEK SYSTEMS INC | COM | 606710200 | 71 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MYR GROUP INC/DELAWARE | COM | 55405W104 | 3,301 | 137,082 | SH | SOLE | 137,082 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 4,596 | 150,200 | SH | SOLE | 150,200 | 0 | 0 | ||
NATURAL GAS SERVICES GROUP | COM | 63886Q109 | 7,446 | 325,142 | SH | SOLE | 325,142 | 0 | 0 | ||
NATUS MEDICAL INC | COM | 639050103 | 13,667 | 361,569 | SH | SOLE | 361,569 | 0 | 0 | ||
NAUTILUS INC | COM | 63910B102 | 9,048 | 507,173 | SH | SOLE | 507,173 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE | COM | 679580100 | 6,435 | 106,700 | SH | SOLE | 106,700 | 0 | 0 | ||
ORBCOMM INC | COM | 68555P100 | 8,667 | 871,042 | SH | SOLE | 871,042 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 14,755 | 244,728 | SH | SOLE | 244,728 | 0 | 0 | ||
PDF SOLUTIONS INC | COM | 693282105 | 7,583 | 542,050 | SH | SOLE | 542,050 | 0 | 0 | ||
PENN NATIONAL GAMING INC | COM | 707569109 | 24,459 | 1,753,300 | SH | SOLE | 1,753,300 | 0 | 0 | ||
RBC BEARINGS INC | COM | 75524B104 | 13,815 | 190,557 | SH | SOLE | 190,557 | 0 | 0 | ||
RED ROBIN GOURMET BURGERS | COM | 75689M101 | 9,923 | 209,204 | SH | SOLE | 209,204 | 0 | 0 | ||
RED ROCK RESORTS INC-CLASS A | COM | 75700L108 | 14,206 | 646,300 | SH | SOLE | 646,300 | 0 | 0 | ||
TORO CO | COM | 891092108 | 6,645 | 75,335 | SH | SOLE | 75,335 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | COM | M87915274 | 12,388 | 997,432 | SH | SOLE | 997,432 | 0 | 0 | ||
US CONCRETE INC | COM | 90333L201 | 10,671 | 175,188 | SH | SOLE | 175,188 | 0 | 0 | ||
WABTEC CORP | COM | 929740108 | 6,911 | 98,400 | SH | SOLE | 98,400 | 0 | 0 |