0001104659-24-060451.txt : 20240513
0001104659-24-060451.hdr.sgml : 20240513
20240513145529
ACCESSION NUMBER: 0001104659-24-060451
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240513
DATE AS OF CHANGE: 20240513
EFFECTIVENESS DATE: 20240513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EAM Investors, LLC
CENTRAL INDEX KEY: 0001510989
ORGANIZATION NAME:
IRS NUMBER: 260638588
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14070
FILM NUMBER: 24938522
BUSINESS ADDRESS:
STREET 1: 215 HIGHWAY 101
STREET 2: SUITE 216
CITY: SOLANA BEACH
STATE: CA
ZIP: 92075
BUSINESS PHONE: 7604795075
MAIL ADDRESS:
STREET 1: 215 HIGHWAY 101
STREET 2: SUITE 216
CITY: SOLANA BEACH
STATE: CA
ZIP: 92075
FORMER COMPANY:
FORMER CONFORMED NAME: Eudaimonia Asset Management LLC
DATE OF NAME CHANGE: 20110124
13F-HR
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03-31-2024
03-31-2024
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EAM Investors, LLC
215 Highway 101
Suite 216
Solana Beach
CA
92075
13F COMBINATION REPORT
028-14070
0001390777
028-12592
Bank of New York Mellon Corp
N
Derek Gaertner
Chief Operating Officer
760-479-5075
/s/ Derek Gaertner
Solana Beach
CA
05-10-2024
0
231
641709686
INFORMATION TABLE
2
infotable.xml
Perspective Therapeutics Inc
Common Stock
46489V104
1003362
843161
SH
SOLE
843161
0
0
ADMA Biologics Inc
Common Stock
000899104
4105768
622086
SH
SOLE
115083
0
507003
Akebia Therapeutics Inc
Common Stock
00972D105
784245
428549
SH
SOLE
428549
0
0
LifeMD Inc
Common Stock
53216B104
4231351
411610
SH
SOLE
155859
0
255751
Talkspace Inc
Common Stock
87427V103
1358574
380553
SH
SOLE
380315
0
238
Pixelworks Inc
Common Stock
72581M305
981014
380238
SH
SOLE
380238
0
0
Hims & Hers Health Inc
Common Stock
433000106
4636545
299712
SH
SOLE
55025
0
244687
FTAI Aviation Ltd
Common Stock
35953C106
7371102
283550
SH
SOLE
208569
0
74981
Heron Therapeutics Inc
Common Stock
427746102
760393
274510
SH
SOLE
274253
0
257
Stereotaxis Inc
Common Stock
85916J409
715639
274191
SH
SOLE
274191
0
0
Honest Co Inc/The
Common Stock
438333106
1101377
271945
SH
SOLE
271945
0
0
RealReal Inc/The
Common Stock
88339P101
1054719
269749
SH
SOLE
269749
0
0
GEO Group Inc/The
Common Stock
36162J106
3782988
267917
SH
SOLE
49261
0
218656
Aveanna Healthcare Holdings Inc
Common Stock
05356F105
658854
264600
SH
SOLE
264600
0
0
AdTheorent Holding Co Inc
Common Stock
00739D109
838991
261368
SH
SOLE
261368
0
0
Blend Labs Inc
Common Stock
09352U108
840226
258531
SH
SOLE
258259
0
272
Paysign Inc
Common Stock
70451A104
933450
255041
SH
SOLE
255041
0
0
Leonardo SpA
Common Stock
52661A108
5358147
234278
SH
SOLE
31651
0
202627
Mama's Creations Inc
Common Stock
56146T103
1166370
233274
SH
SOLE
233125
0
149
Lyft Inc
Common Stock
55087P104
4429176
228898
SH
SOLE
41423
0
187475
Liquidia Corp
Common Stock
53635D202
3370582
228514
SH
SOLE
41997
0
186517
Nuvation Bio Inc
Common Stock
67080N101
815546
224051
SH
SOLE
223849
0
202
Powerfleet Inc NJ
Common Stock
73931J109
1150743
215495
SH
SOLE
215495
0
0
Iovance Biotherapeutics Inc
Common Stock
462260100
3161640
213336
SH
SOLE
38626
0
174710
Sweetgreen Inc
Common Stock
87043Q108
5262870
208348
SH
SOLE
38223
0
170125
Aspen Aerogels Inc
Common Stock
04523Y105
3598285
204448
SH
SOLE
37659
0
166789
Archrock Inc
Common Stock
03957W106
4000878
203400
SH
SOLE
37411
0
165989
AXT Inc
Common Stock
00246W103
920272
200495
SH
SOLE
200495
0
0
Codexis Inc
Common Stock
192005106
696164
199474
SH
SOLE
199474
0
0
NN Inc
Common Stock
629337106
932420
196713
SH
SOLE
196713
0
0
American Industrial Partners LP
Common Stock
749527107
4154113
188054
SH
SOLE
34593
0
153461
Safe Bulkers Inc
Common Stock
Y7388L103
904912
182442
SH
SOLE
182442
0
0
Crexendo Inc
Common Stock
226552107
873044
181506
SH
SOLE
181506
0
0
Kyndryl Holdings Inc
Common Stock
50155Q100
3848212
176848
SH
SOLE
32022
0
144826
Credo Technology Group Holding Ltd
Common Stock
G25457105
3674071
173387
SH
SOLE
31868
0
141519
CECO Environmental Corp
Common Stock
125141101
3947493
171481
SH
SOLE
72137
0
99344
Cardiff Oncology Inc
Common Stock
14147L108
864562
161903
SH
SOLE
161903
0
0
Longboard Pharmaceuticals Inc
Common Stock
54300N103
3381804
156565
SH
SOLE
61258
0
95307
Energy Services of America Corp
Common Stock
29271Q103
1273693
154387
SH
SOLE
154387
0
0
MDU Resources Group Inc
Common Stock
552690109
3852677
152884
SH
SOLE
27680
0
125204
PubMatic Inc
Common Stock
74467Q103
3606602
152049
SH
SOLE
27994
0
124055
Paymentus Holdings Inc
Common Stock
70439P108
3453223
151790
SH
SOLE
27935
0
123855
Gap Inc/The
Common Stock
364760108
4076629
147972
SH
SOLE
26789
0
121183
Dyne Therapeutics Inc
Common Stock
26818M108
4200812
147968
SH
SOLE
27238
0
120730
VAALCO Energy Inc
Common Stock
91851C201
1002244
143794
SH
SOLE
143794
0
0
NexGen Energy Ltd
Common Stock
65340P106
1102722
141715
SH
SOLE
0
0
141715
Cleanspark Inc
Common Stock
18452B209
2954192
139283
SH
SOLE
25614
0
113669
Couchbase Inc
Common Stock
22207T101
3663957
139261
SH
SOLE
25771
0
113490
TechnipFMC PLC
Common Stock
G87110105
3494960
139186
SH
SOLE
25199
0
113987
Informatica Inc
Common Stock
45674M101
4832030
138058
SH
SOLE
25051
0
113007
Overseas Shipholding Group Inc
Common Stock
69036R863
854976
133590
SH
SOLE
133590
0
0
Kodiak Gas Services Inc
Common Stock
50012A108
3584547
131110
SH
SOLE
24161
0
106949
Immunome Inc
Common Stock
45257U108
3158546
127980
SH
SOLE
23534
0
104446
Encore Energy Corp
Common Stock
29259W700
538276
122894
SH
SOLE
122894
0
0
Veeco Instruments Inc
Common Stock
922417100
3943823
112136
SH
SOLE
20577
0
91559
Orion Group Holdings Inc
Common Stock
68628V308
916055
111714
SH
SOLE
111714
0
0
Aquestive Therapeutics Inc
Common Stock
03843E104
461119
108244
SH
SOLE
108244
0
0
Telos Corp
Common Stock
87969B101
446023
107217
SH
SOLE
107217
0
0
Backblaze Inc
Common Stock
05637B105
1092738
106817
SH
SOLE
106751
0
66
Crinetics Pharmaceuticals Inc
Common Stock
22663K107
4990601
106614
SH
SOLE
19696
0
86918
API Group Corp
Common Stock
00187Y100
4133757
105265
SH
SOLE
19051
0
86214
NEXTracker Inc
Common Stock
65290E101
5792434
102940
SH
SOLE
18828
0
84112
Apollo Global Management Inc
Common Stock
72814N104
915816
101742
SH
SOLE
101721
0
21
JFrog Ltd
Common Stock
M6191J100
4493504
101617
SH
SOLE
18399
0
83218
Tarsus Pharmaceuticals Inc
Common Stock
87650L103
3658918
100658
SH
SOLE
18479
0
82179
Gray Television Inc
Common Stock
92557A101
1055766
99040
SH
SOLE
99040
0
0
Sera Prognostics Inc
Common Stock
81749D107
883419
97079
SH
SOLE
97079
0
0
4D Molecular Therapeutics Inc
Common Stock
35104E100
3065729
96225
SH
SOLE
17671
0
78554
RxSight Inc
Common Stock
78349D107
4954311
96051
SH
SOLE
32140
0
63911
Mistras Group Inc
Common Stock
60649T107
910016
95190
SH
SOLE
95190
0
0
Vontier Corp
Common Stock
928881101
4284343
94452
SH
SOLE
17101
0
77351
Lincoln Educational Services Corp
Common Stock
533535100
974419
94329
SH
SOLE
94329
0
0
Caleres Inc
Common Stock
129500104
3848778
93804
SH
SOLE
17250
0
76554
Applied Therapeutics Inc
Common Stock
03828A101
631530
92872
SH
SOLE
92872
0
0
Q2 Holdings Inc
Common Stock
74736L109
4874887
92749
SH
SOLE
17034
0
75715
Valvoline Inc
Common Stock
92047W101
4102045
92036
SH
SOLE
16665
0
75371
Byrna Technologies Inc
Common Stock
12448X201
1278509
91781
SH
SOLE
91781
0
0
Shattuck Labs Inc
Common Stock
82024L103
800219
89510
SH
SOLE
89510
0
0
AudioEye Inc
Common Stock
050734201
873222
87235
SH
SOLE
87235
0
0
Gulf Island Fabrication Inc
Common Stock
402307102
627293
85346
SH
SOLE
85346
0
0
Vericel Corp
Common Stock
92346J108
4345075
83527
SH
SOLE
15325
0
68202
Ideaya Biosciences Inc
Common Stock
45166A102
3663278
83484
SH
SOLE
15357
0
68127
Napco Security Technologies Inc
Common Stock
630402105
3283200
81753
SH
SOLE
15182
0
66571
AZEK Co Inc/The
Common Stock
05478C105
4071034
81064
SH
SOLE
14671
0
66393
Collegium Pharmaceutical Inc
Common Stock
19459J104
3103620
79949
SH
SOLE
14872
0
65077
Synchronoss Technologies Inc
Common Stock
87157B400
665178
79662
SH
SOLE
79662
0
0
ReposiTrak Inc
Common Stock
700215304
1259298
79451
SH
SOLE
79451
0
0
Mercury General Corp
Common Stock
589400100
4030889
78118
SH
SOLE
14314
0
63804
Heritage Insurance Holdings Inc
Common Stock
42727J102
810241
76079
SH
SOLE
76079
0
0
Westaim Corp/The
Common Stock
830940102
2835079
75784
SH
SOLE
13929
0
61855
EZCORP Inc
Common Stock
302301106
857522
75686
SH
SOLE
75686
0
0
NeuroPace Inc
Common Stock
641288105
998250
75625
SH
SOLE
75625
0
0
Alpine Immune Sciences Inc
Common Stock
02083G100
2968996
74899
SH
SOLE
13895
0
61004
Clayton Dubilier & Rice LLC
Common Stock
21874C102
4264324
74486
SH
SOLE
13479
0
61007
Matrix Service Co
Common Stock
576853105
970409
74475
SH
SOLE
74475
0
0
Universal Technical Institute Inc
Common Stock
913915104
1186781
74453
SH
SOLE
74407
0
46
Link Ventures LLLP
Common Stock
30041R108
1377653
74227
SH
SOLE
74186
0
41
Viking Therapeutics Inc
Common Stock
92686J106
5991166
73063
SH
SOLE
13389
0
59674
Inotiv Inc
Common Stock
45783Q100
789890
72202
SH
SOLE
72202
0
0
Ichor Holdings Ltd
Common Stock
G4740B105
2770097
71727
SH
SOLE
13161
0
58566
RadNet Inc
Common Stock
750491102
3484883
71617
SH
SOLE
13225
0
58392
Celldex Therapeutics Inc
Common Stock
15117B202
2942727
70115
SH
SOLE
12871
0
57244
H&E Equipment Services Inc
Common Stock
404030108
4449728
69332
SH
SOLE
12719
0
56613
Roivant Sciences Ltd
Common Stock
45258J102
2237177
69241
SH
SOLE
12737
0
56504
Landsea Group Co Ltd
Common Stock
51509P103
989522
68102
SH
SOLE
68102
0
0
Nutanix Inc
Common Stock
67059N108
4171778
67592
SH
SOLE
12264
0
55328
BellRing Brands Inc
Common Stock
07831C103
3982341
67463
SH
SOLE
12207
0
55256
Potbelly Corp
Common Stock
73754Y100
814167
67231
SH
SOLE
67231
0
0
Arcellx Inc
Common Stock
03940C100
4593917
66052
SH
SOLE
12120
0
53932
Suntx Capital Management Corp
Common Stock
21044C107
3676365
65474
SH
SOLE
12057
0
53417
QuickLogic Corp
Common Stock
74837P405
1039770
64864
SH
SOLE
64864
0
0
Vivo Capital LLC
Common Stock
834203309
2756791
64411
SH
SOLE
21448
0
42963
Spire Global Inc
Common Stock
848560306
768252
64021
SH
SOLE
64021
0
0
American Superconductor Corp
Common Stock
030111207
852454
63098
SH
SOLE
63098
0
0
Vera Therapeutics Inc
Common Stock
92337R101
2709790
62843
SH
SOLE
11596
0
51247
AAON Inc
Common Stock
000360206
5516910
62621
SH
SOLE
11336
0
51285
Cava Group Inc
Common Stock
148929102
4289582
61236
SH
SOLE
11087
0
50149
Pennant Group Inc/The
Common Stock
70805E109
1173756
59794
SH
SOLE
59794
0
0
Mr Cooper Group Inc
Common Stock
62482R107
4649250
59644
SH
SOLE
10820
0
48824
Varonis Systems Inc
Common Stock
922280102
2783926
59019
SH
SOLE
10684
0
48335
American Public Education Inc
Common Stock
02913V103
829820
58438
SH
SOLE
58438
0
0
Biohaven Ltd
Common Stock
G1110E107
3191927
58364
SH
SOLE
10721
0
47643
JS Global Lifestyle Co Ltd
Common Stock
G8068L108
3626462
58219
SH
SOLE
10543
0
47676
KB Home
Common Stock
48666K109
4065677
57360
SH
SOLE
10383
0
46977
Bandwidth Inc
Common Stock
05988J103
1032895
56566
SH
SOLE
56566
0
0
Pegasystems Inc
Common Stock
705573103
3622296
56038
SH
SOLE
10144
0
45894
Janux Therapeutics Inc
Common Stock
47103J105
2107383
55973
SH
SOLE
10304
0
45669
Apogee Therapeutics Inc
Common Stock
03770N101
3662259
55113
SH
SOLE
10113
0
45000
Prestige Consumer Healthcare Inc
Common Stock
74112D101
3951472
54458
SH
SOLE
9861
0
44597
Parsons Corp
Common Stock
70202L102
4483530
54051
SH
SOLE
9783
0
44268
Allison Transmission Holdings Inc
Common Stock
01973R101
4342385
53504
SH
SOLE
9684
0
43820
Turtle Beach Corp
Common Stock
900450206
921857
53472
SH
SOLE
53472
0
0
Vertiv Holdings Co
Common Stock
92537N108
4288165
52506
SH
SOLE
9494
0
43012
Virco Mfg. Corp
Common Stock
927651109
566480
51828
SH
SOLE
51828
0
0
Snow Phipps Group LLC
Common Stock
92262D101
928764
51598
SH
SOLE
51598
0
0
Tidewater Inc
Common Stock
88642R109
4569088
49664
SH
SOLE
8991
0
40673
Moneylion Inc
Common Stock
60938K304
3539897
49634
SH
SOLE
18712
0
30922
AZZ Inc
Common Stock
002474104
3734691
48308
SH
SOLE
8894
0
39414
CommVault Systems Inc
Common Stock
204166102
4843688
47754
SH
SOLE
8640
0
39114
Light & Wonder Inc
Common Stock
80874P109
4852848
47535
SH
SOLE
8606
0
38929
Stoke Therapeutics Inc
Common Stock
86150R107
618908
45845
SH
SOLE
45845
0
0
nVent Electric PLC
Common Stock
G6700G107
3444046
45677
SH
SOLE
8289
0
37388
Universal Stainless & Alloy Products Inc
Common Stock
913837100
1012510
45161
SH
SOLE
45161
0
0
Coherent Corp
Common Stock
19247G107
2735962
45133
SH
SOLE
8169
0
36964
GMS Inc
Common Stock
36251C103
4391689
45117
SH
SOLE
8282
0
36835
Assured Guaranty Ltd
Common Stock
G0585R106
3866309
44313
SH
SOLE
8025
0
36288
Griffon Corp
Common Stock
398433102
3234514
44103
SH
SOLE
8108
0
35995
Disc Medicine Inc
Common Stock
254604101
2727362
43806
SH
SOLE
8061
0
35745
MediWound Ltd
Common Stock
M68830112
624122
43798
SH
SOLE
43798
0
0
Vaxcyte Inc
Common Stock
92243G108
2987333
43732
SH
SOLE
8011
0
35721
Ryman Hospitality Properties Inc
Common Stock
78377T107
5029035
43500
SH
SOLE
7875
0
35625
Sprouts Farmers Market Inc
Common Stock
85208M102
2785665
43202
SH
SOLE
7819
0
35383
Sterling Infrastructure Inc
Common Stock
859241101
4748735
43049
SH
SOLE
7948
0
35101
Scorpio Tankers Inc
Common Stock
Y7542C130
2995655
41868
SH
SOLE
7580
0
34288
Esab Corp
Common Stock
29605J106
4586333
41479
SH
SOLE
7512
0
33967
Limoneira Co
Common Stock
532746104
810293
41426
SH
SOLE
41426
0
0
Tenet Healthcare Corp
Common Stock
88033G407
4328955
41185
SH
SOLE
7456
0
33729
Cytokinetics Inc
Common Stock
23282W605
2848219
40625
SH
SOLE
7355
0
33270
Electromed Inc
Common Stock
285409108
652573
40407
SH
SOLE
40407
0
0
L B Foster Co
Common Stock
350060109
1093929
40056
SH
SOLE
40056
0
0
BWX Technologies Inc
Common Stock
05605H100
4091357
39869
SH
SOLE
7213
0
32656
Kirby Corp
Common Stock
497266106
3777818
39633
SH
SOLE
7177
0
32456
Natural Gas Services Group Inc
Common Stock
63886Q109
756643
38942
SH
SOLE
38942
0
0
Dave Inc
Common Stock
23834J201
1445117
38910
SH
SOLE
38910
0
0
Post Holdings Inc
Common Stock
737446104
4048737
38095
SH
SOLE
6892
0
31203
Glaukos Corp
Common Stock
377322102
3476284
36868
SH
SOLE
6677
0
30191
Tennant Co
Common Stock
880345103
4470262
36759
SH
SOLE
6749
0
30010
Lifeway Foods Inc
Common Stock
531914109
629477
36555
SH
SOLE
36555
0
0
Patrick Industries Inc
Common Stock
703343103
4332938
36268
SH
SOLE
6659
0
29609
Graham Corp
Common Stock
384556106
973405
35682
SH
SOLE
35682
0
0
Freshpet Inc
Common Stock
358039105
4094145
35337
SH
SOLE
6398
0
28939
Dycom Industries Inc
Common Stock
267475101
5054265
35214
SH
SOLE
6376
0
28838
Deerfield Management Co LP
Common Stock
670703107
2626723
34981
SH
SOLE
6417
0
28564
HCI Group Inc
Common Stock
40416E103
3990134
34374
SH
SOLE
12967
0
21407
Maui Land & Pineapple Co Inc
Common Stock
577345101
742028
34258
SH
SOLE
34258
0
0
Hamilton Beach Brands Holding Co
Common Stock
40701T104
815134
33462
SH
SOLE
33462
0
0
Toll Brothers Inc
Common Stock
889478103
4247088
32829
SH
SOLE
5941
0
26888
Armstrong World Industries Inc
Common Stock
04247X102
4076900
32820
SH
SOLE
5942
0
26878
Modine Manufacturing Co
Common Stock
607828100
3118329
32759
SH
SOLE
6116
0
26643
Willdan Group Inc
Common Stock
96924N100
930434
32095
SH
SOLE
32095
0
0
MKS Instruments Inc
Common Stock
55306N104
4237380
31860
SH
SOLE
5768
0
26092
SPX Technologies Inc
Common Stock
78473E103
3851014
31276
SH
SOLE
5679
0
25597
Applied Industrial Technologies Inc
Common Stock
03820C105
5912079
29927
SH
SOLE
5432
0
24495
Tontine Associates LLC
Common Stock
44951W106
3548725
29174
SH
SOLE
5382
0
23792
PVH Corp
Common Stock
693656100
4025524
28629
SH
SOLE
5183
0
23446
Flexsteel Industries Inc
Common Stock
339382103
1052308
28212
SH
SOLE
28212
0
0
Celestica Inc
Common Stock
15101Q108
1262488
28072
SH
SOLE
0
0
28072
AeroVironment Inc
Common Stock
008073108
4233900
27622
SH
SOLE
5002
0
22620
Texas Roadhouse Inc
Common Stock
882681109
4211779
27266
SH
SOLE
4937
0
22329
LendingTree Inc
Common Stock
52603B107
1153511
27244
SH
SOLE
27244
0
0
Abercrombie & Fitch Co
Common Stock
002896207
3413237
27234
SH
SOLE
4978
0
22256
Root Inc/OH
Common Stock
77664L207
1616543
26466
SH
SOLE
26466
0
0
Krystal Biotech Inc
Common Stock
501147102
4703580
26435
SH
SOLE
4787
0
21648
Onto Innovation Inc
Common Stock
683344105
4711158
26017
SH
SOLE
4715
0
21302
Bowman Consulting Group Ltd
Common Stock
103002101
885858
25463
SH
SOLE
25444
0
19
Moog Inc
Common Stock
615394202
3795200
23772
SH
SOLE
4310
0
19462
Powell Industries Inc
Common Stock
739128106
3341916
23485
SH
SOLE
4317
0
19168
Simpson Manufacturing Co Inc
Common Stock
829073105
4742736
23115
SH
SOLE
4183
0
18932
M-Tron Industries Inc
Common Stock
55380K109
690930
23031
SH
SOLE
23031
0
0
First Internet Bancorp
Common Stock
320557101
799228
23006
SH
SOLE
23006
0
0
XPO Inc
Common Stock
983793100
2753851
22567
SH
SOLE
4082
0
18485
Taylor Devices Inc
Common Stock
877163105
1091406
21929
SH
SOLE
21929
0
0
Crane Co
Common Stock
224408104
2932051
21698
SH
SOLE
3937
0
17761
Jasper Therapeutics Inc
Common Stock
471871202
631974
21525
SH
SOLE
21525
0
0
Ralph Lauren Corp
Common Stock
751212101
4037591
21504
SH
SOLE
3892
0
17612
Evercore Inc
Common Stock
29977A105
4132404
21457
SH
SOLE
3885
0
17572
Smith-Midland Corp
Common Stock
832156103
935466
19912
SH
SOLE
19912
0
0
Installed Building Products Inc
Common Stock
45780R101
5000475
19327
SH
SOLE
3499
0
15828
Comfort Systems USA Inc
Common Stock
199908104
5759765
18129
SH
SOLE
3286
0
14843
Spyre Therapeutics Inc
Common Stock
00773J202
680388
17938
SH
SOLE
17938
0
0
UFP Technologies Inc
Common Stock
902673102
4467219
17713
SH
SOLE
3280
0
14433
Appfolio Inc
Common Stock
03783C100
4184464
16959
SH
SOLE
3071
0
13888
Eagle Materials Inc
Common Stock
26969P108
4582520
16863
SH
SOLE
3053
0
13810
Limbach Holdings Inc
Common Stock
53263P105
677134
16348
SH
SOLE
16333
0
15
Super Micro Computer Inc
Common Stock
86800U104
16061497
15902
SH
SOLE
2877
0
13025
Curtiss-Wright Corp
Common Stock
231561101
3905388
15259
SH
SOLE
2766
0
12493
Acuity Brands Inc
Common Stock
00508Y102
4084427
15199
SH
SOLE
2753
0
12446
Fabrinet
Common Stock
G3323L100
2618872
13855
SH
SOLE
2512
0
11343
Camtek Ltd/Israel
Common Stock
M20791105
1115146
13312
SH
SOLE
0
0
13312
Stantec Inc
Common Stock
85472N109
1090237
13119
SH
SOLE
0
0
13119
Miller Industries Inc/TN
Common Stock
600551204
631911
12613
SH
SOLE
12613
0
0
Climb Global Solutions Inc
Common Stock
946760105
879337
12406
SH
SOLE
12406
0
0
Neurogene Inc
Common Stock
64135M105
615941
12101
SH
SOLE
12101
0
0
Cavco Industries Inc
Common Stock
149568107
4409613
11050
SH
SOLE
2028
0
9022
Roark Capital Group Inc
Common Stock
974155103
3879077
10587
SH
SOLE
1916
0
8671
Wix.com Ltd
Common Stock
M98068105
1400921
10190
SH
SOLE
0
0
10190
Medpace Holdings Inc
Common Stock
58506Q109
3371015
8341
SH
SOLE
1513
0
6828
Nova Ltd
Common Stock
M7516K103
1352700
7626
SH
SOLE
0
0
7626
NewMarket Corp
Common Stock
651587107
3747431
5905
SH
SOLE
1069
0
4836
CyberArk Software Ltd
Common Stock
M2682V108
1441043
5425
SH
SOLE
0
0
5425
Monday.com Ltd
Common Stock
M7S64H106
1214051
5375
SH
SOLE
0
0
5375