0000764529-16-000014.txt : 20161031 0000764529-16-000014.hdr.sgml : 20161031 20161031094540 ACCESSION NUMBER: 0000764529-16-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161031 DATE AS OF CHANGE: 20161031 EFFECTIVENESS DATE: 20161031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PEREGRINE CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0000764529 IRS NUMBER: 416257136 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01523 FILM NUMBER: 161960239 BUSINESS ADDRESS: STREET 1: 800 LASALLE AVE STE 1850 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123437613 MAIL ADDRESS: STREET 1: 800 LASALLE AVE STE 1850 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-2018 FORMER COMPANY: FORMER CONFORMED NAME: PEREGRINE CAPITAL MANAGEMENT INC /MN/ DATE OF NAME CHANGE: 19990326 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000764529 XXXXXXXX 09-30-2016 09-30-2016 PEREGRINE CAPITAL MANAGEMENT LLC

800 LASALLE AVE STE 1850 MINNEAPOLIS MN 55402-2018

13F HOLDINGS REPORT 028-01523 N Christine M Mullady 612-343-7613 Christine M Mullady Minneapolis MN 10-31-2016 0 247 3837294 false INFORMATION TABLE 2 pereinftable.xml 2U INC COM 90214J101 29829 779022 SH SOLE 234622 0 544400 A. SCHULMAN INC. COM 808194104 10135 348054 SH SOLE 135154 0 212900 A.O. SMITH COM 831865209 27363 276977 SH SOLE 83037 0 193940 ACCURAY COM 004397105 15148 2378088 SH SOLE 694506 0 1683582 ACTIVISION BLIZZARD INC COM 00507V109 14992 338420 SH SOLE 338420 0 0 ACXIOM COM 005125109 31286 1173940 SH SOLE 355644 0 818296 ADEPTUS HEALTH COM 006855100 16164 375465 SH SOLE 112129 0 263336 ADOBE SYS INC COM 00724F101 30029 276663 SH SOLE 276663 0 0 AIR LEASE CORPORATION CLASS A COM 00912X302 9616 336445 SH SOLE 130545 0 205900 ALDER BIOPHARMACEUTICALS COM 014339105 11352 346409 SH SOLE 102940 0 243469 ALEXANDER & BALDWIN INC COM 014491104 6960 181162 SH SOLE 70101 0 111061 ALEXION PHARMACEUTICALS INC. COM 015351109 14318 116847 SH SOLE 116847 0 0 ALLERGAN PLC COM G0177J108 16404 71225 SH SOLE 71225 0 0 ALNYLAM PHARMACEUTICALS COM 02043Q107 12499 184399 SH SOLE 53498 0 130901 ALPHABET INC CAP STK CL A COM 02079K305 22830 28394 SH SOLE 28394 0 0 ALPHABET INC CAP STK CL C COM 02079K107 22101 28434 SH SOLE 28434 0 0 AMAZON COM INC COM 023135106 57446 68608 SH SOLE 68608 0 0 AMERICAN EQUITY INVESTMENT LIFE HOLDING COM 025676206 7383 416409 SH SOLE 161701 0 254708 AMERICAN TOWER CORPORATION COM 03027X100 18828 166133 SH SOLE 166133 0 0 AMN HEALTHCARE SERVICES COM 001744101 26882 843483 SH SOLE 254658 0 588825 AMPLIFY SNACK BRANDS COM 03211L102 11654 719407 SH SOLE 211564 0 507843 ANALOGIC COM 032657207 20020 225958 SH SOLE 67512 0 158446 ANIXTER INTERNATIONAL INC. COM 035290105 7501 116299 SH SOLE 45089 0 71210 ANSYS INC COM 03662Q105 12779 137984 SH SOLE 137984 0 0 APOGEE ENTERPRISES COM 037598109 27174 608062 SH SOLE 183177 0 424885 APPLIED MICRO CIRCUITS COM 03822W406 15580 2241705 SH SOLE 629484 0 1612221 ARGAN INC. COM 04010E109 15098 255074 SH SOLE 98964 0 156110 ARGO GROUP COM G0464B107 29125 516210 SH SOLE 157384 0 358826 ASBURY AUTOMOTIVE GROUP COM 043436104 7353 132078 SH SOLE 51189 0 80889 AT HOME GROUP COM 04650Y100 8159 538520 SH SOLE 161173 0 377347 ATRICURE COM 04963C209 16213 1024867 SH SOLE 329750 0 695117 AVID TECHNOLOGY INC. COM 05367P100 8933 1125068 SH SOLE 436578 0 688490 BANCORPSOUTH INC COM 059692103 9869 425380 SH SOLE 165088 0 260292 BANK OF THE OZARKS INC. COM 063904106 7411 193000 SH SOLE 75000 0 118000 BENEFITFOCUS COM 08180D106 21066 527717 SH SOLE 159157 0 368560 BOFI HOLDING INC COM 05566U108 10499 468700 SH SOLE 181800 0 286900 BOISE CASCADE COM 09739D100 25030 985449 SH SOLE 299861 0 685588 BRANDYWINE REALTY TRUST COM 105368203 8638 553027 SH SOLE 215027 0 338000 BURLINGTON STORES COM 122017106 23537 290509 SH SOLE 85545 0 204964 CABOT CORPORATION COM 127055101 9137 174346 SH SOLE 67546 0 106800 CADENCE DESIGN SYSTEMS COM 127387108 30434 1192085 SH SOLE 361566 0 830519 CALLON PETROLEUM COMPANY COM 13123X102 12085 769729 SH SOLE 298329 0 471400 CAPITAL SENIOR LIVING COM 140475104 17400 1035686 SH SOLE 310862 0 724824 CARDTRONICS PLC SHS CL A COM G1991C105 10300 230944 SH SOLE 89764 0 141180 CARRIZO OIL & GAS INC. COM 144577103 8464 208359 SH SOLE 80859 0 127500 CATHAY GENERAL BANCORP COM 149150104 9279 301460 SH SOLE 117160 0 184300 CELGENE CORPORATION COM 151020104 21025 201134 SH SOLE 201134 0 0 CEMPRA COM 15130J109 9880 408251 SH SOLE 124024 0 284227 CENTRAL GARDEN & PET (CL A) COM 153527205 22830 920546 SH SOLE 279175 0 641371 CEPHEID COM 15670R107 24622 467291 SH SOLE 135447 0 331844 CERUS CORP COM 157085101 20642 3324063 SH SOLE 1013847 0 2310216 CHARLES SCHWAB COM 808513105 31041 983236 SH SOLE 983236 0 0 CHART INDUSTRIES INC. COM 16115Q308 7377 224712 SH SOLE 87192 0 137520 CHEMICAL FINANCIAL CORPORATION COM 163731102 11712 265399 SH SOLE 102682 0 162717 CHEMTURA CORPORATION COM 163893209 11988 365373 SH SOLE 141660 0 223713 CHICAGO BRIDGE & IRON COM 167250109 13767 491153 SH SOLE 147399 0 343754 CHICO'S FAS COM 168615102 14307 1202274 SH SOLE 354328 0 847946 CHIPOTLE MEXICAN GRILL COM 169656105 16909 39927 SH SOLE 39927 0 0 CIENA CORPORATION COM 171779309 23047 1057194 SH SOLE 314807 0 742387 CIRRUS LOGIC COM 172755100 14117 265598 SH SOLE 102888 0 162710 CLUBCORP HLDGS INC COM 18948M108 10093 697517 SH SOLE 271243 0 426274 CME GROUP INC COM 12572Q105 13048 124834 SH SOLE 124834 0 0 COMTECH TELECOMMUNICATIONS CORP. COM 205826209 8782 685525 SH SOLE 266675 0 418850 CONNECTONE BANCORP INC. COM 20786W107 6079 336597 SH SOLE 131472 0 205125 COPART COM 217204106 34359 641499 SH SOLE 191238 0 450261 CORNERSTONE ONDEMAND COM 21925Y103 32184 700414 SH SOLE 206587 0 493827 CORPORATE OFFICE PPTYS TR COM 22002T108 9617 339208 SH SOLE 131908 0 207300 COSTAR GROUP INC. COM 22160N109 16732 77273 SH SOLE 77273 0 0 COTIVITI HOLDINGS COM 22164K101 10314 307604 SH SOLE 91828 0 215776 CUSTOMERS BANCORP INC. COM 23204G100 6976 277254 SH SOLE 107854 0 169400 CYBERARK SOFTWARE LTD* COM M2682V108 22624 456395 SH SOLE 132612 0 323783 CYPRESS SEMICONDUCTOR COM 232806109 26803 2204157 SH SOLE 660631 0 1543526 DARLING INGREDIENTS COM 237266101 9799 725282 SH SOLE 281382 0 443900 DEL TACO RESTAURANTS COM 245496104 14402 1208221 SH SOLE 364428 0 843793 DELEK US HOLDINGS COM 246647101 8705 503466 SH SOLE 195066 0 308400 DEXCOM COM 252131107 19615 223757 SH SOLE 64464 0 159293 DIAMONDBACK ENERGY COM 25278X109 18004 186496 SH SOLE 51362 0 135134 DICK'S SPORTING GOODS COM 253393102 24156 425879 SH SOLE 131253 0 294626 ECOLAB INC COM 278865100 12547 103081 SH SOLE 103081 0 0 EL PASO ELECTRIC COMPANY COM 283677854 9429 201600 SH SOLE 78309 0 123291 ENPRO INDUSTRIES COM 29355X107 17371 305725 SH SOLE 90916 0 214809 ENSIGN GROUP COM 29358P101 16898 839426 SH SOLE 264222 0 575204 ENVESTNET INC. COM 29404K106 13775 377925 SH SOLE 377925 0 0 EQUITY COMMONWEALTH COM 294628102 10325 341673 SH SOLE 132873 0 208800 ESSENT GROUP LTD COM G3198U102 34017 1278342 SH SOLE 366022 0 912320 EVERCORE PARTNERS COM 29977A105 29417 571092 SH SOLE 169069 0 402023 EVOLENT HEALTH COM 30050B101 26294 1068012 SH SOLE 319732 0 748280 EXTENDED STAY AMERICA COM 30224P200 19779 1392912 SH SOLE 417001 0 975911 FACEBOOK INC. CLASS A COM 30303M102 36153 281852 SH SOLE 281852 0 0 FCB FINANCIAL HOLDINGS INC. CLASS A COM 30255G103 10009 260436 SH SOLE 100836 0 159600 FERROGLOBE PLC COM G33856108 9029 999860 SH SOLE 387450 0 612410 FLEXION THERAPEUTICS COM 33938J106 14126 722905 SH SOLE 213651 0 509254 FORMFACTOR COM 346375108 21554 1986505 SH SOLE 643795 0 1342710 FOUR CORNERS PROPERTY TRUST INC. COM 35086T109 10703 501766 SH SOLE 194366 0 307400 G-III APPAREL GROUP LTD COM 36237H101 6505 223140 SH SOLE 86940 0 136200 GARTNER INC COM 366651107 11302 127782 SH SOLE 127782 0 0 GASLOG LTD COM G37585109 13589 933980 SH SOLE 280362 0 653618 GENERAC HOLDINGS INC. COM 368736104 7973 219645 SH SOLE 85295 0 134350 GENESEE & WYOMING COM 371559105 21982 318805 SH SOLE 95049 0 223756 GENTHERM COM 37253A103 21847 695313 SH SOLE 211653 0 483660 GNC HOLDINGS COM 36191G107 5225 255886 SH SOLE 99396 0 156490 GRANITE CONSTRUCTION COM 387328107 23375 469943 SH SOLE 141715 0 328228 GREAT WESTERN BANCORP INC. COM 391416104 11061 331972 SH SOLE 128692 0 203280 GUIDEWIRE SOFTWARE INC. COM 40171V100 11558 192702 SH SOLE 192702 0 0 HEALTHEQUITY COM 42226A107 28908 763744 SH SOLE 232170 0 531574 HFF INC. CLASS A COM 40418F108 7556 272865 SH SOLE 105865 0 167000 HORACE MANN EDUCATORS CORPORATION COM 440327104 10869 296558 SH SOLE 115155 0 181403 HORTONWORKS COM 440894103 9477 1134919 SH SOLE 337494 0 797425 HOUGHTON MIFFLIN HARCOURT COM 44157R109 17998 1342118 SH SOLE 395953 0 946165 HUB GROUP COM 443320106 24268 595384 SH SOLE 176571 0 418813 IAC/INTERACTIVECORP. COM 44919P508 9159 146611 SH SOLE 56766 0 89845 ICON PLC* COM G4705A100 36644 473625 SH SOLE 131453 0 342172 IDEXX LABORATORIES INC. COM 45168D104 18297 162312 SH SOLE 162312 0 0 IMAX CORP COM 45245E109 29415 1015355 SH SOLE 301905 0 713450 INOGEN COM 45780L104 24965 416770 SH SOLE 124384 0 292386 INTEGRATED DEVICE TECHNOLOGY INC. COM 458118106 13897 601597 SH SOLE 233397 0 368200 INTERCONTINENTAL EXCHANGE INC COM 45866F104 22266 82664 SH SOLE 82664 0 0 INTREXON CORP COM 46122T102 8834 315259 SH SOLE 94003 0 221256 INTUITIVE SURGICAL INC. COM 46120E602 15858 21878 SH SOLE 21878 0 0 JABIL CIRCUIT INC. COM 466313103 10175 466306 SH SOLE 181126 0 285180 K2M GROUP HOLDINGS COM 48273J107 17126 963214 SH SOLE 287782 0 675432 KAR AUCTION SERVICES COM 48238T109 21229 491877 SH SOLE 143218 0 348659 KATE SPADE & CO COM 485865109 15575 909197 SH SOLE 273112 0 636085 KBR, INC. COM 48242W106 7237 478327 SH SOLE 185417 0 292910 KEMPER CORPORATION COM 488401100 8144 207123 SH SOLE 80453 0 126670 KINDRED HEALTHCARE INC. COM 494580103 6545 640384 SH SOLE 248484 0 391900 KITE REALTY GROUP TRUST COM 49803T300 9054 326635 SH SOLE 126935 0 199700 KORN/FERRY INTERNATIONAL COM 500643200 10190 485220 SH SOLE 188450 0 296770 LIFEPOINT HEALTH COM 53219L109 13453 227136 SH SOLE 68044 0 159092 LIONS GATE ENTERTAINMENT COM 535919203 28950 1448220 SH SOLE 493620 0 954600 MASONITE INTERNATIONAL COM 575385109 15647 251683 SH SOLE 75388 0 176295 MASTERCARD INCORPORATED CL A COM 57636Q104 13310 130789 SH SOLE 130789 0 0 MAXIMUS COM 577933104 21212 375044 SH SOLE 114724 0 260320 MB FINANCIAL INC. COM 55264U108 7791 204800 SH SOLE 79700 0 125100 MEDIA GENERAL COM 58441K100 10276 557589 SH SOLE 166818 0 390771 MEDIDATA SOLUTIONS COM 58471A105 15920 285518 SH SOLE 84969 0 200549 MERIT MEDICAL SYSTEMS INC. COM 589889104 8253 339772 SH SOLE 131662 0 208110 METALDYNE PERFORMANCE GROUP INC. COM 59116R107 6621 417737 SH SOLE 162577 0 255160 MICROSEMI COM 595137100 32331 770145 SH SOLE 237504 0 532641 MIMECAST LIMITED* COM G14838109 7183 375486 SH SOLE 107175 0 268311 MOLINA HEALTHCARE INC. COM 60855R100 9232 158294 SH SOLE 61594 0 96700 MONRO MUFFLER BRAKE COM 610236101 16173 264397 SH SOLE 79776 0 184621 MONSANTO COMPANY COM 61166W101 11635 113847 SH SOLE 113847 0 0 NANOMETRICS COM 630077105 14544 651044 SH SOLE 204461 0 446583 NATIONAL HEALTH INVESTORS INC. COM 63633D104 9412 119933 SH SOLE 46533 0 73400 NCI BUILDING SYSTEMS COM 628852204 20085 1376606 SH SOLE 421660 0 954946 NETSCOUT SYSTEMS INC. COM 64115T104 11006 376273 SH SOLE 145793 0 230480 NEVRO CORP COM 64157F103 27311 261628 SH SOLE 77443 0 184185 NIKE INC. CLASS B COM 654106103 10292 195485 SH SOLE 195485 0 0 NOVOCURE LTD COM G6674U108 7988 935308 SH SOLE 277539 0 657769 NUANCE COMMUNICATIONS COM 67020Y100 28566 1970099 SH SOLE 649274 0 1320825 NUTANIX COM 67059N108 814 22000 SH SOLE 6577 0 15423 ON ASSIGNMENT COM 682159108 24116 664536 SH SOLE 203148 0 461388 ONEBEACON INSURANCE GROUP LTD COM G67742109 6175 432393 SH SOLE 168037 0 264356 OSI SYSTEMS COM 671044105 20679 316287 SH SOLE 94076 0 222211 OWENS & MINOR INC. COM 690732102 7151 205890 SH SOLE 79970 0 125920 OXFORD INDUSTRIES INC. COM 691497309 9670 142835 SH SOLE 55435 0 87400 PACIFIC BIOSCIENCES OF CALIFORNIA COM 69404D108 8732 974505 SH SOLE 291718 0 682787 PACIRA PHARMACEUTICALS COM 695127100 12385 361930 SH SOLE 108076 0 253854 PALO ALTO NETWORKS COM 697435105 16504 103585 SH SOLE 103585 0 0 PANDORA MEDIA COM 698354107 14574 1017038 SH SOLE 306217 0 710821 PARTY CITY COM 702149105 21601 1261763 SH SOLE 377060 0 884703 PDC ENERGY COM 69327R101 17958 267791 SH SOLE 80096 0 187695 PENN NATIONAL GAMING INC. COM 707569109 9344 688560 SH SOLE 267830 0 420730 PENNSYLVANIA REAL ESTATE INVESTMENT TRU COM 709102107 9731 422538 SH SOLE 164038 0 258500 PGT INC COM 69336V101 18130 1699196 SH SOLE 517373 0 1181823 PHARMERICA CORPORATION COM 71714F104 13041 464600 SH SOLE 180220 0 284380 PINNACLE FINANCIAL PARTNERS INC. COM 72346Q104 9968 184319 SH SOLE 71519 0 112800 PNM RES INC COM 69349H107 8943 273324 SH SOLE 106167 0 167157 PORTLAND GENERAL ELECTRIC CO COM 736508847 9729 228430 SH SOLE 89086 0 139344 PORTOLA PHARMACEUTICALS COM 737010108 10255 451568 SH SOLE 134596 0 316972 PRA GROUP INC COM COM 69354N106 9616 278397 SH SOLE 107927 0 170470 PRIMERICA INC COM 74164M108 10196 192274 SH SOLE 74571 0 117703 PTC INC. COM 69370C100 35157 793428 SH SOLE 235853 0 557575 QEP RESOURCES COM 74733V100 21424 1096965 SH SOLE 328627 0 768338 QTS REALTY TRUST COM 74736A103 27708 524280 SH SOLE 156252 0 368028 QUAD / GRAPHICS INC COM 747301109 6048 226334 SH SOLE 87695 0 138639 RADIUS HEALTH COM 750469207 9276 171486 SH SOLE 53093 0 118393 RAMCO-GERSHENSON PROPERTIES COM 751452202 8559 456720 SH SOLE 177599 0 279121 REALPAGE COM 75606N109 29739 1157143 SH SOLE 346079 0 811064 RED ROBIN GOURMET BURGERS INC. COM 75689M101 8413 187200 SH SOLE 72560 0 114640 RENASANT CORPORATION COM 75970E107 10426 310030 SH SOLE 120530 0 189500 RENT-A-CENTER INC COM 76009N100 6079 480942 SH SOLE 187142 0 293800 RPC INC. COM 749660106 11117 661720 SH SOLE 257320 0 404400 RPX CORP COM 74972G103 8992 841148 SH SOLE 250709 0 590439 RSP PERMIAN INC. COM 74978Q105 9326 240476 SH SOLE 93226 0 147250 RUBICON PROJECT COM 78112V102 9632 1163318 SH SOLE 370622 0 792696 SCHOLASTIC CORP COM 807066105 8153 207137 SH SOLE 80424 0 126713 SCORPIO TANKERS INC. COM Y7542C106 6224 1344171 SH SOLE 521071 0 823100 SECUREWORKS COM 81374A105 6050 483583 SH SOLE 152693 0 330890 SELECT MEDICAL HOLDINGS CORPORATION COM 81619Q105 9351 692675 SH SOLE 268925 0 423750 SERVISFIRST BANCSHARES COM 81768T108 16567 319143 SH SOLE 95447 0 223696 SHOPIFY* COM 82509L107 22282 519160 SH SOLE 147069 0 372091 SIGNATURE BANK COM 82669G104 17299 146047 SH SOLE 42992 0 103055 SILICON MOTION TECHNOLOGY* COM 82706C108 16763 323679 SH SOLE 89884 0 233795 SOUTHWEST GAS CORPORATION COM 844895102 7734 110701 SH SOLE 42971 0 67730 SPECTRANETICS COM 84760C107 21376 851958 SH SOLE 254826 0 597132 SPORTSMAN'S WAREHOUSE COM 84920Y106 10687 1015864 SH SOLE 304809 0 711055 SPX CORP COM 784635104 12225 607021 SH SOLE 179643 0 427378 SS&C TECHNOLOGIES COM 78467J100 44098 1371640 SH SOLE 422436 0 949204 STARBUCKS CORP COM 855244109 16303 301120 SH SOLE 301120 0 0 STEEL DYNAMICS COM 858119100 21464 858913 SH SOLE 261247 0 597666 STERLING BANCORP COM 85917A100 9567 546680 SH SOLE 211980 0 334700 STIFEL FINANCIAL COM 860630102 29815 775421 SH SOLE 256824 0 518597 SUNSTONE HOTEL INVS INC COM 867892101 7527 588479 SH SOLE 228089 0 360390 SUPERVALU INC. COM 868536103 5060 1013942 SH SOLE 393392 0 620550 SURGERY PARTNERS COM 86881A100 21701 1072192 SH SOLE 323803 0 748389 SVB FINANCIAL GROUP COM 78486Q101 24456 221237 SH SOLE 67790 0 153447 SWIFT TRANSPORTATION COM 87074U101 18625 867505 SH SOLE 265679 0 601826 SYNAPTICS INCORPORATED COM 87157D109 9939 169670 SH SOLE 66090 0 103580 SYNCHRONOSS TECHNOLOGIES COM 87157B103 15745 382347 SH SOLE 114116 0 268231 TALEND SA* COM 874224207 8304 317426 SH SOLE 91042 0 226384 TELADOC COM 87918A105 13106 715806 SH SOLE 208479 0 507327 TEMPUR SEALY COM 88023U101 12351 217675 SH SOLE 63679 0 153996 TERADYNE COM 880770102 31858 1476278 SH SOLE 430394 0 1045884 TESARO COM 881569107 11066 110399 SH SOLE 32696 0 77703 THOR INDS INC COM 885160101 13473 159072 SH SOLE 61772 0 97300 TIVO INC. COM 88870P106 11534 592070 SH SOLE 228480 0 363590 TOWER INTERNATIONAL COM 891826109 10793 447824 SH SOLE 132775 0 315049 TRIUMPH GROUP INC. COM 896818101 9761 350120 SH SOLE 135960 0 214160 TUTOR PERINI COM 901109108 8919 415420 SH SOLE 161845 0 253575 TYLER TECHNOLOGIES INC. COM 902252105 15203 88786 SH SOLE 88786 0 0 ULTIMATE SOFTWARE COM 90385D107 31517 154198 SH SOLE 92295 0 61903 UMPQUA HLDGS CORP COM 904214103 8123 539746 SH SOLE 210146 0 329600 UNIT CORPORATION COM 909218109 7074 380320 SH SOLE 147685 0 232635 UNITED COMMUNITY BANKS COM 90984P303 11010 523800 SH SOLE 203700 0 320100 UNITED NATURAL FOODS INC. COM 911163103 6235 155713 SH SOLE 60303 0 95410 URBAN OUTFITTERS INC. COM 917047102 10557 305835 SH SOLE 118745 0 187090 VANTIV COM 92210H105 27408 487081 SH SOLE 145961 0 341120 VEECO INSTRUMENTS INC. COM 922417100 9662 492194 SH SOLE 191149 0 301045 VERIFONE SYSTEMS INC. COM 92342Y109 6092 387050 SH SOLE 150150 0 236900 VERISK ANALYTICS INC COM 92345Y106 16045 197410 SH SOLE 197410 0 0 VIRTU FINANCIAL COM 928254101 14529 970520 SH SOLE 283610 0 686910 VIRTUS INVESTMENT PARTNERS COM 92828Q109 15795 161407 SH SOLE 48338 0 113069 VISA INC COM 92826C839 25693 310683 SH SOLE 310683 0 0 VISTEON CORPORATION COM 92839U206 8983 125360 SH SOLE 48640 0 76720 WABASH NATIONAL COM 929566107 20888 1466829 SH SOLE 436355 0 1030474 WEBSTER FINL CORP CONN COM 947890109 11265 296373 SH SOLE 114936 0 181437 WEST CORP COM 952355204 28494 1290469 SH SOLE 426156 0 864313 WESTERN ALLIANCE BANCORP COM 957638109 11138 296686 SH SOLE 115108 0 181578 WHITEWAVE FOODS COM 966244105 10042 184497 SH SOLE 55531 0 128966 WILLIAM LYON HOMES COM 552074700 13789 743343 SH SOLE 219142 0 524201 WINTRUST FINANCIAL COM 97650W108 10708 192701 SH SOLE 74744 0 117957 WRIGHT MEDICAL GROUP COM N96617118 21380 871576 SH SOLE 261110 0 610466 YADKIN FINANCIAL CORPORATION COM 984305102 9170 348800 SH SOLE 135600 0 213200 ZENDESK COM 98936J101 14330 466624 SH SOLE 141560 0 325064 ZOE'S KITCHEN COM 98979J109 14201 639971 SH SOLE 191422 0 448549