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 |
Acacia Research | COM | 003881307 | 6,586 | 388,795 | SH | SOLE | 321,420 | 67,375 | 0 | ||
Amtrust Financial Service | COM | 032359309 | 5,047 | 89,724 | SH | SOLE | 75,639 | 14,085 | 0 | ||
Badger Meter Inc. | COM | 056525108 | 10,419 | 175,560 | SH | SOLE | 146,485 | 29,075 | 0 | ||
Bank Of The Ozarks | COM | 063904106 | 23,605 | 622,500 | SH | SOLE | 524,950 | 97,550 | 0 | ||
Calamp Corp. | COM | 128126109 | 2,575 | 140,700 | SH | SOLE | 107,800 | 32,900 | 0 | ||
Canadian Solar Inc. | COM | 136635109 | 1,282 | 53,000 | SH | SOLE | 43,450 | 9,550 | 0 | ||
Coherent Inc. | COM | 192479103 | 15,951 | 262,700 | SH | SOLE | 220,350 | 42,350 | 0 | ||
Core-Mark Holding Company | COM | 218681104 | 18,786 | 303,345 | SH | SOLE | 254,295 | 49,050 | 0 | ||
Dresser-Rand Group Inc. | COM | 261608103 | 11,758 | 143,735 | SH | SOLE | 117,960 | 25,775 | 0 | ||
Drew Industries Inc. | COM | 26168L205 | 8,258 | 161,700 | SH | SOLE | 135,100 | 26,600 | 0 | ||
Electronics For Imaging Inc. | COM | 286082102 | 4,460 | 104,125 | SH | SOLE | 87,775 | 16,350 | 0 | ||
Enersys | COM | 29275Y102 | 13,444 | 217,825 | SH | SOLE | 180,075 | 37,750 | 0 | ||
FEI Company | COM | 30241L109 | 5,149 | 56,985 | SH | SOLE | 48,010 | 8,975 | 0 | ||
First Financial Bancorp | COM | 320209109 | 14,111 | 759,050 | SH | SOLE | 639,925 | 119,125 | 0 | ||
Fox Factory Holdings Corp. | COM | 35138V102 | 8,310 | 512,000 | SH | SOLE | 430,200 | 81,800 | 0 | ||
Interface Inc. | COM | 458665304 | 6,216 | 377,415 | SH | SOLE | 309,090 | 68,325 | 0 | ||
IPG Photonics Corp. | COM | 44980X109 | 9,892 | 132,030 | SH | SOLE | 108,680 | 23,350 | 0 | ||
Ishares Russell 2000 | ETF | 464287655 | 6,278 | 52,458 | SH | SOLE | 52,458 | 0 | 0 | ||
Jack Henry & Associates Inc. | COM | 426281101 | 13,927 | 224,125 | SH | SOLE | 188,675 | 35,450 | 0 | ||
Lakeland Financial Corp. | COM | 511656100 | 7,062 | 162,450 | SH | SOLE | 129,125 | 33,325 | 0 | ||
Maximus Inc. | COM | 577933104 | 17,627 | 321,420 | SH | SOLE | 267,870 | 53,550 | 0 | ||
MKS Instruments Inc. | COM | 55306N104 | 18,408 | 502,950 | SH | SOLE | 415,200 | 87,750 | 0 | ||
NN Inc. | COM | 629337106 | 8,420 | 409,525 | SH | SOLE | 338,675 | 70,850 | 0 | ||
OFG Bancorp | COM | 67103X102 | 5,347 | 321,129 | SH | SOLE | 275,604 | 45,525 | 0 | ||
Orbotech Ltd. | COM | M75253100 | 13,470 | 910,185 | SH | SOLE | 767,360 | 142,825 | 0 | ||
OSI Systems Inc. | COM | 671044105 | 17,516 | 247,500 | SH | SOLE | 207,250 | 40,250 | 0 | ||
Pacwest Bancorp | COM | 695263103 | 16,142 | 355,075 | SH | SOLE | 299,600 | 55,475 | 0 | ||
Patrick Industries Inc. | COM | 703343103 | 14,626 | 332,555 | SH | SOLE | 277,255 | 55,300 | 0 | ||
Pier 1 Imports, Inc. | COM | 720279108 | 2,583 | 167,755 | SH | SOLE | 140,905 | 26,850 | 0 | ||
Providence Service Corp. | COM | 743815102 | 10,696 | 293,515 | SH | SOLE | 246,465 | 47,050 | 0 | ||
Sirona Dental Systems Inc. | COM | 82966C103 | 5,204 | 59,565 | SH | SOLE | 49,890 | 9,675 | 0 | ||
Snap-On Inc. | COM | 833034101 | 17,916 | 131,025 | SH | SOLE | 113,125 | 17,900 | 0 | ||
Stantec Inc. | COM | 85472N109 | 13,426 | 489,650 | SH | SOLE | 405,150 | 84,500 | 0 | ||
Steelcase Inc. | COM | 858155203 | 10,252 | 571,160 | SH | SOLE | 493,935 | 77,225 | 0 | ||
Steven Madden, Ltd. | COM | 556269108 | 6,584 | 206,840 | SH | SOLE | 182,715 | 24,125 | 0 | ||
Thor Industries Inc. | COM | 885160101 | 8,815 | 157,775 | SH | SOLE | 132,250 | 25,525 | 0 | ||
Tupperware Brands Corp. | COM | 899896104 | 9,424 | 149,595 | SH | SOLE | 122,395 | 27,200 | 0 | ||
UMB Financial Corp. | COM | 902788108 | 3,697 | 64,990 | SH | SOLE | 53,990 | 11,000 | 0 | ||
United Stationers Inc. | COM | 913004107 | 13,956 | 331,025 | SH | SOLE | 276,550 | 54,475 | 0 | ||
Wabtec Corporation | COM | 929740108 | 15,377 | 176,975 | SH | SOLE | 147,300 | 29,675 | 0 |