Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLAB	Silicon Laboratories Inc.	21,900	$1.611M	2.8%	$50.10	+39.6%	COM	826919102
—	Investors Bancorp Inc.	104,455	$1.502M	2.6%	$11.58	—	COM	46146L101
AMWD	American Woodmark	14,485	$1.33M	2.3%	$72.82	+10.0%	COM	030506109
—	Cabot Microelectronics	17,270	$1.323M	2.3%	$42.00	—	COM	12709P103
—	Bank of the Ozarks Inc.	24,985	$1.299M	2.2%	$46.07	—	COM	063904106
—	Gramercy Property Trust	45,928	$1.208M	2.1%	$9.18	—	COM	385002308
—	Microsemi Corp.	22,575	$1.163M	2.0%	$53.98	—	COM	595137100
VAC	Marriott Vactions Wrlwd	11,165	$1.116M	1.9%	$61.47	+46.1%	COM	57164Y107
—	Brookline Bancorp Inc	69,695	$1.091M	1.9%	$11.15	—	COM	11373M107
ENTG	Entegris, Inc	45,835	$1.073M	1.8%	$13.18	+50.0%	COM	29362U104
ESNT	Essent Group, LTD	29,305	$1.06M	1.8%	$18.55	+67.5%	COM	G3198U102
WAL	Western Alliance Banc	20,690	$1.016M	1.7%	$37.34	+16.4%	COM	957638109
LFUS	Littelfuse Inc.	6,275	$1.003M	1.7%	$125.73	+26.1%	COM	537008104
—	Inter Xion Holding N.V.	24,875	$984K	1.7%	$36.11	—	COM	N47279109
—	Advancepierre Foods Hld	31,440	$980K	1.7%	$27.56	—	COM	00782L107
HXL	Hexcel Corporation	17,450	$952K	1.6%	$44.56	+18.1%	COM	428291108
INDB	Independent Bank Corp.	14,645	$952K	1.6%	$35.22	+41.1%	COM	453836108
AEIS	Advanced Energy Industries Inc	13,627	$934K	1.6%	$35.71	+69.7%	COM	007973100
SXI	Standex International Corp.	9,060	$907K	1.6%	$79.39	+18.1%	COM	854231107
KMT	Kennametal Inc.	22,135	$868K	1.5%	$24.51	+17.9%	COM	489170100
SF	Stifel Financial Corp.	16,160	$811K	1.4%	$24.88	+22.9%	COM	860630102
—	Integrated Device Tech	33,675	$797K	1.4%	$23.56	—	COM	458118106
—	Navigators Group Inc.	14,560	$791K	1.4%	$91.24	—	COM	638904102
FICO	Fair Isaac Corp	6,040	$779K	1.3%	$107.24	+18.3%	COM	303250104
—	H&E Equipment Services Inc.	31,745	$778K	1.3%	$23.25	—	COM	404030108
CAKE	Cheesecake Factory Inc.	12,095	$766K	1.3%	$42.34	+18.6%	COM	163072101
EGBN	Eagle Bancorp Inc	12,580	$751K	1.3%	$42.77	+10.7%	COM	268948106
—	Natus Medical Inc.	18,315	$719K	1.2%	$37.47	—	COM	639050103
MMS	Maximus Inc.	11,435	$711K	1.2%	$53.45	+10.0%	COM	577933104
TRNO	Terreno Realty Corp.	25,305	$709K	1.2%	$27.50	—	COM	88146M101
NGVT	Ingevity Corp	11,570	$704K	1.2%	$35.48	+59.4%	COM	45688C107
—	Cambrex Corp	12,695	$699K	1.2%	$52.20	—	COM	132011107
—	Spirit Airlines, Inc.	13,075	$694K	1.2%	$51.55	—	COM	848577102
—	Clovis Oncology	10,805	$688K	1.2%	$63.67	—	COM	189464100
BKU	BankUnited Inc.	18,235	$680K	1.2%	$24.80	+16.6%	COM	06652K103
VC	Visteon Corp	6,795	$666K	1.1%	$91.72	0.0%	COM	92839U206
—	Kite Pharma, Inc.	8,480	$666K	1.1%	$50.61	—	COM	49803L109
AIN	Albany Intl Corp Cl A	14,330	$660K	1.1%	$35.29	+18.3%	COM	012348108
SHOO	Steven Madden Ltd.	17,105	$659K	1.1%	$20.98	+0.1%	COM	556269108
UNF	UniFirst Corp.	4,515	$639K	1.1%	$105.10	+20.2%	COM	904708104
MKSI	MKS Instruments Inc.	9,245	$636K	1.1%	$33.90	+80.9%	COM	55306N104
COLM	Columbia Sportswear	10,780	$633K	1.1%	$51.12	-1.6%	COM	198516106
—	Allete Inc.	9,315	$631K	1.1%	$64.19	—	COM	018522300
SND	Smart Sand, Inc.	38,855	$631K	1.1%	$13.29	+28.7%	COM	83191H107
POR	Portland General Electric Co.	13,990	$621K	1.1%	$31.47	0.0%	COM	736508847
—	Cypress Semiconductor	44,590	$614K	1.1%	$11.44	—	COM	232806109
EXP	Eagle Materials Inc.	6,270	$609K	1.0%	$85.95	+13.7%	COM	26969P108
RES	RPC Inc.	32,920	$603K	1.0%	$12.85	+36.7%	COM	749660106
DY	Dycom Industries, Inc.	6,435	$598K	1.0%	$70.48	+20.4%	COM	267475101
AZZ	AZZ Inc.	9,680	$576K	1.0%	$53.10	-1.9%	COM	002474104
MXL	MaxLinear, Inc.	20,390	$572K	1.0%	$18.43	+39.2%	COM	57776J100
—	BNC Bancorp (NC)	16,135	$566K	1.0%	$31.89	—	COM	05566T101
—	NuVasive Inc.	7,310	$546K	0.9%	$55.55	—	COM	670704105
PFS	Provident Financial Services	20,570	$532K	0.9%	$12.52	+38.3%	COM	74386T105
KALU	Kaiser Aluminum Corp.	6,590	$527K	0.9%	$61.51	-3.5%	COM	483007704
BKH	Black Hills Corp	7,835	$521K	0.9%	$45.51	0.0%	COM	092113109
WTFC	Wintrust Financial Corp.	7,530	$520K	0.9%	$62.10	+15.7%	COM	97650W108
—	Knoll, Inc	21,700	$517K	0.9%	$27.92	—	COM	498904200
MPWR	Monolithic Power Systems Inc.	5,615	$517K	0.9%	$63.23	+30.2%	COM	609839105
—	Coherent Inc	2,456	$505K	0.9%	$205.62	—	COM	192479103
—	RSP Permian, Inc	11,795	$489K	0.8%	$32.70	—	COM	74978Q105
—	Summit Materials	19,655	$486K	0.8%	$24.73	—	COM	86614U100
EXAS	Exact Sciences Corp.	20,460	$483K	0.8%	$19.82	0.0%	COM	30063P105
—	Forum Energy Technologies	23,295	$482K	0.8%	$19.86	—	COM	34984V100
—	KapStone Paper & Pkg.	20,870	$482K	0.8%	$18.92	—	COM	48562P103
ALEX	Alexander & Baldwin	10,665	$475K	0.8%	$36.36	—	COM	014491104
DORM	Dorman Products Inc.	5,380	$442K	0.8%	$52.44	+41.6%	COM	258278100
HIW	Highwoods Properties	8,815	$433K	0.7%	$50.40	—	COM	431284108
MBUU	Malibu Boats, Inc.	17,700	$397K	0.7%	$20.23	0.0%	COM	56117J100
NBIX	Neurocrine Biosciences Inc.	9,150	$396K	0.7%	$44.59	-3.9%	COM	64125C109
—	Oasis Petroleum Inc	27,300	$389K	0.7%	$11.47	—	COM	674215108
—	NewLink Genetics Corp.	15,630	$377K	0.6%	$24.12	—	COM	651511107
—	Nautilus Group Inc	20,650	$377K	0.6%	$18.40	—	COM	63910B102
AAON	AAON Inc.	10,360	$366K	0.6%	$17.03	+27.6%	COM	000360206
HAIN	Hain Celestial Group Inc.	9,580	$356K	0.6%	$43.84	-14.2%	COM	405217100
—	PDC Energy, Inc.	5,515	$344K	0.6%	$58.89	—	COM	69327R101
LXRX	Lexicon Pharmaceuticals Inc.	22,455	$322K	0.6%	$16.08	-7.7%	COM	528872302
—	Albany Molecular Research	21,930	$308K	0.5%	$13.76	—	COM	012423109
BLKB	Blackbaud Inc.	3,945	$302K	0.5%	$60.64	+14.9%	COM	09227Q100
OXM	Oxford Industries, Inc.	4,985	$285K	0.5%	$65.91	-16.0%	COM	691497309
INSM	Insmed, Inc.	15,550	$272K	0.5%	$12.52	+23.2%	COM	457669307
TPH	Tri Pointe Homes Inc.	21,255	$267K	0.5%	$11.48	+7.0%	COM	87265H109
—	Inphi Corporation	5,310	$259K	0.4%	$32.59	—	COM	45772F107
—	Cornerstone On Demand	6,595	$256K	0.4%	$38.84	—	COM	21925Y103
CRUS	Cirrus Logic Inc.	4,040	$245K	0.4%	$56.96	0.0%	COM	172755100
LITE	Lumentum Holdings, Inc.	4,530	$242K	0.4%	$32.90	+34.1%	COM	55024U109
—	SVB Financial Group	1,277	$238K	0.4%	$171.95	—	COM	78486Q101
—	Gigamon, Inc	6,125	$218K	0.4%	$39.15	—	COM	37518B102
ALK	Alaska Air Group Inc.	2,170	$200K	0.3%	$73.89	+20.5%	COM	011659109