Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TRNO	Terreno Realty Corp.	56,595	$1.905M	2.4%	$30.91	—	COM	88146M101
—	Cambrex Corp	31,075	$1.857M	2.3%	$56.67	—	COM	132011107
—	Investors Bancorp Inc.	138,665	$1.853M	2.3%	$12.02	—	COM	46146L101
AMWD	American Woodmark	19,071	$1.822M	2.3%	$77.38	+18.6%	COM	030506109
—	Gramercy Property Trust	60,373	$1.794M	2.2%	$14.09	—	COM	385002308
SLAB	Silicon Laboratories Inc.	23,290	$1.592M	2.0%	$51.42	+40.6%	COM	826919102
—	Bank of the Ozarks Inc.	33,005	$1.547M	1.9%	$46.27	—	COM	063904106
ENTG	Entegris, Inc	67,375	$1.479M	1.8%	$16.35	+41.3%	COM	29362U104
LFUS	Littelfuse Inc.	8,640	$1.426M	1.8%	$135.28	+18.7%	COM	537008104
—	Brookline Bancorp Inc	96,155	$1.404M	1.8%	$12.10	—	COM	11373M107
—	Microsemi Corp.	29,670	$1.389M	1.7%	$52.26	—	COM	595137100
INDB	Independent Bank Corp.	20,180	$1.345M	1.7%	$39.09	+26.2%	COM	453836108
WAL	Western Alliance Banc	27,165	$1.337M	1.7%	$38.28	+7.9%	COM	957638109
ESNT	Essent Group, LTD	34,745	$1.29M	1.6%	$20.79	+58.1%	COM	G3198U102
—	Clovis Oncology	13,690	$1.282M	1.6%	$69.99	—	COM	189464100
UNF	UniFirst Corp.	9,080	$1.278M	1.6%	$119.24	+11.7%	COM	904708104
—	Cabot Microelectronics	16,920	$1.249M	1.6%	$42.00	—	COM	12709P103
—	Allete Inc.	17,117	$1.227M	1.5%	$67.61	—	COM	018522300
HXL	Hexcel Corporation	22,965	$1.212M	1.5%	$46.28	+11.8%	COM	428291108
REXR	Rexford Industrial Realty	41,590	$1.141M	1.4%	$27.43	—	COM	76169C100
SXI	Standex International Corp.	12,465	$1.131M	1.4%	$82.50	+10.0%	COM	854231107
—	Natus Medical Inc.	30,155	$1.125M	1.4%	$37.40	—	COM	639050103
—	NuVasive Inc.	14,420	$1.109M	1.4%	$66.08	—	COM	670704105
WTFC	Wintrust Financial Corp.	14,480	$1.107M	1.4%	$66.66	+7.4%	COM	97650W108
FICO	Fair Isaac Corp	7,925	$1.105M	1.4%	$113.53	+17.7%	COM	303250104
EGBN	Eagle Bancorp Inc	17,360	$1.099M	1.4%	$43.84	+6.5%	COM	268948106
MPWR	Monolithic Power Systems Inc.	11,380	$1.097M	1.4%	$76.16	+16.5%	COM	609839105
PEGA	Pegasystems Inc.	18,710	$1.092M	1.4%	$26.39	0.0%	COM	705573103
KMT	Kennametal Inc.	29,095	$1.089M	1.4%	$26.03	+18.6%	COM	489170100
ROG	Rogers Corp.	9,799	$1.064M	1.3%	$101.32	0.0%	COM	775133101
AIN	Albany Intl Corp Cl A	19,720	$1.053M	1.3%	$37.58	+16.2%	COM	012348108
—	Navigators Group Inc.	19,065	$1.047M	1.3%	$82.66	—	COM	638904102
SHOO	Steven Madden Ltd.	23,590	$942K	1.2%	$21.24	+3.2%	COM	556269108
MMS	Maximus Inc.	15,015	$940K	1.2%	$55.50	+11.8%	COM	577933104
VC	Visteon Corp	8,930	$911K	1.1%	$93.30	+5.4%	COM	92839U206
NBIX	Neurocrine Biosciences Inc.	19,665	$905K	1.1%	$46.68	+3.9%	COM	64125C109
CRI	Carter's Inc.	9,995	$889K	1.1%	$68.92	0.0%	COM	146229109
RES	RPC Inc.	43,750	$884K	1.1%	$13.77	+20.3%	COM	749660106
NGVT	Ingevity Corp	15,190	$872K	1.1%	$41.05	+43.3%	COM	45688C107
—	H&E Equipment Services Inc.	41,775	$853K	1.1%	$22.57	—	COM	404030108
POR	Portland General Electric Co.	18,420	$842K	1.0%	$31.89	+4.1%	COM	736508847
AEIS	Advanced Energy Industries Inc	12,782	$827K	1.0%	$35.71	+100.8%	COM	007973100
BKU	BankUnited Inc.	24,005	$809K	1.0%	$25.18	+4.8%	COM	06652K103
KALU	Kaiser Aluminum Corp.	9,095	$805K	1.0%	$61.77	+1.1%	COM	483007704
NOVT	Novanta, Inc	22,135	$797K	1.0%	$31.75	0.0%	COM	67000B104
—	Summit Materials	27,135	$783K	1.0%	$25.86	—	COM	86614U100
MXL	MaxLinear, Inc.	28,050	$782K	1.0%	$21.35	+36.4%	COM	57776J100
EXP	Eagle Materials Inc.	8,250	$762K	1.0%	$87.43	+5.4%	COM	26969P108
DY	Dycom Industries, Inc.	8,450	$756K	0.9%	$76.79	+26.3%	COM	267475101
JBTM	John Bean Technologies	7,620	$747K	0.9%	$85.96	0.0%	COM	477839104
BKH	Black Hills Corp	10,815	$730K	0.9%	$46.71	+6.7%	COM	092113109
—	Pinnacle Financial Partners In	11,621	$730K	0.9%	$62.82	—	COM	72346Q104
—	Physicians Realty Trust	36,130	$728K	0.9%	$20.15	—	COM	71943U104
PFS	Provident Financial Services	28,325	$719K	0.9%	$13.57	+20.5%	COM	74386T105
—	Coherent Inc	3,166	$712K	0.9%	$209.94	—	COM	192479103
AZZ	AZZ Inc.	12,750	$711K	0.9%	$52.42	-4.1%	COM	002474104
EGHT	8x8 Inc.	46,490	$676K	0.8%	$14.18	0.0%	COM	282914100
MBUU	Malibu Boats, Inc.	24,425	$632K	0.8%	$21.15	+11.5%	COM	56117J100
—	Inter Xion Holding N.V.	13,785	$631K	0.8%	$36.11	—	COM	N47279109
—	Integrated Device Tech	24,295	$627K	0.8%	$23.56	—	COM	458118106
EXAS	Exact Sciences Corp.	17,455	$617K	0.8%	$19.82	+55.8%	COM	30063P105
HIW	Highwoods Properties	12,135	$615K	0.8%	$50.48	—	COM	431284108
DORM	Dorman Products Inc.	7,405	$613K	0.8%	$60.42	+35.1%	COM	258278100
ALEX	Alexander & Baldwin	14,675	$607K	0.8%	$37.73	—	COM	014491104
VAC	Marriott Vactions Wrlwd	5,144	$606K	0.8%	$61.47	+83.6%	COM	57164Y107
—	Kite Pharma, Inc.	5,720	$593K	0.7%	$50.61	—	COM	49803L109
SF	Stifel Financial Corp.	12,715	$585K	0.7%	$24.88	+9.6%	COM	860630102
—	KapStone Paper & Pkg.	27,440	$566K	0.7%	$19.33	—	COM	48562P103
LGIH	LGI Homes, Inc.	14,065	$565K	0.7%	$33.56	0.0%	COM	50187T106
TPH	Tri Pointe Homes Inc.	42,780	$564K	0.7%	$11.98	+4.1%	COM	87265H109
—	Versum Materials	17,150	$557K	0.7%	$32.48	—	COM	92532W103
AAON	AAON Inc.	14,285	$526K	0.7%	$18.65	+23.0%	COM	000360206
ESPR	Esperion Therapeutics	11,335	$525K	0.7%	$36.77	0.0%	COM	29664W105
—	RSP Permian, Inc	16,245	$524K	0.7%	$32.58	—	COM	74978Q105
ACAD	ACADIA Pharmaceuticals Inc.	18,615	$519K	0.6%	$29.80	0.0%	COM	004225108
LXRX	Lexicon Pharmaceuticals Inc.	30,930	$509K	0.6%	$15.91	-2.7%	COM	528872302
—	Spirit Airlines, Inc.	9,665	$499K	0.6%	$51.55	—	COM	848577102
—	Forum Energy Technologies	30,665	$478K	0.6%	$18.83	—	COM	34984V100
BLKB	Blackbaud Inc.	5,450	$467K	0.6%	$66.19	+22.0%	COM	09227Q100
CAKE	Cheesecake Factory Inc.	9,130	$459K	0.6%	$42.34	+15.6%	COM	163072101
—	FibroGen Inc	13,930	$450K	0.6%	$32.30	—	COM	31572Q808
MKSI	MKS Instruments Inc.	6,035	$406K	0.5%	$33.90	+108.7%	COM	55306N104
INSM	Insmed, Inc.	21,410	$367K	0.5%	$13.77	+24.1%	COM	457669307
MOH	Molina Healthcare Inc.	5,220	$361K	0.5%	$61.36	0.0%	COM	60855R100
LITE	Lumentum Holdings, Inc.	6,240	$356K	0.4%	$38.58	+39.0%	COM	55024U109
CRUS	Cirrus Logic Inc.	5,549	$348K	0.4%	$59.07	+9.6%	COM	172755100
—	Mindbody, Inc.	12,690	$345K	0.4%	$27.19	—	COM	60255W105
—	PDC Energy, Inc.	7,605	$328K	0.4%	$54.56	—	COM	69327R101
—	Cornerstone On Demand	8,685	$310K	0.4%	$38.08	—	COM	21925Y103
—	Oasis Petroleum Inc	35,845	$289K	0.4%	$10.66	—	COM	674215108
—	Inphi Corporation	7,025	$241K	0.3%	$33.01	—	COM	45772F107
—	SVB Financial Group	1,267	$223K	0.3%	$171.95	—	COM	78486Q101
JKHY	Jack Henry & Associates Inc.	2,105	$219K	0.3%	$90.11	0.0%	COM	426281101
AOS	AO Smith Corp	3,614	$204K	0.3%	$46.53	0.0%	COM	831865209
SUI	Sun Communities Inc.	2,290	$201K	0.3%	$87.77	—	COM	866674104