Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOMD	Nomad Foods Ltd.	2,969,479	$60.87M	13.8%	—	—	com	G6564A105
—	Constellium NV Cl A	2,582,615	$32.83M	7.4%	—	—	com	N22035104
—	GW Pharmaceuticals Plc Ads	226,519	$26.06M	5.9%	—	—	com	36197T103
ARGX	Argenx SE Sponsored ADR	151,908	$17.31M	3.9%	—	—	com	04016X101
TNDM	Tandem Diabetes Care, Inc.	199,410	$11.76M	2.7%	—	—	com	875372203
SKY	Skyline Champion Corp	338,813	$10.2M	2.3%	—	—	com	830830105
BOOM	DMC Global, Inc.	229,571	$10.1M	2.3%	—	—	com	23291C103
SKYW	Skywest Inc	175,611	$10.08M	2.3%	—	—	com	830879102
—	HMS Holdings Corp.	276,220	$9.52M	2.2%	—	—	com	40425J101
CACI	CACI International, Inc.	35,250	$8.152M	1.8%	—	—	com	127190304
VCEL	Vericel Corp.	534,623	$8.094M	1.8%	—	—	com	92346J108
UPLD	Upland Software, Inc.	229,815	$8.011M	1.8%	—	—	com	91544A109
BZUN	Baozun Inc. Spon ADR	156,510	$6.683M	1.5%	—	—	com	06684L103
—	INPHI Corp.	107,240	$6.547M	1.5%	—	—	com	45772F107
BAND	Bandwidth, Inc.	99,879	$6.503M	1.5%	—	—	com	05988J103
BABA	Alibaba ADR	36,075	$6.033M	1.4%	—	—	com	01609W102
—	Cornerstone Ondemand, Inc.	107,160	$5.875M	1.3%	—	—	com	21925Y103
MPWR	Monolithic Pwr Sys	37,562	$5.846M	1.3%	—	—	com	609839105
TREX	Trex Company, Inc.	63,020	$5.73M	1.3%	—	—	com	89531P105
CDNA	CareDx, Inc.	244,410	$5.526M	1.2%	—	—	com	14167L103
DECK	Deckers Outdoor Corp.	36,480	$5.376M	1.2%	—	—	com	243537107
—	Mobileiron, Inc.	813,500	$5.324M	1.2%	—	—	com	60739U204
QURE	Uniqure NV	132,180	$5.203M	1.2%	—	—	com	N90064101
—	Career Education Corp.	317,389	$5.043M	1.1%	—	—	com	141665109
—	Cabot Microelectronics Corp.	35,689	$5.04M	1.1%	—	—	com	12709P103
EHTH	Ehealth, Inc.	73,092	$4.882M	1.1%	—	—	com	28238P109
MBUU	Malibu Boats, Inc.	154,248	$4.732M	1.1%	—	—	com	56117J100
—	Altair Engineering Inc	130,575	$4.521M	1.0%	—	—	com	021369103
MRCY	Mercury Systems, Inc.	50,580	$4.106M	0.9%	—	—	com	589378108
GTLS	Chart Industries Inc.	58,240	$3.632M	0.8%	—	—	com	16115Q308
RPD	Rapid7, Inc.	76,930	$3.492M	0.8%	—	—	com	753422104
ATRC	Atricure, Inc.	139,600	$3.482M	0.8%	—	—	com	04963C209
ADUS	Addus Homecare Corp.	42,570	$3.375M	0.8%	—	—	com	006739106
—	Eldorado Resorts, Inc.	72,363	$2.885M	0.7%	—	—	com	28470R102
—	New Oriental Education ADR	24,000	$2.658M	0.6%	—	—	com	647581107
—	WW International, Inc.	64,600	$2.443M	0.6%	—	—	com	98262P101
CNMD	Conmed Corporation	22,670	$2.18M	0.5%	—	—	com	207410101
GDS	GDS Holdings Ltd. ADR	54,361	$2.179M	0.5%	—	—	com	36165L108
—	Zix Corp.	292,470	$2.117M	0.5%	—	—	com	98974P100
CCS	Century Communities, Inc.	59,800	$1.832M	0.4%	—	—	com	156504300
BOOT	Boot Barn Hldgs, Inc.	48,500	$1.693M	0.4%	—	—	com	099406100
FSS	Federal Signal Corp.	49,110	$1.608M	0.4%	—	—	com	313855108
MGRC	McGrath RentCorp	22,900	$1.594M	0.4%	—	—	com	580589109
—	MTS Systems Corp.	28,300	$1.564M	0.4%	—	—	com	553777103
KN	Knowles Corp.	75,300	$1.532M	0.3%	—	—	com	49926D109
CMTL	Comtech Telecommunications CP	44,300	$1.44M	0.3%	—	—	com	205826209
—	Rosetta Stone, Inc.	81,800	$1.423M	0.3%	—	—	com	777780107
MTRN	Materion Corp.	23,075	$1.416M	0.3%	—	—	com	576690101
—	Mesa Air Group, Inc.	209,700	$1.414M	0.3%	—	—	com	590479135
—	LiqTech International, Inc	177,980	$1.406M	0.3%	—	—	com	53632A201
AMRC	Ameresco, Inc.	87,008	$1.398M	0.3%	—	—	com	02361E108
YUMC	Yum China Hldgs, Inc.	30,430	$1.382M	0.3%	—	—	com	98850P109
WSM	Williams-Sonoma, Inc.	18,100	$1.23M	0.3%	—	—	com	969904101
ONB	Old National Bancorp	71,315	$1.227M	0.3%	—	—	com	680033107
CRMT	America's Car-Mart	13,000	$1.192M	0.3%	—	—	com	03062T105
POWL	Powell Industries Inc.	30,400	$1.19M	0.3%	—	—	com	739128106
CPF	Central Pacific Financial Corp	41,600	$1.181M	0.3%	—	—	com	154760409
NSSC	Napco Sec Technologies, Inc.	46,137	$1.177M	0.3%	—	—	com	630402105
OSPN	OneSpan, Inc.	81,000	$1.175M	0.3%	—	—	com	68287N100
—	Telaria, Inc.	166,800	$1.153M	0.3%	—	—	com	879181105
—	Perficient Inc.	29,700	$1.146M	0.3%	—	—	com	71375U101
PI	Impinj, Inc.	36,600	$1.128M	0.3%	—	—	com	453204109
—	Physicians Realty Trust	63,431	$1.126M	0.3%	—	—	com	71943u104
SPY	SPDR S&P 500 ETF Trust	3,780	$1.122M	0.3%	—	—	com	78462F103
—	Cardtronics, Inc.	35,000	$1.058M	0.2%	—	—	com	G1991C105
MITK	Mitek Systems, Inc.	108,600	$1.048M	0.2%	—	—	com	606710200
—	Triumph Group, Inc.	45,140	$1.033M	0.2%	—	—	com	896818101
—	Rent-A-Center Inc.	38,200	$985K	0.2%	—	—	com	76009n100
—	Oxford Immunotec Global Plc	58,900	$980K	0.2%	—	—	com	G6855A103
—	Camtek, Ltd.	100,800	$946K	0.2%	—	—	com	m20791105
RUSHA	Rush Enterprises,Inc. Cl A	24,100	$930K	0.2%	—	—	com	781846209
—	Momo, Inc. ADR	30,000	$929K	0.2%	—	—	com	60879B107
OSK	Oshkosh Corp.	12,240	$928K	0.2%	—	—	com	688239201
CLAR	Clarus Corp.	78,800	$924K	0.2%	—	—	com	18270P109
TCMD	Tactile Sys Technology, Inc.	21,670	$917K	0.2%	—	—	com	87357P100
SNX	Synnex Corp.	8,059	$910K	0.2%	—	—	com	87162W100
TNC	Tennant Company	12,700	$898K	0.2%	—	—	com	880345103
CASH	Meta Financial Group, Inc.	27,200	$887K	0.2%	—	—	com	59100U108
GPK	Graphic Packaging Hldg., Co.	59,300	$875K	0.2%	—	—	com	388689101
AGCO	Agco Corp	11,455	$867K	0.2%	—	—	com	001084102
—	Ryman Hospitality Pptys. Inc.	10,450	$855K	0.2%	—	—	com	78377t107
WWW	Wolverine World Wide	30,182	$853K	0.2%	—	—	com	978097103
JD	JD.com ADR	30,250	$853K	0.2%	—	—	com	47215P106
ALNT	Allied Motion Technologies	23,800	$840K	0.2%	—	—	com	019330109
—	Cutera Inc	28,400	$830K	0.2%	—	—	com	232109108
ACCO	ACCO Brands Corporation	82,900	$818K	0.2%	—	—	com	00081T108
TFIN	Triumph Bancorp, Inc.	25,600	$816K	0.2%	—	—	com	89679E300
AMWD	Amer Woodmark	9,100	$809K	0.2%	—	—	com	030506109
MTZ	Mastec, Inc.	12,240	$795K	0.2%	—	—	com	576323109
—	Model N, Inc.	28,600	$794K	0.2%	—	—	com	607525102
HOPE	Hope Bancorp, Inc.	55,300	$793K	0.2%	—	—	com	43940T109
MEI	Methode Electronics, Inc.	23,200	$780K	0.2%	—	—	com	591520200
—	Air Transport Services Group,	37,030	$778K	0.2%	—	—	com	00922R105
SANM	Sanmina Corporation	24,200	$777K	0.2%	—	—	com	801056102
SF	Stifel Financial Corp.	13,520	$776K	0.2%	—	—	com	860630102
HWC	Hancock Whitney Corp.	20,090	$769K	0.2%	—	—	com	410120109
SWX	Southwest Gas Corp.	8,430	$767K	0.2%	—	—	com	844895102
POR	Portland General Electric Co.	13,550	$764K	0.2%	—	—	com	736508847
—	Adesto Technologies Corp.	89,100	$763K	0.2%	—	—	com	00687D101
—	W&T Offshore, Inc.	173,900	$760K	0.2%	—	—	com	92922p106
MD	Mednax, Inc.	33,611	$760K	0.2%	—	—	com	58502B106
SFNC	Simmons First National Corp.	30,430	$758K	0.2%	—	—	com	828730200
NWPX	Northwest Pipe Co.	26,800	$754K	0.2%	—	—	com	667746101
—	Tetra Tech, Inc.	8,630	$749K	0.2%	—	—	com	88162g103
OPRX	OptimizeRx Corp.	51,500	$746K	0.2%	—	—	com	68401U204
—	Centerstate Bank Corp.	30,906	$741K	0.2%	—	—	com	15201P109
GFF	Griffon Corp.	35,000	$734K	0.2%	—	—	com	398433102
—	Spartan Motors, Inc.	53,100	$729K	0.2%	—	—	com	846819100
NJR	New Jersey Res Corp.	16,030	$725K	0.2%	—	—	com	646025106
—	Team Inc.	40,000	$722K	0.2%	—	—	com	878155100
EFSC	Enterprise Finl Svcs	17,700	$721K	0.2%	—	—	com	293712105
HRI	Herc Hldgs, Inc.	15,500	$721K	0.2%	—	—	com	42704L104
CNO	CNO Financial Group, Inc.	44,730	$708K	0.2%	—	—	com	12621E103
ASB	Associated Banc-Corp	34,940	$708K	0.2%	—	—	com	045487105
CRS	Carpenter Technology Corp.	13,400	$692K	0.2%	—	—	com	144285103
—	AMC Entertainment Holdings, In	64,330	$688K	0.2%	—	—	com	00165c104
DGII	Digi International I	49,900	$680K	0.2%	—	—	com	253798102
HRTG	Heritage Ins Hldgs, Inc.	45,113	$674K	0.2%	—	—	com	42727J102
CRAI	CRA Int'l Inc.	16,000	$672K	0.2%	—	—	com	12618T105
RDN	Radian Group, Inc.	28,860	$659K	0.1%	—	—	com	750236101
VSH	Vishay Intertechnology	38,150	$646K	0.1%	—	—	com	928298108
TKR	Timken Company	14,790	$644K	0.1%	—	—	com	887389104
—	Matson, Inc.	17,045	$639K	0.1%	—	—	com	57686g105
BHE	Benchmark Electronics Inc	21,940	$638K	0.1%	—	—	com	08160H101
APPS	Digital Turbine, Inc.	98,700	$636K	0.1%	—	—	com	25400W102
DAN	Dana Inc.	43,580	$629K	0.1%	—	—	com	235825205
—	National Health Investors, Inc	7,640	$629K	0.1%	—	—	com	63633d104
MCHX	Marchex Inc. Class B	199,300	$626K	0.1%	—	—	com	56624R108
—	PBF Energy Inc., Cl A	22,960	$624K	0.1%	—	—	com	69318g106
AIRG	Airgain, Inc.	53,100	$624K	0.1%	—	—	com	00938A104
—	Rubicon Project Inc	70,800	$617K	0.1%	—	—	com	78112V102
NHC	National Healthcare	7,500	$614K	0.1%	—	—	com	635906100
FULT	Fulton Financial Corp.	36,500	$591K	0.1%	—	—	com	360271100
WD	Walker & Dunlop, Inc.	10,286	$575K	0.1%	—	—	com	93148P102
—	Southern Natl Bancorp of Virgi	36,800	$566K	0.1%	—	—	com	843395104
AAPL	Apple, Inc.	2,521	$565K	0.1%	—	—	com	037833100
—	Recro Pharma, Inc.	50,000	$554K	0.1%	—	—	com	75629F109
—	Techtarget, Inc.	24,400	$550K	0.1%	—	—	com	87874R100
XHR	Xenia Hotels & Resorts, Inc.	25,960	$548K	0.1%	—	—	com	984017103
JPM	JP Morgan Chase & Company Inc.	4,629	$545K	0.1%	—	—	com	46625H100
VCYT	Veracyte, Inc.	22,500	$540K	0.1%	—	—	com	92337F107
MSFT	Microsoft Corp.	3,740	$520K	0.1%	—	—	com	594918104
MA	Mastercard, Inc.	1,893	$514K	0.1%	—	—	com	57636Q104
TAL	Tal Education Group ADR	15,000	$514K	0.1%	—	—	com	874080104
—	Cyrusone, Inc.	6,400	$506K	0.1%	—	—	com	23283R100
MTRX	Matrix Service Co.	27,600	$473K	0.1%	—	—	com	576853105
UNF	Unifirst Corp/MA	2,400	$468K	0.1%	—	—	com	904708104
SAIC	Science Applications Int'l. Co	5,100	$445K	0.1%	—	—	com	808625107
CATO	Cato Corporation	25,000	$440K	0.1%	—	—	com	149205106
AORT	Cryolife Inc.	15,444	$419K	0.1%	—	—	com	228903100
PLXS	Plexus Corp.	6,600	$413K	0.1%	—	—	com	729132100
TRV	The Travelers Co., Inc.	2,722	$405K	0.1%	—	—	com	89417E109
URBN	Urban Outfitters, Inc.	14,200	$399K	0.1%	—	—	com	917047102
—	Verint Sys Inc.	9,230	$395K	0.1%	—	—	com	92343x100
INTC	Intel Corporation	7,630	$393K	0.1%	—	—	com	458140100
GEF	Greif, Inc.	10,256	$389K	0.1%	—	—	com	397624107
TLYS	Tilly's, Inc.	40,000	$378K	0.1%	—	—	com	886885102
—	Blucora, Inc.	16,800	$364K	0.1%	—	—	com	095229100
TGLS	Tecnoglass, Inc.	44,000	$358K	0.1%	—	—	com	G87264100
AEO	American Eagle Outfitters	21,500	$349K	0.1%	—	—	com	02553E106
JNJ	Johnson & Johnson	2,650	$343K	0.1%	—	—	com	478160104
IRDM	Iridium Communications Inc.	15,600	$332K	0.1%	—	—	com	46269C102
WERN	Werner Enterprises, Inc.	9,400	$332K	0.1%	—	—	com	950755108
—	Spirit Airlines, Inc.	8,999	$327K	0.1%	—	—	com	848577102
EGBN	Eagle Bancorp, Inc.	7,300	$326K	0.1%	—	—	com	268948106
CSBR	Champions Oncology, Inc.	54,333	$307K	0.1%	—	—	com	15870P307
—	Corelogic Inc.	6,530	$302K	0.1%	—	—	com	21871D103
NX	Quanex Building Products Corp.	16,500	$298K	0.1%	—	—	com	747619104
WMT	Wal Mart Stores Inc.	2,482	$295K	0.1%	—	—	com	931142103
AMGN	Amgen, Inc.	1,510	$292K	0.1%	—	—	com	031162100
JBL	Jabil Inc.	8,100	$290K	0.1%	—	—	com	466313103
BDC	Belden, Inc.	5,200	$277K	0.1%	—	—	com	077454106
CLF	Cleveland-Cliffs Inc.	38,200	$276K	0.1%	—	—	com	185899101
IRTC	Irhythm Technologies Inc	3,700	$274K	0.1%	—	—	com	450056106
—	Gulfport Energy Corp.	97,900	$265K	0.1%	—	—	com	402635304
FCN	Fti Consulting Inc.	2,500	$265K	0.1%	—	—	com	302941109
—	Premier Inc.	8,900	$257K	0.1%	—	—	com	74051N102
—	Logmein, Inc.	3,600	$255K	0.1%	—	—	com	54142L109
LGND	Ligand Pharmaceuticals	2,440	$243K	0.1%	—	—	com	53220K504
MDRX	Allscripts Healthcare Solution	22,100	$243K	0.1%	—	—	com	01988P108
VRTS	Virtus Investment Partners	2,200	$243K	0.1%	—	—	com	92828Q109
NEM	Newmont Mining	6,111	$232K	0.1%	—	—	com	651639106
MCD	McDonald's Corporation	1,053	$226K	0.1%	—	—	com	580135101
RMD	Resmed Inc.	1,650	$223K	0.1%	—	—	com	761152107
BK	Bank of New York Mellon Corp.	4,841	$219K	0.0%	—	—	com	064058100
BCO	Brink's Co.	2,630	$218K	0.0%	—	—	com	109696104
RRR	Red Rock Resorts Inc	10,470	$213K	0.0%	—	—	com	75700L108
VZ	Verizon Communications	3,517	$212K	0.0%	—	—	com	92343V104
—	US Silica Holdings, Inc.	17,109	$164K	0.0%	—	—	com	90346E103
—	Monmouth Real Estate Invt Corp	10,700	$154K	0.0%	—	—	com	609720107
VIAV	Viavi Solutions, Inc.	10,530	$147K	0.0%	—	—	com	925550105
—	Sprott Physical Gold and Silve	10,000	$142K	0.0%	—	—	com	85208r101
ATAR	Avatar Ventures	10,000	$0	0.0%	—	—	com	05350B100
—	Xenacare Hldgs, Inc.	140,000	$0	0.0%	—	—	com	98401A106
—	American Power Corp	10,000	$0	0.0%	—	—	com	02906t107
—	Tital Oil & Gas, Inc.	10,000	$0	0.0%	—	—	com	888309101