Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BURL	Burlington Stores, Inc.	72,470	$10.91M	2.7%	—	—	com	122017106
LGND	Ligand Pharmaceuticals	49,127	$10.18M	2.6%	—	—	com	53220K504
—	LHC Group, Inc.	108,643	$9.299M	2.3%	—	—	com	50187A107
—	Carbonite, Inc.	265,224	$9.256M	2.3%	—	—	com	141337105
—	Logmein, Inc.	89,118	$9.201M	2.3%	—	—	com	54142L109
MPWR	Monolithic Pwr Sys	62,469	$8.35M	2.1%	—	—	com	609839105
OSK	Oshkosh Corp.	116,236	$8.174M	2.1%	—	—	com	688239201
—	Care Com, Inc.	390,839	$8.161M	2.1%	—	—	com	141633107
—	Blucora, Inc.	209,614	$7.756M	1.9%	—	—	com	095229100
VRNS	Varonis Sys, Inc.	101,119	$7.533M	1.9%	—	—	com	922280102
MOV	Movado Group, Inc.	153,695	$7.423M	1.9%	—	—	com	624580106
BOOM	DMC Global, Inc.	159,431	$7.158M	1.8%	—	—	com	23291C103
—	Curo Group Hldgs Corp.	273,660	$6.828M	1.7%	—	—	com	23131L107
—	Control 4 Corp	280,315	$6.814M	1.7%	—	—	com	21240D107
BABA	Alibaba ADR	36,555	$6.782M	1.7%	—	—	com	01609W102
—	At Home Group, Inc.	169,165	$6.623M	1.7%	—	—	com	04650Y100
VICR	Vicor Corp.	151,730	$6.608M	1.7%	—	—	com	925815102
CENT	Central Garden & Pet Co.	151,810	$6.601M	1.7%	—	—	com	153527106
—	Mellanox Technologies Ltd.	75,440	$6.36M	1.6%	—	—	com	M51363113
ATRC	Atricure, Inc.	226,919	$6.138M	1.5%	—	—	com	04963C209
GDOT	Green Dot Corp. Cl A	82,935	$6.087M	1.5%	—	—	com	39304D102
TREX	Trex Company, Inc.	94,380	$5.907M	1.5%	—	—	com	89531P105
CMCO	Columbus McKinnon Corp. NY	134,382	$5.827M	1.5%	—	—	com	199333105
STAA	Staar Surgical Co.	184,020	$5.705M	1.4%	—	—	com	852312305
—	Pacific Premier Bancorp, Inc.	149,258	$5.694M	1.4%	—	—	com	69478X105
FANG	Diamondback Energy Inc.	42,026	$5.529M	1.4%	—	—	com	25278X109
INGN	Inogen, Inc.	29,175	$5.436M	1.4%	—	—	com	45780L104
SKY	Skyline Champion Corp	152,163	$5.332M	1.3%	—	—	com	830830105
SKYW	Skywest Inc	99,281	$5.153M	1.3%	—	—	com	830879102
—	Limelight Networks, Inc.	1,118,080	$4.998M	1.3%	—	—	com	53261M104
PATK	Patrick Industries, Inc.	83,942	$4.772M	1.2%	—	—	com	703343103
TAL	Tal Education Group ADR	122,938	$4.524M	1.1%	—	—	com	874080104
—	Centerstate Bank Corp.	151,629	$4.522M	1.1%	—	—	com	15201P109
MBUU	Malibu Boats, Inc.	105,100	$4.408M	1.1%	—	—	com	56117J100
—	Intersect Ent Inc	112,140	$4.2M	1.1%	—	—	com	46071F103
—	Eldorado Resorts, Inc.	104,013	$4.067M	1.0%	—	—	com	28470R102
—	Career Education Corp.	219,913	$3.556M	0.9%	—	—	com	141665109
HAE	Haemonetics Corp.	34,420	$3.087M	0.8%	—	—	com	405024100
—	New Oriental Education ADR	32,380	$3.065M	0.8%	—	—	com	647581107
SPY	SPDR S&P 500 ETF Trust	11,284	$3.061M	0.8%	—	—	com	78462F103
VC	Visteon Corp.	22,484	$2.906M	0.7%	—	—	com	92839U206
HTHT	Huazhu Group Ltd ADR	62,000	$2.603M	0.7%	—	—	com	44332N106
BZUN	Baozun Inc. Spon ADR	45,600	$2.494M	0.6%	—	—	com	06684L103
SLAB	Silicon Laboratories, Inc.	24,272	$2.417M	0.6%	—	—	com	826919102
—	Matson, Inc.	53,759	$2.063M	0.5%	—	—	com	57686g105
—	Callon Petroleum Corp.	183,827	$1.974M	0.5%	—	—	com	13123X102
CMTL	Comtech Telecommunications CP	61,600	$1.964M	0.5%	—	—	com	205826209
NVRI	Harsco Corp.	88,700	$1.96M	0.5%	—	—	com	415864107
—	Adesto Technologies Corp.	233,100	$1.958M	0.5%	—	—	com	00687D101
ENVA	Enova Intl, Inc.	49,610	$1.813M	0.5%	—	—	com	29357K103
—	USA Technologies Inc	129,000	$1.806M	0.5%	—	—	com	90328S500
—	Momo, Inc. ADR	40,730	$1.772M	0.4%	—	—	com	60879B107
—	Tivo corp.	125,958	$1.694M	0.4%	—	—	com	88870P106
WSM	Williams-Sonoma, Inc.	26,630	$1.635M	0.4%	—	—	com	969904101
—	58.com Inc Spon ADR	23,000	$1.595M	0.4%	—	—	com	31680Q104
—	Manitex International, Inc.	125,900	$1.571M	0.4%	—	—	com	563420108
VSH	Vishay Intertechnology	66,550	$1.544M	0.4%	—	—	com	928298108
—	Spartan Motors, Inc.	100,300	$1.515M	0.4%	—	—	com	846819100
HZO	Marinemax, Inc.	79,900	$1.514M	0.4%	—	—	com	567908108
SRI	Stoneridge, Inc.	42,600	$1.497M	0.4%	—	—	com	86183P102
TEX	Terex Corp.	34,907	$1.473M	0.4%	—	—	com	880779103
ONB	Old National Bancorp	79,215	$1.473M	0.4%	—	—	com	680033107
—	51Job Inc. ADR	15,000	$1.465M	0.4%	—	—	com	316827104
—	Quality Systems, Inc.	74,800	$1.459M	0.4%	—	—	com	747582104
—	Triumph Group, Inc.	73,450	$1.44M	0.4%	—	—	com	896818101
—	Datawatch Corp.	150,998	$1.434M	0.4%	—	—	com	237917208
—	Hersha Hospitality Trust	64,920	$1.393M	0.4%	—	—	com	427825500
—	Mobileiron, Inc.	297,962	$1.326M	0.3%	—	—	com	60739U204
—	Regis Corp. Minn	79,100	$1.308M	0.3%	—	—	com	758932107
VCEL	Vericel Corp.	134,500	$1.305M	0.3%	—	—	com	92346J108
—	Quantenna Communications Inc	82,400	$1.28M	0.3%	—	—	com	74766D100
CCS	Century Communities, Inc.	39,900	$1.259M	0.3%	—	—	com	156504300
AMRC	Ameresco, Inc.	103,808	$1.246M	0.3%	—	—	com	02361E108
ASB	Associated Banc-Corp	45,140	$1.232M	0.3%	—	—	com	045487105
—	Ryman Hospitality Pptys. Inc.	14,750	$1.226M	0.3%	—	—	com	78377t107
—	Stein Mart, Inc.	500,000	$1.225M	0.3%	—	—	com	858375108
—	Rosetta Stone, Inc.	75,300	$1.207M	0.3%	—	—	com	777780107
POR	Portland General Electric Co.	28,050	$1.199M	0.3%	—	—	com	736508847
—	MCBC Holdings Inc	41,200	$1.193M	0.3%	—	—	com	55276F107
WWW	Wolverine World Wide	34,045	$1.184M	0.3%	—	—	com	978097103
SFNC	Simmons First National Corp.	39,130	$1.17M	0.3%	—	—	com	828730200
VPG	Vishay Precision Group	30,600	$1.167M	0.3%	—	—	com	92835K103
TWIN	Twin Disc, Inc.	46,500	$1.154M	0.3%	—	—	com	901476101
TCMD	Tactile Sys Technology, Inc.	22,200	$1.154M	0.3%	—	—	com	87357P100
ALNT	Allied Motion Technologies	24,000	$1.149M	0.3%	—	—	com	019330109
—	Smart Global Hldgs, Inc.	36,000	$1.147M	0.3%	—	—	com	G8232Y101
—	H&E Equipment Services, Inc.	29,700	$1.117M	0.3%	—	—	com	404030108
—	Autohome, Inc. ADR	11,000	$1.111M	0.3%	—	—	com	05278c107
TWI	Titan Int'l Inc.	102,000	$1.094M	0.3%	—	—	com	88830M102
BAND	Bandwidth, Inc.	28,300	$1.075M	0.3%	—	—	com	05988J103
STRL	Sterling Construction Co., Inc	81,250	$1.059M	0.3%	—	—	com	859241101
WGO	Winnebago Industries, Inc.	26,000	$1.056M	0.3%	—	—	com	974637100
—	Vocera Communications, Inc.	34,300	$1.025M	0.3%	—	—	com	92857F107
—	Ring Energy, Inc.	78,200	$987K	0.2%	—	—	com	76680v108
HURC	Hurco Companies, Inc.	22,000	$985K	0.2%	—	—	com	447324104
—	Atlas Air Worldwide Hldgs Inc	13,600	$975K	0.2%	—	—	com	049164205
UPLD	Upland Software, Inc.	28,000	$962K	0.2%	—	—	com	91544A109
CPF	Central Pacific Financial Corp	33,300	$954K	0.2%	—	—	com	154760409
EFSC	Enterprise Finl Svcs	17,600	$950K	0.2%	—	—	com	293712105
—	Ion Geophysical Corp	38,925	$946K	0.2%	—	—	com	462044207
—	Superior Energy Svcs	96,922	$944K	0.2%	—	—	com	868157108
KAI	Kadant Inc.	9,800	$942K	0.2%	—	—	com	48282T104
—	State Bank Financial Corp	28,100	$939K	0.2%	—	—	com	856190103
—	Brightcove, Inc.	95,000	$917K	0.2%	—	—	com	10921T101
NJR	New Jersey Res Corp.	19,830	$887K	0.2%	—	—	com	646025106
CROX	Crocs, Inc.	50,100	$882K	0.2%	—	—	com	227046109
—	Physicians Realty Trust	54,131	$863K	0.2%	—	—	com	71943u104
PLCE	Children's Place	7,074	$855K	0.2%	—	—	com	168905107
XHR	Xenia Hotels & Resorts, Inc.	34,960	$852K	0.2%	—	—	com	984017103
SWX	Southwest Gas Corp.	11,030	$841K	0.2%	—	—	com	844895102
—	AMC Entertainment Holdings, In	52,583	$836K	0.2%	—	—	com	00165c104
OSPN	OneSpan, Inc.	42,400	$833K	0.2%	—	—	com	68287N100
—	Verint Sys Inc.	18,730	$831K	0.2%	—	—	com	92343x100
—	Oritani Financial Corp.	51,120	$828K	0.2%	—	—	com	68633D103
CNX	CNX Resources Corporation	46,296	$823K	0.2%	—	—	com	12653C108
—	Boston Private Finl Hldgs	51,700	$822K	0.2%	—	—	com	101119105
—	Camtek, Ltd.	110,800	$814K	0.2%	—	—	com	m20791105
MTZ	Mastec, Inc.	16,040	$814K	0.2%	—	—	com	576323109
—	Juniper Pharmaceuticals, Inc.	93,400	$813K	0.2%	—	—	com	48203L107
ASUR	Asure Software, Inc.	50,800	$810K	0.2%	—	—	com	04649U102
BJRI	BJ's Restaurants, Inc.	13,202	$792K	0.2%	—	—	com	09180C106
—	Ensign Group, Inc.	21,260	$762K	0.2%	—	—	com	29358p101
OIS	Oil States Intl	23,550	$756K	0.2%	—	—	com	678026105
SYNA	Synaptics, Inc.	14,700	$740K	0.2%	—	—	com	87157D109
CAKE	Cheesecake Factory, Inc.	13,370	$736K	0.2%	—	—	com	163072101
—	ProAssurance Corp.	20,538	$728K	0.2%	—	—	com	74267c106
RYAM	Rayonier Advanced Materials, I	42,366	$724K	0.2%	—	—	com	75508B104
WNC	Wabash National Corp.	38,700	$722K	0.2%	—	—	com	929566107
TKR	Timken Company	15,590	$679K	0.2%	—	—	com	887389104
CRS	Carpenter Technology Corp.	12,900	$678K	0.2%	—	—	com	144285103
BRKR	Bruker Corporation	22,630	$657K	0.2%	—	—	com	116794108
—	Tetra Tech, Inc.	11,130	$651K	0.2%	—	—	com	88162g103
CNO	CNO Financial Group, Inc.	34,030	$648K	0.2%	—	—	com	12621E103
PZZA	Papa John's International Inc.	12,700	$644K	0.2%	—	—	com	698813102
—	Life Storage Inc.	6,520	$634K	0.2%	—	—	com	53223x107
CTRN	Citi Trends, Inc.	23,000	$631K	0.2%	—	—	com	17306X102
—	Gulfport Energy Corp.	49,900	$627K	0.2%	—	—	com	402635304
—	Ferro Corp.	30,000	$626K	0.2%	—	—	com	315405100
—	SpartanNash Co.	24,463	$624K	0.2%	—	—	com	847215100
HRTG	Heritage Ins Hldgs, Inc.	37,240	$621K	0.2%	—	—	com	42727J102
—	Craft Brew Alliance, Inc.	30,000	$620K	0.2%	—	—	com	224122101
SKT	Tanger Factory Outlet	26,210	$616K	0.2%	—	—	com	875465106
—	Corelogic Inc.	11,830	$614K	0.2%	—	—	com	21871D103
—	YY ADR	6,000	$603K	0.2%	—	—	com	98426T106
FCF	First Commonwealth Financial C	38,500	$597K	0.2%	—	—	com	319829107
RDN	Radian Group, Inc.	36,660	$595K	0.1%	—	—	com	750236101
—	Alliance One International, In	36,300	$575K	0.1%	—	—	com	018772301
MORN	Morningstar	4,470	$573K	0.1%	—	—	com	617700109
EGBN	Eagle Bancorp, Inc.	9,214	$565K	0.1%	—	—	com	268948106
BIDU	Baidu Inc. Spon ADR	2,260	$549K	0.1%	—	—	com	056752108
AWR	American States Water Co.	9,590	$548K	0.1%	—	—	com	029899101
UFI	Unifi Inc.	17,290	$548K	0.1%	—	—	com	904677200
—	Koppers Holdings, Inc.	14,300	$548K	0.1%	—	—	com	50060p106
HWC	Hancock Whitney Corp.	11,690	$545K	0.1%	—	—	com	410120109
—	Rev Group, Inc.	31,417	$534K	0.1%	—	—	com	749527107
CACI	CACI International, Inc.	3,160	$533K	0.1%	—	—	com	127190304
SF	Stifel Financial Corp.	10,020	$524K	0.1%	—	—	com	860630102
AAPL	Apple, Inc.	2,772	$513K	0.1%	—	—	com	037833100
JPM	JP Morgan Chase & Company Inc.	4,865	$507K	0.1%	—	—	com	46625H100
—	Cousins Properties	51,968	$504K	0.1%	—	—	com	222795106
—	Tower International, Inc.	15,780	$502K	0.1%	—	—	com	891826109
KFY	Korn Ferry	8,080	$500K	0.1%	—	—	com	500643200
AGCO	Agco Corp	8,230	$500K	0.1%	—	—	com	001084102
—	Hawaiian Holdings, Inc.	13,870	$499K	0.1%	—	—	com	419879101
DAN	Dana Inc.	24,580	$496K	0.1%	—	—	com	235825205
WMK	Weis Mkts, Inc.	9,120	$486K	0.1%	—	—	com	948849104
—	Bristow Group, Inc.	33,620	$474K	0.1%	—	—	com	110394103
PLXS	Plexus Corp.	7,900	$470K	0.1%	—	—	com	729132100
BIGGQ	Big Lots Inc.	11,200	$468K	0.1%	—	—	com	089302103
—	Intricon Corp.	11,400	$459K	0.1%	—	—	com	46121H109
—	Electro Scientific Industries	28,300	$446K	0.1%	—	—	com	285229100
MUSA	Murphy USA, Inc.	5,900	$438K	0.1%	—	—	com	626755102
KALU	Kaiser Aluminum Corp.	4,120	$429K	0.1%	—	—	com	483007704
FSS	Federal Signal Corp.	18,410	$429K	0.1%	—	—	com	313855108
—	Bemis Inc.	10,150	$428K	0.1%	—	—	com	081437105
INTC	Intel Corporation	8,125	$404K	0.1%	—	—	com	458140100
WOR	Worthington Inds. Inc.	9,540	$400K	0.1%	—	—	com	981811102
SMIN	iShares MSCI India Small-Cap E	9,000	$378K	0.1%	—	—	com	46429B614
MA	Mastercard, Inc.	1,920	$377K	0.1%	—	—	com	57636Q104
MSFT	Microsoft Corp.	3,820	$377K	0.1%	—	—	com	594918104
—	National Health Investors, Inc	5,040	$371K	0.1%	—	—	com	63633d104
—	Nci Building Systems, Inc.	17,640	$370K	0.1%	—	—	com	628852204
HY	Hyster-Yale Materials	5,600	$360K	0.1%	—	—	com	449172105
TRV	The Travelers Co., Inc.	2,870	$351K	0.1%	—	—	com	89417E109
WD	Walker & Dunlop, Inc.	6,286	$350K	0.1%	—	—	com	93148P102
APOG	Apogee Enterprises	6,900	$332K	0.1%	—	—	com	037598109
CVU	CPI Aerostructures, Inc.	31,400	$330K	0.1%	—	—	com	125919308
BGS	B&G Foods, Inc.	11,000	$329K	0.1%	—	—	com	05508R106
—	Dynex Capital, Inc.	49,680	$324K	0.1%	—	—	com	26817q506
FLO	Flowers Foods, Inc.	15,510	$323K	0.1%	—	—	com	343498101
MEI	Methode Electronics, Inc.	7,666	$309K	0.1%	—	—	com	591520200
JNJ	Johnson & Johnson	2,495	$303K	0.1%	—	—	com	478160104
NTGR	Netgear, Inc.	4,810	$301K	0.1%	—	—	com	64111Q104
FCN	Fti Consulting Inc.	4,970	$301K	0.1%	—	—	com	302941109
XNCR	Xencor, Inc.	8,100	$300K	0.1%	—	—	com	98401F105
—	Express Inc	32,310	$296K	0.1%	—	—	com	30219E103
—	GEO Group, Inc.	10,600	$292K	0.1%	—	—	com	36162j106
AMGN	Amgen, Inc.	1,577	$291K	0.1%	—	—	com	031162100
—	Arena Pharmaceuticals, Inc.	6,600	$288K	0.1%	—	—	com	040047607
—	Legg Mason Inc.	8,037	$279K	0.1%	—	—	com	524901105
BK	Bank of New York Mellon Corp.	4,834	$261K	0.1%	—	—	com	064058100
PAG	Penske Automotive Group, Inc.	5,520	$259K	0.1%	—	—	com	70959W103
BHE	Benchmark Electronics Inc	8,740	$255K	0.1%	—	—	com	08160H101
SAIC	Science Applications Int'l. Co	3,135	$254K	0.1%	—	—	com	808625107
—	Spirit Airlines, Inc.	7,000	$254K	0.1%	—	—	com	848577102
INSM	Insmed Incorporated	10,600	$251K	0.1%	—	—	com	457669307
CARS	Cars Com Inc.	8,800	$250K	0.1%	—	—	com	14575E105
—	Realogy Hldgs Corp.	10,600	$242K	0.1%	—	—	com	75605Y106
NEM	Newmont Mining	6,247	$236K	0.1%	—	—	com	651639106
MYGN	Myriad Genetics Inc.	6,130	$229K	0.1%	—	—	com	62855J104
—	Fireeye,Inc.	14,710	$226K	0.1%	—	—	com	31816Q101
WMT	Wal Mart Stores Inc.	2,533	$217K	0.1%	—	—	com	931142103
OSS	One Stop Systems	50,000	$209K	0.1%	—	—	com	68247W109
—	Sprott Physical Gold and Silve	11,100	$139K	0.0%	—	—	com	85208r101
—	Progenics Pharamaceutical, Inc	17,100	$137K	0.0%	—	—	com	743187106
EZPW	EZCorp, Inc.	10,800	$130K	0.0%	—	—	com	302301106
—	Xenacare Hldgs, Inc.	140,000	$0	0.0%	—	—	com	98401A106
ATAR	Avatar Ventures	10,000	$0	0.0%	—	—	com	05350B100
—	American Power Corp	10,000	$0	0.0%	—	—	com	02906t107
—	Tital Oil & Gas, Inc.	10,000	$0	0.0%	—	—	com	888309101