Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Sodastream International Ltd.	397,000	$56.8M	11.0%	—	—	com	M9068E105
NOMD	Nomad Foods Ltd.	2,754,908	$55.81M	10.8%	—	—	com	G6564A105
SKY	Skyline Champion Corp	379,573	$10.84M	2.1%	—	—	com	830830105
—	Biotelemetry, Inc.	161,330	$10.4M	2.0%	—	—	com	090672106
—	Curo Group Hldgs Corp.	342,890	$10.37M	2.0%	—	—	com	23131L107
—	Control 4 Corp	296,055	$10.16M	2.0%	—	—	com	21240D107
—	LHC Group, Inc.	97,383	$10.03M	1.9%	—	—	com	50187A107
LGND	Ligand Pharmaceuticals	35,587	$9.768M	1.9%	—	—	com	53220K504
TNDM	Tandem Diabetes Care, Inc.	225,050	$9.641M	1.9%	—	—	com	875372203
—	Blucora, Inc.	228,414	$9.194M	1.8%	—	—	com	095229100
—	Care Com, Inc.	400,439	$8.854M	1.7%	—	—	com	141633107
—	Carbonite, Inc.	247,034	$8.807M	1.7%	—	—	com	141337105
STAA	Staar Surgical Co.	179,040	$8.594M	1.7%	—	—	com	852312305
BOOM	DMC Global, Inc.	210,274	$8.579M	1.7%	—	—	com	23291C103
BZUN	Baozun Inc. Spon ADR	174,325	$8.469M	1.6%	—	—	com	06684L103
ATRC	Atricure, Inc.	238,210	$8.344M	1.6%	—	—	com	04963C209
VICR	Vicor Corp.	178,200	$8.197M	1.6%	—	—	com	925815102
SKYW	Skywest Inc	132,031	$7.777M	1.5%	—	—	com	830879102
MBUU	Malibu Boats, Inc.	141,898	$7.765M	1.5%	—	—	com	56117J100
—	Apptio, Inc. Cl A	207,460	$7.668M	1.5%	—	—	com	03835C108
GDOT	Green Dot Corp. Cl A	82,445	$7.323M	1.4%	—	—	com	39304D102
TREX	Trex Company, Inc.	93,940	$7.232M	1.4%	—	—	com	89531P105
MPWR	Monolithic Pwr Sys	57,400	$7.205M	1.4%	—	—	com	609839105
MOV	Movado Group, Inc.	164,118	$6.877M	1.3%	—	—	com	624580106
—	Limelight Networks, Inc.	1,238,500	$6.217M	1.2%	—	—	com	53261M104
HAE	Haemonetics Corp.	52,900	$6.061M	1.2%	—	—	com	405024100
BABA	Alibaba ADR	36,555	$6.023M	1.2%	—	—	com	01609W102
INGN	Inogen, Inc.	23,095	$5.638M	1.1%	—	—	com	45780L104
—	Mellanox Technologies Ltd.	68,700	$5.046M	1.0%	—	—	com	M51363113
—	Eldorado Resorts, Inc.	100,233	$4.871M	0.9%	—	—	com	28470R102
—	Mobileiron, Inc.	863,380	$4.576M	0.9%	—	—	com	60739U204
CMCO	Columbus McKinnon Corp. NY	115,052	$4.549M	0.9%	—	—	com	199333105
PATK	Patrick Industries, Inc.	76,742	$4.543M	0.9%	—	—	com	703343103
BURL	Burlington Stores, Inc.	27,320	$4.451M	0.9%	—	—	com	122017106
MEDP	Medpace Holdings Inc	68,880	$4.127M	0.8%	—	—	com	58506Q109
—	Pacific Premier Bancorp, Inc.	84,998	$3.162M	0.6%	—	—	com	69478X105
—	Centerstate Bank Corp.	108,642	$3.047M	0.6%	—	—	com	15201P109
—	Career Education Corp.	178,482	$2.665M	0.5%	—	—	com	141665109
—	New Oriental Education ADR	34,380	$2.544M	0.5%	—	—	com	647581107
—	Datawatch Corp.	211,398	$2.463M	0.5%	—	—	com	237917208
—	Mesa Air Group, Inc.	173,400	$2.403M	0.5%	—	—	com	590479135
CMTL	Comtech Telecommunications CP	66,100	$2.397M	0.5%	—	—	com	205826209
FANG	Diamondback Energy Inc.	16,653	$2.251M	0.4%	—	—	com	25278X109
NVRI	Harsco Corp.	78,100	$2.23M	0.4%	—	—	com	415864107
BAND	Bandwidth, Inc.	38,900	$2.084M	0.4%	—	—	com	05988J103
—	MCBC Holdings Inc	56,100	$2.013M	0.4%	—	—	com	55276F107
—	58.com Inc Spon ADR	27,050	$1.991M	0.4%	—	—	com	31680Q104
—	Callon Petroleum Corp.	164,827	$1.976M	0.4%	—	—	com	13123X102
—	Quantenna Communications Inc	104,800	$1.934M	0.4%	—	—	com	74766D100
—	Bridgepoint Education, Inc.	190,000	$1.93M	0.4%	—	—	com	10807M105
—	Triumph Group, Inc.	82,340	$1.919M	0.4%	—	—	com	896818101
TCMD	Tactile Sys Technology, Inc.	27,000	$1.918M	0.4%	—	—	com	87357P100
WSM	Williams-Sonoma, Inc.	24,130	$1.586M	0.3%	—	—	com	969904101
—	Vocera Communications, Inc.	43,314	$1.584M	0.3%	—	—	com	92857F107
—	Momo, Inc. ADR	35,730	$1.565M	0.3%	—	—	com	60879B107
—	Tivo corp.	124,458	$1.55M	0.3%	—	—	com	88870P106
CDNA	CareDx, Inc.	52,300	$1.509M	0.3%	—	—	com	14167L103
ONB	Old National Bancorp	77,915	$1.504M	0.3%	—	—	com	680033107
—	Nextgen Healthcare, Inc.	74,800	$1.502M	0.3%	—	—	com	65343C102
—	Rosetta Stone, Inc.	74,500	$1.482M	0.3%	—	—	com	777780107
SEI	Solaris Oilfield Infrastructur	78,000	$1.473M	0.3%	—	—	com	83418M103
—	Hersha Hospitality Trust	64,920	$1.472M	0.3%	—	—	com	427825500
—	PGT, Inc.	65,300	$1.41M	0.3%	—	—	com	69336V101
GDS	GDS Holdings Ltd. ADR	40,000	$1.405M	0.3%	—	—	com	36165L108
—	Ferro Corp.	59,500	$1.382M	0.3%	—	—	com	315405100
VCEL	Vericel Corp.	94,900	$1.343M	0.3%	—	—	com	92346J108
WWW	Wolverine World Wide	34,045	$1.329M	0.3%	—	—	com	978097103
ALNT	Allied Motion Technologies	24,000	$1.306M	0.3%	—	—	com	019330109
ENVA	Enova Intl, Inc.	44,810	$1.291M	0.3%	—	—	com	29357K103
TEX	Terex Corp.	32,311	$1.29M	0.3%	—	—	com	880779103
KN	Knowles Corp.	77,100	$1.281M	0.2%	—	—	com	49926D109
POR	Portland General Electric Co.	27,850	$1.27M	0.2%	—	—	com	736508847
SYNA	Synaptics, Inc.	26,700	$1.218M	0.2%	—	—	com	87157D109
RYAM	Rayonier Advanced Materials, I	65,966	$1.216M	0.2%	—	—	com	75508B104
ASB	Associated Banc-Corp	46,040	$1.197M	0.2%	—	—	com	045487105
VPG	Vishay Precision Group	31,700	$1.186M	0.2%	—	—	com	92835K103
—	Ryman Hospitality Pptys. Inc.	13,750	$1.185M	0.2%	—	—	com	78377t107
LSCC	Lattice Semiconductor Corporat	147,000	$1.176M	0.2%	—	—	com	518415104
—	Stein Mart, Inc.	500,000	$1.175M	0.2%	—	—	com	858375108
SFNC	Simmons First National Corp.	39,630	$1.167M	0.2%	—	—	com	828730200
STRL	Sterling Construction Co., Inc	81,250	$1.164M	0.2%	—	—	com	859241101
OSPN	OneSpan, Inc.	60,400	$1.151M	0.2%	—	—	com	68287N100
CTRN	Citi Trends, Inc.	39,300	$1.131M	0.2%	—	—	com	17306X102
—	Verint Sys Inc.	22,430	$1.124M	0.2%	—	—	com	92343x100
—	Matson, Inc.	28,350	$1.124M	0.2%	—	—	com	57686g105
—	Gulfport Energy Corp.	107,800	$1.122M	0.2%	—	—	com	402635304
—	Continental Bldg Prods, Inc.	29,000	$1.089M	0.2%	—	—	com	211171103
—	Autohome, Inc. ADR	14,000	$1.084M	0.2%	—	—	com	05278c107
SPY	SPDR S&P 500 ETF Trust	3,698	$1.075M	0.2%	—	—	com	78462F103
—	Regis Corp. Minn	52,600	$1.075M	0.2%	—	—	com	758932107
TWIN	Twin Disc, Inc.	46,500	$1.071M	0.2%	—	—	com	901476101
—	Atlas Air Worldwide Hldgs Inc	16,700	$1.065M	0.2%	—	—	com	049164205
ASUR	Asure Software, Inc.	84,400	$1.048M	0.2%	—	—	com	04649U102
—	Pyxus International, Inc.	44,700	$1.028M	0.2%	—	—	com	74737V106
—	Pixelworks, Inc.	227,600	$1.026M	0.2%	—	—	com	72581M305
CPF	Central Pacific Financial Corp	38,800	$1.025M	0.2%	—	—	com	154760409
—	Superior Energy Svcs	103,622	$1.009M	0.2%	—	—	com	868157108
—	Spartan Motors, Inc.	68,100	$1.004M	0.2%	—	—	com	846819100
HURC	Hurco Companies, Inc.	22,000	$992K	0.2%	—	—	com	447324104
BHE	Benchmark Electronics Inc	42,240	$988K	0.2%	—	—	com	08160H101
—	ProAssurance Corp.	20,838	$978K	0.2%	—	—	com	74267c106
—	Universal Stainless And Alloy	38,000	$969K	0.2%	—	—	com	913837100
CRS	Carpenter Technology Corp.	16,100	$949K	0.2%	—	—	com	144285103
EFSC	Enterprise Finl Svcs	17,600	$934K	0.2%	—	—	com	293712105
—	Oritani Financial Corp.	59,120	$919K	0.2%	—	—	com	68633D103
NJR	New Jersey Res Corp.	19,930	$919K	0.2%	—	—	com	646025106
AORT	Cryolife Inc.	25,544	$899K	0.2%	—	—	com	228903100
—	Physicians Realty Trust	52,831	$891K	0.2%	—	—	com	71943u104
MTZ	Mastec, Inc.	19,740	$881K	0.2%	—	—	com	576323109
SWX	Southwest Gas Corp.	11,130	$880K	0.2%	—	—	com	844895102
AMRC	Ameresco, Inc.	63,608	$868K	0.2%	—	—	com	02361E108
—	Camtek, Ltd.	100,800	$864K	0.2%	—	—	com	m20791105
—	State Bank Financial Corp	28,400	$857K	0.2%	—	—	com	856190103
TKR	Timken Company	16,890	$842K	0.2%	—	—	com	887389104
VCYT	Veracyte, Inc.	87,500	$836K	0.2%	—	—	com	92337F107
—	Tetra Tech, Inc.	11,830	$808K	0.2%	—	—	com	88162g103
—	Ensign Group, Inc.	21,260	$806K	0.2%	—	—	com	29358p101
ACNT	Synalloy Cp Del	35,000	$800K	0.2%	—	—	com	871565107
—	Libbey, Inc.	91,087	$797K	0.2%	—	—	com	529898108
CNO	CNO Financial Group, Inc.	36,630	$777K	0.2%	—	—	com	12621E103
DCO	Ducommun Inc.	19,000	$776K	0.2%	—	—	com	264147109
RDN	Radian Group, Inc.	37,560	$776K	0.2%	—	—	com	750236101
BRKR	Bruker Corporation	23,130	$774K	0.2%	—	—	com	116794108
—	AMC Entertainment Holdings, In	37,436	$767K	0.1%	—	—	com	00165c104
—	Boston Private Finl Hldgs	56,000	$764K	0.1%	—	—	com	101119105
WGO	Winnebago Industries, Inc.	23,000	$762K	0.1%	—	—	com	974637100
POWL	Powell Industries Inc.	20,500	$743K	0.1%	—	—	com	739128106
UPLD	Upland Software, Inc.	22,500	$727K	0.1%	—	—	com	91544A109
VSH	Vishay Intertechnology	35,450	$721K	0.1%	—	—	com	928298108
CAKE	Cheesecake Factory, Inc.	13,370	$716K	0.1%	—	—	com	163072101
—	Heritage Crystal Clean, Inc.	32,801	$700K	0.1%	—	—	com	42726M106
XHR	Xenia Hotels & Resorts, Inc.	28,860	$684K	0.1%	—	—	com	984017103
CNX	CNX Resources Corporation	46,796	$670K	0.1%	—	—	com	12653C108
OIS	Oil States Intl	20,050	$666K	0.1%	—	—	com	678026105
—	Intricon Corp.	11,241	$632K	0.1%	—	—	com	46121H109
CCS	Century Communities, Inc.	23,800	$625K	0.1%	—	—	com	156504300
FCF	First Commonwealth Financial C	38,500	$621K	0.1%	—	—	com	319829107
—	Life Storage Inc.	6,520	$620K	0.1%	—	—	com	53223x107
HWC	Hancock Whitney Corp.	12,990	$618K	0.1%	—	—	com	410120109
AAPL	Apple, Inc.	2,736	$618K	0.1%	—	—	com	037833100
—	Corelogic Inc.	12,230	$604K	0.1%	—	—	com	21871D103
OSK	Oshkosh Corp.	8,460	$603K	0.1%	—	—	com	688239201
CACI	CACI International, Inc.	3,260	$600K	0.1%	—	—	com	127190304
SKT	Tanger Factory Outlet	26,210	$600K	0.1%	—	—	com	875465106
AWR	American States Water Co.	9,490	$580K	0.1%	—	—	com	029899101
FSS	Federal Signal Corp.	21,510	$576K	0.1%	—	—	com	313855108
MORN	Morningstar	4,470	$563K	0.1%	—	—	com	617700109
—	Rev Group, Inc.	35,817	$562K	0.1%	—	—	com	749527107
HRTG	Heritage Ins Hldgs, Inc.	37,313	$553K	0.1%	—	—	com	42727J102
JPM	JP Morgan Chase & Company Inc.	4,868	$549K	0.1%	—	—	com	46625H100
MUSA	Murphy USA, Inc.	6,400	$547K	0.1%	—	—	com	626755102
—	51Job Inc. ADR	7,000	$539K	0.1%	—	—	com	316827104
—	Hawaiian Holdings, Inc.	13,170	$528K	0.1%	—	—	com	419879101
BIDU	Baidu Inc. Spon ADR	2,260	$517K	0.1%	—	—	com	056752108
AGCO	Agco Corp	8,430	$512K	0.1%	—	—	com	001084102
—	SpartanNash Co.	24,863	$499K	0.1%	—	—	com	847215100
WOR	Worthington Inds. Inc.	11,440	$496K	0.1%	—	—	com	981811102
—	Cousins Properties	55,468	$493K	0.1%	—	—	com	222795106
—	Craft Brew Alliance, Inc.	30,000	$491K	0.1%	—	—	com	224122101
UFI	Unifi Inc.	17,290	$490K	0.1%	—	—	com	904677200
—	Tower International, Inc.	15,780	$477K	0.1%	—	—	com	891826109
DAN	Dana Inc.	24,880	$465K	0.1%	—	—	com	235825205
MSFT	Microsoft Corp.	3,770	$431K	0.1%	—	—	com	594918104
MA	Mastercard, Inc.	1,920	$427K	0.1%	—	—	com	57636Q104
SF	Stifel Financial Corp.	8,220	$421K	0.1%	—	—	com	860630102
—	Arena Pharmaceuticals, Inc.	9,100	$419K	0.1%	—	—	com	040047607
—	Bristow Group, Inc.	34,520	$419K	0.1%	—	—	com	110394103
NTGR	Netgear, Inc.	6,410	$403K	0.1%	—	—	com	64111Q104
—	GEO Group, Inc.	16,000	$403K	0.1%	—	—	com	36162j106
—	Express Inc	35,010	$387K	0.1%	—	—	com	30219E103
PLXS	Plexus Corp.	6,600	$386K	0.1%	—	—	com	729132100
INTC	Intel Corporation	8,029	$380K	0.1%	—	—	com	458140100
TRV	The Travelers Co., Inc.	2,874	$373K	0.1%	—	—	com	89417E109
—	National Health Investors, Inc	4,740	$358K	0.1%	—	—	com	63633d104
BGS	B&G Foods, Inc.	13,000	$357K	0.1%	—	—	com	05508R106
—	Spirit Airlines, Inc.	7,200	$338K	0.1%	—	—	com	848577102
JNJ	Johnson & Johnson	2,447	$338K	0.1%	—	—	com	478160104
FCN	Fti Consulting Inc.	4,570	$334K	0.1%	—	—	com	302941109
WD	Walker & Dunlop, Inc.	6,286	$332K	0.1%	—	—	com	93148P102
AMGN	Amgen, Inc.	1,576	$327K	0.1%	—	—	com	031162100
—	Bemis Inc.	6,650	$323K	0.1%	—	—	com	081437105
—	Dynex Capital, Inc.	50,680	$323K	0.1%	—	—	com	26817q506
XNCR	Xencor, Inc.	8,100	$316K	0.1%	—	—	com	98401F105
MD	Mednax, Inc.	6,600	$308K	0.1%	—	—	com	58502B106
—	Manitex International, Inc.	28,500	$300K	0.1%	—	—	com	563420108
KFY	Korn Ferry	6,080	$299K	0.1%	—	—	com	500643200
CARS	Cars Com Inc.	10,800	$298K	0.1%	—	—	com	14575E105
WNC	Wabash National Corp.	16,200	$295K	0.1%	—	—	com	929566107
KALU	Kaiser Aluminum Corp.	2,690	$293K	0.1%	—	—	com	483007704
—	Legg Mason Inc.	9,137	$285K	0.1%	—	—	com	524901105
APOG	Apogee Enterprises	6,900	$285K	0.1%	—	—	com	037598109
MEI	Methode Electronics, Inc.	7,666	$278K	0.1%	—	—	com	591520200
—	Amedisys Inc.	2,200	$275K	0.1%	—	—	com	023436108
—	Nci Building Systems, Inc.	17,640	$267K	0.1%	—	—	com	628852204
CVCO	Cavco Inds, Inc.	1,040	$263K	0.1%	—	—	com	149568107
PAG	Penske Automotive Group, Inc.	5,520	$262K	0.1%	—	—	com	70959W103
TAL	Tal Education Group ADR	10,000	$257K	0.0%	—	—	com	874080104
BIGGQ	Big Lots Inc.	6,100	$255K	0.0%	—	—	com	089302103
MYGN	Myriad Genetics Inc.	5,430	$250K	0.0%	—	—	com	62855J104
BK	Bank of New York Mellon Corp.	4,836	$247K	0.0%	—	—	com	064058100
WMT	Wal Mart Stores Inc.	2,535	$238K	0.0%	—	—	com	931142103
SLAB	Silicon Laboratories, Inc.	2,450	$225K	0.0%	—	—	com	826919102
AMZN	Amazon.com	100	$200K	0.0%	—	—	com	023135106
—	Vonage Hldgs Corp	12,000	$170K	0.0%	—	—	com	92886T201
—	Sprott Physical Gold and Silve	11,100	$130K	0.0%	—	—	com	85208r101
—	Tital Oil & Gas, Inc.	10,000	$0	0.0%	—	—	com	888309101
—	Xenacare Hldgs, Inc.	140,000	$0	0.0%	—	—	com	98401A106
—	American Power Corp	10,000	$0	0.0%	—	—	com	02906t107
ATAR	Avatar Ventures	10,000	$0	0.0%	—	—	com	05350B100