Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOMD	Nomad Foods Ltd.	2,827,798	$57.83M	11.6%	—	—	com	G6564A105
ARGX	Argenx SE Sponsored ADR	307,000	$38.33M	7.7%	—	—	com	04016X101
—	Mellanox Technologies Ltd.	285,590	$33.8M	6.8%	—	—	com	M51363113
—	GW Pharmaceuticals Plc Ads	193,900	$32.69M	6.6%	—	—	com	36197T103
GOOS	Canada Goose Holdings, Inc.	275,850	$13.25M	2.7%	—	—	com	135086106
TNDM	Tandem Diabetes Care, Inc.	191,120	$12.14M	2.4%	—	—	com	875372203
BOOM	DMC Global, Inc.	215,227	$10.68M	2.1%	—	—	com	23291C103
SKYW	Skywest Inc	162,457	$8.82M	1.8%	—	—	com	830879102
—	Biotelemetry, Inc.	140,180	$8.778M	1.8%	—	—	com	090672106
VCEL	Vericel Corp.	500,670	$8.767M	1.8%	—	—	com	92346J108
—	HMS Holdings Corp.	273,750	$8.106M	1.6%	—	—	com	40425J101
SKY	Skyline Champion Corp	416,573	$7.915M	1.6%	—	—	com	830830105
—	Blucora, Inc.	234,154	$7.816M	1.6%	—	—	com	095229100
MBUU	Malibu Boats, Inc.	185,308	$7.334M	1.5%	—	—	com	56117J100
UPLD	Upland Software, Inc.	162,390	$6.879M	1.4%	—	—	com	91544A109
BABA	Alibaba ADR	36,555	$6.669M	1.3%	—	—	com	01609W102
—	Carbonite, Inc.	268,154	$6.653M	1.3%	—	—	com	141337105
DECK	Deckers Outdoor Corp.	45,210	$6.645M	1.3%	—	—	com	243537107
VICR	Vicor Corp.	212,670	$6.597M	1.3%	—	—	com	925815102
CDNA	CareDx, Inc.	209,210	$6.594M	1.3%	—	—	com	14167L103
—	Cabot Microelectronics Corp.	51,960	$5.817M	1.2%	—	—	com	12709P103
—	Cornerstone Ondemand, Inc.	103,680	$5.68M	1.1%	—	—	com	21925Y103
LGND	Ligand Pharmaceuticals	44,649	$5.613M	1.1%	—	—	com	53220K504
ATRC	Atricure, Inc.	203,410	$5.449M	1.1%	—	—	com	04963C209
TCMD	Tactile Sys Technology, Inc.	101,720	$5.363M	1.1%	—	—	com	87357P100
TREX	Trex Company, Inc.	85,710	$5.273M	1.1%	—	—	com	89531P105
GDOT	Green Dot Corp. Cl A	85,460	$5.183M	1.0%	—	—	com	39304D102
—	Cyber-Ark Software	42,170	$5.02M	1.0%	—	—	com	M2682V108
BAND	Bandwidth, Inc.	72,970	$4.886M	1.0%	—	—	com	05988J103
STAA	Staar Surgical Co.	140,620	$4.808M	1.0%	—	—	com	852312305
—	Mobileiron, Inc.	858,480	$4.696M	0.9%	—	—	com	60739U204
IRTC	Irhythm Technologies Inc	60,710	$4.551M	0.9%	—	—	com	450056106
MPWR	Monolithic Pwr Sys	30,878	$4.184M	0.8%	—	—	com	609839105
—	Envestnet, Inc.	62,790	$4.106M	0.8%	—	—	com	29404K106
—	Eldorado Resorts, Inc.	86,363	$4.032M	0.8%	—	—	com	28470R102
CMCO	Columbus McKinnon Corp. NY	103,453	$3.554M	0.7%	—	—	com	199333105
—	Career Education Corp.	147,179	$2.431M	0.5%	—	—	com	141665109
—	Quantenna Communications Inc	95,900	$2.333M	0.5%	—	—	com	74766D100
—	New Oriental Education ADR	24,000	$2.162M	0.4%	—	—	com	647581107
—	Momo, Inc. ADR	50,730	$1.94M	0.4%	—	—	com	60879B107
MITK	Mitek Systems, Inc.	158,000	$1.934M	0.4%	—	—	com	606710200
GDS	GDS Holdings Ltd. ADR	54,161	$1.933M	0.4%	—	—	com	36165L108
KN	Knowles Corp.	107,300	$1.892M	0.4%	—	—	com	49926D109
—	Centerstate Bank Corp.	78,146	$1.861M	0.4%	—	—	com	15201P109
—	Rosetta Stone, Inc.	82,700	$1.807M	0.4%	—	—	com	777780107
FSS	Federal Signal Corp.	69,510	$1.807M	0.4%	—	—	com	313855108
—	Mesa Air Group, Inc.	216,500	$1.806M	0.4%	—	—	com	590479135
TAL	Tal Education Group ADR	50,000	$1.804M	0.4%	—	—	com	874080104
—	MasterCraft Boat Holdings, Inc	71,000	$1.602M	0.3%	—	—	com	57637h103
—	CTRIP Com Int'l Ltd ADR	35,000	$1.529M	0.3%	—	—	com	22943F100
—	Cardtronics, Inc.	42,900	$1.526M	0.3%	—	—	com	G1991C105
SEI	Solaris Oilfield Infrastructur	88,800	$1.46M	0.3%	—	—	com	83418M103
AMRC	Ameresco, Inc.	87,008	$1.408M	0.3%	—	—	com	02361E108
BHE	Benchmark Electronics Inc	52,840	$1.387M	0.3%	—	—	com	08160H101
HRI	Herc Hldgs, Inc.	34,900	$1.36M	0.3%	—	—	com	42704L104
OSPN	OneSpan, Inc.	69,350	$1.333M	0.3%	—	—	com	68287N100
POR	Portland General Electric Co.	25,250	$1.309M	0.3%	—	—	com	736508847
—	Verint Sys Inc.	20,930	$1.253M	0.3%	—	—	com	92343x100
—	Monotype Imaging Holdings, Inc	61,300	$1.219M	0.2%	—	—	com	61022P100
ONB	Old National Bancorp	74,115	$1.215M	0.2%	—	—	com	680033107
MGRC	McGrath RentCorp	21,200	$1.199M	0.2%	—	—	com	580589109
RUSHA	Rush Enterprises,Inc. Cl A	28,400	$1.187M	0.2%	—	—	com	781846209
—	Physicians Realty Trust	63,031	$1.186M	0.2%	—	—	com	71943u104
BOOT	Boot Barn Hldgs, Inc.	40,000	$1.178M	0.2%	—	—	com	099406100
—	Model N, Inc.	67,000	$1.175M	0.2%	—	—	com	607525102
WSM	Williams-Sonoma, Inc.	20,830	$1.172M	0.2%	—	—	com	969904101
BZUN	Baozun Inc. Spon ADR	28,000	$1.163M	0.2%	—	—	com	06684L103
—	K12, Inc.	33,268	$1.135M	0.2%	—	—	com	48273U102
—	Audio Codes ADR	81,900	$1.133M	0.2%	—	—	com	m15342104
CPF	Central Pacific Financial Corp	39,100	$1.128M	0.2%	—	—	com	154760409
AORT	Cryolife Inc.	38,344	$1.118M	0.2%	—	—	com	228903100
CLAR	Clarus Corp.	83,500	$1.07M	0.2%	—	—	com	18270P109
NTES	Netease.Com, Inc. ADR	4,430	$1.07M	0.2%	—	—	com	64110W102
—	Pyxus International, Inc.	44,700	$1.068M	0.2%	—	—	com	74737V106
SPY	SPDR S&P 500 ETF Trust	3,751	$1.06M	0.2%	—	—	com	78462F103
—	Telaria, Inc.	166,800	$1.058M	0.2%	—	—	com	879181105
ASB	Associated Banc-Corp	49,540	$1.058M	0.2%	—	—	com	045487105
ARAY	Accuray Inc.	216,400	$1.032M	0.2%	—	—	com	004397105
VCYT	Veracyte, Inc.	39,500	$988K	0.2%	—	—	com	92337F107
—	Gulfport Energy Corp.	121,900	$978K	0.2%	—	—	com	402635304
SFNC	Simmons First National Corp.	39,230	$960K	0.2%	—	—	com	828730200
MTRN	Materion Corp.	16,800	$959K	0.2%	—	—	com	576690101
—	Triumph Group, Inc.	49,240	$939K	0.2%	—	—	com	896818101
AMWD	Amer Woodmark	11,300	$934K	0.2%	—	—	com	030506109
—	Ryman Hospitality Pptys. Inc.	11,350	$933K	0.2%	—	—	com	78377t107
NJR	New Jersey Res Corp.	18,630	$928K	0.2%	—	—	com	646025106
VREX	Varex Imaging Corp.	27,000	$915K	0.2%	—	—	com	92214X106
OSK	Oshkosh Corp.	12,140	$912K	0.2%	—	—	com	688239201
—	Camtek, Ltd.	100,800	$899K	0.2%	—	—	com	m20791105
SWX	Southwest Gas Corp.	10,830	$891K	0.2%	—	—	com	844895102
—	Pixelworks, Inc.	225,156	$883K	0.2%	—	—	com	72581M305
CMTL	Comtech Telecommunications CP	36,100	$838K	0.2%	—	—	com	205826209
NEO	Neogenomics, Inc.	40,600	$831K	0.2%	—	—	com	64049M209
—	Hersha Hospitality Trust	47,820	$820K	0.2%	—	—	com	427825500
CACI	CACI International, Inc.	4,460	$812K	0.2%	—	—	com	127190304
DGII	Digi International I	64,000	$811K	0.2%	—	—	com	253798102
CRMT	America's Car-Mart	8,600	$786K	0.2%	—	—	com	03062T105
—	W&T Offshore, Inc.	113,600	$784K	0.2%	—	—	com	92922p106
HWC	Hancock Whitney Corp.	19,390	$783K	0.2%	—	—	com	410120109
EHTH	Ehealth, Inc.	12,500	$779K	0.2%	—	—	com	28238P109
—	On Deck Cap, Inc.	141,300	$766K	0.2%	—	—	com	682163100
—	Tower International, Inc.	36,180	$761K	0.2%	—	—	com	891826109
FCF	First Commonwealth Financial C	60,300	$760K	0.2%	—	—	com	319829107
VSH	Vishay Intertechnology	41,050	$758K	0.2%	—	—	com	928298108
—	Cousins Properties	78,168	$755K	0.2%	—	—	com	222795106
TKR	Timken Company	17,190	$750K	0.2%	—	—	com	887389104
WWW	Wolverine World Wide	20,745	$741K	0.1%	—	—	com	978097103
SNX	Synnex Corp.	7,659	$731K	0.1%	—	—	com	87162W100
VPG	Vishay Precision Group	20,900	$715K	0.1%	—	—	com	92835K103
HOPE	Hope Bancorp, Inc.	54,400	$712K	0.1%	—	—	com	43940T109
EFSC	Enterprise Finl Svcs	17,200	$701K	0.1%	—	—	com	293712105
SANM	Sanmina Corporation	24,200	$698K	0.1%	—	—	com	801056102
ALNT	Allied Motion Technologies	20,100	$691K	0.1%	—	—	com	019330109
AGCO	Agco Corp	9,855	$685K	0.1%	—	—	com	001084102
LNTH	Lantheus Hldgs Inc.	28,000	$685K	0.1%	—	—	com	516544103
MTZ	Mastec, Inc.	14,140	$680K	0.1%	—	—	com	576323109
—	Bridgepoint Education, Inc.	109,071	$666K	0.1%	—	—	com	10807M105
—	Nextgen Healthcare, Inc.	39,400	$663K	0.1%	—	—	com	65343C102
—	Matson, Inc.	18,310	$661K	0.1%	—	—	com	57686g105
—	AMC Entertainment Holdings, In	43,868	$651K	0.1%	—	—	com	00165c104
SF	Stifel Financial Corp.	12,320	$650K	0.1%	—	—	com	860630102
CNO	CNO Financial Group, Inc.	39,030	$632K	0.1%	—	—	com	12621E103
—	Oritani Financial Corp.	37,120	$617K	0.1%	—	—	com	68633D103
DCO	Ducommun Inc.	14,150	$616K	0.1%	—	—	com	264147109
—	Tetra Tech, Inc.	10,330	$616K	0.1%	—	—	com	88162g103
—	Tivo corp.	65,158	$607K	0.1%	—	—	com	88870P106
RDN	Radian Group, Inc.	28,660	$594K	0.1%	—	—	com	750236101
HRTG	Heritage Ins Hldgs, Inc.	40,313	$589K	0.1%	—	—	com	42727J102
—	Heritage Crystal Clean, Inc.	21,101	$579K	0.1%	—	—	com	42726M106
—	National Health Investors, Inc	7,340	$577K	0.1%	—	—	com	63633d104
NWPX	Northwest Pipe Co.	22,800	$547K	0.1%	—	—	com	667746101
FULT	Fulton Financial Corp.	35,300	$546K	0.1%	—	—	com	360271100
SKT	Tanger Factory Outlet	25,910	$544K	0.1%	—	—	com	875465106
—	Southern Natl Bancorp of Virgi	36,800	$539K	0.1%	—	—	com	843395104
AIRG	Airgain, Inc.	41,900	$538K	0.1%	—	—	com	00938A104
EGBN	Eagle Bancorp, Inc.	10,700	$537K	0.1%	—	—	com	268948106
ACNT	Synalloy Cp Del	35,000	$532K	0.1%	—	—	com	871565107
—	Plantronics, Inc.	11,200	$516K	0.1%	—	—	com	727493108
WD	Walker & Dunlop, Inc.	9,986	$508K	0.1%	—	—	com	93148P102
CRS	Carpenter Technology Corp.	11,000	$504K	0.1%	—	—	com	144285103
DAN	Dana Inc.	28,180	$500K	0.1%	—	—	com	235825205
AAPL	Apple, Inc.	2,610	$496K	0.1%	—	—	com	037833100
JPM	JP Morgan Chase & Company Inc.	4,809	$487K	0.1%	—	—	com	46625H100
—	Owens Ill Inc.	25,600	$486K	0.1%	—	—	com	690768403
XHR	Xenia Hotels & Resorts, Inc.	21,760	$477K	0.1%	—	—	com	984017103
CSBR	Champions Oncology, Inc.	48,033	$470K	0.1%	—	—	com	15870P307
MD	Mednax, Inc.	16,465	$447K	0.1%	—	—	com	58502B106
MA	Mastercard, Inc.	1,893	$446K	0.1%	—	—	com	57636Q104
MSFT	Microsoft Corp.	3,770	$445K	0.1%	—	—	com	594918104
—	Briggs & Stratton Corp.	37,600	$445K	0.1%	—	—	com	109043109
NVRI	Harsco Corp.	22,000	$444K	0.1%	—	—	com	415864107
INTC	Intel Corporation	7,870	$423K	0.1%	—	—	com	458140100
BRKR	Bruker Corporation	10,730	$412K	0.1%	—	—	com	116794108
—	Arena Pharmaceuticals, Inc.	9,100	$408K	0.1%	—	—	com	040047607
TRV	The Travelers Co., Inc.	2,881	$395K	0.1%	—	—	com	89417E109
KALU	Kaiser Aluminum Corp.	3,715	$389K	0.1%	—	—	com	483007704
KFY	Korn Ferry	8,680	$389K	0.1%	—	—	com	500643200
JNJ	Johnson & Johnson	2,739	$383K	0.1%	—	—	com	478160104
—	Dynex Capital, Inc.	58,780	$358K	0.1%	—	—	com	26817q506
—	Spirit Airlines, Inc.	6,600	$349K	0.1%	—	—	com	848577102
BIGGQ	Big Lots Inc.	8,800	$335K	0.1%	—	—	com	089302103
WOR	Worthington Inds. Inc.	8,840	$330K	0.1%	—	—	com	981811102
CNX	CNX Resources Corporation	30,366	$327K	0.1%	—	—	com	12653C108
—	Cyrusone, Inc.	5,900	$309K	0.1%	—	—	com	23283R100
—	PBF Energy Inc., Cl A	9,900	$308K	0.1%	—	—	com	69318g106
AMGN	Amgen, Inc.	1,581	$300K	0.1%	—	—	com	031162100
—	US Silica Holdings, Inc.	17,109	$297K	0.1%	—	—	com	90346E103
—	Premier Inc.	8,300	$286K	0.1%	—	—	com	74051N102
FFIC	Flushing Financial Corp.	13,000	$285K	0.1%	—	—	com	343873105
BDC	Belden, Inc.	5,300	$285K	0.1%	—	—	com	077454106
—	Logmein, Inc.	3,500	$280K	0.1%	—	—	com	54142L109
—	Pareteum Corp. Com New	61,300	$279K	0.1%	—	—	com	69946T207
GPI	Group 1 Automotive, Inc.	4,300	$278K	0.1%	—	—	com	398905109
PLXS	Plexus Corp.	4,500	$274K	0.1%	—	—	com	729132100
SYNA	Synaptics, Inc.	6,900	$274K	0.1%	—	—	com	87157D109
NSSC	Napco Sec Technologies, Inc.	13,137	$272K	0.1%	—	—	com	630402105
GPK	Graphic Packaging Hldg., Co.	21,000	$265K	0.1%	—	—	com	388689101
—	Air Transport Services Group,	11,500	$265K	0.1%	—	—	com	00922R105
CLH	Clean Harbors, Inc.	3,600	$258K	0.1%	—	—	com	184496107
CARS	Cars Com Inc.	11,300	$258K	0.1%	—	—	com	14575E105
NX	Quanex Building Products Corp.	16,100	$256K	0.1%	—	—	com	747619104
XNCR	Xencor, Inc.	8,100	$252K	0.1%	—	—	com	98401F105
WMT	Wal Mart Stores Inc.	2,539	$248K	0.0%	—	—	com	931142103
UNF	Unifirst Corp/MA	1,600	$246K	0.0%	—	—	com	904708104
BK	Bank of New York Mellon Corp.	4,838	$244K	0.0%	—	—	com	064058100
MUSA	Murphy USA, Inc.	2,800	$240K	0.0%	—	—	com	626755102
—	Corelogic Inc.	6,330	$236K	0.0%	—	—	com	21871D103
NEM	Newmont Mining	6,262	$224K	0.0%	—	—	com	651639106
PLUS	EPlus, Inc.	2,500	$221K	0.0%	—	—	com	294268107
BHP	BHP Billiton Ltd. ADR	4,051	$221K	0.0%	—	—	com	088606108
—	Altair Engineering Inc	5,900	$217K	0.0%	—	—	com	021369103
TEX	Terex Corp.	6,700	$215K	0.0%	—	—	com	880779103
VZ	Verizon Communications	3,500	$207K	0.0%	—	—	com	92343V104
—	Wright Medical Group Inc	6,500	$204K	0.0%	—	—	com	N96617118
—	Uxin, Ltd.	50,000	$190K	0.0%	—	—	com	91818X108
—	Sprott Physical Gold and Silve	10,000	$124K	0.0%	—	—	com	85208r101
ARLO	Arlo Technologies, Inc.	22,198	$92,000	0.0%	—	—	com	04206A101
ATAR	Avatar Ventures	10,000	$0	0.0%	—	—	com	05350B100
—	Tital Oil & Gas, Inc.	10,000	$0	0.0%	—	—	com	888309101
—	American Power Corp	10,000	$0	0.0%	—	—	com	02906t107
—	Xenacare Hldgs, Inc.	140,000	$0	0.0%	—	—	com	98401A106