PAYCOM SOFTWARE INC

Ticker: PAYC CUSIP: 70432V102 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (70)

Increased Positions (220)

REINHART PARTNERS, LLC.
Value ($000) $95,351 (+656.0%) Shares 598,323 (+887.4%)
AMIRAL GESTION
Value ($000) $18,564 (+9.1%) Shares 116,488 (+42.5%)
Sovereign's Capital Management, LLC
Value ($000) $4,109 (+45.8%) Shares 25,786 (+90.4%)
Berkeley, Inc
Value ($000) $6,501 (+12.9%) Shares 40,794 (+47.5%)
Sather Financial Group Inc
Value ($000) $42,713 (-17.9%) Shares 268,030 (+7.2%)
Intrinsic Value Partners, LLC
Value ($000) $2,303 (+3.6%) Shares 14,450 (+35.4%)
River Road Asset Management, LLC
Value ($000) $62,533 (+345.5%) Shares 392,403 (+481.9%)
Lighthouse Investment Partners, LLC
Value ($000) $16,790 (+576.1%) Shares 105,359 (+783.0%)
HARRIS ASSOCIATES L P
Value ($000) $511,507 (+29.0%) Shares 3,209,759 (+68.5%)
Sendero Wealth Management, LLC
Value ($000) $5,784 (+83.3%) Shares 36,295 (+139.4%)
Caitlin John, LLC
Value ($000) $655 (+2181.4%) Shares 4,112 (+2879.7%)
Campbell & CO Investment Adviser LLC
Value ($000) $6,118 (+2272.5%) Shares 38,393 (+2998.7%)
Lafayette Investments, Inc.
Value ($000) $5,218 (-15.4%) Shares 32,743 (+10.5%)
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI
Value ($000) $6,595 (+28.1%) Shares 41,381 (+67.4%)
DILLON & ASSOCIATES INC
Value ($000) $11 (-20.2%) Shares 71,181 (+4.4%)
LRT Capital Management, LLC
Value ($000) $475 (+80.1%) Shares 2,980 (+135.2%)
Baader Bank Aktiengesellschaft
Value ($000) $11,077 (-11.9%) Shares 69,512 (+15.1%)
INCEPTIONR LLC
Value ($000) $1,115 (+122.6%) Shares 6,999 (+190.8%)
Philip James Wealth Mangement, LLC
Value ($000) $5,090 (-3.8%) Shares 31,940 (+25.6%)
Cascade Investment Advisors, Inc.
Value ($000) $1,288 (-13.1%) Shares 8,082 (+13.5%)

Decreased Positions (265)

SYLEBRA CAPITAL LLC
Value ($000) $155,656 (-44.7%) Shares 976,756 (-27.8%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $23,258 (-65.7%) Shares 145,948 (-55.2%)
Montanaro Asset Management Ltd
Value ($000) $8,048 (-39.1%) Shares 50,500 (-20.5%)
POLEN CAPITAL MANAGEMENT LLC
Value ($000) $292,430 (-46.7%) Shares 1,835,028 (-30.4%)
Aureus Asset Management, LLC
Value ($000) $18,613 (-40.6%) Shares 116,801 (-22.4%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $56,925 (-38.5%) Shares 357,210 (-19.7%)
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Value ($000) $122,498 (-35.6%) Shares 861,512 (-9.3%)
Marathon Asset Management Ltd
Value ($000) $32,695 (-29.4%) Shares 205,170 (-7.8%)
First National Advisers, LLC
Value ($000) $497 (-81.3%) Shares 3,118 (-75.6%)
Riverstone Advisors, LLC
Value ($000) $1,160 (-35.5%) Shares 7,277 (-15.7%)
Callahan Advisors, LLC
Value ($000) $1,036 (-73.2%) Shares 6,500 (-64.9%)
Peterson Wealth Services
Value ($000) $6 (-99.2%) Shares 37 (-99.1%)
Marks Group Wealth Management, Inc
Value ($000) $4,224 (-35.4%) Shares 26,508 (-15.6%)
Perbak Capital Partners LLP
Value ($000) $441 (-66.9%) Shares 2,766 (-56.7%)
Freestone Grove Partners LP
Value ($000) $23,404 (-44.8%) Shares 146,862 (-27.9%)
Alliance Wealth Advisors, LLC /UT
Value ($000) $379 (-63.3%) Shares 2,378 (-52.1%)
TWO SIGMA INVESTMENTS, LP
Value ($000) $46,845 (-57.7%) Shares 293,956 (-44.8%)
CONFLUENCE INVESTMENT MANAGEMENT LLC
Value ($000) $50,882 (-25.3%) Shares 319,291 (-2.5%)
FIRST NATIONAL BANK OF OMAHA
Value ($000) $202 (-92.0%) Shares 1,270 (-89.5%)
Quantbot Technologies LP
Value ($000) $2,068 (-64.1%) Shares 12,980 (-53.1%)

Exited Positions (117)