Q2 2024 |
63 |
$591M |
+$502M |
-$218M |
+$284M |
GBX, ATGE, PNR, CLS, AMBA
|
13F-HR |
8/14/2024, 09:25 AM |
Q1 2024 |
48 |
$305M |
+$202M |
-$209M |
-$6.96M |
CLS, SXT, MTZ, ABM, ATGE
|
Restatement |
6/7/2024, 12:13 PM |
Q4 2023 |
37 |
$282M |
+$147M |
-$129M |
+$18.4M |
MTZ, CLS, ATGE, LRN, WMS
|
Restatement |
6/7/2024, 12:15 PM |
Q3 2023 |
47 |
$234M |
+$152M |
-$171M |
-$18.5M |
CLS, LRN, ATGE, SMTC, FN
|
Restatement |
6/7/2024, 12:14 PM |
Q2 2023 |
50 |
$244M |
+$163M |
-$204M |
-$41.6M |
ATGE, IRDM, PETS, MGRC, PETQ
|
Restatement |
6/7/2024, 12:13 PM |
Q1 2023 |
47 |
$276M |
+$210M |
-$107M |
+$104M |
SKY, CALX, MGRC, CVCO, CVGW
|
Restatement |
6/7/2024, 12:12 PM |
Q4 2022 |
46 |
$168M |
+$90.8M |
-$151M |
-$60M |
MGRC, IRDM, ASTE, PLNT, CALX
|
Restatement |
6/7/2024, 12:14 PM |
Q3 2022 |
50 |
$205M |
+$137M |
-$89.7M |
+$47.6M |
MGRC, WSC, CALX, CLFD, LOPE
|
13F-HR |
11/14/2022, 01:12 PM |
Q2 2022 |
43 |
$151M |
+$101M |
-$138M |
-$36.2M |
WNS, CLH, PSN, MTZ, CLFD
|
13F-HR |
8/15/2022, 10:56 AM |
Q1 2022 |
53 |
$204M |
+$101M |
-$144M |
-$42.6M |
SKY, CVCO, LRN, CLS, HEES
|
13F-HR |
4/18/2022, 05:27 PM |
Q4 2021 |
56 |
$264M |
+$110M |
-$106M |
+$3.98M |
CVCO, SKY, HEES, GBX, NATI
|
13F-HR |
2/11/2022, 06:10 PM |
Q3 2021 |
47 |
$235M |
+$123M |
-$248M |
-$125M |
CVCO, LRN, EVRI, SKY, WMS
|
13F-HR |
10/18/2021, 09:27 AM |
Q2 2021 |
63 |
$358M |
+$241M |
-$213M |
+$27.4M |
SKY, EXP, MGRC, CLH, CVCO
|
13F-HR |
8/10/2021, 09:13 AM |
Q1 2021 |
58 |
$321M |
+$135M |
-$204M |
-$69.2M |
UFPI, SKY, NUS, TLS, EXP
|
13F-HR |
5/17/2021, 12:29 PM |
Q4 2020 |
54 |
$340M |
+$216M |
-$209M |
+$6.72M |
UFPI, CCOI, SKY, CVCO, PETQ
|
13F-HR |
2/16/2021, 09:38 AM |
Q3 2020 |
70 |
$318M |
+$198M |
-$334M |
-$136M |
UFPI, RDFN, HAS, STMP, PRPL
|
13F-HR |
11/16/2020, 02:12 PM |
Q2 2020 |
65 |
$424M |
+$380M |
-$167M |
+$212M |
MTZ, DLTR, BYON, PETQ, SUI
|
13F-HR |
8/14/2020, 10:49 AM |
Q1 2020 |
45 |
$191M |
+$118M |
-$326M |
-$208M |
LNN, CACI, PRDO, SMG, IBP
|
13F-HR |
5/15/2020, 04:08 PM |
Q4 2019 |
34 |
$472M |
+$318M |
-$315M |
+$3.41M |
CECO, IBP, MTZ, ERI, MGRC
|
13F-HR |
2/13/2020, 04:52 PM |
Q3 2019 |
40 |
$430M |
+$267M |
-$268M |
-$1.19M |
NVRI, LAUR, ERI, MGRC, CECO
|
13F-HR |
10/24/2019, 02:57 PM |
Q2 2019 |
40 |
$440M |
+$284M |
-$234M |
+$50M |
AMN, CECO, AAN, UPBD, SLCA
|
13F-HR |
7/22/2019, 03:11 PM |
Q1 2019 |
38 |
$379M |
+$263M |
-$219M |
+$44.1M |
MTZ, CECO, VREX, MYGN, TDY
|
13F-HR |
4/16/2019, 08:23 AM |
Q4 2018 |
39 |
$314M |
+$194M |
-$200M |
-$6.5M |
MTZ, NVRI, ERI, CTB, VSAT
|
13F-HR |
1/15/2019, 04:55 PM |
Q3 2018 |
49 |
$356M |
+$168M |
-$324M |
-$156M |
MTZ, NVRI, BC, NTR, SUI
|
13F-HR |
10/19/2018, 09:37 AM |
Q2 2018 |
51 |
$498M |
+$406M |
-$339M |
+$67.4M |
LEG, MTZ, HUBB, SIX, SUI
|
13F-HR |
7/13/2018, 02:08 PM |
Q1 2018 |
59 |
$419M |
+$319M |
-$388M |
-$69.1M |
ACM, KTOS, SMTC, MDC, COHR
|
13F-HR |
4/23/2018, 04:04 PM |
Q4 2017 |
65 |
$486M |
+$362M |
-$332M |
+$30.8M |
STLD, HRI, XPO, SNBR, OSIS
|
13F-HR |
1/26/2018, 03:25 PM |
Q3 2017 |
53 |
$427M |
+$304M |
-$395M |
-$91.4M |
ETD, MTZ, URI, SLCA, GRPN
|
13F-HR |
11/9/2017, 05:18 PM |
Q2 2017 |
46 |
$505M |
+$407M |
-$305M |
+$102M |
MTZ, APOG, ETD, MSA, TECH
|
13F-HR |
7/27/2017, 01:47 PM |
Q1 2017 |
52 |
$389M |
+$304M |
-$404M |
-$99.9M |
NUAN, OC, SUM, MTZ, SCSS
|
13F-HR |
5/15/2017, 08:15 AM |
Q4 2016 |
52 |
$478M |
+$407M |
-$283M |
+$124M |
DV, JCPNQ, AIRM, KLXI, AEO
|
13F-HR |
2/14/2017, 08:10 AM |
Q3 2016 |
54 |
$349M |
+$233M |
-$316M |
-$82.7M |
PWR, BKD, JCPNQ, OXM, CVGW
|
13F-HR |
11/14/2016, 07:31 AM |
Q2 2016 |
59 |
$407M |
+$273M |
-$227M |
+$45.6M |
AEO, FBIN, TILE, NTUS, MTZ
|
13F-HR |
8/15/2016, 07:27 AM |
Q1 2016 |
61 |
$357M |
+$235M |
-$347M |
-$111M |
QRVO, SPB, IDXX, DW, BKD
|
13F-HR |
5/16/2016, 09:31 AM |
Q4 2015 |
49 |
$462M |
+$282M |
-$285M |
-$3.02M |
AIRM, TREX, MINI, SCOR, MTZ
|
13F-HR |
2/16/2016, 08:21 AM |
Q3 2015 |
56 |
$452M |
+$336M |
-$264M |
+$72.2M |
AIRM, MINI, MLNX, MANT, BYD
|
13F-HR |
11/16/2015, 09:02 AM |
Q2 2015 |
61 |
$399M |
+$295M |
-$242M |
+$53.6M |
ANF, FINL, SSP, ATR, SHOO
|
13F-HR |
8/14/2015, 08:56 AM |
Q1 2015 |
61 |
$343M |
+$247M |
-$290M |
-$42.7M |
HW, BEAV, BBSI, KFY, GEO
|
13F-HR |
5/15/2015, 07:40 AM |
Q4 2014 |
51 |
$383M |
+$296M |
-$226M |
+$69.7M |
ADTN, CCOI, SMG, AAWW, VSAT
|
13F-HR |
2/17/2015, 08:38 AM |
Q3 2014 |
59 |
$307M |
+$232M |
-$281M |
-$48.7M |
VSAT, MINI, EXTR, HIMX, VYX
|
13F-HR |
10/29/2014, 08:51 AM |
Q2 2014 |
56 |
$359M |
+$252M |
-$191M |
+$60.1M |
IRBT, XCRA, AMCC, CYNO, AIRM
|
13F-HR |
7/23/2014, 12:44 PM |
Q1 2014 |
44 |
$306M |
+$247M |
-$128M |
+$119M |
EXTR, JDSU, NX, EEFT, HITT
|
Restatement |
7/23/2014, 12:42 PM |
Q4 2013 |
36 |
$185M |
$0 |
$0 |
|
CYNO, CLH, R, UTEK, ATML
|
13F-HR |
2/12/2014, 08:19 AM |