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CIK 0001044936 • 6 13F filings • May 12, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Acushnet Holdings Corp. | COM | $19.9M | 1.6%Prev: 3.1% | 253,434 SH | Decreased-128,665 SH |
| Adtalem Global Education Inc. | COM | $49.5M | 4.1% | 320,477 SH | New |
| Alamo Group Inc. | COM | $18.3M | 1.5%Prev: 0.9% | 95,931 SH | Increased+14,441 SH |
| Blue Bird Corp. | COM | $27.8M | 2.3%Prev: 3.5% | 483,310 SH | Decreased-164,230 SH |
| Cavco Industries Inc. | COM | $22.5M | 1.8%Prev: 2.9% | 38,777 SH | Decreased-30,930 SH |
| CBIZ Inc. | COM | $5.5M | 0.4% | 103,035 SH | New |
| Celestica Inc. | COM | $36.9M | 3.0%Prev: 0.1% | 149,950 SH | Increased+147,464 SH |
| Champion Homes Inc. | COM | $26.4M | 2.2%Prev: 3.5% | 345,306 SH | Decreased-238,520 SH |
| Comfort Systems USA Inc. | COM | $37.6M | 3.1%Prev: 1.0% | 45,608 SH | Increased+38,252 SH |
| Crane NXT Co. | COM | $25.9M | 2.1%Prev: 1.3% | 386,536 SH | Increased+10,991 SH |
| Dycom Industries Inc. | COM | $48.5M | 4.0%Prev: 4.2% | 166,313 SH | Decreased+45,677 SH |
| Everus Construction Group Inc. | COM | $24.4M | 2.0% | 283,979 SH | New |
| Exlservice Holdings Inc. | COM | $44.5M | 3.6%Prev: 0.5% | 1,011,033 SH | Increased+701,235 SH |
| Fabrinet | SHS | $32.2M | 2.6%Prev: 2.6% | 88,391 SH | Decreased+21,713 SH |
| Federal Signal Corp. | COM | $29.7M | 2.4%Prev: 3.6% | 249,961 SH | Decreased-154,047 SH |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | $38.9M | 3.2%Prev: 4.2% | 1,267,489 SH | Decreased-291,174 SH |
| Huron Consulting Group Inc. | COM | $40.7M | 3.3% | 277,476 SH | New |
| ICF International Inc. | COM | $30.5M | 2.5%Prev: 1.3% | 328,181 SH | Increased+60,136 SH |
| Interdigital Inc. | COM | $33.6M | 2.8%Prev: 2.9% | 97,424 SH | Decreased-52,155 SH |
| Korn Ferry | COM | $23.1M | 1.9%Prev: 1.8% | 330,402 SH | Decreased-70,960 SH |
| Lakeland Financial Corp. | COM | $31.7M | 2.6%Prev: 2.1% | 493,469 SH | Increased-3,930 SH |
| LegalZoom.Com Inc. | COM | $18.1M | 1.5% | 1,744,355 SH | New |
| Limbach Holdings Inc. | COM | $12.3M | 1.0%Prev: 1.7% | 126,553 SH | Decreased-197,400 SH |
| McGrath RentCorp | COM | $34.9M | 2.9%Prev: 2.4% | 297,878 SH | Decreased+2,770 SH |
| Modine Manufacturing Co. | COM | $19.9M | 1.6%Prev: 2.2% | 140,062 SH | Decreased+20,662 SH |
| MYR Group Inc. | COM | $41.3M | 3.4%Prev: 3.4% | 198,401 SH | Decreased+98,464 SH |
| Onespaworld Holdings Limited | COM | $29.0M | 2.4%Prev: 3.0% | 1,371,407 SH | Decreased-167,625 SH |
| OSI Systems Inc. | COM | $48.5M | 4.0%Prev: 3.3% | 194,565 SH | Decreased-27,950 SH |
| Pathward Financial Inc. | COM | $25.8M | 2.1%Prev: 2.1% | 348,590 SH | Decreased-3,280 SH |
| Primo Brands Corp. | COM | $22.1M | 1.8%Prev: 1.5% | 1,000,956 SH | Increased+125,171 SH |
| Rev Group Inc | COM | $11.8M | 1.0% | 207,940 SH | New |
| Silicon Motion Technology Corp. | SPONSORED ADR | $45.4M | 3.7%Prev: 4.0% | 478,463 SH | Decreased+302,055 SH |
| SPDR Gold Trust | ETF | $13.0M | 1.1%Prev: 0.9% | 36,636 SH | Decreased-197 SH |
| Steven Madden LTD. | COM | $32.0M | 2.6%Prev: 3.4% | 955,010 SH | Decreased-230,039 SH |
| Tecnoglass Inc. | ORD SHS | $6.6M | 0.5% | 97,941 SH | New |
| Tetra Tech Inc. | COM | $32.7M | 2.7%Prev: 3.0% | 979,388 SH | Decreased-534,990 SH |
| Tower Semiconductor LTD. | SHS | $56.5M | 4.6%Prev: 2.5% | 781,368 SH | Increased+640,153 SH |
| TTM Technologies Inc. | COM | $43.1M | 3.5%Prev: 3.1% | 749,125 SH | Decreased+504,860 SH |
| UMB Financial Corp. | COM | $40.0M | 3.3%Prev: 4.0% | 338,052 SH | Decreased-72,745 SH |
| Wiley John & Sons Inc. | CL A | $16.0M | 1.3%Prev: 2.9% | 395,640 SH | Decreased-469,820 SH |
| WNS Holdings LTD. | COM SHS | $24.7M | 2.0% | 323,313 SH | New |
| 13F-HR |
| 0001104659-26-095263 |
| $1.46B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076349 | $1.07B | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059673 | $1.21B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046939 | $929.9M | View |