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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 | $34.7M | 2.9%Prev: 1.8% | 371,259 SH | Increased+125,311 SH |
| Alamo Group Inc. | COM | $20.4M | 1.7%Prev: 1.2% | 123,511 SH | Increased+60,507 SH |
| Blue Bird Corp. | COM | $35.5M | 2.9%Prev: 1.5% | 625,195 SH | Increased+194,530 SH |
| Cavco Industries Inc. | COM | $26.2M | 2.2%Prev: 2.5% | 54,097 SH | Increased+9,286 SH |
| Celestica Inc. | COM | $6.8M | 0.6%Prev: 2.8% | 24,148 SH | Decreased-310,681 SH |
| Centerra Gold Inc. | COM | $4.8M | 0.4% | 271,843 SH | New |
| Champion Homes Inc. | COM | $35.4M | 2.9%Prev: 3.6% | 475,711 SH | Increased+122,355 SH |
| Comfort Systems USA Inc. | COM | $10.6M | 0.9%Prev: 2.0% | 7,661 SH | Decreased-50,576 SH |
| Covista Inc. | COM | $39.4M | 3.2% | 342,087 SH | New |
| Crane NXT Co. | COM | $14.7M | 1.2%Prev: 1.4% | 362,275 SH | Increased+110,369 SH |
| Dycom Industries Inc. | COM | $45.4M | 3.7%Prev: 2.7% | 133,883 SH | Increased-28,714 SH |
| Eplus Inc. | COM | $20.5M | 1.7% | 273,070 SH | New |
| Exlservice Holdings Inc. | COM | $9.1M | 0.8%Prev: 5.2% | 300,198 SH | Decreased-728,906 SH |
| Fabrinet | SHS | $50.0M | 4.1%Prev: 2.1% | 95,858 SH | Increased-4,445 SH |
| Federal Signal Corp. | COM | $31.9M | 2.6%Prev: 2.5% | 294,866 SH | Increased-22,872 SH |
| FTI Consulting | COM | $44.7M | 3.7% | 253,050 SH | New |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | $56.3M | 4.6%Prev: 2.7% | 1,531,744 SH | Increased+674,836 SH |
| Huron Consulting Group Inc. | COM | $10.7M | 0.9%Prev: 3.8% | 83,941 SH | Decreased-160,377 SH |
| ICF International Inc. | COM | $22.7M | 1.9%Prev: 1.6% | 348,426 SH | Increased+177,055 SH |
| Interdigital Inc. | COM | $20.6M | 1.7%Prev: 4.0% | 68,144 SH | Decreased-113,366 SH |
| Korn Ferry | COM | $24.9M | 2.1%Prev: 2.3% | 395,972 SH | Increased+75,372 SH |
| Lakeland Financial Corp. | COM | $27.4M | 2.3%Prev: 3.0% | 478,164 SH | Decreased+3,062 SH |
| Laureate Education Inc. | COM | $42.9M | 3.5% | 1,231,995 SH | New |
| Limbach Holdings Inc. | COM | $24.5M | 2.0%Prev: 2.6% | 313,938 SH | Increased-13,388 SH |
| McGrath RentCorp | COM | $31.5M | 2.6%Prev: 2.5% | 285,708 SH | Increased+77,462 SH |
| Modine Manufacturing Co. | COM | $24.8M | 2.0%Prev: 0.8% | 114,520 SH | Increased+17,551 SH |
| MYR Group Inc. | COM | $45.8M | 3.8%Prev: 1.4% | 162,294 SH | Increased+44,943 SH |
| Onespaworld Holdings Limited | COM | $30.3M | 2.5%Prev: 2.1% | 1,322,022 SH | Increased+148,195 SH |
| OSI Systems Inc. | COM | $50.8M | 4.2% | 191,430 SH | New |
| Pathward Financial Inc. | COM | $31.8M | 2.6%Prev: 1.0% | 356,200 SH | Increased+223,520 SH |
| Primo Brands Corp. | COM | $15.9M | 1.3%Prev: 3.7% | 845,925 SH | Decreased-130,411 SH |
| Silicon Motion Technology Corp. | SPONSORED ADR | $48.1M | 4.0%Prev: 1.9% | 428,188 SH | Increased+75,173 SH |
| SPDR Gold Trust | ETF | $18.6M | 1.5%Prev: 0.8% | 43,185 SH | Increased+18,890 SH |
| Steven Madden LTD. | COM | $37.8M | 3.1%Prev: 1.1% | 1,114,575 SH | Increased+738,182 SH |
| Tetra Tech Inc. | COM | $39.3M | 3.2%Prev: 1.7% | 1,303,913 SH | Increased+753,992 SH |
| Tower Semiconductor LTD. | SHS | $42.0M | 3.5%Prev: 2.6% | 239,387 SH | Increased-441,828 SH |
| TTM Technologies Inc. | COM | $48.7M | 4.0% | 499,750 SH | New |
| UFP Technologies Inc. | COM | $9.8M | 0.8% | 50,855 SH | New |
| UMB Financial Corp. | COM | $45.6M | 3.8%Prev: 3.4% | 403,907 SH | Increased+91,708 SH |
| Wiley John & Sons Inc. | CL A | $15.6M | 1.3% | 410,565 SH | New |
| Willdan Group Inc. | COM | $16.5M | 1.4% | 215,660 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 |