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CIK 0001089755 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Energy Industries Inc | COM | $25.8M | 3.6%Prev: 3.8% | 123,450 SH | Decreased-48,180 SH |
| AGCO Corp. | COM | $28.2M | 3.9%Prev: 3.6% | 270,075 SH | Increased+14,182 SH |
| APi Group | COM | $9.7M | 1.3%Prev: 1.3% | 252,771 SH | Decreased-31,911 SH |
| Armstrong World Industries Inc | COM | $31.9M | 4.4%Prev: 4.4% | 166,745 SH | Decreased-7,972 SH |
| Belden Inc | COM | $32.7M | 4.6%Prev: 4.6% | 280,976 SH | Decreased-11,433 SH |
| Boot Barn Holdings Inc | COM | $34.1M | 4.8%Prev: 4.6% | 193,221 SH | Decreased-23,116 SH |
| Broadridge Financial Solutions | COM | $10.0M | 1.4%Prev: 1.4% | 44,800 SH | Decreased+2 SH |
| Crane NXT | COM | $31.5M | 4.4%Prev: 4.8% | 668,210 SH | Decreased+116,027 SH |
| CSW Industrials | COM | $19.6M | 2.7% | 66,748 SH | New |
| Darling Ingredients Inc. | COM | $40.9M | 5.7%Prev: 4.8% | 1,134,847 SH | Increased-55,003 SH |
| Dorman Products Inc | COM | $23.5M | 3.3%Prev: 4.0% | 190,573 SH | Decreased-9,786 SH |
| Enerpac Tool Group | COM | $23.0M | 3.2%Prev: 3.4% | 600,682 SH | Decreased-31,341 SH |
| Extreme Networks | COM | $32.8M | 4.6%Prev: 3.6% | 1,970,886 SH | Increased+629,486 SH |
| Floor & Decor Holdings | COM | $4.6M | 0.6%Prev: 0.6% | 75,517 SH | Decreased+9,134 SH |
| Generac Holdings Inc | COM | $7.6M | 1.1%Prev: 1.1% | 55,717 SH | Decreased+6,530 SH |
| Ingevity Corp | COM | $16.2M | 2.3%Prev: 3.1% | 273,005 SH | Decreased-160,701 SH |
| Kadant Inc | COM | $12.8M | 1.8% | 45,033 SH | New |
| Live Oak Bancshares Inc | COM | $35.3M | 4.9%Prev: 4.1% | 1,029,108 SH | Increased+134,798 SH |
| Louisiana-Pacific Corp | COM | $36.9M | 5.2%Prev: 4.9% | 457,254 SH | Decreased+29,212 SH |
| Modine Manufacturing Co | COM | $33.2M | 4.6%Prev: 5.1% | 248,408 SH | Decreased-27,225 SH |
| MSA Safety Inc | COM | $29.7M | 4.2%Prev: 3.8% | 185,667 SH | Increased+15,654 SH |
| Murphy USA Inc. | COM | $37.3M | 5.2%Prev: 4.8% | 92,328 SH | Increased-3,621 SH |
| Oshkosh Corp | COM | $2.5M | 0.4% | 20,156 SH | New |
| Russell 2000 Index Fund | COM | $2.2M | 0.3% | 8,800 SH | New |
| SEI Investments Co | COM | $5.5M | 0.8%Prev: 0.7% | 66,490 SH | Decreased-7 SH |
| Stepan Co | COM | $19.3M | 2.7%Prev: 2.8% | 407,767 SH | Decreased-38,889 SH |
| The Boston Beer Co Inc | COM | $14.7M | 2.1%Prev: 2.5% | 75,524 SH | Decreased-14,644 SH |
| The Brink's Co. | COM | $48.6M | 6.8%Prev: 7.3% | 415,992 SH | Decreased-63,207 SH |
| Thor Industries Inc. | COM | $14.6M | 2.0%Prev: 2.0% | 142,474 SH | Decreased-8,546 SH |
| US Physical Therapy Inc | COM | $37.4M | 5.2%Prev: 5.6% | 479,536 SH | Decreased-25,686 SH |
| Valmont Industries Inc | COM | $8.1M | 1.1%Prev: 1.1% | 20,228 SH | Decreased-2,542 SH |
| Watsco Inc | COM | $6.2M | 0.9%Prev: 0.9% | 18,458 SH | Decreased+2,202 SH |
| 13F-HR |
| 0001213900-26-089539 |
| $742.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001213900-25-076093 | $712.1M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001213900-26-055668 | $689.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001213900-25-043117 | $690.8M | View |