PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2017 Filing

Filed May 9, 2017

Portfolio Value

$1.1B

Holdings

168

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (168 positions)

#	Stock	Shares	Value	% Portfolio
1	EXTRExtreme Networks	6,624,700	$49.8M	4.68%
2	—Kapstone Paper	1,653,450	$38.2M	3.60%
3	AVGOBroadcom Ltd	165,700	$36.3M	3.42%
4	TTMITTM Technologies, Inc.	1,839,929	$29.7M	2.79%
5	ENSEnerSys	352,700	$27.8M	2.62%
6	AWMSkyworks Solutions, Inc.	277,325	$27.2M	2.56%
7	MXLMaxLinear, Inc	964,460	$27.1M	2.55%
8	FNFabrinet	625,200	$26.3M	2.47%
9	MDRXAllscripts Healthcare Solution	1,971,600	$25.0M	2.35%
10	CTRNCiti Trends, Inc.	1,466,900	$24.9M	2.35%
11	—Finisar Corp	879,625	$24.0M	2.26%
12	GMEDGlobus Medical Inc Cl A new	793,900	$23.5M	2.21%
13	CALCaleres Inc	888,900	$23.5M	2.21%
14	—RTI Surgical Inc	5,833,270	$23.3M	2.20%
15	—Cray Computer	1,011,700	$22.2M	2.09%
16	JBLJabil Circuit	736,600	$21.3M	2.01%
17	—Oclaro Inc.	2,033,400	$20.0M	1.88%
18	—R1 RCM, Inc	6,159,347	$19.0M	1.79%
19	EMKREUREmcore Corporation	2,111,700	$19.0M	1.79%
20	OMCLOmnicell Inc	458,000	$18.6M	1.75%
21	AMWDAmerican Woodmark Corporation	202,100	$18.6M	1.75%
22	—Quality Systems Inc	1,194,193	$18.2M	1.71%
23	—Huttig Building	1,966,300	$16.0M	1.51%
24	MDXGMiMedx	1,656,000	$15.8M	1.49%
25	—Ply Gem Hldgs Inc.	800,400	$15.8M	1.48%
26	—Mitel Networks Corp	2,071,800	$14.4M	1.35%
27	—Xcerra Corp	1,491,100	$13.3M	1.25%
28	DCODucommun Inc	451,600	$13.0M	1.22%
29	NATRNature's Sunshine Products, In	1,291,546	$12.9M	1.22%
30	—LMI Aerospace	923,000	$12.7M	1.20%
31	IEIInsight Enterprises	302,300	$12.4M	1.17%
32	ENTGEntegris Inc	503,000	$11.8M	1.11%
33	KTOSKratos Defense & Security Solu	1,449,900	$11.3M	1.06%
34	—New York & Company, Inc.	5,386,086	$10.5M	0.99%
35	—Vocera Communications Inc	413,900	$10.3M	0.97%
36	—Francesca's Holdings Corp.	651,200	$10.0M	0.94%
37	—Radisys Corp	2,363,313	$9.5M	0.89%
38	JNJJohnson & Johnson	73,800	$9.2M	0.87%
39	PEPPepsiCo Inc	72,900	$8.2M	0.77%
40	LZBLa Z Boy Inc	279,800	$7.6M	0.71%
41	FSSFederal Signal Corp	527,300	$7.3M	0.69%
42	—PC Connection Inc	243,600	$7.3M	0.68%
43	—Rudolph Technologies Inc.	319,900	$7.2M	0.67%
44	3M4Masimo Corp	75,085	$7.0M	0.66%
45	—Microsemi Corp	130,500	$6.7M	0.63%
46	QRVOQorvo Inc.	96,080	$6.6M	0.62%
47	LSCCLattice Semiconductor Corporat	945,100	$6.5M	0.62%
48	CLColgate-Palmolive	86,400	$6.3M	0.60%
49	SUXSYNNEX Corporation	53,400	$6.0M	0.56%
50	TLYSTillys Inc	649,965	$5.9M	0.55%
51	WOOFoot Locker, Inc.	77,700	$5.8M	0.55%
52	TBHCKirkland's Inc.	464,800	$5.8M	0.54%
53	—Mednax Inc	82,875	$5.8M	0.54%
54	ZDJ2 Global Inc	64,200	$5.4M	0.51%
55	—Magellan Health Services, Inc.	77,190	$5.3M	0.50%
56	—BMC Stock Holdings	234,300	$5.3M	0.50%
57	—Insteel Industries Inc	143,416	$5.2M	0.49%
58	PKNPerkinElmer, Inc.	88,900	$5.2M	0.49%
59	—IAC/Interactive Corp	69,000	$5.1M	0.48%
60	—Mid America Apartment Communit	49,290	$5.0M	0.47%
61	—Tivo Corp	264,350	$5.0M	0.47%
62	—ShorTel Inc.	741,600	$4.6M	0.43%
63	UCTTUltra Clean Holdings Inc	249,300	$4.2M	0.40%
64	—PCM Inc	146,000	$4.1M	0.39%
65	RGCGBPRegal Entertainment Group	178,250	$4.0M	0.38%
66	EMEEMCOR Group, Inc.	63,225	$4.0M	0.37%
67	TERTeradyne Inc	126,150	$3.9M	0.37%
68	MTRXMatrix Service Co.	236,350	$3.9M	0.37%
69	SSFSensient Technologies Corp	47,000	$3.7M	0.35%
70	—Convergys Corporation	175,680	$3.7M	0.35%
71	CMTLComtech Communications	232,800	$3.4M	0.32%
72	ROFKforce, Inc.	141,850	$3.4M	0.32%
73	BBYBest Buy Co	67,650	$3.3M	0.31%
74	—Neff Corp.	167,400	$3.3M	0.31%
75	SYMCEURSymantec Corp.	106,000	$3.3M	0.31%
76	AEOAmer Eagle Outfitters	229,000	$3.2M	0.30%
77	—Neophotonics Corporation	344,600	$3.1M	0.29%
78	—Summer Infant Inc	1,631,400	$3.1M	0.29%
79	—Vince Holdings Corp	1,926,300	$3.0M	0.28%
80	HVTHaverty Furniture Companies In	121,800	$3.0M	0.28%
81	CUTREURCutera, Inc.	128,400	$2.7M	0.25%
82	—Meritor Inc	151,077	$2.6M	0.24%
83	GATXGATX Corp	42,175	$2.6M	0.24%
84	AZTABrooks Automation Inc.	101,125	$2.3M	0.21%
85	PTCPTC Inc	40,000	$2.1M	0.20%
86	AFGAmerican Financial Group	21,425	$2.0M	0.19%
87	HIHillenbrand Inc	55,400	$2.0M	0.19%
88	—Arris Intl PLc	71,700	$1.9M	0.18%
89	—Express Inc.	199,275	$1.8M	0.17%
90	BXMTBlackstone Mortgage TR Inc Cl	58,000	$1.8M	0.17%
91	GRMNGarmin LTD	34,800	$1.8M	0.17%
92	NUVAGBPNuvasive Inc	23,600	$1.8M	0.17%
93	KELYAKelly Services Inc Class A	79,825	$1.7M	0.16%
94	—Aspen Insurance Holdings Ltd	33,200	$1.7M	0.16%
95	FRMEFirst Merchants Corporation	43,700	$1.7M	0.16%
96	KAIKadant Inc.	28,300	$1.7M	0.16%
97	—Legacy Texas Finl Group Inc.	41,875	$1.7M	0.16%
98	BANRBanner Corp New	30,000	$1.7M	0.16%
99	—Tower International Inc.	61,100	$1.7M	0.16%
100	YUSDAlleghany Corporation	2,575	$1.6M	0.15%

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