PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2019 Filing

Filed May 10, 2019

Portfolio Value

$1.1B

Holdings

162

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (162 positions)

#	Stock	Shares	Value	% Portfolio
101	MRKMerck & Co	18,000	$1.5M	0.13%
102	—Legacy Texas Finl Group Inc.	39,875	$1.5M	0.13%
103	FRMEFirst Merchants Corporation	39,500	$1.5M	0.13%
104	BXMTBlackstone Mortgage TR Inc Cl	41,500	$1.4M	0.13%
105	—Air Transport Services Group	59,000	$1.4M	0.12%
106	BANRBanner Corp New	25,000	$1.4M	0.12%
107	BCCBoise Cascade Company	49,387	$1.3M	0.12%
108	RNSTRenasant Corporation	39,000	$1.3M	0.12%
109	WCCWESCO International, Inc.	24,500	$1.3M	0.11%
110	—Fidelity National Financial	34,293	$1.3M	0.11%
111	—PC Connection Inc	33,965	$1.2M	0.11%
112	GATXGATX Corp	16,150	$1.2M	0.11%
113	—Summit Materials, Inc. Class a	76,000	$1.2M	0.11%
114	ETDEthan Allen Interiors	61,200	$1.2M	0.10%
115	ISRGIntuitive Surgical Inc New	2,000	$1.1M	0.10%
116	—DSW, Inc.	48,700	$1.1M	0.10%
117	—Atricure Inc	40,400	$1.1M	0.10%
118	—Tower International Inc.	50,000	$1.1M	0.09%
119	—Mednax Inc	37,380	$1.0M	0.09%
120	—Cannae Holdings Inc.	38,700	$939K	0.08%
121	OLNOlin Corp	38,775	$898K	0.08%
122	GVAGranite Construction Inc.	20,000	$863K	0.08%
123	BAXBaxter International	10,300	$837K	0.07%
124	—Foundation Building Materials	80,000	$787K	0.07%
125	AINAlbany International Corp. 'A'	10,000	$716K	0.06%
126	4DHDana Holding Corp	36,700	$651K	0.06%
127	ABTAbbott Laboratories	8,000	$640K	0.06%
128	CFFNCapitol Federal Financial Inc	46,300	$618K	0.05%
129	—Calix Inc	80,000	$616K	0.05%
130	AVPUSDAvon Products	203,000	$597K	0.05%
131	—Black Knight Inc.	10,515	$573K	0.05%
132	THRMGentherm Inc	15,000	$553K	0.05%
133	CICigna Corp New	3,200	$515K	0.05%
134	CMCSAComcast Corporation Cl A	12,800	$512K	0.04%
135	NBHCNational Bank Hldgs Corp Cl A	14,936	$497K	0.04%
136	CDWCDW Corporation	5,000	$482K	0.04%
137	—Tailored Brands Inc.	60,825	$476K	0.04%
138	—Adirondack Trust co Saratoga S	280	$469K	0.04%
139	KIDSOrthopediatrics Corp	10,500	$464K	0.04%
140	—Forterra	101,000	$426K	0.04%
141	—Express Inc.	99,375	$425K	0.04%
142	—Tivo Corp	42,350	$395K	0.03%
143	PGProcter & Gamble	3,100	$323K	0.03%
144	—American Airlines Group Inc.	10,000	$318K	0.03%
145	CO2ACato Corporation	21,000	$315K	0.03%
146	—Sensus Healthcare Inc	41,000	$288K	0.03%
147	—MYR Group Inc.	8,000	$277K	0.02%
148	BNEDBarnes & Noble, Inc.	50,000	$271K	0.02%
149	OOMAOoma Inc.	20,000	$265K	0.02%
150	AVNSAvanos Medical Inc.	6,160	$263K	0.02%
151	NUSNu Skin Enterprises, Inc.	5,000	$239K	0.02%
152	KTOSKratos Defense & Security Solu	15,000	$234K	0.02%
153	—Inovalon Holdings, Inc. Class	18,900	$234K	0.02%
154	PKOHPark Ohio Holdings Corp.	7,150	$232K	0.02%
155	CERNCHFCerner Corporation	4,000	$229K	0.02%
156	NTRANatera, Inc.	11,000	$227K	0.02%
157	PSTGPure Storage, Inc. Class A	10,000	$218K	0.02%
158	TAKTakeda Pharmaceutical Co	10,068	$205K	0.02%
159	MODNEURModel N, Inc.	11,000	$193K	0.02%
160	—KEMET Corporation	11,000	$187K	0.02%
161	BNEDBarnes & Noble, Inc.	30,000	$163K	0.01%
162	HALOHalozyme Therapeutics, Inc.	10,000	$161K	0.01%
163	—Resonant, Inc.	51,000	$153K	0.01%
164	—Genmark Diagnostics Inc	19,700	$140K	0.01%
165	CRNTCeragon Networks Ltd	35,000	$126K	0.01%
166	CERSCerus Corp	20,000	$125K	0.01%

PreviousPage 2 of 2