PARADIGM CAPITAL MANAGEMENT INC/NY Q2 2017 Filing

Filed August 10, 2017

Portfolio Value

$1.1B

Holdings

162

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (162 positions)

#	Stock	Shares	Value	% Portfolio
1	EXTRExtreme Networks	6,430,500	$59.3M	5.33%
2	AVGOBroadcom Ltd	164,700	$38.4M	3.45%
3	—Kapstone Paper	1,671,850	$34.5M	3.10%
4	—RTI Surgical Inc	5,692,170	$33.3M	2.99%
5	TTMITTM Technologies, Inc.	1,836,329	$31.9M	2.87%
6	—Finisar Corp	1,071,650	$27.8M	2.50%
7	FNFabrinet	648,700	$27.7M	2.49%
8	MXLMaxLinear, Inc	972,960	$27.1M	2.44%
9	AWMSkyworks Solutions, Inc.	277,925	$26.7M	2.40%
10	ENSEnerSys	361,600	$26.2M	2.36%
11	GMEDGlobus Medical Inc Cl A new	786,100	$26.1M	2.34%
12	CALCaleres Inc	911,100	$25.3M	2.28%
13	MDRXAllscripts Healthcare Solution	1,959,900	$25.0M	2.25%
14	—R1 RCM, Inc	6,067,147	$22.8M	2.05%
15	EMKREUREmcore Corporation	2,038,100	$21.7M	1.95%
16	JBLJabil Inc	729,300	$21.3M	1.91%
17	—Mitel Networks Corp	2,838,000	$20.9M	1.88%
18	CTRNCiti Trends, Inc.	976,228	$20.7M	1.86%
19	OMCLOmnicell Inc	453,400	$19.5M	1.76%
20	AMWDAmerican Woodmark Corporation	203,100	$19.4M	1.75%
21	IEIInsight Enterprises	481,514	$19.3M	1.73%
22	DCODucommun Inc	604,695	$19.1M	1.72%
23	—Oclaro Inc.	2,021,700	$18.9M	1.70%
24	ICHRIchor Holdings	906,600	$18.3M	1.64%
25	—Cray Computer	990,900	$18.2M	1.64%
26	—Quality Systems Inc	1,059,130	$18.2M	1.64%
27	—Ply Gem Hldgs Inc.	961,681	$17.3M	1.55%
28	—Xcerra Corp	1,716,500	$16.8M	1.51%
29	KTOSKratos Defense & Security Solu	1,245,600	$14.8M	1.33%
30	—Huttig Building	2,082,700	$14.6M	1.31%
31	—PCM Inc	687,500	$12.9M	1.16%
32	NATRNature's Sunshine Products, In	949,100	$12.6M	1.13%
33	ENTGEntegris Inc	547,700	$12.0M	1.08%
34	—Radisys Corp	2,940,445	$11.1M	0.99%
35	CMTLComtech Communications	530,000	$10.1M	0.90%
36	—Vocera Communications Inc	369,800	$9.8M	0.88%
37	JNJJohnson & Johnson	73,800	$9.8M	0.88%
38	TLYSTillys Inc	931,600	$9.5M	0.85%
39	FSSFederal Signal Corp	521,400	$9.1M	0.81%
40	PEPPepsiCo Inc	72,900	$8.4M	0.76%
41	LZBLa Z Boy Inc	245,400	$8.0M	0.72%
42	—Francesca's Holdings Corp.	680,714	$7.4M	0.67%
43	—New York & Company, Inc.	5,393,786	$7.4M	0.67%
44	—Rudolph Technologies Inc.	319,900	$7.3M	0.66%
45	—Meritor Inc	417,700	$6.9M	0.62%
46	—PC Connection Inc	241,300	$6.5M	0.59%
47	SUXSYNNEX Corporation	53,400	$6.4M	0.58%
48	3M4Masimo Corp	70,005	$6.4M	0.57%
49	CLColgate-Palmolive	86,100	$6.4M	0.57%
50	—IAC/Interactive Corp	61,150	$6.3M	0.57%
51	—Microsemi Corp	130,500	$6.1M	0.55%
52	—ShorTel Inc.	998,700	$5.8M	0.52%
53	QRVOQorvo Inc.	91,080	$5.8M	0.52%
54	PKNPerkinElmer, Inc.	84,400	$5.8M	0.52%
55	MDXGMiMedx	379,100	$5.7M	0.51%
56	LSCCLattice Semiconductor Corporat	847,100	$5.6M	0.51%
57	—Magellan Health Services, Inc.	76,190	$5.6M	0.50%
58	—Black Box Corporation	638,600	$5.5M	0.49%
59	ZDJ2 Global Inc	62,175	$5.3M	0.48%
60	—BMC Stock Holdings	234,300	$5.1M	0.46%
61	—Mid America Apartment Communit	48,390	$5.1M	0.46%
62	—Tivo Corp	264,350	$4.9M	0.44%
63	UCTTUltra Clean Holdings Inc	252,115	$4.7M	0.43%
64	—Mednax Inc	78,275	$4.7M	0.42%
65	—Convergys Corporation	175,680	$4.2M	0.38%
66	EMEEMCOR Group, Inc.	61,625	$4.0M	0.36%
67	BBYBest Buy Co	69,250	$4.0M	0.36%
68	WOOFoot Locker, Inc.	80,150	$4.0M	0.36%
69	TERTeradyne Inc	126,150	$3.8M	0.34%
70	SSFSensient Technologies Corp	46,600	$3.8M	0.34%
71	—Neff Corp.	195,840	$3.7M	0.33%
72	RGCGBPRegal Entertainment Group	178,250	$3.6M	0.33%
73	SYMCEURSymantec Corp.	106,000	$3.0M	0.27%
74	ROFKforce, Inc.	141,850	$2.8M	0.25%
75	AEOAmer Eagle Outfitters	229,000	$2.8M	0.25%
76	SSI3EURStage Stores, Inc.	1,191,938	$2.5M	0.22%
77	GATXGATX Corp	38,275	$2.5M	0.22%
78	—Arris Intl PLc	82,900	$2.3M	0.21%
79	TBHCKirkland's Inc.	215,421	$2.2M	0.20%
80	MTRXMatrix Service Co.	236,350	$2.2M	0.20%
81	PTCPTC Inc	40,000	$2.2M	0.20%
82	AFGAmerican Financial Group	21,425	$2.1M	0.19%
83	KAIKadant Inc.	28,300	$2.1M	0.19%
84	GRMNGarmin LTD	36,700	$1.9M	0.17%
85	BXMTBlackstone Mortgage TR Inc Cl	58,000	$1.8M	0.16%
86	KELYAKelly Services Inc Class A	79,825	$1.8M	0.16%
87	—Marvell Technology Group Ltd	107,725	$1.8M	0.16%
88	—Air Transport Services Group	80,000	$1.7M	0.16%
89	ATENA10 Networks, Inc.	202,630	$1.7M	0.15%
90	BANRBanner Corp New	30,000	$1.7M	0.15%
91	AZTABrooks Automation Inc.	77,900	$1.7M	0.15%
92	—Aspen Insurance Holdings Ltd	33,200	$1.7M	0.15%
93	HIHillenbrand Inc	44,400	$1.6M	0.14%
94	—Legacy Texas Finl Group Inc.	41,875	$1.6M	0.14%
95	FRMEFirst Merchants Corporation	38,700	$1.6M	0.14%
96	—Fidelity National Financial	34,293	$1.5M	0.14%
97	YUSDAlleghany Corporation	2,575	$1.5M	0.14%
98	UEOWestlake Chemical Corp	22,400	$1.5M	0.13%
99	PRGSProgress Software Corp	47,250	$1.5M	0.13%
100	TG7Triumph Group	46,000	$1.5M	0.13%

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