PARADIGM CAPITAL MANAGEMENT INC/NY Q3 2017 Filing

Filed November 6, 2017

Portfolio Value

$1.2B

Holdings

163

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (163 positions)

#	Stock	Shares	Value	% Portfolio
1	EXTRExtreme Networks	5,362,600	$63.8M	5.53%
2	ICHRIchor Holdings	1,596,100	$42.8M	3.71%
3	AVGOBroadcom Ltd	164,700	$39.9M	3.46%
4	—Kapstone Paper	1,680,800	$36.1M	3.13%
5	TTMITTM Technologies, Inc.	2,342,229	$36.0M	3.12%
6	IEIInsight Enterprises	625,382	$28.7M	2.49%
7	CALCaleres Inc	939,900	$28.7M	2.49%
8	AWMSkyworks Solutions, Inc.	277,825	$28.3M	2.45%
9	MDRXAllscripts Healthcare Solution	1,964,600	$28.0M	2.42%
10	—RTI Surgical Inc	5,799,165	$26.4M	2.29%
11	—R1 RCM, Inc	6,967,900	$25.9M	2.24%
12	ENSEnerSys	366,300	$25.3M	2.20%
13	MXLMaxLinear, Inc	1,050,140	$24.9M	2.16%
14	—Finisar Corp	1,095,250	$24.3M	2.10%
15	FNFabrinet	652,200	$24.2M	2.10%
16	—Mitel Networks Corp	2,711,000	$22.7M	1.97%
17	GMEDGlobus Medical Inc Cl A new	739,000	$22.0M	1.90%
18	KTOSKratos Defense & Security Solu	1,673,300	$21.9M	1.90%
19	JBLJabil Inc	741,500	$21.2M	1.84%
20	OMCLOmnicell Inc	413,100	$21.1M	1.83%
21	DCODucommun Inc	633,095	$20.3M	1.76%
22	AMWDAmerican Woodmark Corporation	202,800	$19.5M	1.69%
23	—Cray Computer	980,900	$19.1M	1.65%
24	EMKREUREmcore Corporation	2,312,800	$19.0M	1.64%
25	—Oclaro Inc.	2,021,700	$17.4M	1.51%
26	—Xcerra Corp	1,711,700	$16.9M	1.46%
27	—Quality Systems Inc	1,059,530	$16.7M	1.44%
28	CTRNCiti Trends, Inc.	832,134	$16.5M	1.43%
29	ENTGEntegris Inc	559,700	$16.1M	1.40%
30	TLYSTillys Inc	1,271,300	$15.2M	1.32%
31	—Huttig Building	2,082,700	$14.7M	1.27%
32	—Francesca's Holdings Corp.	1,655,300	$12.2M	1.06%
33	—Vocera Communications Inc	366,300	$11.5M	1.00%
34	—New York & Company, Inc.	5,422,068	$11.3M	0.98%
35	FMFFormfactor Inc	661,593	$11.1M	0.97%
36	UCTTUltra Clean Holdings Inc	342,100	$10.5M	0.91%
37	—PCM Inc	687,500	$9.6M	0.83%
38	JNJJohnson & Johnson	73,800	$9.6M	0.83%
39	NATRNature's Sunshine Products, In	895,139	$9.1M	0.79%
40	—Rudolph Technologies Inc.	319,900	$8.4M	0.73%
41	FSSFederal Signal Corp	382,600	$8.1M	0.71%
42	PEPPepsiCo Inc	72,900	$8.1M	0.70%
43	—PC Connection Inc	241,300	$6.8M	0.59%
44	—IAC/Interactive Corp	57,700	$6.8M	0.59%
45	SUXSYNNEX Corporation	53,400	$6.8M	0.59%
46	—Microsemi Corp	125,900	$6.5M	0.56%
47	QRVOQorvo Inc.	90,680	$6.4M	0.56%
48	LZBLa Z Boy Inc	233,900	$6.3M	0.55%
49	—Magellan Health Services, Inc.	72,890	$6.3M	0.55%
50	CLColgate-Palmolive	86,100	$6.3M	0.54%
51	3M4Masimo Corp	68,705	$5.9M	0.52%
52	PKNPerkinElmer, Inc.	82,300	$5.7M	0.49%
53	—Tivo Corp	264,350	$5.2M	0.45%
54	—Foundation Building Materials	366,200	$5.2M	0.45%
55	—Mid America Apartment Communit	47,690	$5.1M	0.44%
56	SSI3EURStage Stores, Inc.	2,737,200	$5.0M	0.44%
57	—BMC Stock Holdings	234,300	$5.0M	0.43%
58	—Neff Corp.	195,840	$4.9M	0.42%
59	MDXGMiMedx	409,100	$4.9M	0.42%
60	TERTeradyne Inc	126,150	$4.7M	0.41%
61	ZDJ2 Global Inc	61,775	$4.6M	0.40%
62	—Convergys Corporation	175,680	$4.5M	0.39%
63	—Ply Gem Hldgs Inc.	249,200	$4.2M	0.37%
64	EMEEMCOR Group, Inc.	60,325	$4.2M	0.36%
65	BBYBest Buy Co	71,150	$4.1M	0.35%
66	—Meritor Inc	153,200	$4.0M	0.35%
67	MTRXMatrix Service Co.	236,350	$3.6M	0.31%
68	SSFSensient Technologies Corp	46,600	$3.6M	0.31%
69	SYMCEURSymantec Corp.	106,000	$3.5M	0.30%
70	AEOAmer Eagle Outfitters	236,300	$3.4M	0.29%
71	RGCGBPRegal Entertainment Group	206,425	$3.3M	0.29%
72	WOOFoot Locker, Inc.	84,525	$3.0M	0.26%
73	ROFKforce, Inc.	141,850	$2.9M	0.25%
74	KAIKadant Inc.	28,300	$2.8M	0.24%
75	LSCCLattice Semiconductor Corporat	529,000	$2.8M	0.24%
76	—Mednax Inc	57,575	$2.5M	0.22%
77	MODModine Manufacturing Co	123,900	$2.4M	0.21%
78	—Arris Intl PLc	82,900	$2.4M	0.20%
79	GATXGATX Corp	38,275	$2.4M	0.20%
80	PTCPTC Inc	40,000	$2.3M	0.20%
81	—Radisys Corp	1,625,406	$2.2M	0.19%
82	AFGAmerican Financial Group	21,425	$2.2M	0.19%
83	AZTABrooks Automation Inc.	72,900	$2.2M	0.19%
84	—Black Box Corporation	658,600	$2.1M	0.19%
85	TRHCEURTabula Rasa Healthcare Inc	80,000	$2.1M	0.19%
86	GRMNGarmin LTD	38,700	$2.1M	0.18%
87	—Francesca's Holdings Corp.	280,000	$2.1M	0.18%
88	—Marvell Technology Group Ltd	113,725	$2.0M	0.18%
89	KELYAKelly Services Inc Class A	79,825	$2.0M	0.17%
90	UEOWestlake Chemical Corp	22,400	$1.9M	0.16%
91	ATENA10 Networks, Inc.	243,400	$1.8M	0.16%
92	BANRBanner Corp New	30,000	$1.8M	0.16%
93	PRGSProgress Software Corp	47,250	$1.8M	0.16%
94	BXMTBlackstone Mortgage TR Inc Cl	58,000	$1.8M	0.16%
95	—Air Transport Services Group	72,000	$1.8M	0.15%
96	HIHillenbrand Inc	44,400	$1.7M	0.15%
97	KLICKulicke & Soffa Industries Inc	78,900	$1.7M	0.15%
98	—Legacy Texas Finl Group Inc.	41,875	$1.7M	0.14%
99	—Tower International Inc.	61,100	$1.7M	0.14%
100	FRMEFirst Merchants Corporation	38,700	$1.7M	0.14%

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