PARADIGM CAPITAL MANAGEMENT INC/NY Q3 2017 Filing

Filed November 6, 2017

Portfolio Value

$1.2T

Holdings

163

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (163 positions)

#	Stock	Shares	Value	% Portfolio
101	KLICKulicke & Soffa Industries Inc	76,500	$1.6B	0.14%
102	—Fidelity National Financial	34,293	$1.6B	0.14%
103	—MKS Instruments Inc.	16,500	$1.6B	0.14%
104	ATDAllegheny Technologies Inc	64,150	$1.5B	0.13%
105	CMTLComtech Communications	73,098	$1.5B	0.13%
106	GVAGranite Construction Inc.	25,000	$1.4B	0.13%
107	ZM3Zumiez, Inc.	80,000	$1.4B	0.13%
108	YUSDAlleghany Corporation	2,575	$1.4B	0.12%
109	ADUSAddus homeCare Corporation	39,250	$1.4B	0.12%
110	TG7Triumph Group	46,000	$1.4B	0.12%
111	—Express Inc.	199,275	$1.3B	0.12%
112	—Aspen Insurance Holdings Ltd	33,200	$1.3B	0.12%
113	RNSTRenasant Corporation	31,000	$1.3B	0.12%
114	—Tailored Brands Inc.	90,825	$1.3B	0.11%
115	ENSGEnsign Group, Inc.	58,000	$1.3B	0.11%
116	NUVAGBPNuvasive Inc	23,500	$1.3B	0.11%
117	BCCBoise Cascade Company	35,475	$1.2B	0.11%
118	ATRAptargroup, Inc.	14,125	$1.2B	0.11%
119	VCVisteon Corp	9,500	$1.2B	0.10%
120	MRKMerck & Co	18,000	$1.2B	0.10%
121	—Gramercy PPTY TR	37,309	$1.1B	0.10%
122	—Mallinckrodt Public Ltd	28,200	$1.1B	0.09%
123	—Ardmore Shipping Corp	127,100	$1.0B	0.09%
124	ISRGIntuitive Surgical Inc New	1,000	$1.0B	0.09%
125	—New York & Company, Inc.	500,000	$1.0B	0.09%
126	OLNOlin Corp	28,775	$986.0M	0.09%
127	EGHT8x8, Inc.	69,600	$940.0M	0.08%
128	—Atricure Inc	40,000	$895.0M	0.08%
129	EWEdwards Lifesciences Corporati	7,900	$864.0M	0.07%
130	—Aerohive Networks Inc	205,400	$840.0M	0.07%
131	—Exactech Inc.	25,000	$824.0M	0.07%
132	NBHCNational Bank Hldgs Corp Cl A	21,436	$765.0M	0.07%
133	CRSCarpenter Technology Corp	15,600	$749.0M	0.06%
134	—Brocade Communications	61,000	$729.0M	0.06%
135	CFFNCapitol Federal Financial Inc	46,300	$681.0M	0.06%
136	—Fidelity National Financial In	38,700	$664.0M	0.06%
137	BAXBaxter International	10,500	$659.0M	0.06%
138	IOSPInnospec Inc	10,625	$655.0M	0.06%
139	—Stein Mart Inc	476,924	$620.0M	0.05%
140	—Shire PLC SPON ADR	3,900	$597.0M	0.05%
141	AINAlbany International Corp. 'A'	10,000	$574.0M	0.05%
142	THRMGentherm Inc	15,000	$557.0M	0.05%
143	CMCSAComcast Corporation Cl A	13,000	$500.0M	0.04%
144	—American Airlines Group Inc.	10,000	$475.0M	0.04%
145	—Adirondack Trust co Saratoga S	280	$462.0M	0.04%
146	BNEDBarnes & Noble, Inc.	58,200	$442.0M	0.04%
147	CDWCDW Corporation	5,000	$330.0M	0.03%
148	PGProcter & Gamble	3,600	$328.0M	0.03%
149	PKOHPark Ohio Holdings Corp.	7,150	$326.0M	0.03%
150	—Finish Line, Inc.	27,000	$325.0M	0.03%
151	NUSNu Skin Enterprises, Inc.	5,000	$307.0M	0.03%
152	—Lumos Networks Corp	15,000	$269.0M	0.02%
153	ABTAbbott Laboratories	5,000	$267.0M	0.02%
154	—DSW, Inc.	12,200	$262.0M	0.02%
155	—Cavium Inc.	3,828	$252.0M	0.02%
156	—MYR Group Inc.	8,000	$233.0M	0.02%
157	—K2M Group Holdings, Inc	11,000	$233.0M	0.02%
158	BNEDBarnes & Noble, Inc.	30,000	$228.0M	0.02%
159	OOMAOoma Inc.	20,000	$211.0M	0.02%
160	GEGeneral Electric	8,400	$203.0M	0.02%
161	—Sonus Networks Inc New	24,100	$184.0M	0.02%
162	HALOHalozyme Therapeutics, Inc.	10,000	$174.0M	0.02%
163	—Pier 1 Imports, Inc.	41,000	$172.0M	0.01%
164	—Forterra	30,442	$137.0M	0.01%
165	—Petroquest Energy Inc	58,400	$134.0M	0.01%
166	CRNTCeragon Networks Ltd	35,000	$73.0M	0.01%
167	—Conformis	20,000	$70.0M	0.01%

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