PARADIGM CAPITAL MANAGEMENT INC/NY Q4 2017 Filing

Filed February 7, 2018

Portfolio Value

$1.2B

Holdings

156

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (156 positions)

#	Stock	Shares	Value	% Portfolio
1	EXTRExtreme Networks	5,324,300	$66.7M	5.69%
2	AVGOBroadcom Ltd	164,700	$42.3M	3.61%
3	ICHRIchor Holdings	1,562,190	$38.4M	3.28%
4	—Kapstone Paper	1,680,800	$38.1M	3.26%
5	TTMITTM Technologies, Inc.	2,340,929	$36.7M	3.13%
6	CALCaleres Inc	933,600	$31.3M	2.67%
7	GMEDGlobus Medical Inc Cl A new	735,500	$30.2M	2.58%
8	—R1 RCM, Inc	6,853,500	$30.2M	2.58%
9	MDRXAllscripts Healthcare Solution	1,949,600	$28.4M	2.42%
10	MXLMaxLinear, Inc	1,050,140	$27.7M	2.37%
11	AMWDAmerican Woodmark Corporation	202,800	$26.4M	2.26%
12	AWMSkyworks Solutions, Inc.	277,825	$26.4M	2.25%
13	ENSEnerSys	366,300	$25.5M	2.18%
14	IEIInsight Enterprises	645,502	$24.7M	2.11%
15	—RTI Surgical Inc	5,930,217	$24.3M	2.08%
16	—Cray Computer	967,600	$23.4M	2.00%
17	KTOSKratos Defense & Security Solu	2,195,400	$23.2M	1.99%
18	—Mitel Networks Corp	2,711,000	$22.3M	1.91%
19	—Francesca's Holdings Corp.	3,009,200	$22.0M	1.88%
20	OMCLOmnicell Inc	413,300	$20.0M	1.71%
21	DCODucommun Inc	698,000	$19.9M	1.70%
22	JBLJabil Inc	741,500	$19.5M	1.66%
23	—Finisar Corp	939,150	$19.1M	1.63%
24	FNFabrinet	632,600	$18.2M	1.55%
25	ENTGEntegris Inc	559,700	$17.0M	1.46%
26	—New York & Company, Inc.	5,895,586	$16.9M	1.44%
27	CTRNCiti Trends, Inc.	633,000	$16.7M	1.43%
28	EMKREUREmcore Corporation	2,526,200	$16.3M	1.39%
29	—Xcerra Corp	1,649,800	$16.2M	1.38%
30	—Oclaro Inc.	2,118,200	$14.3M	1.22%
31	—Huttig Building	2,112,700	$14.0M	1.20%
32	FMFFormfactor Inc	859,001	$13.4M	1.15%
33	—Quality Systems Inc	866,662	$11.8M	1.01%
34	TLYSTillys Inc	786,999	$11.6M	0.99%
35	—Vocera Communications Inc	377,500	$11.4M	0.97%
36	NATRNature's Sunshine Products, In	956,238	$11.0M	0.94%
37	JNJJohnson & Johnson	73,800	$10.3M	0.88%
38	PEPPepsiCo Inc	72,900	$8.7M	0.75%
39	UCTTUltra Clean Holdings Inc	354,000	$8.2M	0.70%
40	FSSFederal Signal Corp	382,600	$7.7M	0.66%
41	—Rudolph Technologies Inc.	319,900	$7.6M	0.65%
42	—Foundation Building Materials	499,300	$7.4M	0.63%
43	LZBLa Z Boy Inc	233,900	$7.3M	0.62%
44	SUXSYNNEX Corporation	53,400	$7.3M	0.62%
45	—IAC/Interactive Corp	55,950	$6.8M	0.58%
46	—Magellan Health Services, Inc.	70,490	$6.8M	0.58%
47	CLColgate-Palmolive	86,100	$6.5M	0.55%
48	—Microsemi Corp	124,800	$6.4M	0.55%
49	—PC Connection Inc	241,300	$6.3M	0.54%
50	QRVOQorvo Inc.	89,680	$6.0M	0.51%
51	—BMC Stock Holdings	234,300	$5.9M	0.51%
52	PKNPerkinElmer, Inc.	80,200	$5.9M	0.50%
53	3M4Masimo Corp	68,705	$5.8M	0.50%
54	WAIREURWesco Aircraft Holdings	750,600	$5.6M	0.47%
55	MDXGMiMedx	419,100	$5.3M	0.45%
56	TERTeradyne Inc	126,150	$5.3M	0.45%
57	—PCM Inc	514,200	$5.1M	0.43%
58	RGCGBPRegal Entertainment Group	216,525	$5.0M	0.43%
59	—Black Box Corporation	1,395,800	$5.0M	0.42%
60	BBYBest Buy Co	71,150	$4.9M	0.42%
61	—Mid America Apartment Communit	47,690	$4.8M	0.41%
62	ZDJ2 Global Inc	61,775	$4.6M	0.40%
63	SSI3EURStage Stores, Inc.	2,738,900	$4.6M	0.39%
64	EMEEMCOR Group, Inc.	55,525	$4.5M	0.39%
65	—Tivo Corp	263,050	$4.1M	0.35%
66	—Convergys Corporation	173,880	$4.1M	0.35%
67	SCSCScansource Inc	112,065	$4.0M	0.34%
68	AEOAmer Eagle Outfitters	212,150	$4.0M	0.34%
69	WOOFoot Locker, Inc.	84,700	$4.0M	0.34%
70	MTRXMatrix Service Co.	215,825	$3.8M	0.33%
71	—Meritor Inc	153,200	$3.6M	0.31%
72	SSFSensient Technologies Corp	46,600	$3.4M	0.29%
73	ROFKforce, Inc.	134,150	$3.4M	0.29%
74	—Mednax Inc	56,475	$3.0M	0.26%
75	SYMCEURSymantec Corp.	106,000	$3.0M	0.25%
76	KAIKadant Inc.	28,300	$2.8M	0.24%
77	MODModine Manufacturing Co	127,800	$2.6M	0.22%
78	—Marvell Technology Group Ltd	113,725	$2.4M	0.21%
79	PTCPTC Inc	40,000	$2.4M	0.21%
80	UEOWestlake Chemical Corp	22,400	$2.4M	0.20%
81	GATXGATX Corp	38,275	$2.4M	0.20%
82	AFGAmerican Financial Group	21,425	$2.3M	0.20%
83	TRHCEURTabula Rasa Healthcare Inc	82,400	$2.3M	0.20%
84	—Pier 1 Imports, Inc.	557,700	$2.3M	0.20%
85	GRMNGarmin LTD	38,700	$2.3M	0.20%
86	—Arris Intl PLc	82,900	$2.1M	0.18%
87	LSCCLattice Semiconductor Corporat	358,400	$2.1M	0.18%
88	PRGSProgress Software Corp	46,450	$2.0M	0.17%
89	HIHillenbrand Inc	43,300	$1.9M	0.17%
90	KLICKulicke & Soffa Industries Inc	78,900	$1.9M	0.16%
91	BXMTBlackstone Mortgage TR Inc Cl	58,000	$1.9M	0.16%
92	KLICKulicke & Soffa Industries Inc	76,500	$1.9M	0.16%
93	—Legacy Texas Finl Group Inc.	41,875	$1.8M	0.15%
94	—Tower International Inc.	57,000	$1.7M	0.15%
95	ATENA10 Networks, Inc.	223,400	$1.7M	0.15%
96	KELYAKelly Services Inc Class A	61,200	$1.7M	0.14%
97	—Air Transport Services Group	72,000	$1.7M	0.14%
98	ZM3Zumiez, Inc.	80,000	$1.7M	0.14%
99	FRMEFirst Merchants Corporation	38,700	$1.6M	0.14%
100	KTOSKratos Defense & Security Solu	150,000	$1.6M	0.14%

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