Phocas Financial Corp. Q2 2018 Filing

Filed August 15, 2018

Portfolio Value

$1.2B

Holdings

218

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
1
CBZCBIZ INC
840,273$19.3M1.66%
2
BLDTOPBUILD CORP
243,401$19.1M1.64%
3
CSFLUSDCENTERSTATE BANKS INC
624,101$18.6M1.60%
4
PDCEUSDPDC ENERGY
287,042$17.4M1.49%
5
KWE1RING ENERGY INC
1,311,246$16.5M1.42%
6
REXRREXFORD INDUSTRIAL REALTY
518,358$16.3M1.40%
7
CAROLINA FINANC
378,770$16.3M1.40%
8
CPE3EURCALLON PETE CO DEL
1,480,958$15.9M1.37%
9
NXSTNEXSTAR BROADCASTING
214,262$15.7M1.35%
10
PEBPEBBLEBROOK HOTEL
388,924$15.1M1.30%
11
KAIKADANT INC
153,926$14.8M1.27%
12
PFBCPREFERRED BANK
240,707$14.8M1.27%
13
GIIIG-III APPAREL GROUP LTD
330,001$14.7M1.26%
14
IRTINDEPENDENCE REALTY TRUST INC
1,385,089$14.3M1.23%
15
PROGENICS PHARMA INC
1,762,978$14.2M1.22%
16
2362120DSINCLAIR BROADCAST GRP
437,385$14.1M1.21%
17
STATE BANK & TRUST
420,293$14.0M1.21%
18
NSANATIONAL STORAGE AFFILIATES TRUST
450,515$13.9M1.19%
19
SKYWSKYWEST INC
262,326$13.6M1.17%
20
UCBUNITED CMNTY BKS BLAIRSVLE G
442,291$13.6M1.17%
21
MTRNMATERION CORP
247,716$13.4M1.15%
22
CYPRESS SEMICONDUCTOR
855,386$13.3M1.15%
23
TTEKTETRA TECH INC NEW
224,932$13.2M1.13%
24
TFINTRIUMPH BANCORP INC
312,696$12.7M1.10%
25
ROCKGIBRALTAR INDS INC
332,578$12.5M1.07%
26
BRYN MAWR BK CORP
267,242$12.4M1.06%
27
AAWWUSDATLAS AIR WORLDWIDE HOLDINGS INC
169,787$12.2M1.05%
28
EFSCENTERPRISE FINANCIAL SERVICES
223,827$12.1M1.04%
29
HALYARD HEALTH INC
210,376$12.0M1.04%
30
FERRO CORP
570,987$11.9M1.02%
31
UMPQUSDUMPQUA HOLDINGS CORP
520,180$11.8M1.01%
32
HPPHUDSON PACIFIC PROPERTIES INC
323,102$11.4M0.98%
33
OMFONE MAIN HOLDINGS
343,850$11.4M0.98%
34
CA8ACACI INTERNATIONAL INC CLASS A
67,220$11.3M0.97%
35
SIGISELECTIVE INS GROUP
204,998$11.3M0.97%
36
UNION BANKSHARES CORPORATION
286,202$11.1M0.96%
37
EGBNEAGLE BANCORP INC
180,475$11.1M0.95%
38
FW2NBANNER CORP
183,502$11.0M0.95%
39
CMCOCOLUMBUS MCKINNON CORPORATION
254,362$11.0M0.95%
40
COR1EURCORESITE REALTY CORP
98,936$11.0M0.94%
41
HRTGHERITAGE INSURANCE HOLDINGS INC
655,167$10.9M0.94%
42
MODMODINE MANUFACTURING CO
594,265$10.8M0.93%
43
FIBKFIRST INTERSTATE BANCSYSTEM
254,989$10.8M0.93%
44
AKRACADIA REALTY TRUST
391,766$10.7M0.92%
45
EBSEMERGENT BIO SOLUTIONS INC
210,866$10.6M0.92%
46
PRKSSEAWORLD ENTERTAINMENT INC
480,681$10.5M0.90%
47
IDAIDACORP INC
111,049$10.2M0.88%
48
IBERIABANK CORP
135,122$10.2M0.88%
49
JERNIGAN CAPITAL INC
532,898$10.2M0.87%
50
LF2PACIFIC PREMIER BANCORP
261,367$10.0M0.86%
51
WF2WINTRUST FINL CORP
112,717$9.8M0.84%
52
PAGPENSKE AUTOMOTIVE GROUP INC
206,789$9.7M0.83%
53
LTXBUSDLEGACYTEXAS FINANCIAL GROUP INC
247,408$9.7M0.83%
54
ASTEASTEC INDS INC
155,087$9.3M0.80%
55
FRANKLIN FINANCIAL NETWORK INC
245,496$9.2M0.79%
56
FNBFNB CORP
671,802$9.0M0.78%
57
COSCNO FINANCIAL INC
469,016$8.9M0.77%
58
EMEEMCOR GROUP INC
115,471$8.8M0.76%
59
PRIPRIMERICA
85,226$8.5M0.73%
60
SFSTIFEL FINANCIAL CORP
161,888$8.5M0.73%
61
SJIEURSOUTH JERSEY INDS INC
250,905$8.4M0.72%
62
MKSIMKS INSTRUMENT INC
87,310$8.4M0.72%
63
USNAUSANA HEALTH SCIENCES
72,371$8.3M0.72%
64
KALUKAISER ALUMINUM CORP
78,681$8.2M0.70%
65
ASGNASGN INCORPORATED
103,436$8.1M0.70%
66
VTYVERINT SYS INC
180,869$8.0M0.69%
67
CLDTCHATHAM LODGING TRUST
375,387$8.0M0.69%
68
CHEMICAL FINANCIAL CORPORATION
142,869$8.0M0.68%
69
SBCSABRA HEALTH CARE REIT
344,269$7.5M0.64%
70
SRSPIRE INC
105,322$7.4M0.64%
71
AEOAMERICAN EAGLE OUTFITTERS INC
319,679$7.4M0.64%
72
FULHB FULLER COMPANY
138,283$7.4M0.64%
73
TOWER INTERNATIONAL INC
216,202$6.9M0.59%
74
DLXDELUXE CORP
103,712$6.9M0.59%
75
SYNTEL INC
212,308$6.8M0.59%
76
MYRGMYR GROUP INC
191,629$6.8M0.58%
77
QTS REALTY TRUST INC
167,755$6.6M0.57%
78
GUARANTY BANCORP
220,179$6.6M0.56%
79
PRGSPROGRESS SOFTWARE CORP
167,618$6.5M0.56%
80
SCHXSCHWAB STRATEGIC TR
998,209,315$6.5M0.56%
81
WWWWOLVERINE WORLD WIDE INC
184,098$6.4M0.55%
82
RDNTRADNET INC
423,217$6.3M0.55%
83
PORPORTLAND GENERAL
146,190$6.3M0.54%
84
DHRB&G FOODS INC
204,893$6.1M0.53%
85
BKHBLACK HILLS CORP
98,923$6.1M0.52%
86
KMG CHEMICALS INC
79,281$5.8M0.50%
87
CNDTCONDUENT INC
319,495$5.8M0.50%
88
NJRNEW JERSEY RESOURCES CORPORATION
129,695$5.8M0.50%
89
8INSYNEOS HEALTH INC
122,423$5.7M0.49%
90
NORTHSTAR RLTY EUROPE CORP
394,431$5.7M0.49%
91
CAKECHEESECAKE FACTORY INCORPORATED
102,325$5.6M0.48%
92
DKDELEK US HOLDINGS INC
111,891$5.6M0.48%
93
MTUSTIMKEN STEEL
339,451$5.5M0.48%
94
TERRAFORM PWR INC
474,125$5.5M0.48%
95
HTLDHEARTLAND EXPRESS INC
295,801$5.5M0.47%
96
C&J ENERGY SERVICES INC
230,131$5.4M0.47%
97
FPEIFIRST TR EXCH TRADED FD III
283,794$5.4M0.46%
98
HTLFEURHEARTLAND FINL USA INC
97,044$5.3M0.46%
99
NUVAGBPNUVASIVE INC
100,955$5.3M0.45%
100
SFNCSIMMONS 1ST NATL CORP
175,400$5.2M0.45%
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