PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$1.5B

Holdings

141

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
ONTOOnto Innovation Inc.
$104.1M
EXTRExtreme Networks
$102.2M
IEIInsight Enterprises
$87.1M
FNFabrinet
$64.5M
MODModine Manufacturing Co
$54.6M
JBLJabil Inc
$52.8M
AVGOBroadcom Ltd
$52.7M
R1 RCM, Inc New
$50.1M
CALXCalix Inc
$49.3M
COHRCoherent Inc
$46.3M
UCTTUltra Clean Holdings Inc
$45.9M
VECOVeeco Instruments
$45.1M
MXLMaxLinear, Inc
$43.7M
ENQEntegris Inc
$42.1M
ENSEnerSys
$41.7M
GMEDGlobus Medical Inc Cl A new
$40.4M
DCODucommun Inc
$36.2M
ENSGEnsign Group, Inc.
$34.4M
RBBNRibbon Communications Inc
$22.8M
CALCaleres Inc
$22.2M
OMCLOmnicell Inc
$21.8M
7SUSummit Materials, Inc. Class a
$18.7M
COHUCohu Inc.
$18.3M
INFNEURInfinera Corp
$17.8M
AVNWAVIAT NETWORKS INC COM NEW
$16.6M
SCSCScansource Inc
$14.6M
CTRNCiti Trends, Inc.
$13.9M
WRKUSDWestrock Co
$13.6M
NVRIHarsco Corporation
$12.9M
SIBNSI-Bone, Inc.
$12.8M
CUTREURCutera, Inc.
$12.7M
MDXGMiMedx
$11.8M
QSIIEURNextgen Healthcare Inc.
$11.2M
NATRNature's Sunshine Products, In
$11.0M
SUXTD SYNNEX Corporation
$9.4M
ABT2EURAbsolute Software Corp
$9.0M
ANGOAngioDynamics, Inc.
$9.0M
KTOSKratos Defense & Security Solu
$8.8M
BLDRBuilders Firstsource Inc
$8.7M
KLICKulicke & Soffa Industries Inc
$8.7M
ACLSAxcelis Technologies Inc.
$8.5M
PNTGPennant Group Inc.
$8.5M
EMEEMCOR Group, Inc.
$7.6M
KAIKadant Inc.
$7.0M
ROFKforce, Inc.
$6.9M
ATENA10 Networks, Inc.
$6.6M
PKNPerkinElmer, Inc.
$6.0M
CAMPEURCalamp Corp
$5.8M
ADUSAddus homeCare Corporation
$5.7M
TERTeradyne Inc
$5.2M
NTRANatera, Inc.
$5.2M
PTCPTC Inc
$5.1M
FSSFederal Signal Corp
$4.9M
WCCWESCO International, Inc.
$4.6M
JNJJohnson & Johnson
$4.4M
CRNCCerence Inc.
$4.4M
AWMSkyworks Solutions, Inc.
$4.4M
SSFSensient Technologies Corp
$4.2M
WOOFoot Locker, Inc.
$4.0M
KELYAKelly Services Inc Class A
$3.8M
ATRCAtricure Inc
$3.6M
MRVLMarvell Technology Inc.
$3.4M
TLYSTillys Inc
$3.2M
BBYBest Buy Co
$3.2M
LTRXLantronix Inc.
$3.1M
MAAMid America Apartment Communit
$3.0M
VMDViemed Healthcare Inc.
$2.9M
BCCBoise Cascade Company
$2.7M
QRVOQorvo Inc.
$2.6M
PRGSProgress Software Corp
$2.6M
PS1Computer Programs & Systems
$2.6M
XXYCross Country Healthcare, Inc.
$2.4M
NNBRNN, Inc.
$2.3M
3M4Masimo Corp
$2.1M
AEOAmer Eagle Outfitters
$2.0M
Silicon Motion Technology Corp
$2.0M
AZTAAzenta Inc
$1.9M
GRMNGarmin LTD
$1.8M
LITELumentum Holdings Inc.
$1.8M
ZWSZurn Water Solutions Corp
$1.8M
RRXRegal Rexnord Corporation
$1.7M
GENGen Digital Inc
$1.5M
FOSLFossil Group Inc.
$1.5M
CLColgate-Palmolive
$1.5M
RDNTRadnet Inc
$1.4M
CIENCiena Corp
$1.3M
GATXGATX Corp
$1.2M
ETONEton Pharmaceuticals, Inc.
$1.2M
OGNOrganon & Co.
$1.1M
KIDSOrthopediatrics Corp
$1.1M
FMFFormfactor Inc
$1.1M
0J7QIAC/ InterActiveCorp
$1.1M
EWEdwards Lifesciences Corporati
$1.1M
FRMEFirst Merchants Corporation
$1.1M
JILLJ Jill Group
$1.0M
HIHillenbrand Inc
$1.0M
MYRGMYR Group Inc.
$1.0M
TRHCEURTabula Rasa Healthcare Inc
$996K
PBIPitney Bowes
$973K
PS1Computer Programs & Systems
$966K
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