Phocas Financial Corp. Q1 2019 Filing

Filed May 13, 2019

Portfolio Value

$994.7M

Holdings

192

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (192 positions)

#StockSharesValue% PortfolioType
1
NXSTNEXSTAR BROADCASTING
203,362$22.0M2.22%
2
REXRREXFORD INDUSTRIAL REALTY
495,690$17.8M1.78%
3
CBZCBIZ INC
796,634$16.1M1.62%
4
BLDTOPBUILD CORP
230,869$15.0M1.50%
5
IRTINDEPENDENCE REALTY TRUST, INC.
1,341,740$14.5M1.46%
6
JERNIGAN CAPITAL, INC.
685,126$14.4M1.45%
7
CSFLUSDCENTERSTATE BANKS INC
591,862$14.1M1.42%
8
UNION BANKSHARES CORPORATION
435,238$14.1M1.41%
9
AKRACADIA REALTY TRUST
509,211$13.9M1.40%
10
IBERIABANK CORP
190,411$13.7M1.37%
11
CADEEURCADENCE BANCORPORATION CLASS A
731,207$13.6M1.36%
12
SKYWSKYWEST INC
248,888$13.5M1.36%
13
MTRNMATERION CORP
234,965$13.4M1.35%
14
CYPRESS SEMICONDUCTOR
894,803$13.3M1.34%
15
FNBFNB CORP
1,242,664$13.2M1.32%
16
EGBNEAGLE BANCORP, INC
258,460$13.0M1.30%
17
HRTGHERITAGE INSURANCE HOLDINGS, INC
875,327$12.8M1.28%
18
KAIKADANT INC
142,226$12.5M1.26%
19
GIIIG-III APPAREL GROUP, LTD.
312,647$12.5M1.26%
20
QTS REALTY TRUST INC
273,893$12.3M1.24%
21
NSANATIONAL STORAGE AFFILIATES TRUST
430,061$12.3M1.23%
22
PEBPEBBLEBROOK HOTEL
387,325$12.0M1.21%
23
CPE3EURCALLON PETROLEUM CO
1,546,514$11.7M1.17%
24
OMFONE MAIN HOLDINGS
367,733$11.7M1.17%
25
CA8ACACI INTERNATIONAL INC CLASS A
63,865$11.6M1.17%
26
AAWWUSDATLAS AIR WORLDWIDE HOLDINGS, INC.
222,218$11.2M1.13%
27
LTXBUSDLEGACYTEXAS FINANCIAL GROUP, INC.
295,233$11.0M1.11%
28
8INSYNEOS HEALTH, INC
211,026$10.9M1.10%
29
PWRQUANTA SERVICES INC.
283,978$10.7M1.08%
30
WWWWOLVERINE WORLD WIDE, INC.
296,379$10.6M1.06%
31
IDAIDACORP INC
105,387$10.5M1.05%
32
VTYVERINT SYS INC
171,586$10.3M1.03%
33
AVX CORPORATION
591,416$10.3M1.03%
34
FERRO CORP
538,975$10.2M1.03%
35
BSFAANI PHARMACEUTICALS, INC.
140,977$9.9M1.00%
36
PRIPRIMERICA
80,797$9.9M0.99%
37
SUXSYNNEX CORP
101,253$9.7M0.97%
38
FIBKFIRST INTERSTATE BANCSYSTEM
241,897$9.6M0.97%
39
AEOAMERICAN EAGLE OUTFITTERS INC
430,857$9.6M0.96%
40
FW2NBANNER CORP
174,399$9.4M0.95%
41
PNFPPINNACLE FINANCIAL PARTNERS, INC.
171,784$9.4M0.94%
42
RUTHUSDRUTH`S HOSPITALITY GROUP, INC.
361,461$9.3M0.93%
43
HGVHILTON GRAND VA
298,824$9.2M0.93%
44
JAGGED PEAK ENERGY, INC.
845,528$8.9M0.89%
45
TFINTRIUMPH BANCORP, INC.
298,998$8.8M0.88%
46
PAGPENSKE AUTOMOTIVE GROUP, INC.
196,005$8.8M0.88%
47
EFSCENTERPRISE FINANCIAL SERVICES
212,321$8.7M0.87%
48
ATKRATKORE INTERNATIONAL GROUP INC.
398,849$8.6M0.86%
49
EBSEMERGENT BIO SOLUTIONS INC.
165,353$8.4M0.84%
50
CMCOCOLUMBUS MCKINNON CORPORATION
241,363$8.3M0.83%
51
SRSPIRE, INC
99,810$8.2M0.83%
52
UISUNISYS CORPORATION
701,712$8.2M0.82%
53
SFSTIFEL FINANCIAL CORP
153,790$8.1M0.82%
54
KWE1RING ENERGY, INC.
1,379,374$8.1M0.81%
55
LF2PACIFIC PREMIER BANCORP
304,875$8.1M0.81%
56
EMEEMCOR GROUP INC
109,520$8.0M0.80%
57
KALUKAISER ALUMINUM CORP
74,649$7.8M0.79%
58
UMPQUSDUMPQUA HOLDINGS CORP
471,115$7.8M0.78%
59
MKSIMKS INSTRUMENT INC
82,234$7.7M0.77%
60
SCHXSCHWAB STRATEGIC TR
113,128$7.6M0.77%
61
SJIEURSOUTH JERSEY INDS INC
238,048$7.6M0.77%
62
PDCEUSDPDC ENERGY
187,043$7.6M0.76%
63
CASHMETA FINANCIAL GROUP, INC.
381,372$7.5M0.75%
64
PFBCPREFERRED BANK
161,430$7.3M0.73%
65
WF2WINTRUST FINL CORP
107,079$7.2M0.72%
66
PORPORTLAND GENERAL
138,696$7.2M0.72%
67
MURMURPHY OIL CORPORATION
242,788$7.1M0.72%
68
PRGSPROGRESS SOFTWARE CORP
159,109$7.1M0.71%
69
BKHBLACK HILLS CORP
93,815$6.9M0.70%
70
DHRB&G FOODS, INC
281,939$6.9M0.69%
71
CHEMICAL FINANCIAL CORPORATION
166,211$6.8M0.69%
72
SBCSABRA HEALTH CARE REIT
347,065$6.8M0.68%
73
NORTHSTAR RLTY EUROPE CORP
371,348$6.4M0.65%
74
MYRGMYR GROUP INC
181,500$6.3M0.63%
75
ASGNASGN INCORPORATED
98,092$6.2M0.63%
76
TERRAFORM PWR INC
450,232$6.2M0.62%
77
NJRNEW JERSEY RESOURCES CORPORATION
123,157$6.1M0.62%
78
ROCKGIBRALTAR INDS INC
147,050$6.0M0.60%
79
TECH DATA CORPORATION
58,153$6.0M0.60%
80
FINISAR CORPORATION
252,884$5.9M0.59%
81
KOPKOPPERS HOLDINGS INC.
211,275$5.5M0.55%
82
NUVAGBPNUVASIVE, INC.
96,049$5.5M0.55%
83
AMRXAMNEAL PHARMACEUTICALS, INC. CLASS A
376,213$5.3M0.54%
84
PROGENICS PHARMA INC
1,146,292$5.3M0.53%
85
FPEIFRIST TR EXCH TRADED FD III
274,490$5.2M0.52%
86
PDCOEURPATTERSON COMPANIES, INC.
238,657$5.2M0.52%
87
PS BUSINESS PARKS, INC.
33,036$5.2M0.52%
88
WSMWILLIAMS SONOMA INC
91,104$5.1M0.52%
89
MMSMAXIMUS, INC.
71,946$5.1M0.51%
90
PLXSPLEXUS CORP
83,505$5.1M0.51%
91
WAIREURWESCO AIRCRAFT HOLDINGS, INC.
566,205$5.0M0.50%
92
CAKECHEESECAKE FACTORY INCORPORATED
97,255$4.8M0.48%
93
TWNKEURHOSTESS BRANDS, INC. CLASS A
370,466$4.6M0.47%
94
CNDTCONDUENT INC
326,757$4.5M0.45%
95
TOWER INTERNATIONAL, INC
205,126$4.3M0.43%
96
TKRTIMKEN CO
98,156$4.3M0.43%
97
SFNCSIMMONS 1ST NATL CORP
171,025$4.2M0.42%
98
BDCBELDEN, INC.
73,688$4.0M0.40%
99
MCDERMOTT INTERNATIONAL, INC.
517,968$3.9M0.39%
100
PLABPHOTRONICS INC
391,319$3.7M0.37%
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