Phocas Financial Corp. Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$497.2M

Holdings

185

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
REXRREXFORD INDUSTRIAL REALTY
281,822$11.6M2.32%
2
QTS REALTY TRUST INC
190,280$11.0M2.22%
3
NXSTNEXSTAR BROADCASTING
134,446$7.8M1.56%
4
IRTINDEPENDENCE REALTY TRUST INC
857,215$7.7M1.54%
5
OMFONE MAIN HOLDINGS
379,693$7.3M1.46%
6
CASHMETA FINANCIAL GROUP INC
316,362$6.9M1.38%
7
HRTGHERITAGE INSURANCE HOLDINGS INC
639,830$6.9M1.38%
8
CSFLUSDCENTERSTATE BANKS INC
390,954$6.7M1.35%
9
BLDTOPBUILD CORP
91,649$6.6M1.32%
10
UI2KEMPER CORPORATION
86,629$6.4M1.30%
11
AUBATLANTIC UNION BANKSHARES
287,878$6.3M1.27%
12
SCHXSCHWAB STRATEGIC TR
102,727$6.3M1.27%
13
IDAIDACORP INC
69,702$6.1M1.23%
14
ATSG*AIR TRANSPORT SERVICES GROUP INC
333,331$6.1M1.23%
15
PWRQUANTA SERVICES INC
191,337$6.1M1.22%
16
FNBFNB CORP
822,548$6.1M1.22%
17
CA8ACACI INTERNATIONAL INC
28,578$6.0M1.21%
18
ATKRATKORE INTERNATIONAL GROUP INC
263,786$5.6M1.12%
19
MTRNMATERION CORP
155,173$5.4M1.09%
20
EBSEMERGENT BIO SOLUTIONS INC
92,759$5.4M1.08%
21
PNFPPINNACLE FINANCIAL PARTNERS INC
142,178$5.3M1.07%
22
EFSCENTERPRISE FINANCIAL SERVICES
190,224$5.3M1.07%
23
FPEIFIRST TR EXCH TRADED FD III
311,297$5.3M1.06%
24
PS BUSINESS PARKS INC
38,220$5.2M1.04%
25
TFINTRIUMPH BANCORP INC
196,975$5.1M1.03%
26
PFBCPREFERRED BANK
150,247$5.1M1.02%
27
ABCBAMERIS BANCORP
211,450$5.0M1.01%
28
FRMEFIRST MERCHANTS CORPORATION
189,480$5.0M1.01%
29
SRSPIRE INC
66,877$5.0M1.00%
30
EPRTESSENTIAL PROPERTIES REALTY TRUST INC
378,703$4.9M0.99%
31
ATGEADTALEM GLOBAL EDUCATION INC
183,688$4.9M0.99%
32
CRUSCIRRUS LOGIC INC
74,456$4.9M0.98%
33
VTYVERINT SYS INC
113,260$4.9M0.98%
34
TWNKEURHOSTESS BRANDS INC
456,271$4.9M0.98%
35
GMREUSDGLOBAL MEDICAL REIT INC
479,254$4.8M0.98%
36
SUXSYNNEX CORP
66,150$4.8M0.97%
37
PRIPRIMERICA
53,375$4.7M0.95%
38
NUANEURNUANCE COMMUNICATIONS INC
278,729$4.7M0.94%
39
LF2PACIFIC PREMIER BANCORP
247,437$4.7M0.94%
40
FIBKFIRST INTERSTATE BANCSYSTEM
159,891$4.6M0.93%
41
STERLING BANCORP
428,105$4.5M0.90%
42
KALUKAISER ALUMINUM CORP
64,026$4.4M0.89%
43
EMEEMCOR GROUP INC
72,320$4.4M0.89%
44
MKSIMKS INSTRUMENT INC
54,409$4.4M0.89%
45
PORPORTLAND GENERAL
91,732$4.4M0.88%
46
SFSTIFEL FINANCIAL CORP
101,656$4.2M0.84%
47
CWENCLEARWAY ENERGY INC
219,928$4.1M0.83%
48
NSANATIONAL STORAGE AFFILIATES TRUST
136,966$4.1M0.82%
49
MYRGMYR GROUP INC
153,220$4.0M0.81%
50
BKHBLACK HILLS CORP
62,079$4.0M0.80%
51
STRLSTERLING CONSTRUCTION COMPANY INC
416,342$4.0M0.80%
52
CMCOCOLUMBUS MCKINNON CORPORATION
157,439$3.9M0.79%
53
SJIEURSOUTH JERSEY INDS INC
157,314$3.9M0.79%
54
SIGISELECTIVE INS GROUP
76,132$3.8M0.76%
55
ADTADT INC
870,018$3.8M0.76%
56
SBCSABRA HEALTH CARE REIT
336,239$3.7M0.74%
57
FBKFB FINANCIAL CORPORATION
185,622$3.7M0.74%
58
ROFKFORCE INC
135,344$3.5M0.70%
59
UMPQUSDUMPQUA HOLDINGS CORP
311,337$3.4M0.68%
60
PRGSPROGRESS SOFTWARE CORP
105,025$3.4M0.68%
61
ICUIICU MEDICAL INC
16,612$3.4M0.67%
62
SRJSPARTANNASH COMPANY
232,442$3.3M0.67%
63
WSMWILLIAMS SONOMA INC
77,376$3.3M0.66%
64
IBTXUSDINDEPENDENT BANK GROUP INC
138,977$3.3M0.66%
65
BMC STOCK HOLDINGS INC
184,533$3.3M0.66%
66
PLABPHOTRONICS INC
318,689$3.3M0.66%
67
8INSYNEOS HEALTH INC
80,791$3.2M0.64%
68
SKYWSKYWEST INC
118,493$3.1M0.62%
69
HUBGHUB GROUP INC
67,080$3.0M0.61%
70
INSWINTERNATIONAL SEAWAYS INC
126,688$3.0M0.61%
71
PLXSPLEXUS CORP
55,116$3.0M0.60%
72
TRNOTERRENO REALTY CORPORATION
57,312$3.0M0.60%
73
AMTAMERICAN TOWER CORP
12,927$2.8M0.57%
74
JERNIGAN CAPITAL INC
253,131$2.8M0.56%
75
MMSMAXIMUS INC
47,553$2.8M0.56%
76
NJRNEW JERSEY RESOURCES CORPORATION
81,447$2.8M0.56%
77
WSBCWESBANCO INC
115,648$2.7M0.55%
78
ABBVABBVIE INC
35,810$2.7M0.55%
79
PENNPENN NATIONAL GAMING INC
213,889$2.7M0.54%
80
4DHDANA INCORPORATED
335,284$2.6M0.53%
81
ROCKGIBRALTAR INDS INC
60,287$2.6M0.52%
82
SPBSPECTRUM BRANDS HOLDINGS INC
68,313$2.5M0.50%
83
OSKOSHKOSH CORP
38,468$2.5M0.50%
84
KAIKADANT INC
33,117$2.5M0.50%
85
WF2WINTRUST FINL CORP
74,942$2.5M0.50%
86
VREMACK-CALI REALTY CORPORATION
161,164$2.5M0.49%
87
PLDPROLOGIS
30,276$2.4M0.49%
88
AEISADVANCED ENERGY INDUSTRIES INC
50,036$2.4M0.49%
89
PDCOEURPATTERSON COMPANIES INC
157,908$2.4M0.49%
90
AVNSAVANOS MEDICAL INC
87,191$2.3M0.47%
91
CBZCBIZ INC
111,402$2.3M0.47%
92
MEIMETHODE ELECTRONICS INC
87,631$2.3M0.47%
93
AREALEXANDRIA REAL ESTATE
16,704$2.3M0.46%
94
BDCBELDEN INC
62,165$2.2M0.45%
95
EQIXEQUINIX INC
3,551$2.2M0.45%
96
NUVAGBPNUVASIVE INC
43,730$2.2M0.45%
97
TGNATEGNA INC
203,684$2.2M0.44%
98
CUBIC CORPORATION
51,622$2.1M0.43%
99
FW2NBANNER CORP
64,289$2.1M0.43%
100
HGVHILTON GRAND VA
134,085$2.1M0.43%
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