Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Deckers Outdoor Corporation 3.46 1,450 0 consumer cyclical 79,924.00 36.21
VCA Antech, Inc. 3.33 3,195 525 healthcare 77,000.00 17.24
Pennant Park Investment Corporation BDC 3.27 6,460 1,345 financial services 75,582.00 5.32
Enpro Industries, Inc. 3.16 1,480 175 industrials 72,934.00 24.43
Zebra Technologies Corporation 3.15 1,558 250 industrials 72,681.00 15.47
C&J Energy Services Inc 3.14 3,660 910 energy 72,431.00 -9.98
Rayonier, Inc. 3.09 1,200 125 basic materials 71,304.00 13.10
GrafTech International Ltd 3.06 9,846 9,846 industrials 70,694.00 -12.25
Forward Air Corporation 3.05 1,910 275 industrials 70,460.00 12.00
Mueller Industries Inc 3.04 1,357 350 industrials 70,265.00 6.95
Hittite Microwave Corporation 3.04 1,250 410 technology 70,138.00 -10.94
Landstar System, Inc. 3.02 1,275 200 industrials 69,692.00 5.85
Techne Corporation 3.01 1,085 150 healthcare 69,592.00 -0.94
Douglas Dynamics, Inc. 2.99 4,935 800 consumer cyclical 69,041.00 -0.57
Patterson Companies, Inc. 2.94 1,790 225 healthcare 67,930.00 14.40
Graco Incorporated 2.92 1,115 100 industrials 67,491.00 20.86
Cubic Corporation 2.89 1,555 100 industrials 66,818.00 0.96
Ritchie Bros. Auctioneers, Inc. 2.88 3,295 425 industrials 66,460.00 -1.41
West Pharmaceutical Services, Inc. 2.82 1,020 0 healthcare 65,137.00 23.69
Brown & Brown, Inc. 2.78 2,070 0 financial services 64,149.00 29.10
Haemonetics Corporation 2.78 1,665 175 healthcare 64,102.00 1.13
Franklin Street Properties Corporation 2.73 4,135 0 real estate 63,141.00 16.33
Sanderson Farms, Inc. 2.65 1,000 0 consumer defensive 61,260.00 39.68
Gladstone Commercial Corporation 2.63 3,170 200 real estate 60,674.00 18.47
Affiliated Managers Group Inc 2.60 385 0 financial services 59,937.00 26.02
YTD Return through 05-22-13| Portfolio Holdings as of 04-30-13