CY2012 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BALLY TECHNOLOGIES, INC. | $107,136,000.00 | 2012-06-30 | View |
| DYCOM INDUSTRIES, INC. | $96,855,000.00 | 2012-07-28 | View |
| NAPCO SECURITY TECHNOLOGIES, INC. | $16,040,000.00 | 2012-06-30 | View |
| Vaxart, Inc. | $15,600,000.00 | 2012-06-30 | View |
| PVH CORP. | $2,556,596,000.00 | 2012-07-29 | View |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | $129,561,000.00 | 2012-06-30 | View |
| STANDEX INTERNATIONAL CORPORATION | $40,314,000.00 | 2012-06-30 | View |
| LAM RESEARCH CORPORATION | $1,372,908,000.00 | 2012-06-24 | View |
| ITRON, INC. | $778,759,000.00 | 2012-06-30 | View |
| GYMBOREE CORP | $621,457,000.00 | 2012-07-28 | View |
| CISCO SYSTEMS, INC. | $4,577,000,000.00 | 2012-07-28 | View |
| VIAVI SOLUTIONS INC. | $814,100,000.00 | 2012-06-30 | View |
| Ferrellgas Partners L P | $514,011,000.00 | 2012-07-31 | View |
| PERICOM SEMICONDUCTOR CORP | $19,460,000.00 | 2012-06-30 | View |
| COLLECTORS UNIVERSE INC | $5,127,000.00 | 2012-06-30 | View |
| DIAMOND FOODS INC | $458,834,000.00 | 2012-07-31 | View |
| General Finance Corporation | $49,845,000.00 | 2012-06-30 | View |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. | $1,036,000.00 | 2012-05-31 | View |
| STUDENT TRANSPORTATION INC. | $104,930,000.00 | 2012-06-30 | View |
| PMFG, INC. | $28,609,000.00 | 2012-06-30 | View |
| BREF HR, LLC | $111,773,000.00 | 2012-06-30 | View |
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