 MATERION CORPMTRN |
| 11.99% | 11.55% | $65.4M | 219,877 | $48.3M | 333,985 | -114,108-34.17% | Reduce |
| EENPRO INCNPO |
| 10.82% | 10.19% | $59.0M | 156,472 | $42.6M | 170,043 | -13,571-7.98% | Reduce |
| SSYNAPTICS INCSYNA |
| 9% | 10.98% | $49.1M | 394,893 | $45.9M | 655,711 | -260,818-39.78% | Reduce |
| EEXTREME NETWORKS INCEXTR |
| 8.95% | 10.27% | $48.8M | 1.5M | $42.9M | 2.8M | -1.3M-47.06% | Reduce |
| GGENTHERM INCTHRM |
| 7.28% | 8.96% | $39.7M | 1.2M | $37.5M | 1.3M | -184,163-13.66% | Reduce |
| SSONOS INCSONO |
| 7.1% | 7.98% | $38.7M | 2.9M | $33.4M | 2.5M | +373,752+15.02% | Add |
| HHAYWARD HLDGS INCHAYW |
| 7.1% | 6.83% | $38.7M | 2.2M | $28.6M | 2.1M | +101,440+4.75% | Add |
 RED VIOLET INC COMRDVT |
| 7.01% | 5.02% | $38.2M | 600,169 | $21.0M | 606,156 | -5,987-0.99% | Reduce |
| HHARMONIC INCHLIT |
| 5.68% | 6.91% | $31.0M | 1.9M | $28.9M | 3.2M | -1.3M-41.00% | Reduce |
 BARRETT BUSINESS SVCS INCBBSI |
| 5.07% | 5.01% | $27.6M | 778,356 | $21.0M | 718,390 | +59,966+8.35% | Add |
| MMIMEDX GROUP INC COMMDXG |
| 5.07% | 6.78% | $27.6M | 7.2M | $28.3M | 7.2M | -1,339-0.02% | Reduce |
 CORE & MAIN INCCNM |
| 4.18% | 1.88% | $22.8M | 472,746 | $7.9M | 159,368 | +313,378+196.64% | Add |
| AAMPLITUDE INCAMPL |
| 3.26% | 0.62% | $17.8M | 2.3M | $2.6M | 380,526 | +1.9M+510.00% | Add |
 CALIX INCCALX |
| 3.03% | — | $16.5M | 442,008 | $0 | 0 | +442,008 | New Buy |
 TECHTARGET INC COM NEWTTGT |
| 2.3% | 3.21% | $12.6M | 3.5M | $13.4M | 3.5M | +26,105+0.75% | Add |
 MSA SAFETY INCMSA |
| 1.95% | — | $10.6M | 60,834 | $0 | 0 | +60,834 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.21% | 0.28% | $1.1M | 2,290 | $1.2M | 2,400 | -110-4.58% | Reduce |
