Aerospace

Industrial Goods & Services

Astronics (ATRO)

Apogee Enterprises (APOG)

HEICO (HEI, HEI/A)

Arcosa (ACA)

Consumer

Argan (AGX)

Acco Brands (ACCO)*

BWX Technologies (BWXT)

Cott Corp. (COT)

Cavco Industries (CVCO)

Fox Factory (FOXF)

Clean Harbors (CLH)

Helen of Troy (HELE)

Columbus McKinnon (CMCO)

Leggett & Platt (LEG)

CSW Industrials (CSWI)

Libbey  (LBY)

Federal Signal Corp. (FSS)

Neenah Paper (NP)

Great Lakes Dredge & Dock (GLDD)

Nomad Foods (NOMD)

Griffon Corporation  (GFF)

Spectrum Brands (SPB)

Hillenbrand (HI)

Healthcare

Kaman Corp. (KAMN)*

Haemonetics (HAE)

LCI Industries (LCII)

Hanger Inc. (HNGR)

Lydall (LDL)

HMS Holdings (HMSY)

Matthews Intl. (MATW)

ICU Medical (ICUI)

NCI Building Systems (NCS)

Invacare (IVC)

NN Inc. (NNBR)

Lantheus Holdings (LNTH)

NV5 Global (NVEE)

Ligand Pharmaceuticals (LGND)

Orion Marine (ORN)

MAXIMUS  (MMS)

OSI Systems (OSIS)

Providence Services (PRSC) 

Patrick Industries (PATK)

U.S. Physical Therapy (USPH)

Powell Industries (POWL)

Varex Imaging (VREX)

Primoris (PRIM)

West Pharmaceutical Services (WST)

Raven Industries (RAVN)

Technology

Quanex (NX)

Analogic (ALOG)

Simpson Manufacturing  (SSD)

Cision (CISN)

Skyline Champion (SKY)

Coherent (COHR)

Standex Intl. (SXI)

ESCO Technologies (ESE)

Team Inc. (TISI)*

J2 Global (JCOM)

Tennant Co. (TNC)

Knowles Corp. (KN)

Triton Intl. (TRTN)

Kornit Digital (KRNT)

Valmont Ind. (VMI)

Novanta (NOVT)

Materials

PDF Solutions (PDFS)

AdvanSix (ASIX)

Tyler Technologies (TYL)

Global Brass & Copper (BRSS)

Unisys (UIS)

Quaker Chemical (KWR)

Services

Ingevity (NGVT)

Barrett Business Services (BBSI)

Innospec (IOSP)

CBIZ, Inc. (CBZ)

InnoPhos (IPHS)

Copart  (CPRT)

Luxfer Holdings (LXFR)

Deluxe (DLX)

Minerals Tech. (MTX)

Donnelley Financial Solutions (DFIN)

Omnova (OMN)*

IAA, Inc. (IAA)

Orion Engineered Carbons (OEC)

John Wiley (JW.a)

Platform Specialty Products (PAH)

KAR Holdings (KAR)

Trecora Resources (TREC)

LSC Communications (LKSD)*

Unifi (UFI)

R.R. Donnelley & Sons (RRD)

US Concrete (USCR)

SP Plus Corp. (SP)

Transportation

Verra Mobility (VRRM)

Atlas Air Worldwide (AAWW)

Financials – Diversified Investments

Compass Diversified Holdings (CODI)

 

Safeguard Scientifics (SFE)

Financials – Real Estate

Kennedy Wilson (KW)*

*Monitor List only, no estimates or rating

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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