Aerospace

Services

AAR Corp. (AIR)

Barrett Business Services (BBSI)

Astronics (ATRO)

CBIZ, Inc. (CBZ)

HEICO (HEI, HEI/A)

Copart  (CPRT)

Consumer

Del Taco Restaurants (TACO)

Acco Brands (ACCO)*

Deluxe (DLX)

Blue Bird Corp. (BLBD)

Donnelley Financial Solutions (DFIN)

Cal-Maine Foods (CALM)

John Wiley (JW.a)

Cott Corp. (COT)

KAR Holdings (KAR)

Fox Factory (FOXF)

LSC Communications (LKSD)*

Helen of Troy (HELE)

R.R. Donnelley & Sons (RRD)

John B Sanfilippo (JBSS)

SP Plus Corp. (SP)

Leggett & Platt (LEG)

Sotheby’s (BID)

Libbey  (LBY)

Tile Shop (TTS)

Neenah Paper (NP)

Nomad Foods (NOMD)

Industrial Goods & Services

Spectrum Brands (SPB)

Aegion  (AEGN)

Healthcare

Apogee Enterprises (APOG)

Haemonetics (HAE)

Arcosa (ACA)

Hanger Inc. (HNGR)

Argan (AGX)

HMS Holdings (HMSY)

BWX Technologies (BWXT)

ICU Medical (ICUI)

Cavco Industries (CVCO)

Invacare (IVC)

Clean Harbors (CLH)

IRadimed (IRMD)

Columbus McKinnon (CMCO)

Lantheus Holdings (LNTH)

CSW Industrials (CSWI)

Ligand Pharmaceuticals (LGND)

Federal Signal Corp. (FSS)

MAXIMUS  (MMS)

Great Lakes Dredge & Dock (GLDD)

Providence Services (PRSC) 

Griffon Corporation  (GFF)

U.S. Physical Therapy (USPH)

Hillenbrand (HI)

Varex Imaging (VREX)

Kaman Corp. (KAMN)*

West Pharmaceutical Services (WST)

LCI Industries (LCII)

Technology

Lydall (LDL)

Analogic (ALOG)

Matthews Intl. (MATW)

Cision (CISN)

NCI Building Systems (NCS)

Coherent (COHR)

NN Inc. (NNBR)

CSG Systems Intl (CSGS)

Orion Marine (ORN)

ESCO Technologies (ESE)

OSI Systems (OSIS)

J2 Global (JCOM)

Patrick Industries (PATK)

Knowles Corp. (KN)

Powell Industries (POWL)

Kornit Digital (KRNT)

Primoris (PRIM)

Novanta (NOVT)

Raven Industries (RAVN)

PDF Solutions (PDFS)

Quanex (NX)

Sparton Corp. (SPA)*

Simpson Manufacturing  (SSD)

Tyler Technologies (TYL)

Skyline Champion (SKY)

Transportation

Standex Intl. (SXI)

Atlas Air Worldwide (AAWW)

Team Inc. (TISI)

Financials – Diversified Investments

Tennant Co. (TNC)

Compass Diversified Holdings (CODI)

Valmont Ind. (VMI)

Safeguard Scientifics (SFE)

Materials

Financials – Real Estate

AdvanSix (ASIX)

Howard Hughes Corp. (HHC)

Global Brass & Copper (BRSS)

Kennedy Wilson (KW)

Quaker Chemical (KWR)

Ingevity (NGVT)

 

Innospec (IOSP)

InnoPhos (IPHS)

Luxfer Holdings (LXFR)

Martin Marietta Materials (MLM)

Minerals Tech. (MTX)

Omnova (OMN)

 

Platform Specialty Products (PAH)

*Monitor List only, no estimates or rating

Trecora Resources (TREC)

US Concrete (USCR)

 

Unify (UFI)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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