Aerospace

Services

AAR Corp. (AIR)

                         Barrett Business Services (BBSI)

Astronics (ATRO)

CBIZ, Inc. (CBZ)

HEICO (HEI, HEI/A)

Copart  (CPRT)

Consumer

Deluxe (DLX)

Acco Brands (ACCO)*

Donnelley Financial Solutions (DFIN)

Cott Corp. (COT)

John Wiley (JW.a)

Fox Factory (FOXF)

KAR Holdings (KAR)

Helen of Troy (HELE)

LSC Communications (LKSD)*

Leggett & Platt (LEG)

R.R. Donnelley & Sons (RRD)

Libbey  (LBY)

SP Plus Corp. (SP)

Neenah Paper (NP)

Tile Shop (TTS)

Nomad Foods (NOMD)

Verra Mobility (VRRM)

Spectrum Brands (SPB)

Industrial Goods & Services

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)

Lantheus Holdings (LNTH)

Columbus McKinnon (CMCO)

Ligand Pharmaceuticals (LGND)

CSW Industrials (CSWI)

MAXIMUS  (MMS)

Federal Signal Corp. (FSS)

Providence Services (PRSC) 

Great Lakes Dredge & Dock (GLDD)

U.S. Physical Therapy (USPH)

Griffon Corporation  (GFF)

Varex Imaging (VREX)

Hillenbrand (HI)

West Pharmaceutical Services (WST)

Kaman Corp. (KAMN)*

Technology

LCI Industries (LCII)

Analogic (ALOG)

Lydall (LDL)

Cision (CISN)

Matthews Intl. (MATW)

Coherent (COHR)

NCI Building Systems (NCS)

ESCO Technologies (ESE)

NN Inc. (NNBR)

J2 Global (JCOM)

Orion Marine (ORN)

Knowles Corp. (KN)

OSI Systems (OSIS)

Kornit Digital (KRNT)

Patrick Industries (PATK)

Novanta (NOVT)

Powell Industries (POWL)

PDF Solutions (PDFS)

Primoris (PRIM)

Tyler Technologies (TYL)

Raven Industries (RAVN)

Unisys (UIS)

Quanex (NX)

Transportation

Simpson Manufacturing  (SSD)

Atlas Air Worldwide (AAWW)

Skyline Champion (SKY)

Financials – Diversified Investments

Standex Intl. (SXI)

Compass Diversified Holdings (CODI)

Team Inc. (TISI)*

Safeguard Scientifics (SFE)

Tennant Co. (TNC)

Financials – Real Estate

Valmont Ind. (VMI)

Kennedy Wilson (KW)*

Materials

AdvanSix (ASIX)

Global Brass & Copper (BRSS)

Quaker Chemical (KWR)

Ingevity (NGVT)

Innospec (IOSP)

InnoPhos (IPHS)

Luxfer Holdings (LXFR)

 

Minerals Tech. (MTX)

*Monitor List only, no estimates or rating

Omnova (OMN)

Orion Engineered Carbons (OEC)

Platform Specialty Products (PAH)

Trecora Resources (TREC)

US Concrete (USCR)

 

Unify (UFI)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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