# EDGAR Filing Document

**Accession Number:** 0000936941
**File Stem:** 0001085146-23-000312
**Filing Date:** 2023-1
**Character Count:** 21531
**Document Hash:** 2eff561342d5d842b1e17c7deec1030c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000312.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001085146-23-000312

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230123

**EFFECTIVENESS DATE**: 20230124

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MOODY ALDRICH PARTNERS LLC
- **CENTRAL INDEX KEY:** 0000936941
- **IRS NUMBER:** 043011533
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04634
- **FILM NUMBER:** 23545421

**BUSINESS ADDRESS:**
- **STREET 1:** 18 SEWALL STREET
- **STREET 2:** MOODY ALDRICH PARTNERS
- **CITY:** MARBLEHEAD
- **STATE:** MA
- **ZIP:** 01945
- **BUSINESS PHONE:** 7816392750

**MAIL ADDRESS:**
- **STREET 1:** 18 SEWALL STREET
- **STREET 2:** MOODY ALDRICH PARTNERS
- **CITY:** MARBLEHEAD
- **STATE:** MA
- **ZIP:** 01945

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MOODY ALDRICH & SULLIVAN LLC
- **DATE OF NAME CHANGE:** 19990330

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Moody Aldrich Partners LLC<br>**Address:** 18 SEWALL STREET<br>MOODY ALDRICH PARTNERS<br>MARBLEHEAD, MA 01945

**Form 13F File Number:** 028-04634

**CRD Number (if applicable):** 000106920

**SEC File Number (if applicable):** 801-32888

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John P. Sherlock<br>**Title:** Authorized Signatory<br>**Phone:** 781-639-2734

**Signature, Place, and Date of Signing:**

/s/John P. Sherlock  Marblehead, MA  01-23-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 156

**Form 13F Information Table Value Total:** $493511402

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AAON INC | COM PAR $0.004 | 000360206 | BBG001S6CZK0 | 3508255 | 46578 | SH |  | SOLE |  | 18923 | 16845 | 10810 |
| AKERO THERAPEUTICS INC | COM | 00973Y108 | BBG00L9211Z7 | 1095671 | 19994 | SH |  | SOLE |  | 8140 | 7204 | 4650 |
| ALBANY INTL CORP | CL A | 012348108 | BBG001S5VKN1 | 6846583 | 69445 | SH |  | SOLE |  | 28090 | 25170 | 16185 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 | BBG001S5N9S0 | 1522385 | 44294 | SH |  | SOLE |  | 44294 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 | BBG001S9BM06 | 1782598 | 13146 | SH |  | SOLE |  | 13146 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 2265683 | 27553 | SH |  | SOLE |  | 12212 | 9281 | 6060 |
| AMER STATES WTR CO | COM | 029899101 | BBG001S9T5Z6 | 3322638 | 35901 | SH |  | SOLE |  | 14584 | 12982 | 8335 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | BBG00DP10YW1 | 1406465 | 38064 | SH |  | SOLE |  | 15305 | 13899 | 8860 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | BBG001SGT8G5 | 1692609 | 41731 | SH |  | SOLE |  | 18769 | 13657 | 9305 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | BBG001V107T3 | 1289336 | 43412 | SH |  | SOLE |  | 43412 | 0 | 0 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | BBG001S9B5H5 | 6163870 | 34387 | SH |  | SOLE |  | 14111 | 12251 | 8025 |
| ASGN INC | COM | 00191U102 | BBG001S71HP5 | 4639716 | 56943 | SH |  | SOLE |  | 23124 | 20724 | 13095 |
| ATMOS ENERGY CORP | COM | 049560105 | BBG001S5VG05 | 353581 | 3155 | SH |  | SOLE |  | 3155 | 0 | 0 |
| AXONICS INC | COM | 05465P101 | BBG0067QVJ69 | 4856205 | 77662 | SH |  | SOLE |  | 34289 | 26438 | 16935 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 | BBG00B6G7GM6 | 4022021 | 52146 | SH |  | SOLE |  | 22933 | 17778 | 11435 |
| AZEK CO INC | CL A | 05478C105 | BBG00RP7FY15 | 2529291 | 124473 | SH |  | SOLE |  | 51819 | 43029 | 29625 |
| BALCHEM CORP | COM | 057665200 | BBG001S5P2R4 | 7585717 | 62122 | SH |  | SOLE |  | 27365 | 21197 | 13560 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | BBG013QNJHW0 | 6685861 | 260759 | SH |  | SOLE |  | 114630 | 88944 | 57185 |
| BERKLEY W R CORP | COM | 084423102 | BBG001S5P463 | 560095 | 7718 | SH |  | SOLE |  | 7718 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 | BBG001S66C28 | 558363 | 6737 | SH |  | SOLE |  | 6737 | 0 | 0 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | BBG00FQ8T4M6 | 8633020 | 130487 | SH |  | SOLE |  | 55255 | 46077 | 29155 |
| BLACKLINE INC | COM | 09239B109 | BBG0029KJVD8 | 3100811 | 46095 | SH |  | SOLE |  | 19092 | 16083 | 10920 |
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | BBG001V11BV0 | 766193 | 17489 | SH |  | SOLE |  | 7841 | 5773 | 3875 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | BBG001SR7MB9 | 241836 | 1803 | SH |  | SOLE |  | 1803 | 0 | 0 |
| BROOKLINE BANCORP INC DEL | COM | 11373M107 | BBG001S73383 | 5522731 | 390299 | SH |  | SOLE |  | 160063 | 139636 | 90600 |
| BRUKER CORP | COM | 116794108 | BBG001SF69P0 | 278048 | 4068 | SH |  | SOLE |  | 4068 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | BBG001SGJPH7 | 16223312 | 279327 | SH |  | SOLE |  | 123261 | 94566 | 61500 |
| CACI INTL INC | CL A | 127190304 | BBG001SF9NK1 | 10316549 | 34321 | SH |  | SOLE |  | 14909 | 11807 | 7605 |
| CACTUS INC | CL A | 127203107 | BBG00JRH1Q02 | 7461750 | 148463 | SH |  | SOLE |  | 65646 | 50092 | 32725 |
| CALIX INC | COM | 13100M509 | BBG001T633M8 | 3420747 | 49989 | SH |  | SOLE |  | 21992 | 17032 | 10965 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | BBG0029SNS07 | 386394 | 6741 | SH |  | SOLE |  | 6741 | 0 | 0 |
| CATALENT INC | COM | 148806102 | BBG005XR47N7 | 285768 | 6349 | SH |  | SOLE |  | 6349 | 0 | 0 |
| CATHAY GEN BANCORP | COM | 149150104 | BBG001S6PB10 | 1047610 | 25683 | SH |  | SOLE |  | 25683 | 0 | 0 |
| CHART INDS INC | COM | 16115Q308 | BBG001SQV7W4 | 4758653 | 41297 | SH |  | SOLE |  | 18218 | 14104 | 8975 |
| CHESAPEAKE ENERGY CORP | COM | 165167735 | BBG00Z6DX607 | 333220 | 3531 | SH |  | SOLE |  | 3531 | 0 | 0 |
| CHESAPEAKE UTILS CORP | COM | 165303108 | BBG001SCP5R2 | 7437422 | 62933 | SH |  | SOLE |  | 28482 | 20251 | 14200 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | BBG00Y7BLJF2 | 6176424 | 45146 | SH |  | SOLE |  | 19672 | 15414 | 10060 |
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 4606568 | 40366 | SH |  | SOLE |  | 17483 | 13918 | 8965 |
| COHEN  STEERS INC | COM | 19247A100 | BBG001S5PZN5 | 4725986 | 73203 | SH |  | SOLE |  | 32312 | 24816 | 16075 |
| COLUMBIA BKG SYS INC | COM | 197236102 | BBG001S72GJ3 | 9979839 | 331226 | SH |  | SOLE |  | 137575 | 115656 | 77995 |
| COMFORT SYS USA INC | COM | 199908104 | BBG001SB1GG8 | 6539536 | 56826 | SH |  | SOLE |  | 23082 | 20689 | 13055 |
| COMSTOCK RES INC | COM | 205768302 | BBG001S8FX55 | 2642794 | 192764 | SH |  | SOLE |  | 80588 | 66056 | 46120 |
| CONMED CORP | COM | 207410101 | BBG001S5PZH2 | 4599086 | 51885 | SH |  | SOLE |  | 21623 | 17892 | 12370 |
| CROCS INC | COM | 227046109 | BBG001SDGFR8 | 3901854 | 35985 | SH |  | SOLE |  | 14740 | 12820 | 8425 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 | BBG001SLKBJ3 | 1792359 | 103306 | SH |  | SOLE |  | 46691 | 33060 | 23555 |
| CYTOKINETICS INC | COM NEW | 23282W605 | BBG001SGMVF2 | 4253608 | 92833 | SH |  | SOLE |  | 40888 | 31700 | 20245 |
| DARLING INGREDIENTS INC | COM | 237266101 | BBG001SB7RP8 | 212243 | 3391 | SH |  | SOLE |  | 3391 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 512521 | 1284 | SH |  | SOLE |  | 1284 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSZN7 | 338941 | 2478 | SH |  | SOLE |  | 2478 | 0 | 0 |
| DISCOVER FINL SVCS | COM | 254709108 | BBG001SS0KV6 | 1362087 | 13923 | SH |  | SOLE |  | 13923 | 0 | 0 |
| EARTHSTONE ENERGY INC | CL A | 27032D304 | BBG001S5PDF3 | 4817695 | 338559 | SH |  | SOLE |  | 138496 | 120853 | 79210 |
| EAST WEST BANCORP INC | COM | 27579R104 | BBG001SCC7R2 | 661768 | 10042 | SH |  | SOLE |  | 10042 | 0 | 0 |
| EASTERN BANKSHARES INC | COM | 27627N105 | BBG00W9KWY41 | 4986699 | 289084 | SH |  | SOLE |  | 119403 | 101461 | 68220 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | BBG004KDL523 | 4481761 | 246386 | SH |  | SOLE |  | 100855 | 87886 | 57645 |
| ENTEGRIS INC | COM | 29362U104 | BBG001SF9YL6 | 365271 | 5569 | SH |  | SOLE |  | 5569 | 0 | 0 |
| EVERCORE INC | CLASS A | 29977A105 |  | 5312741 | 48705 | SH |  | SOLE |  | 31472 | 10328 | 6905 |
| EXTREME NETWORKS | COM | 30226D106 | BBG001S6ZV24 | 1446636 | 79008 | SH |  | SOLE |  | 32120 | 28513 | 18375 |
| F N B CORP | COM | 302520101 | BBG001S5R1Q5 | 1795993 | 137624 | SH |  | SOLE |  | 137624 | 0 | 0 |
| FINVOLUTION GROUP | SPONSORED ADS | 31810T101 | BBG00HZ6P0Q4 | 222917 | 44943 | SH |  | SOLE |  | 44943 | 0 | 0 |
| FOCUS FINL PARTNERS INC | COM CL A | 34417P100 | BBG00L0YTFP6 | 5933869 | 159213 | SH |  | SOLE |  | 70253 | 53935 | 35025 |
| FOX FACTORY HLDG CORP | COM | 35138V102 | BBG004T7VS71 | 2168446 | 23769 | SH |  | SOLE |  | 10472 | 8077 | 5220 |
| FRANKLIN ELEC INC | COM | 353514102 | BBG001S5R3W4 | 3922584 | 49186 | SH |  | SOLE |  | 20273 | 17348 | 11565 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | BBG001S90195 | 208149 | 9355 | SH |  | SOLE |  | 9355 | 0 | 0 |
| GREEN PLAINS INC | COM | 393222104 | BBG001SPVM17 | 6113207 | 200433 | SH |  | SOLE |  | 89008 | 66350 | 45075 |
| GRIFFON CORP | COM | 398433102 | BBG001S7M3Z2 | 4218889 | 117879 | SH |  | SOLE |  | 47914 | 42695 | 27270 |
| H  E EQUIPMENT SERVICES INC | COM | 404030108 | BBG001SKSFQ0 | 5174692 | 113980 | SH |  | SOLE |  | 46307 | 41193 | 26480 |
| HEALTHEQUITY INC | COM | 42226A107 | BBG001T8JKN8 | 4522835 | 73375 | SH |  | SOLE |  | 32331 | 25034 | 16010 |
| HEICO CORP NEW | CL A | 422806208 | BBG001S96YM2 | 274816 | 2293 | SH |  | SOLE |  | 2293 | 0 | 0 |
| HELEN OF TROY LTD | COM | G4388N106 | BBG001S5RVH9 | 7731314 | 69708 | SH |  | SOLE |  | 28320 | 25168 | 16220 |
| HELMERICH  PAYNE INC | COM | 423452101 | BBG001S5RZP1 | 7305726 | 147382 | SH |  | SOLE |  | 65201 | 49726 | 32455 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | BBG0078W3NP4 | 1185621 | 74287 | SH |  | SOLE |  | 74287 | 0 | 0 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | BBG00CBYY6L2 | 9501497 | 246536 | SH |  | SOLE |  | 102291 | 85990 | 58255 |
| HOWARD HUGHES CORP | COM | 44267D107 | BBG001T420F8 | 2693576 | 35247 | SH |  | SOLE |  | 14567 | 12350 | 8330 |
| ICF INTL INC | COM | 44925C103 | BBG001S6L7P7 | 4937742 | 49851 | SH |  | SOLE |  | 20375 | 17831 | 11645 |
| INDEPENDENT BK CORP MASS | COM | 453836108 | BBG001S5S8F1 | 9665715 | 114482 | SH |  | SOLE |  | 50311 | 39051 | 25120 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 218910 | 905 | SH |  | SOLE |  | 905 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 204422 | 2160 | SH |  | SOLE |  | 2160 | 0 | 0 |
| ISHARES TR | MSCI CHINA A | 46434V514 | BBG00D30D440 | 413727 | 13252 | SH |  | SOLE |  | 13252 | 0 | 0 |
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 | BBG00B0943B2 | 206970 | 5487 | SH |  | SOLE |  | 5487 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 2909720 | 16688 | SH |  | SOLE |  | 0 | 16688 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 | BBG001S5SX02 | 985344 | 28744 | SH |  | SOLE |  | 28744 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 | BBG001SCLGS1 | 387747 | 2433 | SH |  | SOLE |  | 2433 | 0 | 0 |
| KARUNA THERAPEUTICS INC | COM | 48576A100 | BBG00NN875H9 | 3547808 | 18055 | SH |  | SOLE |  | 7912 | 6183 | 3960 |
| KINSALE CAP GROUP INC | COM | 49714P108 | BBG00D8JDB02 | 7709871 | 29481 | SH |  | SOLE |  | 11974 | 10657 | 6850 |
| KRAFT HEINZ CO | COM | 500754106 | BBG005CPNTR1 | 1358818 | 33378 | SH |  | SOLE |  | 33378 | 0 | 0 |
| LANTHEUS HLDGS INC | COM | 516544103 | BBG006Q52RF8 | 2060364 | 40431 | SH |  | SOLE |  | 16872 | 13914 | 9645 |
| LAZARD LTD | SHS A | G54050102 | BBG001S711C4 | 1950812 | 56268 | SH |  | SOLE |  | 56268 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 | BBG001S5SRK3 | 1833530 | 20260 | SH |  | SOLE |  | 20260 | 0 | 0 |
| LESLIES INC | COM | 527064109 | BBG00XS6TVN8 | 2516359 | 206090 | SH |  | SOLE |  | 86326 | 70454 | 49310 |
| LITHIA MTRS INC | COM | 536797103 | BBG001SC88P7 | 270871 | 1323 | SH |  | SOLE |  | 1323 | 0 | 0 |
| LIVENT CORP | COM | 53814L108 | BBG00LV3NRJ7 | 4402914 | 221586 | SH |  | SOLE |  | 98123 | 74493 | 48970 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | BBG001T4BB37 | 2494827 | 39613 | SH |  | SOLE |  | 16081 | 14362 | 9170 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | BBG001V0GHW2 | 630420 | 4684 | SH |  | SOLE |  | 4684 | 0 | 0 |
| MASTEC INC | COM | 576323109 | BBG001S95HF8 | 262475 | 3076 | SH |  | SOLE |  | 3076 | 0 | 0 |
| MAXLINEAR INC | COM | 57776J100 | BBG001S6MZV7 | 1241585 | 36571 | SH |  | SOLE |  | 14854 | 13227 | 8490 |
| MCGRATH RENTCORP | COM | 580589109 | BBG001S5T593 | 6850680 | 69381 | SH |  | SOLE |  | 28190 | 25056 | 16135 |
| MDU RES GROUP INC | COM | 552690109 | BBG001S5T2W4 | 573062 | 18888 | SH |  | SOLE |  | 18888 | 0 | 0 |
| MESA LABS INC | COM | 59064R109 | BBG001S5T762 | 1901110 | 11438 | SH |  | SOLE |  | 4747 | 3986 | 2705 |
| MP MATERIALS CORP | COM CL A | 553368101 | BBG00TJGL0T5 | 1928609 | 79432 | SH |  | SOLE |  | 35134 | 26803 | 17495 |
| NELNET INC | CL A | 64031N108 | BBG001SGRMS3 | 1666261 | 18361 | SH |  | SOLE |  | 18361 | 0 | 0 |
| NEW JERSEY RES CORP | COM | 646025106 | BBG001S5TMT4 | 4642100 | 93553 | SH |  | SOLE |  | 38025 | 33798 | 21730 |
| NORDSON CORP | COM | 655663102 | BBG001S5TKK7 | 447151 | 1881 | SH |  | SOLE |  | 1881 | 0 | 0 |
| NOVANTA INC | COM | 67000B104 | BBG001S6MRJ9 | 4197296 | 30892 | SH |  | SOLE |  | 12540 | 11177 | 7175 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | BBG001S6WQT9 | 212835 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| OMNICELL COM | COM | 68213N109 | BBG001SF6Z45 | 3218863 | 63841 | SH |  | SOLE |  | 27084 | 21292 | 15465 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 | BBG001S6X756 | 4724611 | 157016 | SH |  | SOLE |  | 64675 | 55361 | 36980 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | BBG0064N1009 | 223734 | 721 | SH |  | SOLE |  | 721 | 0 | 0 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | BBG001S985K5 | 1862666 | 158390 | SH |  | SOLE |  | 158390 | 0 | 0 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | BBG001S5V4Y5 | 10249624 | 209176 | SH |  | SOLE |  | 93502 | 68159 | 47515 |
| POWER INTEGRATIONS INC | COM | 739276103 | BBG001S73RW3 | 2177563 | 30362 | SH |  | SOLE |  | 12395 | 10852 | 7115 |
| PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | BBG00PPP6G63 | 1395130 | 12683 | SH |  | SOLE |  | 5140 | 4588 | 2955 |
| PROTHENA CORP PLC | SHS | G72800108 | BBG00393H6N0 | 2364029 | 39237 | SH |  | SOLE |  | 15975 | 14127 | 9135 |
| QUALYS INC | COM | 74758T303 | BBG001SYH860 | 1884229 | 16789 | SH |  | SOLE |  | 6804 | 6090 | 3895 |
| RBC BEARINGS INC | COM | 75524B104 | BBG001SNYTV1 | 4777367 | 22820 | SH |  | SOLE |  | 10068 | 7747 | 5005 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | BBG001SM4KY2 | 1072977 | 49767 | SH |  | SOLE |  | 49767 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 | BBG001S5VNT9 | 218241 | 1289 | SH |  | SOLE |  | 1289 | 0 | 0 |
| REPLIMUNE GROUP INC | COM | 76029N106 | BBG00L8Z22S0 | 2487086 | 91437 | SH |  | SOLE |  | 37210 | 32937 | 21290 |
| REVANCE THERAPEUTICS INC | COM | 761330109 | BBG001V0GBC7 | 2107634 | 114173 | SH |  | SOLE |  | 47575 | 39413 | 27185 |
| REXFORD INDL RLTY INC | COM | 76169C100 | BBG004MB82S9 | 269648 | 4935 | SH |  | SOLE |  | 4935 | 0 | 0 |
| ROGERS CORP | COM | 775133101 | BBG001S5TTY3 | 1371336 | 11491 | SH |  | SOLE |  | 4662 | 4159 | 2670 |
| SCORPIO TANKERS INC | SHS | Y7542C130 | BBG001T6B9Q2 | 3855954 | 71712 | SH |  | SOLE |  | 31596 | 24371 | 15745 |
| SEI INVTS CO | COM | 784117103 | BBG001S5VZJ3 | 984687 | 16890 | SH |  | SOLE |  | 16890 | 0 | 0 |
| SHOCKWAVE MED INC | COM | 82489T104 | BBG005XVXMM4 | 4273604 | 20785 | SH |  | SOLE |  | 9121 | 7084 | 4580 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | BBG001S7FKS0 | 2069920 | 30440 | SH |  | SOLE |  | 30440 | 0 | 0 |
| SILICON LABORATORIES INC | COM | 826919102 | BBG001S5W492 | 4755912 | 35055 | SH |  | SOLE |  | 15426 | 11944 | 7685 |
| SITIME CORP | COM | 82982T106 | BBG00QNSY276 | 1614437 | 15887 | SH |  | SOLE |  | 7253 | 5004 | 3630 |
| SNAP ON INC | COM | 833034101 | BBG001S5W688 | 1250754 | 5474 | SH |  | SOLE |  | 5474 | 0 | 0 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 | BBG00FWP4JX3 | 4446511 | 71857 | SH |  | SOLE |  | 31661 | 23886 | 16310 |
| STERIS PLC | SHS USD | G8473T100 | BBG00MRHG532 | 419431 | 2271 | SH |  | SOLE |  | 2271 | 0 | 0 |
| STIFEL FINL CORP | COM | 860630102 | BBG001S5W081 | 387752 | 6643 | SH |  | SOLE |  | 6643 | 0 | 0 |
| STRIDE INC | COM | 86333M108 | BBG001SNN4P5 | 2981297 | 95310 | SH |  | SOLE |  | 39510 | 33255 | 22545 |
| SUMMIT MATLS INC | CL A | 86614U100 | BBG006K8P6F9 | 6458242 | 227483 | SH |  | SOLE |  | 101969 | 76419 | 49095 |
| SUN CMNTYS INC | COM | 866674104 | BBG001S7HRC0 | 324181 | 2267 | SH |  | SOLE |  | 2267 | 0 | 0 |
| SYNAPTICS INC | COM | 87157D109 | BBG001SCDXM9 | 1859426 | 19540 | SH |  | SOLE |  | 8693 | 6547 | 4300 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | BBG00658F3Q2 | 1742664 | 53033 | SH |  | SOLE |  | 53033 | 0 | 0 |
| TEGNA INC | COM | 87901J105 | BBG001S5RHD4 | 7687181 | 362774 | SH |  | SOLE |  | 156178 | 125546 | 81050 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | BBG001SDK336 | 430303 | 1076 | SH |  | SOLE |  | 1076 | 0 | 0 |
| TEREX CORP NEW | COM | 880779103 | BBG001S6PZQ0 | 4492478 | 105161 | SH |  | SOLE |  | 42727 | 38009 | 24425 |
| TERRENO RLTY CORP | COM | 88146M101 | BBG001T60PW1 | 9518844 | 167379 | SH |  | SOLE |  | 73908 | 56876 | 36595 |
| TG THERAPEUTICS INC | COM | 88322Q108 | BBG001S8NH06 | 1229433 | 103925 | SH |  | SOLE |  | 42265 | 37455 | 24205 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | BBG001S5WZB0 | 245032 | 760 | SH |  | SOLE |  | 760 | 0 | 0 |
| VARONIS SYS INC | COM | 922280102 | BBG001Y04TP4 | 3901693 | 162978 | SH |  | SOLE |  | 68641 | 55132 | 39205 |
| VENTYX BIOSCIENCES INC | COM | 92332V107 | BBG00VC84K47 | 2598608 | 79250 | SH |  | SOLE |  | 32200 | 28610 | 18440 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | BBG00GD4KBM0 | 5779512 | 221183 | SH |  | SOLE |  | 93117 | 77941 | 50125 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | BBG006LGV887 | 1907439 | 202919 | SH |  | SOLE |  | 89285 | 69039 | 44595 |
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | BBG002H24301 | 1720790 | 58911 | SH |  | SOLE |  | 23935 | 21271 | 13705 |
| VIRTU FINL INC | CL A | 928254101 | BBG0064N2T87 | 1238438 | 60678 | SH |  | SOLE |  | 60678 | 0 | 0 |
| VISTEON CORP | COM NEW | 92839U206 | BBG001TCM086 | 4285729 | 32758 | SH |  | SOLE |  | 13294 | 11854 | 7610 |
| WALKER  DUNLOP INC | COM | 93148P102 | BBG001T0JGM5 | 2225379 | 28356 | SH |  | SOLE |  | 12926 | 9380 | 6050 |
| WERNER ENTERPRISES INC | COM | 950755108 | BBG001S5XDR1 | 4366197 | 108450 | SH |  | SOLE |  | 44458 | 38687 | 25305 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | BBG001SLM522 | 314000 | 5272 | SH |  | SOLE |  | 5272 | 0 | 0 |
| WEX INC | COM | 96208T104 | BBG001SCJLG6 | 343174 | 2097 | SH |  | SOLE |  | 2097 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 | BBG001SBW7S1 | 1499246 | 13046 | SH |  | SOLE |  | 13046 | 0 | 0 |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | BBG00B0FS9V7 | 9170097 | 203013 | SH |  | SOLE |  | 88527 | 70106 | 44380 |
| WINTRUST FINL CORP | COM | 97650W108 | BBG001S945T0 | 6743090 | 79781 | SH |  | SOLE |  | 32409 | 29022 | 18350 |
| WORKIVA INC | COM CL A | 98139A105 | BBG007BVZ8J7 | 3763619 | 44821 | SH |  | SOLE |  | 19700 | 15301 | 9820 |

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