Bridge City Capital

Companies in the Bridge City Capital portfolio as of June 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ensign (ENSG) 2.77 122564 35.82
EMCOR (EME) 2.36 48943 76.17
U.S. Physical Therapy (USPH) 1.97 32439 96.00
Wolverine World Wide (WWW) 1.90 86450 34.77
Supernus Pharmaceuticals 1.81 47795 59.86
Woodward Governor Company (WGOV) 1.78 36671 76.87
Masimo Corporation (MASI) 1.70 27476 97.65
Haemonetics Corporation (HAE) 1.68 29657 89.69
Syntel (SYNT) 1.66 81731 32.09
Financial Engines (FNGN) 1.62 57246 44.89
Comfort Systems USA (FIX) 1.59 54841 45.81
Herman Miller (MLHR) 1.56 72827 33.90
Natus Medical (BABY) 1.50 68940 34.49
J Global 1.49 27216 86.60
Sleep Number Corp 1.46 79409 29.01
RBC Bearings Incorporated (ROLL) 1.45 17868 128.83
KapStone Paper and Packaging (KS) 1.40 64381 34.50
Entegris (ENTG) 1.38 64245 33.90
WD-40 Company (WDFC) 1.38 14944 146.28
Tetra Tech (TTEK) 1.36 36869 58.50
Lithia Motors (LAD) 1.36 22735 94.57
Cambrex Corporation (CBM) 1.34 40535 52.30
Globus Med Inc cl a 1.33 41673 50.46
Encompass Health Corp 1.33 31038 67.72
Francescas Hldgs Corp Com 1.27 266435 7.55
Semtech Corporation (SMTC) 1.25 42186 47.05
Methode Electronics (MEI) 1.24 48727 40.31
Axon Enterprise 1.23 30916 63.17
BJ's Restaurants (BJRI) 1.18 31202 60.00
iRobot Corporation (IRBT) 1.17 24477 75.79
Jack in the Box (JACK) 1.16 21538 85.11
II-VI (IIVI) 1.15 42028 43.45
Hope Ban 1.14 101130 17.83
Glacier Ban (GBCI) 1.13 46256 38.68
LHC (LHCG) 1.13 20836 85.57
Five Below 1.11 17929 97.72
Boise Cascade 1.11 39264 44.70
Fair Isaac Corporation (FICO) 1.10 9048 193.30
Raven Industries (RAVN) 1.09 44741 38.44
Integrated Device Technology (IDTI) 1.08 53588 31.87
Healthcare Services (HCSG) 1.08 39603 43.18
Universal Forest Products (UFPI) 1.06 45641 36.61
Virtusa Corporation (VRTU) 1.06 34614 48.68
Neogen Corporation (NEOG) 1.05 20662 80.20
Shake Shack Inc cl a 1.05 25090 66.16
Gentherm 1.04 41841 39.29
American Eagle Outfitters (AEO) 1.03 69948 23.25
Mednax (MD) 1.03 37760 43.27
WesBan (WSBC) 1.02 35840 45.03
Diodes Incorporated (DIOD) 1.01 46174 34.48
Dorman Products (DORM) 1.01 23286 68.32
First Financial Bankshares (FFIN) 1.01 31332 50.91
NCI Building Systems (NCS) 1.01 76059 21.00
Anixter International (AXE) 0.98 24427 63.29
Rudolph Technologies (RTEC) 0.94 50348 29.59
Computer Programs & Systems (CPSI) 0.93 44877 32.89
Luminex Corporation (LMNX) 0.93 49983 29.53
Quaker Chemical Corporation (KWR) 0.93 9528 154.91
NIC (EGOV) 0.89 90574 15.55
Navigant Consulting (NCI) 0.87 62173 22.15
La-Z-Boy Incorporated (LZB) 0.86 44616 30.59
Landstar System (LSTR) 0.86 12506 109.23
AMN Healthcare Services (AHS) 0.86 23114 58.58
NVE Corporation (NVEC) 0.86 11176 121.78
NetScout Systems (NTCT) 0.84 44667 29.71
MasTec (MTZ) 0.84 26138 50.77
Perficient (PRFT) 0.83 49781 26.38
Ttec Holdings Inc. 0.81 37244 34.56
Oclaro (OCLR) 0.79 139604 8.93
Omnicell (OMCL) 0.76 22958 52.44
CoreSite Realty (COR) 0.76 10801 110.82
Beacon Roofing Supply (BECN) 0.74 27447 42.63
Monro Muffler Brake (MNRO) 0.74 20230 58.08
Insteel Industries (IIIN) 0.72 34249 33.40
City Office Reit 0.72 89048 12.82
Ies Hldgs Inc Com stock 0.72 68210 16.76
J&J; Snack Foods (JJSF) 0.71 7404 152.49
Cheesecake Factory Incorporated (CAKE) 0.70 20154 55.08
B&G; Foods (BGS) 0.70 37236 29.89
Evercore Partners (EVR) 0.68 10250 105.46
OSI Systems (OSIS) 0.66 13530 77.31
Electro Scientific Industries (ESIO) 0.65 64844 15.78
Century Communities 0.65 32417 31.56
Lakeland Financial Corporation (LKFN) 0.64 20979 48.19
Dril-Quip (DRQ) 0.62 19187 51.39
Rogers Corporation (ROG) 0.59 8389 111.46
ACI Worldwide (ACIW) 0.57 36758 24.67
Amneal Pharmaceuticals Inc Com 0.55 52566 16.42
Tupperware Brands Corporation (TUP) 0.52 19987 41.23
LTC Properties (LTC) 0.51 18732 42.76
HMS Holdings (HMSY) 0.50 36803 21.63
Park City (PCYG) 0.26 52727 7.91
iShares Russell 2000 Growth Index (IWO) 0.14 1093 204.03