Jennifer Ranahan

Chris Merkle as of March 31, 2013

Portfolio Holdings for Chris Merkle

Chris Merkle holds 201 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gulfport Energy Corporation 2.0 $46M 1.0M 45.83
Cleco Corporation 1.9 $44M 926k 47.03
Middleby Corporation (MIDD) 1.7 $41M 267k 152.15
Signature Bank (SBNY) 1.7 $40M 504k 78.76
Mid-America Apartment (MAA) 1.6 $37M 534k 69.06
National Health Investors (NHI) 1.5 $36M 550k 65.45
Tyler Technologies (TYL) 1.4 $34M 547k 61.26
HMS Holdings 1.3 $31M 1.2M 27.15
SVB Financial (SIVBQ) 1.3 $31M 439k 70.94
American Campus Communities 1.3 $31M 687k 45.34
Group 1 Automotive (GPI) 1.3 $30M 502k 60.07
FEI Company 1.2 $29M 453k 64.55
Portfolio Recovery Associates 1.2 $29M 226k 126.92
Ryland 1.2 $28M 662k 41.62
MarketAxess Holdings (MKTX) 1.1 $27M 723k 37.30
ProAssurance Corporation (PRA) 1.1 $26M 552k 47.33
Silgan Holdings (SLGN) 1.1 $26M 552k 47.27
Grand Canyon Education (LOPE) 1.1 $26M 1.0M 25.39
Pfizer (PFE) 1.1 $26M 892k 28.86
Dril-Quip (DRQ) 1.1 $25M 291k 87.17
Tupperware Brands Corporation (TUP) 1.1 $25M 307k 81.74
Cubist Pharmaceuticals 1.1 $25M 536k 46.82
Clarcor 1.1 $25M 482k 52.38
ICU Medical, Incorporated (ICUI) 1.1 $25M 423k 58.95
Air Methods Corporation 1.0 $24M 506k 48.24
Hanger Orthopedic 1.0 $24M 769k 31.53
Nordson Corporation (NDSN) 1.0 $24M 363k 65.95
West Pharmaceutical Services (WST) 1.0 $24M 369k 64.94
Hittite Microwave Corporation 1.0 $24M 392k 60.56
Hibbett Sports (HIBB) 1.0 $23M 408k 56.27
RBC Bearings Incorporated (RBC) 1.0 $23M 456k 50.56
Corporate Executive Board Company 1.0 $23M 392k 58.16
Harris Teeter Supermarkets 1.0 $23M 533k 42.71
Glacier Ban (GBCI) 1.0 $23M 1.2M 18.98
Cohen & Steers (CNS) 0.9 $23M 623k 36.07
Microchip Technology (MCHP) 0.9 $22M 601k 36.77
Toro Company (TTC) 0.9 $22M 482k 46.04
Texas Roadhouse (TXRH) 0.9 $22M 1.1M 20.19
Universal Forest Products 0.9 $22M 553k 39.81
Cognex Corporation (CGNX) 0.9 $22M 520k 42.15
RPM International (RPM) 0.9 $22M 689k 31.58
CoStar (CSGP) 0.9 $22M 198k 109.46
Stifel Financial (SF) 0.9 $22M 626k 34.67
At&t (T) 0.9 $21M 564k 36.69
Healthcare Services (HCSG) 0.9 $21M 809k 25.63
Heartland Express (HTLD) 0.9 $20M 1.5M 13.34
Kraft Foods 0.9 $20M 393k 51.53
Blackbaud (BLKB) 0.8 $20M 674k 29.63
Genuine Parts Company (GPC) 0.8 $20M 253k 78.00
Ritchie Bros. Auctioneers Inco 0.8 $20M 917k 21.70
IBERIABANK Corporation 0.8 $20M 397k 50.02
Questar Corporation 0.8 $20M 806k 24.33
IPC The Hospitalist Company 0.8 $18M 413k 44.48
PROS Holdings (PRO) 0.8 $18M 674k 27.17
Dominion Resources (D) 0.8 $18M 313k 58.18
Solera Holdings 0.8 $18M 311k 58.33
Merck & Co (MRK) 0.8 $18M 409k 44.20
Nic 0.8 $18M 950k 19.16
Cardtronics 0.8 $18M 662k 27.46
Power Integrations (POWI) 0.8 $18M 408k 43.41
Philip Morris International (PM) 0.8 $18M 190k 92.71
HCP 0.8 $18M 356k 49.86
General Electric Company 0.7 $17M 743k 23.12
NorthWestern Corporation (NWE) 0.7 $16M 413k 39.86
Rofin-Sinar Technologies 0.7 $17M 608k 27.09
Compass Minerals International (CMP) 0.7 $16M 202k 78.90
Medidata Solutions 0.7 $16M 276k 57.98
Life Time Fitness 0.7 $16M 369k 42.78
Cavium 0.7 $16M 407k 38.81
Paychex (PAYX) 0.7 $16M 447k 35.06
Pebblebrook Hotel Trust (PEB) 0.6 $15M 566k 25.79
Proto Labs (PRLB) 0.6 $15M 298k 49.10
Waddell & Reed Financial 0.6 $14M 328k 43.78
WD-40 Company (WDFC) 0.6 $14M 262k 54.77
Lockheed Martin Corporation (LMT) 0.6 $14M 143k 96.52
Nextera Energy (NEE) 0.6 $14M 179k 77.68
Bristol Myers Squibb (BMY) 0.6 $14M 331k 41.19
Cincinnati Financial Corporation (CINF) 0.6 $14M 288k 47.22
Ansys (ANSS) 0.6 $13M 161k 81.42
Ii-vi 0.6 $13M 776k 17.04
Lorillard 0.6 $13M 330k 40.35
Flotek Industries 0.6 $13M 792k 16.35
Plum Creek Timber 0.5 $13M 246k 52.20
Altria (MO) 0.5 $13M 368k 34.39
Umpqua Holdings Corporation 0.5 $12M 919k 13.26
Steiner Leisure Ltd Com Stk 0.5 $12M 254k 48.36
SciQuest 0.5 $12M 502k 24.04
US Ecology 0.5 $12M 444k 26.55
Darden Restaurants (DRI) 0.5 $11M 220k 51.68
CenturyLink 0.5 $11M 324k 35.13
Landauer 0.5 $11M 200k 56.38
Regal Entertainment 0.5 $11M 654k 16.67
Tortoise Energy Infrastructure 0.4 $10M 205k 49.38
Intel Corporation (INTC) 0.4 $9.6M 438k 21.83
Lincoln Electric Holdings (LECO) 0.4 $9.4M 174k 54.18
ConocoPhillips (COP) 0.4 $9.5M 158k 60.10
Jacobs Engineering 0.4 $9.4M 167k 56.24
Stepan Company (SCL) 0.4 $9.4M 150k 63.10
Monro Muffler Brake (MNRO) 0.4 $9.1M 229k 39.71
Sourcefire 0.4 $9.2M 155k 59.23
People's United Financial 0.4 $9.0M 674k 13.42
Honeywell International (HON) 0.4 $8.9M 118k 75.35
Consolidated Edison (ED) 0.4 $8.8M 145k 61.03
GlaxoSmithKline 0.4 $8.7M 185k 46.91
Seadrill 0.4 $8.8M 236k 37.21
McDonald's Corporation (MCD) 0.4 $8.4M 85k 99.69
Precision Castparts 0.4 $8.4M 44k 189.61
Hasbro (HAS) 0.3 $8.1M 185k 43.94
Noble Energy 0.3 $8.2M 71k 115.66
BJ's Restaurants (BJRI) 0.3 $8.2M 246k 33.28
Cognizant Technology Solutions (CTSH) 0.3 $8.1M 106k 76.62
General Mills (GIS) 0.3 $7.9M 161k 49.31
Meridian Bioscience 0.3 $8.1M 355k 22.82
Costco Wholesale Corporation (COST) 0.3 $7.8M 74k 106.11
T. Rowe Price (TROW) 0.3 $7.8M 104k 74.87
QEP Resources 0.3 $7.5M 234k 31.84
Exxon Mobil Corporation (XOM) 0.3 $7.0M 78k 90.11
Windstream Corporation 0.3 $7.0M 877k 7.93
Google 0.3 $6.7M 8.5k 794.19
Neogen Corporation (NEOG) 0.3 $6.9M 139k 49.57
Cohu (COHU) 0.3 $6.5M 695k 9.36
Johnson & Johnson (JNJ) 0.3 $6.4M 79k 81.53
Cisco Systems (CSCO) 0.3 $6.4M 307k 20.90
Pepsi (PEP) 0.3 $6.3M 79k 79.11
Stryker Corporation (SYK) 0.3 $6.2M 96k 65.24
Time Warner Cable 0.3 $6.2M 65k 96.06
Northern Trust Corporation (NTRS) 0.3 $6.0M 111k 54.56
DeVry 0.3 $6.2M 196k 31.75
U.S. Bancorp (USB) 0.2 $5.9M 175k 33.93
Nucor Corporation (NUE) 0.2 $5.8M 126k 46.15
F5 Networks (FFIV) 0.2 $5.8M 66k 89.08
Coca-Cola Company (KO) 0.2 $5.5M 135k 40.44
Apple (AAPL) 0.2 $5.3M 12k 442.67
Tesco Corporation 0.2 $5.2M 391k 13.39
AES Corporation (AES) 0.2 $5.0M 397k 12.57
Akamai Technologies (AKAM) 0.2 $4.9M 138k 35.32
Pitney Bowes (PBI) 0.2 $4.6M 309k 14.86
Harmonic (HLIT) 0.2 $4.7M 815k 5.79
United Natural Foods (UNFI) 0.2 $4.7M 95k 49.20
Gartner (IT) 0.1 $3.4M 62k 54.41
Stericycle (SRCL) 0.1 $3.0M 28k 106.17
Wabtec Corporation (WAB) 0.1 $3.0M 30k 102.09
Mednax (MD) 0.1 $3.1M 35k 89.64
Kirby Corporation (KEX) 0.1 $2.9M 38k 76.80
ResMed (RMD) 0.1 $2.6M 57k 46.37
Tractor Supply Company (TSCO) 0.1 $2.4M 23k 104.15
Zebra Technologies (ZBRA) 0.1 $2.4M 50k 47.13
Waters Corporation (WAT) 0.1 $2.3M 25k 93.90
Aptar (ATR) 0.1 $2.5M 43k 57.36
Newell Rubbermaid (NWL) 0.1 $2.2M 86k 26.10
Donaldson Company (DCI) 0.1 $2.1M 57k 36.19
PriceSmart (PSMT) 0.1 $2.2M 29k 77.84
First Republic Bank/san F (FRCB) 0.1 $2.1M 55k 38.62
Steris Corporation 0.1 $2.0M 48k 41.60
Urban Outfitters (URBN) 0.1 $1.8M 46k 38.74
Superior Energy Services 0.1 $2.0M 76k 25.97
Manning & Napier Inc cl a 0.1 $2.0M 119k 16.54
International Business Machines (IBM) 0.1 $1.6M 7.4k 213.33
Greenhill & Co 0.1 $1.3M 25k 53.37
Gentex Corporation (GNTX) 0.1 $1.3M 67k 20.02
Natural Grocers By Vitamin C (NGVC) 0.1 $1.2M 53k 22.56
Procter & Gamble Company (PG) 0.0 $919k 12k 77.06
MICROS Systems 0.0 $744k 16k 45.51
Campbell Soup Company (CPB) 0.0 $433k 9.6k 45.34
Balchem Corporation (BCPC) 0.0 $392k 8.9k 43.99
Raven Industries 0.0 $382k 11k 33.63
Boston Beer Company (SAM) 0.0 $478k 3.0k 159.71
Advisory Board Company 0.0 $410k 7.8k 52.46
Interactive Intelligence Group 0.0 $451k 10k 44.35
Home Depot (HD) 0.0 $204k 2.9k 69.93
Abbott Laboratories (ABT) 0.0 $258k 7.3k 35.34
Kimberly-Clark Corporation (KMB) 0.0 $306k 3.1k 98.05
Rockwell Collins 0.0 $277k 4.4k 63.01
Walgreen Company 0.0 $213k 4.5k 47.76
EMC Corporation 0.0 $315k 13k 23.86
Encore Capital (ECPG) 0.0 $301k 10k 30.10
Cedar Fair (FUN) 0.0 $267k 6.7k 39.73
Brookline Ban (BRKL) 0.0 $162k 18k 9.16
Align Technology (ALGN) 0.0 $263k 7.9k 33.46
Bruker Corporation (BRKR) 0.0 $316k 17k 19.08
Carrizo Oil & Gas 0.0 $260k 10k 25.81
Bottomline Technologies 0.0 $296k 10k 28.50
HEICO Corporation (HEI) 0.0 $254k 5.9k 43.34
Cepheid 0.0 $290k 7.6k 38.33
Computer Programs & Systems (CPSI) 0.0 $315k 5.8k 54.03
Forrester Research (FORR) 0.0 $210k 6.6k 31.70
Rockwell Automation (ROK) 0.0 $331k 3.8k 86.24
Aruba Networks 0.0 $323k 13k 24.76
Woodward Governor Company (WWD) 0.0 $246k 6.2k 39.81
MWI Veterinary Supply 0.0 $350k 2.7k 132.08
SM Energy (SM) 0.0 $246k 4.2k 59.28
B&G Foods (BGS) 0.0 $332k 11k 30.51
Comscore 0.0 $191k 11k 16.77
O'reilly Automotive (ORLY) 0.0 $201k 2.0k 102.19
Tornier Nv 0.0 $203k 11k 18.82
Francescas Hldgs Corp 0.0 $349k 12k 28.74
Chefs Whse (CHEF) 0.0 $194k 11k 18.48
Abbvie (ABBV) 0.0 $298k 7.3k 40.82
Hecla Mining Company (HL) 0.0 $83k 21k 3.96
Ceragon Networks (CRNT) 0.0 $77k 18k 4.31
IntraLinks Holdings 0.0 $92k 14k 6.39