0001037792-22-000012.txt : 20220802 0001037792-22-000012.hdr.sgml : 20220802 20220802114135 ACCESSION NUMBER: 0001037792-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PARADIGM CAPITAL MANAGEMENT INC/NY CENTRAL INDEX KEY: 0001037792 IRS NUMBER: 141770168 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06298 FILM NUMBER: 221127543 BUSINESS ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 BUSINESS PHONE: 5184313500 MAIL ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001037792 XXXXXXXX 06-30-2022 06-30-2022 PARADIGM CAPITAL MANAGEMENT INC/NY

9 ELK STREET ALBANY NY 12207

13F HOLDINGS REPORT 028-06298 N Sara Spychalski 518-431-3500 Sara E Spychalski Albany NY 08-02-2022 1 235 1474081 false 1 Paradigm Funds Advisor LLC INFORMATION TABLE 2 13f2q2022.xml A10 Networks, Inc. COM 002121101 1488 103500 SH SOLE 103500 0 0 A10 Networks, Inc. COM 002121101 4663 324300 SH DFND 01 0 324300 0 Abbott Laboratories COM 002824100 858 7900 SH SOLE 7900 0 0 Absolute Software Corp COM 00386B109 7690 889000 SH SOLE 889000 0 0 Absolute Software Corp COM 00386B109 2076 240000 SH DFND 01 0 240000 0 Addus homeCare Corporation COM 006739106 1230 14770 SH SOLE 14770 0 0 Addus homeCare Corporation COM 006739106 3215 38600 SH DFND 01 0 38600 0 Air Transport Services Group COM 00922R105 1063 37000 SH DFND 01 0 37000 0 Allegheny Technologies Inc COM 01741R102 358 15750 SH DFND 01 0 15750 0 Allscripts Healthcare Solution COM 01988P108 297 20000 SH SOLE 20000 0 0 Amer Eagle Outfitters COM 02553E106 1173 104900 SH SOLE 104900 0 0 Amer Eagle Outfitters COM 02553E106 2033 181800 SH DFND 01 0 181800 0 American Financial Group COM 025932104 2578 18575 SH SOLE 18575 0 0 American Financial Group COM 025932104 895 6450 SH DFND 01 0 6450 0 American Woodmark Corporation COM 030506109 17212 382400 SH SOLE 382400 0 0 AngioDynamics, Inc. COM 03475V101 5553 287000 SH SOLE 287000 0 0 Atricure Inc COM 04963C209 1369 33500 SH SOLE 33500 0 0 Atricure Inc COM 04963C209 2194 53700 SH DFND 01 0 53700 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 1219 48700 SH SOLE 48700 0 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 1252 50000 SH DFND 01 0 50000 0 Axcelis Technologies Inc. COM 054540208 2413 44000 SH SOLE 44000 0 0 Axcelis Technologies Inc. COM 054540208 4387 80000 SH DFND 01 0 80000 0 Azenta Inc COM 114340102 267 3700 SH SOLE 3700 0 0 Azenta Inc COM 114340102 2733 37900 SH DFND 01 0 37900 0 Banner Corp New COM 06652V208 731 13000 SH DFND 01 0 13000 0 Bausch Health Companies COM 071734107 334 40000 SH SOLE 40000 0 0 Baxter International COM 071813109 340 5300 SH SOLE 5300 0 0 Best Buy Co COM 086516101 2758 42300 SH SOLE 42300 0 0 Best Buy Co COM 086516101 2731 41900 SH DFND 01 0 41900 0 Black Knight Inc. COM 09215C105 569 8706 SH SOLE 8706 0 0 Black Knight Inc. COM 09215C105 118 1809 SH DFND 01 0 1809 0 Boise Cascade Company COM 09739D100 2723 45775 SH SOLE 45775 0 0 Boise Cascade Company COM 09739D100 2576 43300 SH DFND 01 0 43300 0 Bristol-Myers Squibb COM 110122108 785 10200 SH SOLE 10200 0 0 Broadcom Ltd COM 11135F101 39885 82100 SH SOLE 82100 0 0 Builders Firstsource Inc COM 12008R107 8423 156850 SH SOLE 156850 0 0 Builders Firstsource Inc COM 12008R107 5069 94400 SH DFND 01 0 94400 0 Calamp Corp COM 128126109 1206 289100 SH SOLE 289100 0 0 Calamp Corp COM 128126109 625 150000 SH DFND 01 0 150000 0 Caleres Inc COM 129500104 21716 827600 SH SOLE 827600 0 0 Caleres Inc COM 129500104 6035 230000 SH DFND 01 0 230000 0 Calix Inc COM 13100M509 30463 892300 SH SOLE 892300 0 0 Calix Inc COM 13100M509 3073 90000 SH DFND 01 0 90000 0 Cannae Holdings Inc. COM 13765N107 619 32000 SH SOLE 32000 0 0 Cannae Holdings Inc. COM 13765N107 130 6700 SH DFND 01 0 6700 0 Carpenter Technology Corp COM 144285103 385 13800 SH DFND 01 0 13800 0 CDW Corporation COM 12514G108 473 3000 SH SOLE 3000 0 0 Ceragon Networks Ltd COM M22013102 90 35000 SH SOLE 35000 0 0 Cerence Inc. COM 156727109 8455 335100 SH SOLE 335100 0 0 Cerence Inc. COM 156727109 1403 55600 SH DFND 01 0 55600 0 Cerus Corp COM 157085101 4324 817300 SH SOLE 817300 0 0 Cigna Corp New COM 125523100 764 2900 SH SOLE 2900 0 0 Citi Trends, Inc. COM 17306X102 9623 406900 SH SOLE 406900 0 0 Citi Trends, Inc. COM 17306X102 1419 60000 SH DFND 01 0 60000 0 Cohu Inc. COM 192576106 27112 976999 SH SOLE 976999 0 0 Cohu Inc. COM 192576106 906 32650 SH DFND 01 0 32650 0 Colgate-Palmolive COM 194162103 1587 19800 SH SOLE 19800 0 0 Comcast Corporation Cl A COM 20030N101 494 12600 SH SOLE 12600 0 0 Commscope Holding Company COM 20337x109 293 47900 SH SOLE 47900 0 0 Comtech Telecommunications Cor COM 205826209 2653 292500 SH SOLE 292500 0 0 Concentrix Corp COM 20602D101 60 442 SH SOLE 442 0 0 Concentrix Corp COM 20602D101 800 5900 SH DFND 01 0 5900 0 Conduent Inc COM 206787103 583 135000 SH DFND 01 0 135000 0 Consensus Cloud Solutions, Inc COM 20848V105 539 12333 SH SOLE 12333 0 0 Consensus Cloud Solutions, Inc COM 20848V105 776 17766 SH DFND 01 0 17766 0 Cross Country Healthcare, Inc. COM 227483104 1041 50000 SH SOLE 50000 0 0 Cross Country Healthcare, Inc. COM 227483104 1146 55000 SH DFND 01 0 55000 0 Cutera, Inc. COM 232109108 10766 287100 SH SOLE 287100 0 0 Cutera, Inc. COM 232109108 3750 100000 SH DFND 01 0 100000 0 Designer Brands Inc. CL A COM 250565108 397 30400 SH SOLE 30400 0 0 Designer Brands Inc. CL A COM 250565108 666 51000 SH DFND 01 0 51000 0 Ducommun Inc COM 264147109 26132 607148 SH SOLE 607148 0 0 Ducommun Inc COM 264147109 5501 127805 SH DFND 01 0 127805 0 Edwards Lifesciences Corporati COM 28176E108 1217 12800 SH SOLE 12800 0 0 EMCOR Group, Inc. COM 29084Q100 3889 37775 SH SOLE 37775 0 0 EMCOR Group, Inc. COM 29084Q100 5879 57100 SH DFND 01 0 57100 0 Emergent BioSolutions COM 29089Q105 310 10000 SH SOLE 10000 0 0 EnerSys COM 29275Y102 29091 493400 SH SOLE 493400 0 0 EnerSys COM 29275Y102 1480 25100 SH DFND 01 0 25100 0 Ensign Group, Inc. COM 29358P101 23474 319500 SH SOLE 319500 0 0 Ensign Group, Inc. COM 29358P101 5121 69700 SH DFND 01 0 69700 0 Entegris Inc COM 29362U104 39763 431600 SH SOLE 431600 0 0 Entegris Inc COM 29362U104 1069 11600 SH DFND 01 0 11600 0 Eton Pharmaceuticals, Inc. COM 29772l108 524 200000 SH DFND 01 0 200000 0 Exagen, Inc. COM 30068x103 466 81189 SH DFND 01 0 81189 0 Express Inc. COM 30219E103 75 38400 SH SOLE 38400 0 0 Extreme Networks COM 30226D106 49535 5553200 SH SOLE 5553200 0 0 Extreme Networks COM 30226D106 3746 420000 SH DFND 01 0 420000 0 Fabrinet COM G3323L100 44816 552600 SH SOLE 552600 0 0 Fabrinet COM G3323L100 1468 18100 SH DFND 01 0 18100 0 Federal Signal Corp COM 313855108 3204 90000 SH SOLE 90000 0 0 Fidelity National Financial COM 31620R303 1049 28393 SH SOLE 28393 0 0 Fidelity National Financial COM 31620R303 218 5900 SH DFND 01 0 5900 0 First Merchants Corporation COM 320817109 1211 34000 SH DFND 01 0 34000 0 Foot Locker, Inc. COM 344849104 40 1600 SH SOLE 1600 0 0 Foot Locker, Inc. COM 344849104 2641 104600 SH DFND 01 0 104600 0 Formfactor Inc COM 346375108 15124 390500 SH SOLE 390500 0 0 Formfactor Inc COM 346375108 3404 87900 SH DFND 01 0 87900 0 Fossil Group Inc. COM 34988V106 103 20000 SH SOLE 20000 0 0 Fossil Group Inc. COM 34988V106 620 120000 SH DFND 01 0 120000 0 Garmin LTD COM H2906T109 3173 32300 SH SOLE 32300 0 0 Garmin LTD COM H2906T109 2780 28300 SH DFND 01 0 28300 0 GATX Corp COM 361448103 71 750 SH SOLE 750 0 0 GATX Corp COM 361448103 932 9900 SH DFND 01 0 9900 0 Gentherm Inc COM 37253A103 936 15000 SH SOLE 15000 0 0 Globus Medical Inc Cl A new COM 379577208 32561 580000 SH SOLE 580000 0 0 Globus Medical Inc Cl A new COM 379577208 6063 108000 SH DFND 01 0 108000 0 Halozyme Therapeutics, Inc. COM 40637H109 440 10000 SH SOLE 10000 0 0 Hillenbrand Inc COM 431571108 2900 70800 SH SOLE 70800 0 0 Hillenbrand Inc COM 431571108 2683 65500 SH DFND 01 0 65500 0 IAC/ InterActiveCorp COM 44891N208 1402 18450 SH SOLE 18450 0 0 IAC/ InterActiveCorp COM 44891N208 1702 22400 SH DFND 01 0 22400 0 Ichor Holdings COM G4740B105 13509 519983 SH SOLE 519983 0 0 II-VI, Inc. COM 902104108 38946 764400 SH SOLE 764400 0 0 II-VI, Inc. COM 902104108 2201 43200 SH DFND 01 0 43200 0 Infinera Corp COM 45667G103 9616 1794000 SH SOLE 1794000 0 0 Infinera Corp COM 45667G103 1876 350000 SH DFND 01 0 350000 0 Insight Enterprises COM 45765U103 49085 568900 SH SOLE 568900 0 0 Insight Enterprises COM 45765U103 5108 59200 SH DFND 01 0 59200 0 Invacare Corporation COM 461203101 448 350000 SH SOLE 350000 0 0 Jabil Inc COM 466313103 30927 603933 SH SOLE 603933 0 0 Jabil Inc COM 466313103 2571 50200 SH DFND 01 0 50200 0 Jeld-wen Holding, Inc. COM 47580P103 511 35000 SH DFND 01 0 35000 0 Johnson & Johnson COM 478160104 5095 28700 SH SOLE 28700 0 0 Kadant Inc. COM 48282T104 2735 15000 SH SOLE 15000 0 0 Kadant Inc. COM 48282T104 3392 18600 SH DFND 01 0 18600 0 Kelly Services Inc Class A COM 488152208 1753 88400 SH SOLE 88400 0 0 Kelly Services Inc Class A COM 488152208 4548 229325 SH DFND 01 0 229325 0 Kforce, Inc. COM 493732101 4883 79600 SH SOLE 79600 0 0 Kforce, Inc. COM 493732101 7545 123000 SH DFND 01 0 123000 0 Kirkland's Inc. COM 497498105 3982 1131333 SH SOLE 1131333 0 0 Kratos Defense & Security Solu COM 50077B207 10384 748100 SH SOLE 748100 0 0 Kulicke & Soffa Industries Inc COM 501242101 5229 122150 SH SOLE 122150 0 0 Kulicke & Soffa Industries Inc COM 501242101 8489 198300 SH DFND 01 0 198300 0 La Z Boy Inc COM 505336107 711 30000 SH SOLE 30000 0 0 Lumentum Holdings Inc. COM 55024U109 4932 62100 SH SOLE 62100 0 0 Lumentum Holdings Inc. COM 55024U109 2962 37300 SH DFND 01 0 37300 0 Marin Software, Inc. COM 56804t205 330 200000 SH DFND 01 0 200000 0 Marvell Technology Inc. COM 573874104 4114 94500 SH SOLE 94500 0 0 Marvell Technology Inc. COM 573874104 3543 81400 SH DFND 01 0 81400 0 Masimo Corp COM 574795100 2555 19553 SH SOLE 19553 0 0 Masimo Corp COM 574795100 2261 17300 SH DFND 01 0 17300 0 MaxLinear, Inc COM 57776J100 30483 897100 SH SOLE 897100 0 0 MaxLinear, Inc COM 57776J100 6280 184800 SH DFND 01 0 184800 0 Mid America Apartment Communit COM 59522J103 4055 23215 SH SOLE 23215 0 0 Mid America Apartment Communit COM 59522J103 3380 19350 SH DFND 01 0 19350 0 MiMedx COM 602496101 149 43000 SH DFND 01 0 43000 0 MKS Instruments Inc. COM 55306N104 3828 37300 SH SOLE 37300 0 0 MKS Instruments Inc. COM 55306N104 2453 23900 SH DFND 01 0 23900 0 Modine Manufacturing Co COM 607828100 23737 2254230 SH SOLE 2254230 0 0 Modine Manufacturing Co COM 607828100 3264 310000 SH DFND 01 0 310000 0 MYR Group Inc. COM 55405W104 705 8000 SH SOLE 8000 0 0 Natera, Inc. COM 632307104 3342 94300 SH SOLE 94300 0 0 Natera, Inc. COM 632307104 2219 62600 SH DFND 01 0 62600 0 National Bank Hldgs Corp Cl A COM 633707104 651 17000 SH DFND 01 0 17000 0 Nature's Sunshine Products, In COM 639027101 11644 1091330 SH SOLE 1091330 0 0 Nature's Sunshine Products, In COM 639027101 427 40000 SH DFND 01 0 40000 0 Neophotonics Corporation COM 64051T100 32404 2060000 SH SOLE 2060000 0 0 Nextgen Healthcare Inc. COM 65343C102 8415 482500 SH SOLE 482500 0 0 Nextgen Healthcare Inc. COM 65343C102 1744 100000 SH DFND 01 0 100000 0 NN, Inc. COM 629337106 9089 3592400 SH SOLE 3592400 0 0 NN, Inc. COM 629337106 747 295310 SH DFND 01 0 295310 0 NortonLifeLock Inc. COM 668771108 1976 90000 SH SOLE 90000 0 0 Nu Skin Enterprises, Inc. COM 67018T105 216 5000 SH SOLE 5000 0 0 Ocular Therapeutix Inc. COM 67576a100 161 40000 SH DFND 01 0 40000 0 Omnicell Inc COM 68213N109 33439 293967 SH SOLE 293967 0 0 Omnicell Inc COM 68213N109 2957 26000 SH DFND 01 0 26000 0 Onto Innovation Inc. COM 683344105 80402 1152889 SH SOLE 1152889 0 0 Onto Innovation Inc. COM 683344105 5788 83000 SH DFND 01 0 83000 0 Ooma Inc. COM 683416101 237 20000 SH SOLE 20000 0 0 Orthofix International NV COM 68752M108 1151 48900 SH SOLE 48900 0 0 Orthofix International NV COM 68752M108 2354 100000 SH DFND 01 0 100000 0 Orthopediatrics Corp COM 68752L100 216 5000 SH SOLE 5000 0 0 Orthopediatrics Corp COM 68752L100 846 19600 SH DFND 01 0 19600 0 Pennant Group Inc. COM 70805E109 256 20000 SH SOLE 20000 0 0 PepsiCo Inc COM 713448108 283 1700 SH SOLE 1700 0 0 PerkinElmer, Inc. COM 714046109 5141 36150 SH SOLE 36150 0 0 PerkinElmer, Inc. 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COM 74736K101 2311 24500 SH DFND 01 0 24500 0 R1 RCM, Inc New COM 77634l105 66420 3168900 SH SOLE 3168900 0 0 R1 RCM, Inc New COM 77634l105 3982 190000 SH DFND 01 0 190000 0 Radnet Inc COM 750491102 378 21900 SH SOLE 21900 0 0 Radnet Inc COM 750491102 575 33300 SH DFND 01 0 33300 0 Raytheon Technologies Corp COM 75513E101 224 2334 SH SOLE 2334 0 0 Regal Rexnord Corporation COM 758750103 1440 12686 SH SOLE 12686 0 0 Regal Rexnord Corporation COM 758750103 1385 12200 SH DFND 01 0 12200 0 Renasant Corporation COM 75970E107 835 29000 SH DFND 01 0 29000 0 Ribbon Communications Inc COM 762544104 27156 8932922 SH SOLE 8932922 0 0 Ribbon Communications Inc COM 762544104 4195 1380000 SH DFND 01 0 1380000 0 Scansource Inc COM 806037107 7449 239200 SH SOLE 239200 0 0 Scansource Inc COM 806037107 623 20000 SH DFND 01 0 20000 0 Seaspine Holdings Corp COM 81255T108 1966 347900 SH SOLE 347900 0 0 Seaspine Holdings Corp COM 81255T108 339 60000 SH DFND 01 0 60000 0 Sensient Technologies Corp COM 81725T100 2274 28225 SH SOLE 28225 0 0 Sensient Technologies Corp COM 81725T100 4298 53350 SH DFND 01 0 53350 0 SI-Bone, Inc. 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COM 87305R109 544 43500 SH SOLE 43500 0 0 Ultra Clean Holdings Inc COM 90385V107 36160 1214633 SH SOLE 1214633 0 0 Ultra Clean Holdings Inc COM 90385V107 3572 120000 SH DFND 01 0 120000 0 Veeco Instruments COM 922417100 48365 2493066 SH SOLE 2493066 0 0 Veeco Instruments COM 922417100 4268 220000 SH DFND 01 0 220000 0 Viemed Healthcare Inc. COM 92663R105 622 115667 SH DFND 01 0 115667 0 WESCO International, Inc. COM 95082P105 4498 42000 SH SOLE 42000 0 0 WESCO International, Inc. COM 95082P105 953 8900 SH DFND 01 0 8900 0 Westlake Corp COM 960413102 1137 11600 SH SOLE 11600 0 0 Westrock Co COM 96145D105 18758 470823 SH SOLE 470823 0 0 Xperi Corp COM 98390M103 189 13125 SH SOLE 13125 0 0 Ziff-Davis Inc COM 48123V102 2623 35200 SH SOLE 35200 0 0 Ziff-Davis Inc COM 48123V102 3682 49400 SH DFND 01 0 49400 0 Zumiez, Inc. COM 989817101 6217 239100 SH SOLE 239100 0 0 Zumiez, Inc. 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