0001037792-23-000011.txt : 20230512 0001037792-23-000011.hdr.sgml : 20230512 20230512135230 ACCESSION NUMBER: 0001037792-23-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914709 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 X0202 13F-HR LIVE false true false 0001037792 XXXXXXXX 03-31-2023 03-31-2023 PARADIGM CAPITAL MANAGEMENT INC/NY

9 ELK STREET ALBANY NY 12207

13F HOLDINGS REPORT 028-06298 N GREGG A MILLER 518-431-3534 GREGG A MILLER ALBANY NY 05-12-2023 1 218 1508725534 false 1 PARADIGM FUNDS ADVISOR INFORMATION TABLE 2 13f1q2023.xml A10 Networks, Inc. COM 002121101 1603215 103500 SH SOLE 103500 0 0 A10 Networks, Inc. COM 002121101 5023407 324300 SH DFND 01 0 324300 0 Abbott Laboratories COM 002824100 799954 7900 SH SOLE 7900 0 0 Absolute Software Corp COM 00386B109 7900587 1009015 SH SOLE 1009015 0 0 Absolute Software Corp COM 00386B109 1096200 140000 SH DFND 01 0 140000 0 Addus homeCare Corporation COM 006739106 1576845 14770 SH SOLE 14770 0 0 Addus homeCare Corporation COM 006739106 4120936 38600 SH DFND 01 0 38600 0 Air Transport Services Group COM 00922R105 770710 37000 SH DFND 01 0 37000 0 Allegheny Technologies Inc COM 01741R102 621495 15750 SH DFND 01 0 15750 0 Amer Eagle Outfitters COM 02553E106 52080 3875 SH SOLE 3875 0 0 Amer Eagle Outfitters COM 02553E106 1920576 142900 SH DFND 01 0 142900 0 American Financial Group COM 025932104 783675 6450 SH DFND 01 0 6450 0 AngioDynamics, Inc. COM 03475V101 6926766 669900 SH SOLE 669900 0 0 AngioDynamics, Inc. COM 03475V101 2068000 200000 SH DFND 01 0 200000 0 Applied Materials COM 038222105 245660 2000 SH SOLE 2000 0 0 Arlo Technologies, Inc. COM 04206a101 60600 10000 SH SOLE 10000 0 0 Atricure Inc COM 04963C209 1388575 33500 SH SOLE 33500 0 0 Atricure Inc COM 04963C209 2225865 53700 SH DFND 01 0 53700 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 14866010 431399 SH SOLE 431399 0 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 1723000 50000 SH DFND 01 0 50000 0 Axcelis Technologies Inc. COM 054540208 3198000 24000 SH SOLE 24000 0 0 Axcelis Technologies Inc. COM 054540208 5330000 40000 SH DFND 01 0 40000 0 Azenta Inc COM 114340102 165094 3700 SH SOLE 3700 0 0 Azenta Inc COM 114340102 1691098 37900 SH DFND 01 0 37900 0 Banner Corp New COM 06652V208 489330 9000 SH DFND 01 0 9000 0 Baxter International COM 071813109 214968 5300 SH SOLE 5300 0 0 Best Buy Co COM 086516101 3185589 40700 SH DFND 01 0 40700 0 Boise Cascade Company COM 09739D100 86969 1375 SH SOLE 1375 0 0 Boise Cascade Company COM 09739D100 2656500 42000 SH DFND 01 0 42000 0 Bristol-Myers Squibb COM 110122108 706962 10200 SH SOLE 10200 0 0 Broadcom Ltd COM 11135F101 52670434 82100 SH SOLE 82100 0 0 Builders Firstsource Inc COM 12008R107 3821979 43050 SH SOLE 43050 0 0 Builders Firstsource Inc COM 12008R107 4867363 54825 SH DFND 01 0 54825 0 Calamp Corp COM 128126109 4330258 1206200 SH SOLE 1206200 0 0 Calamp Corp COM 128126109 1436000 400000 SH DFND 01 0 400000 0 Caleres Inc COM 129500104 18273024 844800 SH SOLE 844800 0 0 Caleres Inc COM 129500104 3893400 180000 SH DFND 01 0 180000 0 Calix Inc COM 13100M509 44501136 830400 SH SOLE 830400 0 0 Calix Inc COM 13100M509 4823100 90000 SH DFND 01 0 90000 0 Carpenter Technology Corp COM 144285103 617688 13800 SH DFND 01 0 13800 0 CDW Corporation COM 12514G108 584670 3000 SH SOLE 3000 0 0 Ceragon Networks Ltd COM M22013102 58450 35000 SH SOLE 35000 0 0 Cerence Inc. COM 156727109 4441029 158100 SH SOLE 158100 0 0 Ciena Corp COM 171779309 1260480 24000 SH SOLE 24000 0 0 Cigna Corp New COM 125523100 689931 2700 SH SOLE 2700 0 0 Citi Trends, Inc. COM 17306X102 12739596 669800 SH SOLE 669800 0 0 Citi Trends, Inc. COM 17306X102 1141200 60000 SH DFND 01 0 60000 0 Codexis, Inc. COM 192005106 414000 100000 SH SOLE 100000 0 0 Codexis, Inc. COM 192005106 414000 100000 SH DFND 01 0 100000 0 Coherent Inc COM 19247g107 43731072 1148400 SH SOLE 1148400 0 0 Coherent Inc COM 19247g107 2589440 68000 SH DFND 01 0 68000 0 Cohu Inc. COM 192576106 17022088 443399 SH SOLE 443399 0 0 Cohu Inc. COM 192576106 1253433 32650 SH DFND 01 0 32650 0 Colgate-Palmolive COM 194162103 1487970 19800 SH SOLE 19800 0 0 Computer Programs & Systems COM 205306103 966400 32000 SH SOLE 32000 0 0 Computer Programs & Systems COM 205306103 2567000 85000 SH DFND 01 0 85000 0 Concentrix Corp COM 20602D101 53725 442 SH SOLE 442 0 0 Concentrix Corp COM 20602D101 717145 5900 SH DFND 01 0 5900 0 Conduent Inc COM 206787103 480200 140000 SH DFND 01 0 140000 0 Consensus Cloud Solutions, Inc COM 20848V105 30681 900 SH SOLE 900 0 0 Consensus Cloud Solutions, Inc COM 20848V105 605643 17766 SH DFND 01 0 17766 0 Cross Country Healthcare, Inc. COM 227483104 1176264 52700 SH SOLE 52700 0 0 Cross Country Healthcare, Inc. COM 227483104 1227600 55000 SH DFND 01 0 55000 0 Cutera, Inc. COM 232109108 10291234 435700 SH SOLE 435700 0 0 Cutera, Inc. COM 232109108 2362000 100000 SH DFND 01 0 100000 0 Designer Brands Inc. CL A COM 250565108 265696 30400 SH SOLE 30400 0 0 Designer Brands Inc. CL A COM 250565108 445740 51000 SH DFND 01 0 51000 0 Ducommun Inc COM 264147109 30676718 560715 SH SOLE 560715 0 0 Ducommun Inc COM 264147109 5542123 101300 SH DFND 01 0 101300 0 Edwards Lifesciences Corporati COM 28176E108 1058944 12800 SH SOLE 12800 0 0 EMCOR Group, Inc. COM 29084Q100 142266 875 SH SOLE 875 0 0 EMCOR Group, Inc. COM 29084Q100 7438492 45750 SH DFND 01 0 45750 0 EnerSys COM 29275Y102 39738912 457400 SH SOLE 457400 0 0 EnerSys COM 29275Y102 1911360 22000 SH DFND 01 0 22000 0 Ensign Group, Inc. COM 29358P101 27964558 292700 SH SOLE 292700 0 0 Ensign Group, Inc. COM 29358P101 6410734 67100 SH DFND 01 0 67100 0 Entegris Inc COM 29362U104 40488337 493700 SH SOLE 493700 0 0 Entegris Inc COM 29362U104 1640200 20000 SH DFND 01 0 20000 0 Eton Pharmaceuticals, Inc. COM 29772L108 1155000 300000 SH DFND 01 0 300000 0 Express Inc. 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COM 366505105 436620 57000 SH DFND 01 0 57000 0 GATX Corp COM 361448103 82515 750 SH SOLE 750 0 0 GATX Corp COM 361448103 1089198 9900 SH DFND 01 0 9900 0 Gen Digital Inc COM 668771108 1544400 90000 SH SOLE 90000 0 0 Gentherm Inc COM 37253A103 906300 15000 SH SOLE 15000 0 0 Globus Medical Inc Cl A new COM 379577208 35632224 629100 SH SOLE 629100 0 0 Globus Medical Inc Cl A new COM 379577208 4814400 85000 SH DFND 01 0 85000 0 Halozyme Therapeutics, Inc. COM 40637H109 381900 10000 SH SOLE 10000 0 0 Harsco Corporation COM 415864107 11169099 1635300 SH SOLE 1635300 0 0 Harsco Corporation COM 415864107 1707500 250000 SH DFND 01 0 250000 0 Hillenbrand Inc COM 431571108 71295 1500 SH SOLE 1500 0 0 Hillenbrand Inc COM 431571108 941094 19800 SH DFND 01 0 19800 0 IAC/ InterActiveCorp COM 44891N208 1078440 20900 SH DFND 01 0 20900 0 Infinera Corp COM 45667G103 13921440 1794000 SH SOLE 1794000 0 0 Infinera Corp COM 45667G103 3880000 500000 SH DFND 01 0 500000 0 Insight Enterprises COM 45765U103 78749516 550850 SH SOLE 550850 0 0 Insight Enterprises COM 45765U103 8391752 58700 SH DFND 01 0 58700 0 Invacare Corporation COM 461203101 5950 350000 SH SOLE 350000 0 0 J Jill Group COM 46620W201 1041600 40000 SH DFND 01 0 40000 0 Jabil Inc COM 466313103 49222637 558333 SH SOLE 558333 0 0 Jabil Inc COM 466313103 3561664 40400 SH DFND 01 0 40400 0 Johnson & Johnson COM 478160104 4448500 28700 SH SOLE 28700 0 0 Kadant Inc. COM 48282T104 3127800 15000 SH SOLE 15000 0 0 Kadant Inc. COM 48282T104 3878472 18600 SH DFND 01 0 18600 0 Kelly Services Inc Class A COM 488152208 3804502 229325 SH DFND 01 0 229325 0 Kforce, Inc. COM 493732101 101184 1600 SH SOLE 1600 0 0 Kforce, Inc. COM 493732101 6812529 107725 SH DFND 01 0 107725 0 Kirkland's Inc. COM 497498105 122265 42900 SH SOLE 42900 0 0 Kratos Defense & Security Solu COM 50077B207 8803788 653100 SH SOLE 653100 0 0 Kulicke & Soffa Industries Inc COM 501242101 677066 12850 SH SOLE 12850 0 0 Kulicke & Soffa Industries Inc COM 501242101 8687264 164875 SH DFND 01 0 164875 0 La Z Boy Inc COM 505336107 872400 30000 SH SOLE 30000 0 0 Lantronix Inc. COM 516548203 2209494 509100 SH SOLE 509100 0 0 Lantronix Inc. COM 516548203 868000 200000 SH DFND 01 0 200000 0 Lulu's Fashion Lounge COM 55003a108 167083 70499 SH DFND 01 0 70499 0 Lumentum Holdings Inc. COM 55024U109 486090 9000 SH SOLE 9000 0 0 Lumentum Holdings Inc. COM 55024U109 1328646 24600 SH DFND 01 0 24600 0 Marvell Technology Inc. COM 573874104 95260 2200 SH SOLE 2200 0 0 Marvell Technology Inc. COM 573874104 3277810 75700 SH DFND 01 0 75700 0 Masimo Corp COM 574795100 212775 1153 SH SOLE 1153 0 0 Masimo Corp COM 574795100 1882308 10200 SH DFND 01 0 10200 0 MaxLinear, Inc COM 57776J100 37396541 1062100 SH SOLE 1062100 0 0 MaxLinear, Inc COM 57776J100 6337800 180000 SH DFND 01 0 180000 0 Mid America Apartment Communit COM 59522J103 123098 815 SH SOLE 815 0 0 Mid America Apartment Communit COM 59522J103 2922624 19350 SH DFND 01 0 19350 0 MiMedx COM 602496101 10060871 2950402 SH SOLE 2950402 0 0 MiMedx COM 602496101 1705000 500000 SH DFND 01 0 500000 0 MKS Instruments Inc. COM 55306N104 886200 10000 SH SOLE 10000 0 0 Modine Manufacturing Co COM 607828100 49061925 2128500 SH SOLE 2128500 0 0 Modine Manufacturing Co COM 607828100 5532000 240000 SH DFND 01 0 240000 0 MYR Group Inc. COM 55405W104 1008080 8000 SH SOLE 8000 0 0 Natera, Inc. 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