Tygh Capital Management, Inc.

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CIK 1308001

13F portfolio (2021-Q4)

$782M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2021-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2021-Q4)

Holdings

Top 5

13.9%

Top 10

25.1%

Effective N

62.6

HHI

0.016

This quarter

10 new · 0 exit →

By sector

Information Technology23.9%

Industrials23.6%

Unclassified17.8%

Health Care10.1%

Materials8.8%

Consumer Discretionary8.2%

Financials5.3%

Communication Services2.4%

By market cap

Mid ($2–10B)34.5%

Unknown25.7%

Large ($10–200B)20.7%

Small ($300M–2B)18.7%

Micro (<$300M)0.4%

By region

North America80.2%

Other17.8%

Middle East2.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	17.76%	17
Commercial Services & Supplies	12.58%	8
Semiconductors & Semiconductor Equipment	8.96%	7
Pharmaceuticals & Biotechnology	6.01%	13
Paper & Forest Products	5.95%	3
Technology Hardware & Equipment	5.31%	3
Machinery	3.42%	2
Textiles, Apparel & Luxury Goods	3.09%	3
Software	2.96%	2
Chemicals	2.75%	3
Health Care Providers & Services	2.65%	3
Software & IT Services	2.51%	2
Entertainment	2.41%	1
Communications Equipment	2.12%	1
Professional Services	2.11%	1
Insurance	2.05%	2
Electrical Equipment & Components	2.01%	1
Road & Rail	1.94%	1
Construction & Engineering	1.91%	2
Banks	1.84%	1
Hotels, Restaurants & Leisure	1.73%	2
Automobiles & Components	1.54%	1
Health Care Equipment & Supplies	1.44%	2
Capital Markets	1.37%	1
Distributors	1.26%	1
Transportation Infrastructure	0.84%	1
Marine	0.79%	1
Specialty Retail	0.57%	1
Metals & Mining	0.11%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	WSC	WillScot Holdings Corp	Industrials	3.29%
2	EFOR	Everforth Inc	Industrials	2.77%
3	ONTO	ONTO INNOVATION INC.	Information Technology	2.69%
4	SKY	Champion Homes, Inc.	Materials	2.57%
5	CVCO	CAVCO INDUSTRIES, INC.	Materials	2.55%
6	PLNT	Planet Fitness, Inc.	Communication Services	2.41%
7	ICLR	ICON PLC	Unclassified	2.41%
8		FOCUS FINL PARTNERS INC	Unclassified	2.20%
9	FN	Fabrinet	Information Technology	2.12%
10	G	Genpact LTD	Industrials	2.11%

70/87 names classified · sector 82.2% of weight · industry 82.2% · mkt cap 74.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 35 quarters

Information TechnologyTSEM, CACI, ONTO, LITE, SWKS · other

IndustrialsMTZ, DY, EFOR, WSC, CLH · other

Health CareBIO, LGND, NTRA, RGEN, EBS · other

Consumer DiscretionaryPATK, LKQ, CASY, STRA, AIT · other

FinancialsKNSL, WAL, AMSF, CNC, EEFT · other

MaterialsCVCO, SKY, EXP, ESI, IOSP · other

Communication ServicesSSP, PLNT, CCOI, CHDN, OSW · other

EnergyDK, MTDR, PTEN, PUMP, OII · other

Real EstateVAC, JLL, PEB, SBAC

Consumer StaplesSFM, NGVC, FIZZ, SJM, FRPT

UtilitiesLNG, PCYO

UnclassifiedICLR, H & E EQUIPMENT SERVICES INC, VCA INC, WILLSCOT CORP, IWM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 82.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2021-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (51 classified)Tygh Capital Management, Inc. centroid (Small Core)

IndustrialsInformation TechnologyMaterialsHealth CareConsumer DiscretionaryFinancials

Style box summary for Tygh Capital Management, Inc.: centroid Small Core. Heaviest cells: Small Core 21.6%, Small Growth 19.3%, Small Value 15.5%.

Classified: 64.9% of book weight (51/75 names) · unclassified 35.1%: , PLNT, ICLR, TSEM, TFII, GOOS, INDI, ASPN, NTRA, XBI +14 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 87 positions (2021-Q4) · largest first · Δ vs 2021-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	WSCWILLSCOT HLDGS CORP	629,213	$26M	3.3%	ADD 5%
2	EFORASGN INC	175,478	$22M	2.8%	HOLD
3	ONTOONTO INNOVATION INC	207,498	$21M	2.7%	TRIM −7%
4	SKYCHAMPION HOMES INC	254,337	$20M	2.6%	HOLD
5	CVCOCAVCO INDS INC DEL	62,624	$20M	2.5%	HOLD
6	PLNTPLANET FITNESS INC	208,213	$19M	2.4%	ADD 29%
7	ICLRICON PLC	60,837	$19M	2.4%	TRIM −31%
8	FOCUS FINL PARTNERS INC	287,839	$17M	2.2%	ADD 26%
9	FNFABRINET	140,179	$17M	2.1%	ADD 55%
10	GGENPACT LIMITED	310,578	$16M	2.1%	ADD 47%
11	RPDRAPID7 INC	136,844	$16M	2.1%	HOLD
12	TSEMTOWER SEMICONDUCTOR LTD	397,740	$16M	2.0%	ADD 11%
13	LFUSLITTELFUSE INC	49,821	$16M	2.0%	ADD 39%
14	TFIITFI INTL INC	135,143	$15M	1.9%	ADD 30%
15	GTLSCHART INDS INC	90,465	$14M	1.8%	ADD 34%
16	WALWESTERN ALLIANCE BANCORP	133,512	$14M	1.8%	TRIM −28%
17	SHYFT GROUP INC COM	275,979	$14M	1.7%	HOLD
18	CLHCLEAN HARBORS INC	133,267	$13M	1.7%	HOLD
19	COHUCOHU INC	334,607	$13M	1.6%	ADD 99%
20	EXLSEXLSERVICE HOLDINGS INC	86,709	$13M	1.6%	HOLD
21	CMCOCOLUMBUS MCKINNON CORP N Y	265,663	$12M	1.6%	ADD 13%
22	VIAVVIAVI SOLUTIONS INC	694,849	$12M	1.6%	HOLD
23	LHC GROUP INC	89,037	$12M	1.6%	ADD 148%
24	GOOSCANADA GOOSE HOLDINGS INC	327,355	$12M	1.6%	ADD 28%
25	CACICACI INTL INC	45,049	$12M	1.6%	ADD 50%
26	H & E EQUIPMENT SERVICES INC	272,527	$12M	1.5%	NEW
27	THRMGENTHERM INC	138,556	$12M	1.5%	ADD 89%
28	SPIRIT AEROSYSTEMS HLDGS INC	264,247	$11M	1.5%	ADD 16%
29	PCRXPACIRA BIOSCIENCES INC	181,055	$11M	1.4%	ADD 17%
30	ESIELEMENT SOLUTIONS INC	439,664	$11M	1.4%	ADD 23%
31	HASIHA SUSTAINABLE INFRA CAP INC	200,894	$11M	1.4%	NEW
32	WNS HLDGS LTD	119,217	$11M	1.3%	HOLD
33	INDIINDIE SEMICONDUCTOR INC	863,036	$10M	1.3%	ADD 90%
34	KNSLKINSALE CAP GROUP INC	41,738	$10M	1.3%	HOLD
35	LQDTLIQUIDITY SVCS INC	449,148	$10M	1.3%	TRIM −7%
36	ASPNASPEN AEROGELS INC	198,242	$10M	1.3%	TRIM −20%
37	NTRANATERA INC	105,439	$10M	1.3%	ADD 7%
38	PGNYPROGYNY INC	193,096	$10M	1.2%	ADD 25%
39	KTBKONTOOR BRANDS INC	178,049	$9M	1.2%	NEW
40	TECHBIO-TECHNE CORP	17,520	$9M	1.2%	ADD 18%
41	XBISPDR SERIES TRUST	80,031	$9M	1.1%	HOLD
42	KLICKULICKE & SOFFA INDS INC	144,929	$9M	1.1%	TRIM −19%
43	SITMSITIME CORP	29,713	$9M	1.1%	TRIM −47%
44	MMSMAXIMUS INC	108,548	$9M	1.1%	ADD 24%
45	DIODDIODES INC	75,986	$8M	1.1%	TRIM −30%
46	PWRQUANTA SVCS INC	71,872	$8M	1.1%	HOLD
47	MKSIMKS INSTRUMENT INC	44,403	$8M	1.0%	HOLD
48	TXRHTEXAS ROADHOUSE INC	84,434	$8M	1.0%	HOLD
49	OOMAOOMA INC	367,325	$8M	1.0%	TRIM −15%
50	BLBLACKLINE INC	68,101	$7M	0.9%	TRIM −33%
51	STRLSTERLING INFRASTRUCTURE INC	253,252	$7M	0.9%	TRIM −31%
52	LINDLINDBLAD EXPEDITIONS HLDGS I	421,580	$7M	0.8%	NEW
53	MODIVCARE INC	44,327	$7M	0.8%	ADD 5%
54	TREXTREX CO INC	48,479	$7M	0.8%	TRIM −25%
55	LMATLEMAITRE VASCULAR INC	126,100	$6M	0.8%	HOLD
56	IOSPINNOSPEC INC	69,213	$6M	0.8%	TRIM −45%
57	KEXKIRBY CORP	103,729	$6M	0.8%	NEW
58	HCIHCI GROUP INC	72,827	$6M	0.8%	TRIM −34%
59	SHAKSHAKE SHACK INC	83,166	$6M	0.8%	NEW
60	CWSTCASELLA WASTE SYS INC	69,671	$6M	0.8%	TRIM −57%
61	AXONICS INC	105,428	$6M	0.8%	NEW
62	LSCCLATTICE SEMICONDUCTOR CORP	76,215	$6M	0.8%	TRIM −34%
63	BALLYS CORPORATION	147,282	$6M	0.7%	HOLD
64	CYBERARK SOFTWARE LTD	29,940	$5M	0.7%	HOLD
65	ESTAESTABLISHMENT LABS HLDGS INC	72,453	$5M	0.6%	HOLD
66	CROXCROCS INC	35,590	$5M	0.6%	NEW
67	RVLVREVOLVE GROUP INC	79,868	$4M	0.6%	TRIM −20%
68	ARWRARROWHEAD PHARMACEUTICALS IN	64,518	$4M	0.5%	HOLD
69	BIOHAVEN PHARMACTL HLDG CO L	29,360	$4M	0.5%	HOLD
70	BLUEPRINT MEDICINES CORP	35,924	$4M	0.5%	HOLD
71	NTLAINTELLIA THERAPEUTICS INC	31,588	$4M	0.5%	HOLD
72	HALOHALOZYME THERAPEUTICS INC	84,782	$3M	0.4%	HOLD
73	COLMCOLUMBIA SPORTSWEAR CO	30,000	$3M	0.4%	TRIM −68%
74	FATEFATE THERAPEUTICS INC	48,675	$3M	0.4%	HOLD
75	DNLIDENALI THERAPEUTICS INC	54,226	$2M	0.3%	HOLD
76	ALKSALKERMES PLC	98,069	$2M	0.3%	HOLD
77	TWSTTWIST BIOSCIENCE CORP	27,912	$2M	0.3%	HOLD
78	PTCTPTC THERAPEUTICS INC	46,372	$2M	0.2%	HOLD
79	BEAMBEAM THERAPEUTICS INC	22,899	$2M	0.2%	HOLD
80	APELLIS PHARMACEUTICALS INC	37,542	$2M	0.2%	HOLD
81	TGTXTG THERAPEUTICS INC	78,113	$1M	0.2%	HOLD
82	CDNACAREDX INC	25,831	$1M	0.2%	TRIM −16%
83	IWOISHARES TR	3,076	$901,000	0.1%	NEW
84	KALUKAISER ALUMINUM CORP	9,367	$880,000	0.1%	TRIM −86%
85	BBIOBRIDGEBIO PHARMA INC	42,848	$715,000	0.1%	HOLD
86	HQYHEALTHEQUITY INC	13,300	$588,000	0.1%	TRIM −91%
87	IJTISHARES TR	1,716	$238,000	0.0%	NEW

☆Tygh Capital Management, Inc.