Shares of Epiq Systems (EPIQ)  are up 14% year-to-date and will likely head even higher now that the legal software provider has started to address its governance issues, said Lamar Villere, portfolio manager for the Villere Balanced Fund(VILLX) - Get Report .

"We are not normally activist investors, but in this case we have pushed Epiq to make changes and that is being reflected in the stock," said Villere.

The Villere Balanced Fund is up 3.5% thus far in 2016, according to fund-tracker Morningstar. The $429 million fund has returned an average of 5.8% annually over the past 10 years, outpacing 79% of its peers in Morningstar's mid-cap growth category. The trailing 12-month yield for the fund is 90 basis points, according to Morningstar.

Villere is also bullish on shares of 2U(TWOU) - Get Report , which has seen its shares fall 2.3% thus far in 2016. Villere said the online education provider has recovered since it was "unfairly" hit by shortseller Citron last year and has more runway left.

"They just added a law degree program and they have a clear path to profitability," said Villere.

Villere is positive on LKQ(LKQ) - Get Report , up over 9% this year, saying the auto parts seller will benefit from improving scrap steel prices.

"There is a lot of available inventory for LKQ to purchase and resell," said Villere. "And low gas prices help because it will add to the miles driven."

Finally, shares of Skyworks Solutions(SWKS) - Get Report  have dropped almost 15% thus far in 2016, primarily due to worries about future Apple(AAPL) - Get Report  iPhone sales. Nevertheless, Villere remains constructive on the stock saying the upcoming iPhone 7 will rejuvenate Apple's sales, and even if it does not, Skyworks is still in a good position because it supplies the entire industry.

"Skyworks is more than just an Apple supplier," said Villere. "They sell to everybody and are also big in the connected home."