Q1 2017 Holdings
Filed 2017-05-15 | 20 holdings | $957.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Owens ILL Inc | COM NEW | 690768403 | $199.7K | 9,800,000 | 20.9% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $157.4K | 3,773,756 | 16.4% |
| Diebold Nxdf Inc(DBDEUR) | COM | 253651103 | $156.8K | 5,108,702 | 16.4% |
| Eastman Chem Co(EMN) | COM | 277432100 | $126.3K | 1,563,430 | 13.2% |
| Harman Intl Inds Inc | COM | 413086109 | $114.9K | 1,030,435 | 12.0% |
| Arris Intl Inc | SHS | G0551A103 | $72.4K | 2,737,358 | 7.6% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $44.3K | 1,718,983 | 4.6% |
| Magna Intl Inc(MGA) | COM | 559222401 | $13.9K | 321,902 | 1.5% |
| Goodyear Tire and Rubber(GT) | COM | 382550101 | $11.9K | 330,000 | 1.2% |
| Babcock & Wilcox Enterprises(BWEUR) | COM | 05614L100 | $9.7K | 1,040,000 | 1.0% |
| Computer Sciences Corp | COM | 205363104 | $9.5K | 138,000 | 1.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $8.6K | 512,148 | 0.9% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $7.3K | 89,709 | 0.8% |
| Office Depot Inc | COM | 676220106 | $5.8K | 1,233,821 | 0.6% |
| Belden Inc(BDC) | COM | 077454106 | $4.7K | 67,886 | 0.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.4K | 153,122 | 0.5% |
| LSC Communications Inc | COM | 50218P107 | $3.8K | 149,087 | 0.4% |
| Nomad Hldgs LTD(NOMD) | USD ORD SHS | G6564A105 | $2.8K | 247,768 | 0.3% |
| International Game Technology(BRSL) | SHS USD | G4863A108 | $2.7K | 115,000 | 0.3% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADR | 98980A105 | $656 | 50,000 | 0.1% |