Q2 2017 Holdings
Filed 2017-08-14 | 19 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $2.3M | 150,000 | 70.7% |
| Owens ILL Inc | COM NEW | 690768403 | $200.5K | 8,381,360 | 6.1% |
| Diebold Nxdf Inc(DBDEUR) | COM | 253651103 | $168.0K | 6,000,000 | 5.1% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $162.2K | 4,265,989 | 4.9% |
| Eastman Chem Co(EMN) | COM | 277432100 | $142.9K | 1,701,345 | 4.3% |
| Arris Intl Inc | SHS | G0551A103 | $119.9K | 4,280,759 | 3.6% |
| Huntsman Corp(HUN) | COM | 447011107 | $111.9K | 4,330,700 | 3.4% |
| Magna Intl Inc(MGA) | COM | 559222401 | $8.0K | 173,356 | 0.2% |
| LSC Communications Inc | COM | 50218P107 | $7.6K | 355,388 | 0.2% |
| International Game Technology(BRSL) | SHS USD | G4863A108 | $7.5K | 412,247 | 0.2% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $7.4K | 233,993 | 0.2% |
| Steelcase Inc(GJB) | CL A | 858155203 | $6.8K | 487,643 | 0.2% |
| Avnet Inc(AVT) | COM | 053807103 | $6.1K | 158,000 | 0.2% |
| DXC Technology Co(DXC) | COM | 23355L106 | $4.7K | 61,117 | 0.1% |
| Babcock & Wilcox Enterprises I(BWEUR) | COM | 05614L100 | $4.5K | 386,056 | 0.1% |
| Nomad Foods LTD(NOMD) | US ORD SHS | G6564A105 | $4.4K | 312,368 | 0.1% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $3.3K | 50,000 | 0.1% |
| Kapstone Paper and Packaging | COM | 48562P103 | $3.1K | 150,000 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADR | 98980A105 | $1.8K | 127,400 | 0.1% |