Q3 2013 Holdings
Filed 2013-11-14 | 67 holdings | $6.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2013-11-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meritor Inc(MTOR) | COM | 59001K100 | $2.5K | 313,948 | 0.0% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $2.5K | 190,847 | 0.0% |
| Alliance One Intl Inc | COM | 018772103 | $2.5K | 862,495 | 0.0% |
| Quality Distr Inc FLA | COM | 74756M102 | $2.5K | 273,147 | 0.0% |
| Helen of Troy Corp LTD(HELE) | COM | G4388N106 | $2.6K | 58,380 | 0.0% |
| Delta Apparel Inc(DLAPQ) | COM | 247368103 | $2.7K | 163,147 | 0.0% |
| Silicon Image Inc | COM | 82705T102 | $2.8K | 521,094 | 0.0% |
| Baltic Trading Limited | COM | Y0553W103 | $2.8K | 570,000 | 0.0% |
| Meadowbrook INS Group Inc | COM | 58319P108 | $3.1K | 481,588 | 0.0% |
| Libbey Inc | COM | 529898108 | $3.3K | 139,421 | 0.0% |
| Babcock & Wilcox Co New | COM | 05615F102 | $3.4K | 100,000 | 0.1% |
| AIR Transport Services GRP I(ATSG*) | COM | 00922R105 | $3.4K | 454,609 | 0.1% |
| WET Seal Inc | CL A | 961840105 | $3.5K | 900,000 | 0.1% |
| NQ Mobile Inc | ADR REPSTG CL A | 64118U108 | $4.6K | 209,140 | 0.1% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $1.4M | 70,618 | 20.8% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $1.6M | 200,068 | 23.8% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $3.6M | 625,145 | 53.7% |