Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $64.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Polyone Corp | COM | 73179P106 | $15.5K | 415,000 | 24.2% |
| Carter Inc(CRI) | COM | 146229109 | $12.4K | 134,000 | 19.3% |
| Intuit(INTU) | COM | 461202103 | $8.7K | 90,000 | 13.6% |
| WEX Inc(WEX) | COM | 96208T104 | $7.3K | 68,000 | 11.4% |
| CTS Corp(CTS) | COM | 126501105 | $6.4K | 355,000 | 10.0% |
| Circor Intl Inc(CIR2USD) | COM | 17273K109 | $4.9K | 89,864 | 7.7% |
| Aptargroup Inc(ATR) | COM | 038336103 | $4.4K | 70,000 | 6.9% |
| MFC Indl LTD | COM | 55278T105 | $4.4K | 1,080,000 | 6.8% |