Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $63.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs, Inc(CROX) | COM | 227046109 | $36.6M | 3,098,556 | 58.0% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $26.3M | 2,561,000 | 41.6% |
| Providence SVC Corp | COM | 743815102 | $118.0K | 2,222,301 | 0.2% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $75.0K | 2,269,571 | 0.1% |
| Accuride Corp New | COM NEW | 00439T206 | $33.3K | 7,154,598 | 0.1% |
| Ascena Retail Group Inc(ASNAEUR) | COM | 04351G101 | $27.3K | 1,881,425 | 0.0% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $11.8K | 540,436 | 0.0% |
| Erickson Inc | COM | 29482P100 | $3.6K | 838,560 | 0.0% |