Q4 2013 Holdings
Filed 2014-02-14 | 35 holdings | $456.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling International(DAR) | COM | 237266101 | $297.0M | 14,224,298 | 65.1% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $154.9M | 2,584,195 | 33.9% |
| Chicago Bridge & Iron | COM | 167250109 | $278.8K | 3,353,915 | 0.1% |
| Trinity Industries Inc.(TRN) | COM | 896522109 | $273.7K | 5,020,252 | 0.1% |
| URS Corp. | COM | 903236107 | $265.3K | 5,006,929 | 0.1% |
| Agco Corp.(AGCO) | COM | 001084102 | $262.2K | 4,430,016 | 0.1% |
| Centene Corp.(CNC) | COM | 15135B101 | $241.3K | 4,092,956 | 0.1% |
| Thor Industries, Inc.(THO) | COM | 885160101 | $190.0K | 3,439,401 | 0.0% |
| Iconix Brand Group | COM | 451055107 | $168.0K | 4,232,737 | 0.0% |
| Newfield Exploration | COM | 651290108 | $167.3K | 6,793,272 | 0.0% |
| Carbo Ceramics(CRREUR) | COM | 140781105 | $161.9K | 1,389,404 | 0.0% |
| Broadridge Financial Solutions(BR) | COM | 11133T103 | $157.0K | 3,972,115 | 0.0% |
| Diebold Inc.(DBDEUR) | COM | 253651103 | $146.5K | 4,438,295 | 0.0% |
| Timken Co.(TKR) | COM | 887389104 | $145.6K | 2,643,013 | 0.0% |
| Idex Corp.(IEX) | COM | 45167R104 | $142.2K | 1,925,800 | 0.0% |
| Polaris Industries Inc.(PII) | COM | 731068102 | $140.6K | 965,691 | 0.0% |
| Hill-Rom Holdings, Inc.(HRC) | COM | 431475102 | $138.2K | 3,342,518 | 0.0% |
| Brink's Company(BCO) | COM | 109696104 | $138.1K | 4,044,127 | 0.0% |
| Western Union Co.(WU) | COM | 959802109 | $122.0K | 7,071,511 | 0.0% |
| Intrepid Potash Inc | COM | 46121Y102 | $121.4K | 7,663,687 | 0.0% |
| Sanderson Farms, Inc. | COM | 800013104 | $117.3K | 1,621,607 | 0.0% |
| Flowserve Corp.(FLS) | COM | 34354P105 | $115.1K | 1,460,551 | 0.0% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $113.9K | 1,621,332 | 0.0% |
| OGE Energy Corp.(OGE) | COM | 670837103 | $110.1K | 3,248,263 | 0.0% |
| Columbia Sportswear(COLM) | COM | 198516106 | $103.5K | 1,313,794 | 0.0% |
| MeadWestvaco Corp. | COM | 583334107 | $100.2K | 2,713,790 | 0.0% |
| Middleby Corp.(MIDD) | COM | 596278101 | $99.5K | 415,062 | 0.0% |
| Tidewater Inc | COM | 886423102 | $95.9K | 1,617,307 | 0.0% |
| Koppers Holdings Inc.(KOP) | COM | 50060P106 | $93.4K | 2,040,965 | 0.0% |
| Nordson Corp.(NDSN) | COM | 655663102 | $67.5K | 908,904 | 0.0% |
| Pentair, Ltd.(PNR) | COM | H6169Q108 | $64.9K | 835,571 | 0.0% |
| Safeway Inc. | COM | 786514208 | $63.1K | 1,937,510 | 0.0% |
| ADT Corp | COM | 00101J106 | $45.1K | 1,115,065 | 0.0% |
| Russell 2000 Index Fund(IWM) | COM | 464287655 | $2.9K | 25,340 | 0.0% |
| S&P Midcap 400 Dep Rec Spdrs(MDY) | COM | 78467Y107 | $2.6K | 10,655 | 0.0% |