Q4 2017 Holdings
Filed 2018-02-12 | 366 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $123.0K | 5,348 | 4.1% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $241.0K | 13,288 | 8.0% |
| Dana Holding Corp(DAN) | COM | 235825205 | $255.0K | 7,954 | 8.4% |
| Autonation Inc(AN) | COM | 05329W102 | $263.0K | 5,116 | 8.7% |
| Caci International Inc(CACI) | CL A | 127190304 | $278.0K | 2,099 | 9.2% |
| Cooper-Standard Holding Inc(CPS) | COM | 21676P103 | $311.0K | 2,538 | 10.3% |
| Curtiss-Wright Corporation(CW) | COM | 231561101 | $344.0K | 2,821 | 11.4% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $500.0K | 9,527 | 16.5% |
| Callaway Golf Company(CALY) | COM | 131193104 | $517.0K | 37,149 | 17.1% |