Q4 2013 Holdings
Filed 2014-01-28 | 23 holdings | $135.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabtec Corp(WAB) | COM | 929740108 | $18.4K | 247,900 | 13.6% |
| Global Payments Inc(GPN) | COM | 37940X102 | $15.0K | 231,126 | 11.1% |
| Total System Services Inc(TSS) | COM | 891906109 | $11.7K | 351,706 | 8.6% |
| Rollins Inc(ROL) | COM | 775711104 | $7.8K | 256,912 | 5.7% |
| CSG SYS Intl Inc(CSGS) | COM | 126349109 | $7.4K | 250,390 | 5.4% |
| Coherent Inc(COHREUR) | COM | 192479103 | $7.2K | 96,673 | 5.3% |
| MKS Instruments Inc(MKSI) | COM | 55306N104 | $7.0K | 235,050 | 5.2% |
| Thor Industries(THO) | COM | 885160101 | $6.8K | 123,080 | 5.0% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $6.7K | 157,100 | 4.9% |
| Cimarex Energy(XECEUR) | COM | 171798101 | $6.5K | 61,700 | 4.8% |
| MSC Industrial Direct Co(MSM) | COM | 553530106 | $5.9K | 73,396 | 4.4% |
| Insperity Inc(NSP) | COM | 45778Q107 | $5.7K | 158,346 | 4.2% |
| Applied Industrial Tech Inc(AIT) | COM | 03820C105 | $4.7K | 96,570 | 3.5% |
| Tetra Tech Inc(TTEK) | COM | 88162G103 | $4.2K | 150,600 | 3.1% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $4.2K | 77,786 | 3.1% |
| Cubic Corp(CUBUSD) | COM | 229669106 | $4.1K | 78,251 | 3.0% |
| Valmont Industries(VMI) | COM | 920253101 | $3.1K | 21,000 | 2.3% |
| Wd-40 Company(WDFC) | COM | 929236107 | $2.8K | 36,893 | 2.0% |
| Rosetta Resources Inc | COM | 777779307 | $2.1K | 43,600 | 1.5% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $1.6K | 17,200 | 1.2% |
| Foster (LB) Co(FSTR) | COM | 350060109 | $1.5K | 32,014 | 1.1% |
| RBC Bearings(RBC) | COM | 75524B104 | $1.2K | 16,800 | 0.9% |
| Argan, Inc. | COM | 00651F108 | $151 | 5,495 | 0.1% |