Q2 2013 Holdings
Filed 2013-08-14 | 21 holdings | $170.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Forum Energy Technologies in(FETUSD) | COM | 34984V100 | $81.1K | 2,666,666 | 47.5% |
| Breeze Eastern Corp | COM | 106764103 | $29.1K | 3,303,373 | 17.0% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $20.4K | 575,300 | 11.9% |
| Accuride Corp New | COM NEW | 00439T206 | $13.2K | 2,609,076 | 7.7% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $9.5K | 323,100 | 5.6% |
| Vishay Precision Group Inc(VPG) | COM | 92835K103 | $8.2K | 542,419 | 4.8% |
| Universal Stainless & Alloy | COM | 913837100 | $2.4K | 82,348 | 1.4% |
| LMI Aerospace Inc | COM | 502079106 | $1.9K | 100,000 | 1.1% |
| Material Sciences Corp | COM | 576674105 | $1.0K | 102,358 | 0.6% |
| Haynes International Inc(HAYNUSD) | COM NEW | 420877201 | $957 | 20,000 | 0.6% |
| GSI Group Inc CDA New | COM NEW | 36191C205 | $944 | 117,471 | 0.6% |
| Edwards Group LTD | SPONSORED ADR | 281736108 | $850 | 100,000 | 0.5% |
| Arts WAY MFG Inc(ARTW) | COM | 043168103 | $318 | 41,600 | 0.2% |
| Twin Disc Inc(TWIN) | COM | 901476101 | $237 | 10,000 | 0.1% |
| Newport Corp | COM | 651824104 | $139 | 10,000 | 0.1% |
| Limoneira Co(LMNR) | COM | 532746104 | $104 | 5,000 | 0.1% |
| Kemet Corp | COM NEW | 488360207 | $103 | 25,000 | 0.1% |
| Alico Inc(ALCO) | COM | 016230104 | $100 | 2,500 | 0.1% |
| Dynamic Matls Corp | COM | 267888105 | $83 | 5,000 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $55 | 5,000 | 0.0% |
| Dean Foods Co New | COM | 242370104 | $50 | 5,000 | 0.0% |