Q3 2014 Holdings
Filed 2014-11-14 | 7 holdings | $7.5M | 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 | $7.4M | 1,919,392 | 98.9% |
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $56.5K | 2,159,555 | 0.8% |
| PLY GEM Hldgs Inc | COM | 72941W100 | $6.9K | 632,435 | 0.1% |
| Kemet Corp | COM NEW | 488360207 | $6.2K | 1,501,512 | 0.1% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $3.8K | 37,045 | 0.1% |
| Progressive Waste Solutions | COM | 74339G101 | $3.3K | 127,688 | 0.0% |
| Sandridge Energy Inc | COM | 80007P307 | $2.9K | 678,968 | 0.0% |