Q4 2014 Holdings
Filed 2015-02-13 | 6 holdings | $6.5M | 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 | $6.4M | 1,583,194 | 98.9% |
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $58.6K | 2,059,555 | 0.9% |
| Kemet Corp | COM NEW | 488360207 | $6.3K | 1,506,006 | 0.1% |
| PLY GEM Hldgs Inc | COM | 72941W100 | $6.0K | 426,876 | 0.1% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $2.1K | 27,547 | 0.0% |
| Sandridge Energy Inc | COM | 80007P307 | $955 | 524,668 | 0.0% |