Q1 2015 Holdings
Filed 2015-05-15 | 6 holdings | $1.9M | 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 | $1.8M | 330,987 | 97.6% |
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $30.6K | 903,334 | 1.6% |
| Kemet Corp | COM NEW | 488360207 | $5.7K | 1,386,626 | 0.3% |
| PLY GEM Hldgs Inc | COM | 72941W100 | $5.5K | 426,876 | 0.3% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $2.3K | 27,547 | 0.1% |
| Sandridge Energy Inc | COM | 80007P307 | $739 | 415,377 | 0.0% |