Q3 2013 Holdings
Filed 2013-11-15 | 22 holdings | $48.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabtec Corp(WAB) | COM | 929740108 | $5.8K | 91,800 | 12.0% |
| Global Payments Inc(GPN) | COM | 37940X102 | $4.9K | 95,700 | 10.2% |
| Total System Services Inc(TSS) | COM | 891906109 | $4.0K | 135,500 | 8.3% |
| MKS Instruments Inc(MKSI) | COM | 55306N104 | $3.1K | 117,556 | 6.5% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $3.0K | 76,070 | 6.2% |
| Rollins Inc(ROL) | COM | 775711104 | $3.0K | 112,037 | 6.2% |
| Thor Industries(THO) | COM | 885160101 | $2.8K | 47,900 | 5.8% |
| Insperity Inc(NSP) | COM | 45778Q107 | $2.6K | 70,390 | 5.5% |
| MSC Industrial Direct Co(MSM) | COM | 553530106 | $2.6K | 31,800 | 5.4% |
| Coherent Inc(COHREUR) | COM | 192479103 | $2.4K | 38,454 | 4.9% |
| CSG SYS Intl Inc(CSGS) | COM | 126349109 | $2.2K | 87,220 | 4.6% |
| Cimarex Energy(XECEUR) | COM | 171798101 | $2.1K | 22,000 | 4.4% |
| Cubic Corp(CUBUSD) | COM | 229669106 | $2.0K | 37,097 | 4.1% |
| Applied Industrial Tech Inc(AIT) | COM | 03820C105 | $1.8K | 35,000 | 3.8% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $1.4K | 30,900 | 2.9% |
| Tetra Tech Inc(TTEK) | COM | 88162G103 | $1.4K | 53,868 | 2.9% |
| Rosetta Resources Inc | COM | 777779307 | $948 | 17,400 | 2.0% |
| Wd-40 Company(WDFC) | COM | 929236107 | $707 | 10,900 | 1.5% |
| RBC Bearings(RBC) | COM | 75524B104 | $664 | 10,072 | 1.4% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $430 | 5,500 | 0.9% |
| Foster (LB) Co(FSTR) | COM | 350060109 | $209 | 4,574 | 0.4% |
| Argan, Inc. | COM | 00651F108 | $48 | 2,200 | 0.1% |