Q4 2013 Holdings
Filed 2014-01-28 | 23 holdings | $53.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabtec Corp(WAB) | COM | 929740108 | $6.8K | 91,800 | 12.7% |
| Global Payments Inc(GPN) | COM | 37940X102 | $6.2K | 95,700 | 11.6% |
| Total System Services Inc(TSS) | COM | 891906109 | $4.5K | 135,500 | 8.4% |
| MKS Instruments Inc(MKSI) | COM | 55306N104 | $3.5K | 117,556 | 6.5% |
| Rollins Inc(ROL) | COM | 775711104 | $3.4K | 112,037 | 6.3% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $3.2K | 76,070 | 6.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $2.9K | 38,454 | 5.3% |
| Thor Industries(THO) | COM | 885160101 | $2.6K | 47,900 | 4.9% |
| MSC Industrial Direct Co(MSM) | COM | 553530106 | $2.6K | 31,800 | 4.8% |
| CSG SYS Intl Inc(CSGS) | COM | 126349109 | $2.6K | 87,220 | 4.8% |
| Insperity Inc(NSP) | COM | 45778Q107 | $2.5K | 70,390 | 4.7% |
| Cimarex Energy(XECEUR) | COM | 171798101 | $2.3K | 22,000 | 4.3% |
| Applied Industrial Tech Inc(AIT) | COM | 03820C105 | $1.7K | 35,000 | 3.2% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $1.7K | 30,900 | 3.1% |
| Tetra Tech Inc(TTEK) | COM | 88162G103 | $1.6K | 57,068 | 3.0% |
| Cubic Corp(CUBUSD) | COM | 229669106 | $1.6K | 29,497 | 2.9% |
| Rosetta Resources Inc | COM | 777779307 | $836 | 17,400 | 1.6% |
| Wd-40 Company(WDFC) | COM | 929236107 | $814 | 10,900 | 1.5% |
| Valmont Industries(VMI) | COM | 920253101 | $790 | 5,300 | 1.5% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $511 | 5,500 | 1.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $507 | 7,172 | 0.9% |
| Foster (LB) Co(FSTR) | COM | 350060109 | $491 | 10,374 | 0.9% |
| Argan, Inc. | COM | 00651F108 | $61 | 2,200 | 0.1% |