Q1 2015 Holdings
Filed 2015-05-15 | 12 holdings | $22.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Forestar Group Inc | COM | 346233109 | $5.4K | 344,224 | 23.8% |
| Visteon Corp(VC) | COM | 92839U206 | $3.9K | 40,898 | 17.3% |
| Kraton Performance Polymers In | COM | 50077C106 | $2.4K | 118,000 | 10.5% |
| OM Group Inc | COM | 670872100 | $2.1K | 69,678 | 9.2% |
| Children's Place Inc(PLCE) | COM | 168905107 | $1.8K | 28,400 | 8.0% |
| Rally Software Development Cor | COM | 751198102 | $1.7K | 107,446 | 7.4% |
| American Realty Capital Proper | COM | 02917T104 | $1.5K | 153,796 | 6.6% |
| Tile Shop Holdings Inc(TTS1EUR) | COM | 88677Q109 | $1.2K | 102,000 | 5.4% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $1.0K | 189,200 | 4.5% |
| Exterran Holdings Inc | COM | 30225X103 | $1.0K | 30,000 | 4.4% |
| Bravo Brio Restaurant Group In | COM | 10567B109 | $521 | 35,500 | 2.3% |
| Furmanite Corp | COM | 361086101 | $142 | 18,000 | 0.6% |