Q1 2020 Holdings
Filed 2020-05-01 | 55 holdings | $22.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Federal Signal Corp(FSS) | COM | 313855108 | $13.7K | 502,317 | 0.1% |
| Universal Forest Products | COM | 913543104 | $13.9K | 373,350 | 0.1% |
| AAR Corp(AIR) | COM | 000361105 | $3.5M | 196,973 | 15.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $6.3M | 513,568 | 28.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $11.8M | 204,417 | 53.7% |