Q4 2013 Holdings
Filed 2014-02-14 | 23 holdings | $148.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $15.1K | 717,658 | 10.2% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $14.4K | 408,336 | 9.7% |
| Global Telecom & Technolgy I | COM | 378979108 | $12.9K | 1,772,552 | 8.7% |
| Hanger Inc | COM NEW | 41043F208 | $11.3K | 287,155 | 7.6% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $8.5K | 249,056 | 5.8% |
| Jarden Corp | COM | 471109108 | $8.2K | 133,600 | 5.5% |
| Owens ILL Inc | COM NEW | 690768403 | $8.0K | 222,419 | 5.4% |
| National Resh Corp(NRC) | CL A | 637372202 | $7.6K | 403,009 | 5.1% |
| Carmike Cinemas Inc | COM | 143436400 | $7.5K | 267,608 | 5.0% |
| Eastern INS Hldgs Inc | COM | 276534104 | $7.0K | 287,674 | 4.8% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $6.9K | 893,998 | 4.6% |
| Franklin Covey Co(FC) | COM | 353469109 | $6.4K | 322,720 | 4.3% |
| Natural Gas Services Group COM(NGS) | COM | 63886Q109 | $5.6K | 203,396 | 3.8% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.7K | 116,900 | 3.2% |
| AZZ Inc COM(AZZ) | COM | 002474104 | $4.4K | 90,690 | 3.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $4.3K | 83,128 | 2.9% |
| Columbus Mckinnon Corp N Y COM(CMCO) | COM | 199333105 | $3.8K | 140,473 | 2.6% |
| Harris Interactive Inc | COM | 414549105 | $3.0K | 1,495,164 | 2.0% |
| National Resh Corp | CL B | 637372301 | $2.9K | 84,730 | 2.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $2.4K | 15,800 | 1.6% |
| Powell Inds Inc(POWL) | COM | 739128106 | $2.0K | 30,478 | 1.4% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $763 | 26,364 | 0.5% |
| Douglas Dynamics Inc(PLOW) | COM | 25960R105 | $500 | 29,700 | 0.3% |