Q1 2014 Holdings
Filed 2014-05-14 | 22 holdings | $172.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $21.3K | 818,536 | 12.4% |
| Global Telecom & Technolgy I | COM | 378979108 | $17.8K | 1,689,879 | 10.3% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $14.6K | 421,581 | 8.5% |
| Owens ILL Inc | COM NEW | 690768403 | $10.4K | 307,019 | 6.0% |
| Hanger Inc | COM NEW | 41043F208 | $10.0K | 297,057 | 5.8% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $9.9K | 1,064,916 | 5.8% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $8.9K | 248,086 | 5.1% |
| Carmike Cinemas Inc | COM | 143436400 | $8.6K | 287,306 | 5.0% |
| National Resh Corp(NRC) | CL A | 637372202 | $7.8K | 470,074 | 4.5% |
| Jarden Corp | COM | 471109108 | $7.8K | 130,100 | 4.5% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $7.6K | 51,100 | 4.4% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $7.6K | 252,053 | 4.4% |
| Franklin Covey Co(FC) | COM | 353469109 | $7.3K | 370,697 | 4.3% |
| Lear Corp(LEA) | COM NEW | 521865204 | $5.6K | 66,500 | 3.2% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $4.7K | 176,365 | 2.7% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.5K | 116,900 | 2.6% |
| Drew Inds Inc | COM NEW | 26168L205 | $4.5K | 83,128 | 2.6% |
| AZZ Inc(AZZ) | COM | 002474104 | $4.2K | 95,090 | 2.5% |
| National Resh Corp | CL B | 637372301 | $3.3K | 76,228 | 1.9% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $3.0K | 67,528 | 1.7% |
| Regal Entmt Group | CL A | 758766109 | $2.5K | 133,300 | 1.4% |
| Powell Inds Inc(POWL) | COM | 739128106 | $333 | 5,145 | 0.2% |