Q2 2014 Holdings
Filed 2014-08-13 | 23 holdings | $197.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $22.5K | 845,136 | 11.4% |
| GTT Communications Inc | COM | 362393100 | $17.8K | 1,746,110 | 9.0% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $15.2K | 444,951 | 7.7% |
| Owens ILL Inc | COM NEW | 690768403 | $11.2K | 324,119 | 5.7% |
| Hanger Inc | COM NEW | 41043F208 | $11.1K | 353,412 | 5.6% |
| Carmike Cinemas Inc | COM | 143436400 | $10.8K | 308,831 | 5.5% |
| National Resh Corp(NRC) | CL A | 637372202 | $9.5K | 682,299 | 4.8% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $9.3K | 254,844 | 4.7% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $9.1K | 60,100 | 4.6% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $9.0K | 1,109,242 | 4.6% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $8.9K | 270,704 | 4.5% |
| Jarden Corp | COM | 471109108 | $8.8K | 149,100 | 4.5% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $8.6K | 185,231 | 4.4% |
| Lear Corp(LEA) | COM NEW | 521865204 | $8.5K | 94,753 | 4.3% |
| Franklin Covey Co(FC) | COM | 353469109 | $7.8K | 388,199 | 4.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $6.8K | 249,972 | 3.4% |
| Steelcase Inc(GJB) | CL A | 858155203 | $5.4K | 354,531 | 2.7% |
| Drew Inds Inc | COM NEW | 26168L205 | $4.2K | 83,128 | 2.1% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.1K | 123,900 | 2.1% |
| Regal Entmt Group | CL A | 758766109 | $2.8K | 134,300 | 1.4% |
| AZZ Inc(AZZ) | COM | 002474104 | $2.8K | 59,902 | 1.4% |
| National Resh Corp | CL B | 637372301 | $2.6K | 65,778 | 1.3% |
| Powell Inds Inc(POWL) | COM | 739128106 | $336 | 5,145 | 0.2% |