Q3 2014 Holdings
Filed 2014-11-13 | 22 holdings | $198.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $23.0K | 874,446 | 11.6% |
| GTT Communications Inc | COM | 362393100 | $19.7K | 1,650,832 | 9.9% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $15.4K | 435,492 | 7.8% |
| Lear Corp(LEA) | COM NEW | 521865204 | $9.9K | 114,853 | 5.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $9.9K | 73,000 | 5.0% |
| Owens ILL Inc | COM NEW | 690768403 | $9.6K | 370,119 | 4.9% |
| Carmike Cinemas Inc | COM | 143436400 | $9.6K | 310,131 | 4.8% |
| National Resh Corp(NRC) | CL A | 637372202 | $9.0K | 694,264 | 4.5% |
| Jarden Corp | COM | 471109108 | $9.0K | 149,100 | 4.5% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $8.8K | 1,142,056 | 4.4% |
| Franklin Covey Co(FC) | COM | 353469109 | $8.8K | 448,185 | 4.4% |
| Steelcase Inc(GJB) | CL A | 858155203 | $8.3K | 512,050 | 4.2% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $7.8K | 185,231 | 3.9% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $7.7K | 263,344 | 3.9% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $7.6K | 315,904 | 3.8% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $7.2K | 327,345 | 3.6% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $6.1K | 241,095 | 3.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $6.1K | 41,748 | 3.1% |
| Drew Inds Inc | COM NEW | 26168L205 | $5.1K | 121,778 | 2.6% |
| Hanger Inc | COM NEW | 41043F208 | $4.9K | 236,668 | 2.4% |
| Regal Entmt Group | CL A | 758766109 | $2.7K | 136,300 | 1.4% |
| National Resh Corp | CL B | 637372301 | $2.4K | 65,778 | 1.2% |