Q1 2015 Holdings
Filed 2015-05-14 | 23 holdings | $239.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $32.6K | 816,430 | 13.6% |
| GTT Communications Inc | COM | 362393100 | $29.2K | 1,544,525 | 12.2% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $15.5K | 327,111 | 6.5% |
| Lear Corp(LEA) | COM NEW | 521865204 | $14.3K | 128,727 | 6.0% |
| Jarden Corp | COM | 471109108 | $11.8K | 223,349 | 4.9% |
| National Resh Corp(NRC) | CL A | 637372202 | $10.8K | 748,098 | 4.5% |
| Carmike Cinemas Inc | COM | 143436400 | $10.7K | 319,331 | 4.5% |
| Steelcase Inc(GJB) | CL A | 858155203 | $10.5K | 556,275 | 4.4% |
| Franklin Covey Co(FC) | COM | 353469109 | $10.5K | 546,005 | 4.4% |
| Whirlpool Corp(WHR) | COM | 963320106 | $10.2K | 50,598 | 4.3% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $9.7K | 79,200 | 4.1% |
| Owens ILL Inc | COM NEW | 690768403 | $9.5K | 405,719 | 4.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $9.4K | 350,625 | 3.9% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $9.3K | 1,230,658 | 3.9% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $8.9K | 284,895 | 3.7% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $8.6K | 309,819 | 3.6% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $8.5K | 441,154 | 3.5% |
| Drew Inds Inc | COM NEW | 26168L205 | $6.7K | 108,909 | 2.8% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $6.5K | 104,823 | 2.7% |
| National Resh Corp | CL B | 637372301 | $2.4K | 75,332 | 1.0% |
| Baker Hughes Inc | COM | 057224107 | $2.4K | 37,000 | 1.0% |
| Regal Entmt Group | CL A | 758766109 | $1.1K | 47,400 | 0.5% |
| Norcraft COS Inc | COM | 65557Y105 | $245 | 9,569 | 0.1% |