Q1 2016 Holdings
Filed 2016-05-13 | 23 holdings | $22.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $16.5M | 1,520,301 | 72.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $5.9M | 525,941 | 26.2% |
| GTT Communications Inc | COM | 362393100 | $22.4K | 1,352,332 | 0.1% |
| National Resh Corp(NRC) | CL A | 637372202 | $13.9K | 893,199 | 0.1% |
| Libbey Inc | COM | 529898108 | $13.7K | 739,092 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $13.0K | 71,898 | 0.1% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $11.1K | 222,741 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $10.7K | 385,567 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $10.1K | 465,812 | 0.0% |
| Jarden Corp | COM | 471109108 | $10.0K | 168,821 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $9.8K | 88,127 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $9.6K | 601,647 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $9.3K | 621,993 | 0.0% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $8.6K | 1,433,798 | 0.0% |
| Franklin Covey Co(FC) | COM | 353469109 | $8.5K | 484,049 | 0.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $8.1K | 125,819 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $8.0K | 505,711 | 0.0% |
| Carmike Cinemas Inc | COM | 143436400 | $7.5K | 250,333 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $7.4K | 59,350 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $7.2K | 174,995 | 0.0% |
| National Resh Corp | CL B | 637372301 | $2.8K | 81,206 | 0.0% |
| Baker Hughes Inc | COM | 057224107 | $2.4K | 55,850 | 0.0% |
| Horizon Global Corp | COM | 44052W104 | $140 | 11,113 | 0.0% |