Q2 2016 Holdings
Filed 2016-08-12 | 23 holdings | $28.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $18.1M | 1,523,601 | 63.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $10.3M | 919,773 | 36.1% |
| GTT Communications Inc | COM | 362393100 | $25.2K | 1,364,832 | 0.1% |
| National Resh Corp(NRC) | CL A | 637372202 | $12.2K | 892,599 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $12.0K | 71,898 | 0.0% |
| Libbey Inc | COM | 529898108 | $11.7K | 739,092 | 0.0% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $10.9K | 1,433,798 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $10.8K | 601,647 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $10.0K | 438,117 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $9.9K | 368,272 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $9.0K | 88,627 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $8.4K | 621,993 | 0.0% |
| Horizon Global Corp | COM | 44052W104 | $8.4K | 739,796 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $8.0K | 174,995 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $7.6K | 56,150 | 0.0% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $7.6K | 125,678 | 0.0% |
| Franklin Covey Co(FC) | COM | 353469109 | $7.4K | 484,049 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $7.2K | 506,811 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $6.1K | 126,558 | 0.0% |
| Carmike Cinemas Inc | COM | 143436400 | $5.0K | 166,033 | 0.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $3.9K | 45,575 | 0.0% |
| Baker Hughes Inc | COM | 057224107 | $2.6K | 57,850 | 0.0% |
| National Resh Corp | CL B | 637372301 | $2.3K | 69,206 | 0.0% |