Q3 2017 Holdings
Filed 2017-11-14 | 20 holdings | $48.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $29.8M | 1,444,152 | 61.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $18.1M | 1,006,122 | 37.7% |
| GTT Communications Inc | COM | 362393100 | $28.7K | 907,193 | 0.1% |
| Horizon Global Corp | COM | 44052W104 | $19.3K | 1,093,319 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $14.3K | 378,556 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $13.7K | 543,723 | 0.0% |
| National Resh Corp(NRC) | CL A | 637372202 | $11.7K | 310,455 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $11.2K | 394,497 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $11.0K | 215,503 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $10.4K | 56,498 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $10.3K | 214,587 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $10.2K | 263,984 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $9.9K | 57,427 | 0.0% |
| Libbey Inc | COM | 529898108 | $8.9K | 961,437 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $8.4K | 313,100 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $7.2K | 464,808 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $5.2K | 33,049 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $5.2K | 121,458 | 0.0% |
| National Resh Corp | CL B | 637372301 | $3.7K | 69,206 | 0.0% |
| Baker Hughes A GE Co(BKR) | CL A | 05722G100 | $2.5K | 67,550 | 0.0% |