Q1 2018 Holdings
Filed 2018-05-15 | 21 holdings | $49.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $34.2M | 1,444,152 | 69.7% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $14.7M | 742,294 | 30.0% |
| GTT Communications Inc | COM | 362393100 | $19.2K | 338,564 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $12.9K | 361,061 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $11.9K | 549,723 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $11.2K | 342,100 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $10.8K | 219,883 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $10.7K | 57,427 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $10.6K | 200,503 | 0.0% |
| Horizon Global Corp | COM | 44052W104 | $10.6K | 1,288,888 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $9.4K | 394,497 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $8.8K | 57,498 | 0.0% |
| National Resh Corp(NRC) | CL A | 637372202 | $8.8K | 300,990 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $7.5K | 164,044 | 0.0% |
| Cision LTD | SHS | G1992S109 | $7.0K | 606,900 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $5.0K | 366,441 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $4.8K | 33,049 | 0.0% |
| Libbey Inc | COM | 529898108 | $4.4K | 906,737 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $4.0K | 155,958 | 0.0% |
| National Resh Corp | CL B | 637372301 | $3.4K | 69,206 | 0.0% |
| Baker Hughes A GE Co(BKR) | CL A | 05722G100 | $2.1K | 76,850 | 0.0% |