Q3 2018 Holdings
Filed 2018-11-14 | 18 holdings | $46.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $35.4M | 1,443,194 | 76.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $10.9M | 742,294 | 23.5% |
| GTT Communications Inc | COM | 362393100 | $15.1K | 348,564 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $11.9K | 632,223 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $11.6K | 293,528 | 0.0% |
| Cision LTD | SHS | G1992S109 | $11.4K | 676,500 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $10.7K | 205,982 | 0.0% |
| Horizon Global Corp | COM | 44052W104 | $9.9K | 1,389,683 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $9.2K | 253,903 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $8.9K | 230,829 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $8.7K | 283,100 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $8.5K | 58,627 | 0.0% |
| Libbey Inc | COM | 529898108 | $8.4K | 964,837 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $8.3K | 394,497 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $7.8K | 65,498 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $6.8K | 164,044 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $5.6K | 40,249 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $3.4K | 165,058 | 0.0% |