Q4 2018 Holdings
Filed 2019-02-14 | 16 holdings | $17.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $17.3M | 951,875 | 97.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $442.0K | 40,549 | 2.5% |
| Owens ILL Inc | COM NEW | 690768403 | $8.5K | 491,423 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $6.2K | 196,900 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $6.0K | 254,765 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $5.8K | 193,597 | 0.0% |
| Cision LTD | SHS | G1992S109 | $5.8K | 494,400 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.9K | 155,103 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.8K | 45,368 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $4.8K | 126,633 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $4.8K | 39,027 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $4.6K | 152,782 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $4.5K | 276,622 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $3.8K | 150,224 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $3.6K | 32,529 | 0.0% |
| Libbey Inc | COM | 529898108 | $3.0K | 781,637 | 0.0% |