Q1 2019 Holdings
Filed 2019-05-15 | 16 holdings | $17.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $16.9M | 998,414 | 99.5% |
| GTT Communications Inc | COM | 362393100 | $9.5K | 272,765 | 0.1% |
| Owens ILL Inc | COM NEW | 690768403 | $8.8K | 465,102 | 0.1% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $7.1K | 203,400 | 0.0% |
| Cision LTD | SHS | G1992S109 | $6.8K | 494,400 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $5.0K | 157,582 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $5.0K | 161,224 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $4.6K | 132,889 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $4.5K | 262,581 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $4.5K | 34,929 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $4.5K | 115,939 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $4.4K | 32,127 | 0.0% |
| Skyline Champion Corporation(SKY) | COM | 830830105 | $4.1K | 217,500 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.1K | 128,490 | 0.0% |
| PGT Innovations Inc(PGTIUSD) | COM | 69336V101 | $3.8K | 272,347 | 0.0% |
| Libbey Inc | COM | 529898108 | $2.0K | 712,296 | 0.0% |