Q2 2019 Holdings
Filed 2019-08-14 | 15 holdings | $18.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $18.7M | 948,966 | 99.6% |
| Owens ILL Inc | COM NEW | 690768403 | $7.8K | 451,002 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $6.8K | 161,682 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $6.3K | 109,951 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $6.2K | 173,500 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $6.2K | 172,224 | 0.0% |
| Cision LTD | SHS | G1992S109 | $6.0K | 512,900 | 0.0% |
| Skyline Champion Corporation(SKY) | COM | 830830105 | $5.6K | 205,000 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $4.9K | 38,879 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $4.9K | 117,389 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $4.9K | 35,127 | 0.0% |
| PGT Innovations Inc(PGTIUSD) | COM | 69336V101 | $4.6K | 274,047 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $4.4K | 250,445 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $4.2K | 256,581 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $4.0K | 108,490 | 0.0% |