Q3 2019 Holdings
Filed 2019-11-14 | 15 holdings | $18.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $18.1M | 948,966 | 99.7% |
| SPX Flow Inc | COM | 78469X107 | $6.0K | 152,682 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $5.8K | 140,250 | 0.0% |
| Skyline Champion Corporation(SKY) | COM | 830830105 | $5.6K | 185,299 | 0.0% |
| PGT Innovations Inc(PGTIUSD) | COM | 69336V101 | $5.2K | 301,354 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $4.8K | 173,224 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $4.8K | 464,002 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $4.4K | 31,979 | 0.0% |
| Cision LTD | SHS | G1992S109 | $4.2K | 549,800 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $4.0K | 109,048 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $3.7K | 31,177 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $3.4K | 362,992 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $3.1K | 239,681 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $2.3K | 39,784 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $1.8K | 54,694 | 0.0% |