Q4 2018 Holdings
Filed 2019-02-14 | 13 holdings | $327.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $68.7K | 1,726,086 | 21.0% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $41.9K | 1,122,136 | 12.8% |
| Primo WTR Corp | COM | 74165N105 | $37.0K | 2,642,171 | 11.3% |
| Genesco Inc(GCO) | COM | 371532102 | $35.0K | 789,144 | 10.7% |
| Vonage Hldgs Corp | COM | 92886T201 | $32.4K | 3,714,131 | 9.9% |
| Nexeo Solutions Inc | *W EXP 06/09/202 | 65342H110 | $30.5K | 3,551,167 | 9.3% |
| Onespan Inc(OSPN) | COM | 68287N100 | $27.1K | 2,089,261 | 8.3% |
| Foster L B Co(FSTR) | COM | 350060109 | $16.7K | 1,052,002 | 5.1% |
| NN Inc(NNBR) | COM | 629337106 | $14.1K | 2,100,908 | 4.3% |
| Weight Watchers Intl Inc New | COM | 948626106 | $9.8K | 255,000 | 3.0% |
| SPS Comm Inc(SPSC) | COM | 78463M107 | $6.7K | 80,809 | 2.0% |
| Nexeo Solutions Inc | COM SHS | 65342H102 | $6.5K | 755,797 | 2.0% |
| USA Technologies Inc | CONV PFD SER A | 90328S203 | $763 | 44,250 | 0.2% |