Q2 2016 Holdings
Filed 2016-08-11 | 59 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trinseo SA(TSEOQ) | SHS | L9340P101 | $9.5K | 222,001 | 0.1% |
| Kraton Performance Polymers | COM | 50077C106 | $14.7K | 527,400 | 0.2% |
| RadNet Inc(RDNT) | COM | 750491102 | $18.4K | 3,450,477 | 0.2% |
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $24.3K | 1,363,150 | 0.3% |
| Core Molding Technologies Inc(CMT) | COM | 218683100 | $212.0K | 15,500 | 2.8% |
| Builders FirstSource Inc(BLDR) | COM | 12008R107 | $281.0K | 25,000 | 3.7% |
| Casella Waste Systems Inc Cl A(CWST) | CL A | 147448104 | $707.0K | 90,000 | 9.4% |
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $1.1M | 208,922 | 14.5% |
| Dana Holding Corp(DAN) | COM | 235825205 | $5.1M | 481,907 | 67.8% |