Q4 2014 Holdings
Filed 2015-02-17 | 16 holdings | $231.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fedex Corp(FDX) | COMMON | 31428X106 | $27.8K | 163,056 | 12.0% |
| Mid-Amer APT Cmntys Inc(MAA) | COMMON | 59522J103 | $26.5K | 340,421 | 11.4% |
| Walgreens Boots Alliance Inc(WBA) | COMMON | 931427108 | $24.2K | 324,905 | 10.5% |
| Advance Auto Parts Inc(AAP) | COMMON | 00751Y106 | $23.0K | 144,336 | 9.9% |
| The ADT Corporation | COMMON | 00101J106 | $22.2K | 635,431 | 9.6% |
| Dycom Inds Inc(DY) | COMMON | 267475101 | $19.7K | 612,495 | 8.5% |
| LKQ Corp(LKQ) | COMMON | 501889208 | $19.7K | 738,823 | 8.5% |
| Mobile Mini Inc | COMMON | 60740F105 | $19.3K | 514,698 | 8.4% |
| Clean Harbors Inc(CLH) | COMMON | 184496107 | $16.5K | 347,852 | 7.1% |
| Marten Trans LTD(MRTN) | COMMON | 573075108 | $9.0K | 426,448 | 3.9% |
| Werner Enterprises Inc(WERN) | COMMON | 950755108 | $8.6K | 292,804 | 3.7% |
| Hunt J B Trans Svcs Inc(JBHT) | COMMON | 445658107 | $7.4K | 92,163 | 3.2% |
| Packaging Corp Amer(PKG) | COMMON | 695156109 | $5.9K | 76,536 | 2.5% |
| Centerstate Banks Inc(CSFLUSD) | COMMON | 15201P109 | $947 | 79,501 | 0.4% |
| Blueknight Energy Partners L(BKEPUSD) | COMMON | 09625U109 | $423 | 63,600 | 0.2% |
| Rand Logistics Inc | COMMON | 752182105 | $224 | 56,675 | 0.1% |