Q1 2019 Holdings
Filed 2019-05-15 | 16 holdings | $182.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Barrett Business Services in(BBSI) | COM | 068463108 | $20.8K | 268,539 | 11.4% |
| Industrial Logistics Pptys T(ILPT) | COM SHS BEN INT | 456237106 | $18.7K | 927,987 | 10.3% |
| Perspecta Inc(PRSP) | COM | 715347100 | $18.6K | 920,000 | 10.2% |
| Rent A CTR Inc New(UPBD) | COM | 76009N100 | $15.4K | 739,995 | 8.5% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $14.7K | 371,174 | 8.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $14.3K | 164,243 | 7.9% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $12.4K | 98,350 | 6.8% |
| Century Cmntys Inc(CCS) | COM | 156504300 | $11.3K | 470,998 | 6.2% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $10.7K | 864,777 | 5.9% |
| Iridium Communications Inc(IRDM) | COM | 46269C102 | $10.7K | 404,510 | 5.9% |
| Bridgepoint ED Inc | COM | 10807M105 | $10.4K | 1,701,396 | 5.7% |
| American Software Inc(AMSWAUSD) | CL A | 029683109 | $8.3K | 698,117 | 4.6% |
| Civeo Corp CDA(CVEO1EUR) | COM | 17878Y108 | $8.0K | 3,823,143 | 4.4% |
| Osiris Therapeutics Inc New | COM | 68827R108 | $6.2K | 324,722 | 3.4% |
| Seaboard Corp(SEB) | COM | 811543107 | $1.3K | 297 | 0.7% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $114 | 5,621 | 0.1% |