Q3 2018 Holdings
Filed 2018-11-14 | 28 holdings | $76.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Green Plains Inc(GPRE) | COM | 393222104 | $4.9K | 283,348 | 6.4% |
| Rexnord Corp | COM | 76169B102 | $4.2K | 137,322 | 5.5% |
| TE Connectivity Ltd(TEL) | COM | H84989104 | $4.2K | 48,104 | 5.5% |
| American Railcar Industries In | COM | 02916P103 | $4.0K | 87,254 | 5.2% |
| Trimble Navigation Ltd(TRMB) | COM | 896239100 | $4.0K | 92,100 | 5.2% |
| Advanced Drainage Systems Inc(WMS) | COM | 00790R104 | $3.9K | 124,600 | 5.0% |
| Bunge Ltd(BG) | COM | G16962105 | $3.8K | 56,000 | 5.0% |
| Sealed Air Corp(SEE) | COM | 81211K100 | $3.7K | 91,500 | 4.8% |
| Dycom Industries Inc(DY) | COM | 267475101 | $3.6K | 43,000 | 4.7% |
| Rogers Corp(ROG) | COM | 775133101 | $3.6K | 24,277 | 4.7% |
| Roper Industries Inc(ROP) | COM | 776696106 | $3.6K | 12,000 | 4.6% |
| Switch Inc | COM | 87105L104 | $3.5K | 325,000 | 4.6% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $3.3K | 638,285 | 4.3% |
| Itron Inc(ITRI) | COM | 465741106 | $3.3K | 51,400 | 4.3% |
| Johnson Controls International plc(JCI) | COM | G51502105 | $3.3K | 92,963 | 4.2% |
| TreeHouse Foods Inc(THS) | COM | 89469A104 | $3.1K | 65,000 | 4.1% |
| Sensata Technologies Holding PLC(ST) | COM | G8060N102 | $2.7K | 54,937 | 3.6% |
| Teradyne Inc(TER) | COM | 880770102 | $2.6K | 71,000 | 3.4% |
| Fortive Corp(FTV) | COM | 34959J108 | $2.4K | 29,000 | 3.2% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $2.3K | 29,244 | 3.0% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $1.6K | 9,000 | 2.1% |
| Veeco Instruments Inc(VECO) | COM | 922417100 | $1.6K | 154,500 | 2.1% |
| MiX Telematics Ltd | ADR | 60688N102 | $1.4K | 100,225 | 1.9% |
| Evoqua Water Technologies Corp(AQUAUSD) | COM | 30057T105 | $1.3K | 70,793 | 1.6% |
| Rise Education Cayman Ltd | ADR | 76761L102 | $284 | 24,000 | 0.4% |
| Four Seasons Education Cayman Inc | ADR | 35101A101 | $152 | 38,000 | 0.2% |
| Luxoft Holding Inc | COM | G57279104 | $140 | 2,957 | 0.2% |
| China Rapid Finance Ltd | ADR | 16953Q105 | $100 | 35,000 | 0.1% |