Q4 2018 Holdings
Filed 2019-02-14 | 24 holdings | $67.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Green Plains Inc(GPRE) | COM | 393222104 | $5.0K | 381,078 | 7.4% |
| MiX Telematics Ltd | ADR | 60688N102 | $4.9K | 315,622 | 7.3% |
| Dycom Industries Inc(DY) | COM | 267475101 | $4.7K | 86,700 | 6.9% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $4.5K | 1,177,743 | 6.6% |
| Rogers Corp(ROG) | COM | 775133101 | $4.2K | 42,408 | 6.2% |
| Trimble Navigation Ltd(TRMB) | COM | 896239100 | $4.2K | 127,400 | 6.2% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $4.0K | 54,244 | 6.0% |
| Evoqua Water Technologies Corp(AQUAUSD) | COM | 30057T105 | $3.7K | 389,154 | 5.5% |
| TE Connectivity Ltd(TEL) | COM | H84989104 | $3.6K | 48,104 | 5.4% |
| Rexnord Corp | COM | 76169B102 | $3.5K | 154,322 | 5.2% |
| Itron Inc(ITRI) | COM | 465741106 | $3.3K | 69,904 | 4.9% |
| Roper Industries Inc(ROP) | COM | 776696106 | $3.2K | 12,000 | 4.7% |
| Advanced Drainage Systems Inc(WMS) | COM | 00790R104 | $3.1K | 129,483 | 4.6% |
| Daqo New Energy Corp(DQ) | ADR | 23703Q203 | $2.9K | 122,924 | 4.3% |
| Sealed Air Corp(SEE) | COM | 81211K100 | $2.8K | 80,600 | 4.2% |
| Greenbrier Cos Inc(GBX) | COM | 393657101 | $2.8K | 70,197 | 4.1% |
| Fortive Corp(FTV) | COM | 34959J108 | $2.0K | 29,000 | 2.9% |
| Bunge Ltd(BG) | COM | G16962105 | $1.6K | 30,000 | 2.4% |
| Just Energy Group Inc | COM | 48213W101 | $1.6K | 407,500 | 2.3% |
| Johnson Controls International plc(JCI) | COM | G51502105 | $1.2K | 42,000 | 1.8% |
| Nova Ljubljanska Banka dd(NLB) | ADR | 66980N203 | $268 | 18,000 | 0.4% |
| Rise Education Cayman Ltd | ADR | 76761L102 | $135 | 17,000 | 0.2% |
| (blank)(WUBAUSD) | ADR | 31680Q104 | $130 | 2,400 | 0.2% |
| Four Seasons Education Cayman Inc | ADR | 35101A101 | $94 | 38,000 | 0.1% |