Q1  2017 |
≡ |
LSKD - LSC Communications Inc. |
Buy |
149,087 |
0.39 |
≡ |
NOMD - Nomad Foods Ltd |
Buy |
247,768 |
0.30 |
≡ |
IGT - International Game Technology |
Buy |
115,000 |
0.28 |
≡ |
ZTO - ZTO Express |
Buy |
50,000 |
0.07 |
Q4  2016 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 1051.78% |
3,800,351 |
11.81 |
≡ |
COMM - CommScope Holding Co. |
Add 878.23% |
2,798,476 |
12.87 |
≡ |
MGA - Magna International Inc. |
Add 26.70% |
42,457 |
0.23 |
≡ |
ABG - Asbury Automotive Group Inc. |
Add 8.68% |
11,012 |
0.08 |
≡ |
ARRS - ARRIS International plc |
Buy |
310,157 |
1.15 |
≡ |
SCS - Steelcase Inc. |
Buy |
454,614 |
1.01 |
≡ |
SPLS - Staples Inc. |
Buy |
745,236 |
0.83 |
≡ |
CSC - Computer Sciences Corp. |
Buy |
65,000 |
0.48 |
≡ |
CTB - Cooper Tire & Rubber Co. |
Buy |
100,000 |
0.48 |
≡ |
OSK - Oshkosh Corp. |
Buy |
60,000 |
0.48 |
≡ |
BW - Babcock & Wilcox Enterprises |
Buy |
23,000 |
0.47 |
Q3  2016 |
≡ |
COMM - CommScope Holding Co. |
Add 154.92% |
193,651 |
0.76 |
≡ |
EMN - Eastman Chemical |
Add 36.37% |
520,865 |
4.60 |
≡ |
PAY - Verifone Systems Inc. |
Add 24.41% |
80,547 |
0.16 |
≡ |
TGI - Triumph Group Inc. |
Add 7.44% |
214,770 |
0.78 |
≡ |
ABG - Asbury Automotive Group Inc. |
Add 3.85% |
4,705 |
0.03 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Buy |
361,326 |
1.17 |
≡ |
MGA - Magna International Inc. |
Buy |
159,000 |
0.89 |
≡ |
ODP - ODP Corp. |
Buy |
169,111 |
0.79 |
Q2  2016 |
≡ |
HAR - Harman Int'l Industries |
Add 201.41% |
1,413,107 |
13.14 |
≡ |
GT - Goodyear Tire & Rubber |
Add 10.18% |
402,434 |
1.34 |
≡ |
SPR - Spirit AeroSystems Holdings Inc. |
Buy |
236,956 |
1.32 |
≡ |
RHI - Robert Half International |
Buy |
250,913 |
1.24 |
≡ |
ALK - Alaska Air Group |
Buy |
148,855 |
1.12 |
≡ |
CTB - Cooper Tire & Rubber Co. |
Buy |
283,742 |
1.10 |
≡ |
TIF - Tiffany & Co. |
Buy |
125,111 |
0.98 |
≡ |
ABG - Asbury Automotive Group Inc. |
Buy |
122,164 |
0.83 |
≡ |
PAY - Verifone Systems Inc. |
Buy |
330,000 |
0.79 |
≡ |
ITT - ITT Inc. |
Buy |
153,591 |
0.64 |
≡ |
COMM - CommScope Holding Co. |
Buy |
125,000 |
0.50 |
≡ |
IPGP - IPG Photonics Corp. |
Buy |
37,000 |
0.38 |
≡ |
GPI - Group 1 Automotive |
Buy |
56,880 |
0.36 |
Q1  2016 |
≡ |
TGI - Triumph Group Inc. |
Add 31.79% |
943,524 |
3.24 |
≡ |
MGA - Magna International Inc. |
Add 20.83% |
38,773 |
0.18 |
≡ |
OI - O-I Glass Inc. |
Add 4.47% |
520,499 |
0.91 |
≡ |
LEA - Lear Corp. |
Add 2.99% |
2,179 |
0.03 |
≡ |
HAR - Harman Int'l Industries |
Buy |
701,599 |
6.82 |
≡ |
ASH - Ashland Global Holdings Inc. |
Buy |
104,757 |
1.26 |
≡ |
HPE - Hewlett Packard Enterprise |
Buy |
562,373 |
1.09 |
Q4  2015 |
≡ |
OI - O-I Glass Inc. |
Add 8.73% |
934,804 |
1.68 |
≡ |
IM - Ingram Micro Inc. |
Add 8.70% |
361,419 |
1.13 |
≡ |
EMN - Eastman Chemical |
Buy |
1,710,713 |
11.93 |
≡ |
HPQ - HP Inc. |
Buy |
773,250 |
1.21 |
≡ |
KLXI - KLX Inc. |
Buy |
303,922 |
0.97 |
≡ |
SPXC - SPX Corp. |
Buy |
285,241 |
0.82 |
≡ |
KEX - Kirby Corp. |
Buy |
105,301 |
0.57 |
≡ |
UNF - UniFirst Corp. |
Buy |
41,464 |
0.45 |
Q3  2015 |
≡ |
FMC - FMC Corp. |
Add 1.86% |
97,614 |
0.32 |
≡ |
LEA - Lear Corp. |
Add 1.10% |
1,382 |
0.01 |
≡ |
AXL - American Axle & Manufacturing Holdings |
Add 0.47% |
2,884 |
0.01 |
≡ |
NSC - Norfolk Southern Corp. |
Buy |
161,989 |
1.18 |
≡ |
CSX - CSX Corp. |
Buy |
1,354,614 |
1.16 |
≡ |
OSK - Oshkosh Corp. |
Buy |
333,016 |
1.15 |
≡ |
CXT - Crane NXT Co. |
Buy |
236,679 |
1.05 |
≡ |
HII - Huntington Ingalls Industries |
Buy |
88,836 |
0.91 |
≡ |
FLEX - Flex Ltd. |
Buy |
416,747 |
0.42 |
≡ |
TTM-OLD - Tata Motors Ltd. |
Buy |
90,000 |
0.19 |
Q2  2015 |
≡ |
IM - Ingram Micro Inc. |
Add 133.53% |
2,870,803 |
4.98 |
≡ |
WCC - WESCO International Inc. |
Add 125.40% |
1,250,971 |
5.95 |
≡ |
GT - Goodyear Tire & Rubber |
Add 94.87% |
3,604,914 |
7.53 |
≡ |
AXE - Anixter International |
Add 69.32% |
103,467 |
0.47 |
≡ |
FMC - FMC Corp. |
Add 37.86% |
1,438,677 |
5.24 |
≡ |
ACM - AECOM Technology Corp. |
Add 4.37% |
19,430 |
0.04 |
≡ |
OI - O-I Glass Inc. |
Add 1.30% |
163,088 |
0.26 |
Q1  2015 |
≡ |
GT - Goodyear Tire & Rubber |
Add 241.71% |
2,687,952 |
5.47 |
≡ |
FMC - FMC Corp. |
Add 170.46% |
2,395,000 |
10.32 |
≡ |
TGI - Triumph Group Inc. |
Add 25.09% |
942,588 |
4.24 |
≡ |
TEX - Terex Corp. |
Add 14.40% |
122,131 |
0.24 |
≡ |
OIS - Oil States International Inc. |
Add 13.61% |
419,230 |
1.25 |
≡ |
LEA - Lear Corp. |
Add 8.13% |
9,755 |
0.08 |
≡ |
NVRI - Enviri Corp. |
Add 5.96% |
52,933 |
0.07 |
≡ |
OI - O-I Glass Inc. |
Add 2.70% |
330,020 |
0.58 |
≡ |
WCC - WESCO International Inc. |
Buy |
997,582 |
5.24 |
≡ |
IM - Ingram Micro Inc. |
Buy |
2,150,000 |
4.06 |
≡ |
MGA - Magna International Inc. |
Buy |
259,638 |
1.05 |
≡ |
ACM - AECOM Technology Corp. |
Buy |
444,320 |
1.03 |
≡ |
TKR - Timken Co. |
Buy |
305,096 |
0.97 |
≡ |
AXE - Anixter International |
Buy |
149,266 |
0.85 |
Q4  2014 |
≡ |
BHI - Baker Hughes OLD |
Add 50.33% |
1,690,670 |
6.00 |
≡ |
OIS - Oil States International Inc. |
Add 29.79% |
707,060 |
2.19 |
≡ |
HAR - Harman Int'l Industries |
Add 17.83% |
395,861 |
2.67 |
≡ |
CYTT-OLD - Cytec Industries |
Add 11.18% |
42,741 |
0.12 |
≡ |
OI - O-I Glass Inc. |
Add 9.96% |
1,106,577 |
1.89 |
≡ |
NVRI - Enviri Corp. |
Add 5.57% |
46,820 |
0.06 |
≡ |
BGC-OLD - General Cable Corp. |
Add 2.55% |
44,577 |
0.04 |
≡ |
FMC - FMC Corp. |
Buy |
1,405,000 |
5.07 |
≡ |
ALK - Alaska Air Group |
Buy |
318,951 |
1.21 |
≡ |
KMT - Kennametal Inc. |
Buy |
394,263 |
0.89 |
≡ |
LEA - Lear Corp. |
Buy |
120,000 |
0.74 |
Q3  2014 |
≡ |
TEX - Terex Corp. |
Add 178.23% |
632,733 |
1.33 |
≡ |
BGC-OLD - General Cable Corp. |
Add 84.49% |
799,585 |
0.80 |
≡ |
RRD-OLD - RR Donnelley & Sons Co. |
Add 44.70% |
312,926 |
0.34 |
≡ |
GT - Goodyear Tire & Rubber |
Add 23.28% |
235,753 |
0.35 |
≡ |
BHI - Baker Hughes OLD |
Add 22.16% |
609,330 |
2.62 |
≡ |
OI - O-I Glass Inc. |
Add 18.23% |
1,713,403 |
2.95 |
≡ |
NVRI - Enviri Corp. |
Add 16.75% |
120,612 |
0.17 |