CY2019 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| AMERCO | $15,600,000.00 | 2019-03-31 | View |
| DYCOM INDUSTRIES, INC. | $59,793,000.00 | 2019-04-27 | View |
| ROLLINS, INC. | $34,148,000.00 | 2019-03-31 | View |
| VOLT INFORMATION SCIENCES, INC. | $28,217,000.00 | 2019-04-28 | View |
| BRINKER INTERNATIONAL, INC. | $37,400,000.00 | 2019-03-27 | View |
| RPC, INC. | $12,709,000.00 | 2019-03-31 | View |
| CEC ENTERTAINMENT INC | $9,861,000.00 | 2019-03-31 | View |
| BARNES & NOBLE INC | $12,615,000.00 | 2019-04-27 | View |
| COVENANT LOGISTICS GROUP, INC. | $18,869,000.00 | 2019-03-31 | View |
| SUBURBAN PROPANE PARTNERS LP | $54,305,000.00 | 2019-03-30 | View |
| NiSource Inc. | $84,500,000.00 | 2019-03-31 | View |
| AlerisLife Inc. | $34,898,000.00 | 2019-03-31 | View |
| DOMINOS PIZZA INC | $32,558,000.00 | 2019-03-24 | View |
| Keurig Dr Pepper Inc. | $59,000,000.00 | 2019-03-31 | View |
| Knight-Swift Transportation Holdings Inc. | $207,417,000.00 | 2019-03-31 | View |
| BLOOMIN’ BRANDS, INC. | $33,929,000.00 | 2019-03-31 | View |
| Installed Building Products, Inc. | $9,803,000.00 | 2019-03-31 | View |
| PATRIOT TRANSPORTATION HOLDING, INC. | $204,000.00 | 2019-03-31 | View |
| TopBuild Corp | $43,935,000.00 | 2019-03-31 | View |
| Schneider National, Inc. | $176,800,000.00 | 2019-03-31 | View |
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