CY2014 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BRIGGS & STRATTON CORP | $17,678,000.00 | 2014-06-29 | View |
| LOUISIANA-PACIFIC CORPORATION | $12,300,000.00 | 2014-06-30 | View |
| SPX CORP | $12,100,000.00 | 2014-06-28 | View |
| CHAMPION HOMES, INC. | $2,000,000.00 | 2014-05-31 | View |
| TECUMSEH PRODUCTS CO | $1,300,000.00 | 2014-06-30 | View |
| TWIN DISC INC | $-2,051,000.00 | 2014-06-30 | View |
| WESTERN DIGITAL CORP | $63,000,000.00 | 2014-06-27 | View |
| WHIRLPOOL CORP /DE/ | $39,000,000.00 | 2014-06-30 | View |
| VARIAN MEDICAL SYSTEMS INC | $1,900,000.00 | 2014-06-27 | View |
| FLIR SYSTEMS INC | $2,767,000.00 | 2014-06-30 | View |
| GADSDEN PROPERTIES, INC. | $72,000.00 | 2014-06-30 | View |
| MAXIM INTEGRATED PRODUCTS, INC. | $8,600,000.00 | 2014-06-28 | View |
| LCI INDUSTRIES | $6,608,000.00 | 2014-06-30 | View |
| Itron, Inc. | $18,860,000.00 | 2014-06-30 | View |
| VIASAT INC | $7,688,000.00 | 2014-07-04 | View |
| EMCORE CORPORATION | $531,000.00 | 2014-06-30 | View |
| NAVISTAR INTERNATIONAL CORP | $678,000,000.00 | 2014-07-31 | View |
| BIOLASE, INC. | $247,000.00 | 2014-06-30 | View |
| ALLERGAN INC | $26,400,000.00 | 2014-06-30 | View |
| SUNPOWER CORP | $141,068,000.00 | 2014-06-29 | View |
| Radisys Corporation | $600,000.00 | 2014-06-30 | View |
| AGCO CORP /DE | $41,300,000.00 | 2014-06-30 | View |
| OVERLAND STORAGE INC | $425,000.00 | 2014-06-30 | View |
| CHART INDUSTRIES, INC | $12,350,000.00 | 2014-06-30 | View |
| WOLFSPEED, INC | $1,000,000.00 | 2014-06-29 | View |
| BorgWarner Inc. | $58,600,000.00 | 2014-06-30 | View |
| Daktronics, Inc. | $14,392,000.00 | 2014-08-02 | View |
| ADVANCED ENERGY INDUSTRIES INC | $19,045,000.00 | 2014-06-30 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $19,562,000.00 | 2014-06-30 | View |
| TRANSACT TECHNOLOGIES INC | $109,000.00 | 2014-06-30 | View |
| LOGITECH INTERNATIONAL S.A. | $10,082,000.00 | 2014-06-30 | View |
| STONERIDGE, INC. | $1,133,000.00 | 2014-06-30 | View |
| P10 INDUSTRIES, INC. | $22,000.00 | 2014-06-30 | View |
| L 3 COMMUNICATIONS HOLDINGS INC | $10,000,000.00 | 2014-06-27 | View |
| LENNOX INTERNATIONAL INC | $57,400,000.00 | 2014-06-30 | View |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $500,000.00 | 2014-06-29 | View |
| BOWFLEX INC. | $0.00 | 2014-06-30 | View |
| IPG PHOTONICS CORP | $8,754,000.00 | 2014-06-30 | View |
| Axcelis Technologies, Inc. | $35,000.00 | 2014-06-30 | View |
| MERITOR, INC. | $33,000,000.00 | 2014-06-30 | View |
| VOCERA COMMUNICATIONS, INC. | $0.00 | 2014-06-30 | View |
| Seagate Technology Holdings plc | $125,000,000.00 | 2014-06-27 | View |
| Infinera Corp | $14,088,000.00 | 2014-06-28 | View |
| INSULET CORP | $1,511,000.00 | 2014-06-30 | View |
| SPI Energy Co., Ltd. | $1,337,000.00 | 2014-06-30 | View |
| FIRST SOLAR, INC. | $142,613,000.00 | 2014-06-30 | View |
| NETLIST INC | $98,000.00 | 2014-06-28 | View |
| PLY GEM HOLDINGS INC | $29,801,000.00 | 2014-06-28 | View |
| INOGEN, INC. | $473,000.00 | 2014-06-30 | View |
| IRONCLAD PERFORMANCE WEAR CORP | $75,000.00 | 2014-06-30 | View |
| VERIFONE SYSTEMS, INC. | $1,370,000.00 | 2014-07-31 | View |
| SILICON GRAPHICS INTERNATIONAL CORP | $1,828,000.00 | 2014-06-27 | View |
| Tesla, Inc. | $51,948,000.00 | 2014-06-30 | View |
| HOLLYSYS AUTOMATION TECHNOLOGIES LTD. | $3,604,000.00 | 2014-06-30 | View |
| AEROHIVE NETWORKS, INC | $507,000.00 | 2014-06-30 | View |
| WABCO HOLDINGS INC. | $21,800,000.00 | 2014-06-30 | View |
| Allison Transmission Holdings Inc | $63,500,000.00 | 2014-06-30 | View |
| SOLAREDGE TECHNOLOGIES, INC | $12,685,000.00 | 2014-06-30 | View |
| QUANEX BUILDING PRODUCTS CORPORATION | $530,000.00 | 2014-07-31 | View |
| Enphase Energy, Inc. | $24,492,000.00 | 2014-06-30 | View |
| GIGAMON INC. | $326,000.00 | 2014-06-28 | View |
| GOPRO, INC. | $200,000.00 | 2014-06-30 | View |
| APTIV PLC | $80,000,000.00 | 2014-06-30 | View |
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