CY2014 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| Cohu, Inc. | $1,000,000.00 | 2014-12-27 | View |
| CUMMINS INC. | $312,000,000.00 | 2014-12-31 | View |
| DANA INC | $23,000,000.00 | 2014-12-31 | View |
| DOVER Corp | $2,684,000.00 | 2014-12-31 | View |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | $91,000,000.00 | 2014-12-31 | View |
| LOUISIANA-PACIFIC CORPORATION | $19,400,000.00 | 2014-12-31 | View |
| SPX CORP | $16,500,000.00 | 2014-12-31 | View |
| CHAMPION HOMES, INC. | $2,000,000.00 | 2014-11-30 | View |
| A. O. Smith Corporation | $93,900,000.00 | 2014-12-31 | View |
| TECUMSEH PRODUCTS CO | $1,100,000.00 | 2014-12-31 | View |
| TWIN DISC INC | $2,018,000.00 | 2014-12-26 | View |
| V. F. Corporation | $47,821,000.00 | 2015-01-03 | View |
| WESTERN DIGITAL CORP | $77,000,000.00 | 2015-01-02 | View |
| WHIRLPOOL CORP /DE/ | $49,000,000.00 | 2014-12-31 | View |
| VARIAN MEDICAL SYSTEMS INC | $1,600,000.00 | 2015-01-02 | View |
| DANAHER CORPORATION | $12,900,000.00 | 2014-12-31 | View |
| FLIR SYSTEMS INC | $2,637,000.00 | 2014-12-31 | View |
| Gadsden Properties, Inc. | $96,000.00 | 2014-12-31 | View |
| MAXIM INTEGRATED PRODUCTS, INC. | $8,600,000.00 | 2014-12-27 | View |
| LCI INDUSTRIES | $7,125,000.00 | 2014-12-31 | View |
| CyberOptics Corporation | $89,000.00 | 2014-12-31 | View |
| ITRON, INC. | $15,403,000.00 | 2014-12-31 | View |
| VIASAT INC | $6,621,000.00 | 2015-01-02 | View |
| ASSOCIATED MATERIALS, LLC | $80,628,000.00 | 2015-01-03 | View |
| EMCORE CORPORATION | $531,000.00 | 2014-12-31 | View |
| NAVISTAR INTERNATIONAL CORP | $586,000,000.00 | 2015-01-31 | View |
| BIOLASE, INC. | $519,000.00 | 2014-12-31 | View |
| SIGNET JEWELERS LIMITED | $27,700,000.00 | 2015-01-31 | View |
| VASO CORPORATION | $0.00 | 2014-12-31 | View |
| ALLERGAN INC. | $28,500,000.00 | 2014-12-31 | View |
| SUNPOWER CORP | $141,370,000.00 | 2014-12-28 | View |
| RADISYS CORP | $582,000.00 | 2014-12-31 | View |
| AGCO CORP /DE | $38,900,000.00 | 2014-12-31 | View |
| CHART INDUSTRIES, INC | $9,921,000.00 | 2014-12-31 | View |
| WOLFSPEED, INC | $900,000.00 | 2014-12-28 | View |
| BorgWarner Inc. | $40,100,000.00 | 2014-12-31 | View |
| Daktronics, Inc. | $14,844,000.00 | 2015-01-31 | View |
| ADVANCED ENERGY INDUSTRIES INC | $18,352,000.00 | 2014-12-31 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $19,818,000.00 | 2014-12-31 | View |
| INTEVAC, INC. | $164,000.00 | 2015-01-03 | View |
| LOGITECH INTERNATIONAL S.A. | $9,293,000.00 | 2014-12-31 | View |
| STONERIDGE, INC. | $1,204,000.00 | 2014-12-31 | View |
| P10 INDUSTRIES, INC. | $52,000.00 | 2014-12-31 | View |
| L 3 COMMUNICATIONS HOLDINGS INC | $34,000,000.00 | 2014-12-31 | View |
| LENNOX INTERNATIONAL INC | $59,900,000.00 | 2014-12-31 | View |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $300,000.00 | 2014-12-28 | View |
| BOWFLEX INC. | $0.00 | 2014-12-31 | View |
| VISTEON CORPORATION | $10,000,000.00 | 2014-12-31 | View |
| IPG PHOTONICS CORP | $9,783,000.00 | 2014-12-31 | View |
| Axcelis Technologies, Inc. | $174,000.00 | 2014-12-31 | View |
| MERITOR, INC. | $26,000,000.00 | 2014-12-31 | View |
| VOCERA COMMUNICATIONS, INC. | $0.00 | 2014-12-31 | View |
| Seagate Technology Holdings plc | $129,000,000.00 | 2015-01-02 | View |
| Infinera Corp | $14,799,000.00 | 2014-12-27 | View |
| INSULET CORP | $1,633,000.00 | 2014-12-31 | View |
| SILVER SPRING NETWORKS INC | $3,397,000.00 | 2014-12-31 | View |
| SOMNIGROUP INTERNATIONAL INC. | $15,200,000.00 | 2014-12-31 | View |
| SPI Energy Co., Ltd. | $1,608,000.00 | 2014-12-31 | View |
| NORTEK INC | $28,200,000.00 | 2014-12-31 | View |
| FIRST SOLAR, INC. | $153,401,000.00 | 2014-12-31 | View |
| NETLIST INC | $99,000.00 | 2014-12-27 | View |
| PLY GEM HOLDINGS INC | $66,098,000.00 | 2014-12-31 | View |
| SYNERON MEDICAL LTD. | $860,000.00 | 2014-12-31 | View |
| INOGEN, INC. | $334,000.00 | 2014-12-31 | View |
| IRONCLAD PERFORMANCE WEAR CORP | $75,000.00 | 2014-12-31 | View |
| VERIFONE SYSTEMS, INC. | $1,831,000.00 | 2015-01-31 | View |
| SILICON GRAPHICS INTERNATIONAL CORP | $1,491,000.00 | 2014-12-26 | View |
| FUEL SYSTEMS SOLUTIONS, INC. | $1,900,000.00 | 2014-12-31 | View |
| Vimicro International CORP | $3,185,000.00 | 2014-12-31 | View |
| WESTPORT FUEL SYSTEMS INC. | $13,413,000.00 | 2014-12-31 | View |
| HANWHA Q CELLS CO., LTD. | $17,000,000.00 | 2014-12-31 | View |
| AEROHIVE NETWORKS, INC | $606,000.00 | 2014-12-31 | View |
| SUPER MICRO COMPUTER, INC. | $0.00 | 2014-12-31 | View |
| CANADIAN SOLAR INC. | $54,644,000.00 | 2014-12-31 | View |
| Trina Solar LTD | $103,197,330.00 | 2014-12-31 | View |
| WABCO HOLDINGS INC. | $19,400,000.00 | 2014-12-31 | View |
| YINGLI GREEN ENERGY HOLDING CO LTD | $130,482,000.00 | 2014-12-31 | View |
| CHINA SUNERGY CO., LTD. | $22,417,835.00 | 2014-12-31 | View |
| Allison Transmission Holdings Inc | $59,600,000.00 | 2014-12-31 | View |
| SOLAREDGE TECHNOLOGIES, INC | $17,645,000.00 | 2014-12-31 | View |
| MATTRESS FIRM HOLDING CORP. | $3,511,000.00 | 2015-02-03 | View |
| QUANEX BUILDING PRODUCTS CORPORATION | $381,000.00 | 2015-01-31 | View |
| Tandem Diabetes Care, Inc. | $1,439,000.00 | 2014-12-31 | View |
| Enphase Energy, Inc. | $26,333,000.00 | 2014-12-31 | View |
| JinkoSolar Holding Co., Ltd. | $36,986,952.00 | 2014-12-31 | View |
| GIGAMON INC. | $391,000.00 | 2014-12-27 | View |
| GOPRO, INC. | $400,000.00 | 2014-12-31 | View |
| ARQ, INC. | $152,000.00 | 2014-12-31 | View |
| APTIV PLC | $82,000,000.00 | 2014-12-31 | View |
| Knowles Corporation | $0.00 | 2014-12-31 | View |
| SPX FLOW, INC. | $1,000,000.00 | 2014-12-31 | View |
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