CY2013 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| AMERCO | $380,800,000.00 | 2013-03-31 | View |
| CHEMED CORPORATION | $43,041,000.00 | 2013-03-31 | View |
| CON-WAY INC. | $143,884,000.00 | 2013-03-31 | View |
| BOB EVANS FARMS INC | $21,072,000.00 | 2013-04-26 | View |
| Essential Utilities, Inc. | $1,641,000.00 | 2013-03-31 | View |
| Service Corporation International | $56,700,000.00 | 2013-03-31 | View |
| SUPERVALU INC | $97,000,000.00 | 2013-02-23 | View |
| URS CORP /NEW/ | $133,100,000.00 | 2013-03-29 | View |
| WATSCO, INC. | $5,308,000.00 | 2013-03-31 | View |
| FEDERAL EXPRESS CORP | $659,000,000.00 | 2013-02-28 | View |
| KEY ENERGY SERVICES INC | $68,100,000.00 | 2013-03-31 | View |
| WMS INDUSTRIES INC /DE/ | $250,000.00 | 2013-03-31 | View |
| UNIVERSAL HEALTH SERVICES, INC. | $284,000,000.00 | 2013-03-31 | View |
| PINNACLE ENTERTAINMENT INC. | $17,600,000.00 | 2013-03-31 | View |
| Six Flags Entertainment Corporation | $34,629,000.00 | 2013-03-31 | View |
| FLOW INTERNATIONAL CORP | $400,000.00 | 2013-04-30 | View |
| CASEY'S GENERAL STORES, INC. | $24,039,000.00 | 2013-04-30 | View |
| M.D.C. Holdings, Inc. | $48,949,000.00 | 2013-03-31 | View |
| Astec Industries, Inc. | $7,678,000.00 | 2013-03-31 | View |
| KB HOME | $91,723,000.00 | 2013-02-28 | View |
| VIASAT INC | $2,300,000.00 | 2013-03-29 | View |
| CEDAR FAIR, L.P. | $23,557,000.00 | 2013-03-31 | View |
| EBIX INC | $243,000.00 | 2013-03-31 | View |
| STERIS CORP | $5,961,000.00 | 2013-03-31 | View |
| PULTEGROUP, INC. | $717,024,000.00 | 2013-03-31 | View |
| ELECTRONICS FOR IMAGING INC | $1,600,000.00 | 2013-03-31 | View |
| WABASH NATIONAL CORPORATION | $8,060,000.00 | 2013-03-31 | View |
| ASGN Inc | $10,500,000.00 | 2013-03-31 | View |
| Casella Waste Systems, Inc. | $11,362,000.00 | 2013-04-30 | View |
| TRACTOR SUPPLY CO /DE/ | $35,900,000.00 | 2013-03-30 | View |
| COVENANT LOGISTICS GROUP, INC. | $1,000,000.00 | 2013-03-31 | View |
| ASSISTED LIVING CONCEPTS INC | $1,770,000.00 | 2013-03-31 | View |
| CAMERON INTERNATIONAL CORP | $5,000,000.00 | 2013-03-31 | View |
| LCA VISION INC | $6,400,000.00 | 2013-03-31 | View |
| The Hillman Companies, Inc. | $2,487,000.00 | 2013-03-31 | View |
| NATIONAL HEALTHCARE CORPORATION | $114,367,000.00 | 2013-03-31 | View |
| FedEx Corporation | $989,000,000.00 | 2013-02-28 | View |
| MOODYS CORP /DE/ | $35,200,000.00 | 2013-03-31 | View |
| Republic Services, Inc. | $432,400,000.00 | 2013-03-31 | View |
| TEAM HEALTH HOLDINGS INC. | $155,056,000.00 | 2013-03-31 | View |
| Smith & Wesson Brands, Inc. | $9,570,000.00 | 2013-04-30 | View |
| CRESTWOOD EQUITY PARTNERS LP | $19,000,000.00 | 2013-03-31 | View |
| Zumiez Inc | $1,400,000.00 | 2013-05-04 | View |
| GENESIS HEALTHCARE, INC. | $39,439,000.00 | 2013-03-31 | View |
| BURLINGTON COAT FACTORY INVESTMENTS HOLDINGS, INC. | $53,000,000.00 | 2013-05-04 | View |
| Keurig Dr Pepper Inc. | $81,000,000.00 | 2013-03-31 | View |
| HD SUPPLY, INC. | $94,000,000.00 | 2013-05-05 | View |
| TROPICANA LAS VEGAS HOTEL & CASINO, INC. | $1,100,000.00 | 2013-03-31 | View |
| NEVADA PROPERTY 1 LLC | $22,100,000.00 | 2013-03-31 | View |
| Brookfield Property REIT Inc. | $16,206,000.00 | 2013-03-31 | View |
| THE HOWARD HUGHES CORPORATION | $4,876,000.00 | 2013-03-31 | View |
| BURLINGTON STORES, INC. | $53,000,000.00 | 2013-05-04 | View |
| ADVANCED DRAINAGE SYSTEMS, INC. | $30,775,000.00 | 2013-03-31 | View |
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