CY2015 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| LOUISIANA-PACIFIC CORPORATION | $15,100,000.00 | 2015-03-31 | View |
| SPX CORP | $16,400,000.00 | 2015-03-28 | View |
| CHAMPION HOMES, INC. | $2,000,000.00 | 2015-02-28 | View |
| TECUMSEH PRODUCTS CO | $1,100,000.00 | 2015-03-31 | View |
| TWIN DISC INC | $1,992,000.00 | 2015-03-27 | View |
| WESTERN DIGITAL CORP | $65,000,000.00 | 2015-04-03 | View |
| WHIRLPOOL CORP /DE/ | $50,000,000.00 | 2015-03-31 | View |
| VARIAN MEDICAL SYSTEMS INC | $1,700,000.00 | 2015-04-03 | View |
| FLIR SYSTEMS INC | $2,641,000.00 | 2015-03-31 | View |
| GADSDEN PROPERTIES, INC. | $141,000.00 | 2015-03-31 | View |
| ELECTRO SCIENTIFIC INDUSTRIES INC | $0.00 | 2015-03-28 | View |
| MAXIM INTEGRATED PRODUCTS, INC. | $4,300,000.00 | 2015-03-28 | View |
| LCI INDUSTRIES | $8,222,000.00 | 2015-03-31 | View |
| CyberOptics Corporation | $51,000.00 | 2015-03-31 | View |
| Itron, Inc. | $14,809,000.00 | 2015-03-31 | View |
| VIASAT INC | $6,310,000.00 | 2015-04-03 | View |
| EMCORE CORPORATION | $201,000.00 | 2015-03-31 | View |
| NAVISTAR INTERNATIONAL CORP | $563,000,000.00 | 2015-04-30 | View |
| BIOLASE, INC. | $640,000.00 | 2015-03-31 | View |
| SUNPOWER CORP | $139,630,000.00 | 2015-03-29 | View |
| RADISYS CORP | $600,000.00 | 2015-03-31 | View |
| AGCO CORP /DE | $35,900,000.00 | 2015-03-31 | View |
| CHART INDUSTRIES, INC | $9,007,000.00 | 2015-03-31 | View |
| WOLFSPEED, INC | $900,000.00 | 2015-03-29 | View |
| BorgWarner Inc. | $32,300,000.00 | 2015-03-31 | View |
| Daktronics, Inc. | $14,643,000.00 | 2015-05-02 | View |
| ADVANCED ENERGY INDUSTRIES INC | $16,820,000.00 | 2015-03-31 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $21,543,000.00 | 2015-03-31 | View |
| TRANSACT TECHNOLOGIES INC | $82,000.00 | 2015-03-31 | View |
| TRIUMPH GROUP INC | $77,620,000.00 | 2015-03-31 | View |
| LOGITECH INTERNATIONAL S.A. | $9,080,000.00 | 2015-03-31 | View |
| STONERIDGE, INC. | $1,188,000.00 | 2015-03-31 | View |
| P10 INDUSTRIES, INC. | $33,000.00 | 2015-03-31 | View |
| STEELCASE INC | $17,000,000.00 | 2015-02-27 | View |
| L 3 COMMUNICATIONS HOLDINGS INC | $6,000,000.00 | 2015-03-27 | View |
| LENNOX INTERNATIONAL INC | $60,300,000.00 | 2015-03-31 | View |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $300,000.00 | 2015-03-29 | View |
| VISTEON CORPORATION | $19,000,000.00 | 2015-03-31 | View |
| IPG PHOTONICS CORP | $9,805,000.00 | 2015-03-31 | View |
| Axcelis Technologies, Inc. | $254,000.00 | 2015-03-31 | View |
| MERITOR, INC. | $26,000,000.00 | 2015-03-31 | View |
| VOCERA COMMUNICATIONS, INC. | $0.00 | 2015-03-31 | View |
| Seagate Technology Holdings plc | $126,000,000.00 | 2015-04-03 | View |
| Infinera Corp | $14,086,000.00 | 2015-03-28 | View |
| INSULET CORP | $1,686,000.00 | 2015-03-31 | View |
| JAMES HARDIE INDUSTRIES plc | $26,300,000.00 | 2015-03-31 | View |
| XPLORE TECHNOLOGIES CORP | $484,000.00 | 2015-03-31 | View |
| DRAGONWAVE INC | $343,000.00 | 2015-02-28 | View |
| SPI Energy Co., Ltd. | $1,605,000.00 | 2015-03-31 | View |
| FIRST SOLAR, INC. | $150,374,000.00 | 2015-03-31 | View |
| NETLIST INC | $47,000.00 | 2015-03-28 | View |
| PLY GEM HOLDINGS INC | $65,505,000.00 | 2015-04-04 | View |
| INOGEN, INC. | $463,000.00 | 2015-03-31 | View |
| IRONCLAD PERFORMANCE WEAR CORP | $75,000.00 | 2015-03-31 | View |
| VERIFONE SYSTEMS, INC. | $2,261,000.00 | 2015-04-30 | View |
| SILICON GRAPHICS INTERNATIONAL CORP. | $1,163,000.00 | 2015-03-27 | View |
| Aerohive Networks, Inc. | $566,000.00 | 2015-03-31 | View |
| SUPER MICRO COMPUTER, INC. | $0.00 | 2015-03-31 | View |
| WABCO HOLDINGS INC. | $17,500,000.00 | 2015-03-31 | View |
| Allison Transmission Holdings Inc | $53,400,000.00 | 2015-03-31 | View |
| SOLAREDGE TECHNOLOGIES, INC | $20,238,000.00 | 2015-03-31 | View |
| QUANEX BUILDING PRODUCTS CORPORATION | $231,000.00 | 2015-04-30 | View |
| Tandem Diabetes Care, Inc. | $1,804,000.00 | 2015-03-31 | View |
| Enphase Energy, Inc. | $26,613,000.00 | 2015-03-31 | View |
| GOPRO, INC. | $400,000.00 | 2015-03-31 | View |
| APTIV PLC | $82,000,000.00 | 2015-03-31 | View |
| ALLERGAN PLC | $28,100,000.00 | 2015-03-31 | View |
| BLUE BIRD CORPORATION | $8,852,000.00 | 2015-04-04 | View |
| SPX FLOW, INC. | $1,000,000.00 | 2015-03-28 | View |
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