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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
KBR, INC. KBRCommon0-538,8160-10,685,00003/31/2018
UNIT CORP UNTCommon0-435,1450-9,573,00003/31/2018
KENNAMETAL INC KMTCommon0-192,6250-9,325,00003/31/2018
RPC INC RESCommon0-331,3920-8,460,00003/31/2018
PATTERSON COMPANIES, INC. PDCOCommon0-165,3060-5,973,00003/31/2018
ENTEGRIS INC ENTGCommon0-192,4670-5,861,00003/31/2018
POTASH CORP OF SASKATCHEWAN INC POTCommon0-239,2060-4,940,00003/31/2018
WILLBROS GROUP INC WGCOM0-2,739,0120-3,889,00003/31/2018
KAPSTONE PAPER & PACKAGING CORP KPPCCommon0-164,2940-3,728,00003/31/2018
OCLARO, INC. OCLRCOM0-300,0000-2,022,00003/31/2018
FARMER BROTHERS CO FARMCommon0-61,1320-1,965,00003/31/2018
PULTEGROUP INC/MI/ PHMCommon0-53,1930-1,769,00003/31/2018
RING ENERGY, INC. REICommon0-75,8620-1,054,00003/31/2018
SHARPS COMPLIANCE CORP SCOMCOM0-189,1440-774,00003/31/2018
iSHARES TRUST IUSVETF0-6,8200-378,00003/31/2018
HARLEY DAVIDSON INC HOGCommon0-6,8820-350,00003/31/2018
FIRSTCASH, INC FCFSSTOCK0-4,5990-310,00003/31/2018
MSC INDUSTRIAL DIRECT CO INC MSMCL A0-3,1800-307,00003/31/2018
HESS CORP HESCommon0-5,7470-273,00003/31/2018
HEALTHSOUTH CORP EHCCommon Stock0-4,8060-237,00003/31/2018
OLIN CORP OLNCommon0-6,1630-219,00003/31/2018
STERICYCLE INC SRCLCommon0-3,1420-214,00003/31/2018
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