Q2 2018 Holdings
Filed 2018-08-14 | 22 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $539.0K | 5,000 | 41.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $530.0K | 20,000 | 41.0% |
| Corning Inc(GLW) | COM | 219350105 | $206.0K | 7,500 | 15.9% |
| Mastec Inc(MTZ) | COM | 576323109 | $1.4K | 27,000 | 0.1% |
| Proshares TR | ULTSHRT QQQ | 74347B243 | $1.4K | 32,500 | 0.1% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $1.3K | 30,343 | 0.1% |
| WPX Energy Inc | COM | 98212B103 | $1.3K | 70,000 | 0.1% |
| Harris Corp del | COM | 413875105 | $1.3K | 8,700 | 0.1% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $1.3K | 15,000 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $1.2K | 20,000 | 0.1% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $1.1K | 34,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.1K | 1,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.0K | 12,500 | 0.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $946 | 5,000 | 0.1% |
| Aecom(ACM) | COM | 00766T100 | $908 | 27,500 | 0.1% |
| Newfield Expl Co | COM | 651290108 | $892 | 29,500 | 0.1% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $853 | 26,500 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $765 | 12,000 | 0.1% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $748 | 4,800 | 0.1% |
| Timken Co(TKR) | COM | 887389104 | $695 | 15,951 | 0.1% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $486 | 7,500 | 0.0% |
| Hi-Crush Partners LP | COM UNIT LTD | 428337109 | $401 | 34,000 | 0.0% |