Q1 2015 Holdings
Filed 2015-05-14 | 4 holdings | $207.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mosaic Co New(MOS) | COM | 61945C103 | $145.9K | 3,168,104 | 70.5% |
| Colfax Corp | COM | 194014106 | $35.7K | 748,470 | 17.3% |
| Intrepid Potash Inc | COM | 46121Y102 | $23.1K | 2,000,000 | 11.2% |
| Cascade Microtech Inc | COM | 147322101 | $2.3K | 167,287 | 1.1% |