Q4 2017 Holdings
Filed 2018-02-14 | 106 holdings | $34.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corning Inc(GLW) | COM | 219350105 | $1.3M | 40,127 | 3.7% |
| Dana Incorporated(DAN) | COM | 235825205 | $1.3M | 40,289 | 3.7% |
| Cummins Inc(CMI) | COM | 231021106 | $1.3M | 7,544 | 3.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $7.9M | 23,407 | 22.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $9.2M | 52,613 | 26.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $13.4M | 77,645 | 38.7% |