Q2 2015 Holdings
Filed 2015-07-22 | 10 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $266.9K | 5,067,361 | 21.1% |
| Johnson Ctls Inc | COM | 478366107 | $215.3K | 4,347,835 | 17.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $183.2K | 9,108,900 | 14.5% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $161.4K | 6,511,944 | 12.8% |
| Micron Technology Inc(MU) | COM | 595112103 | $147.8K | 7,847,472 | 11.7% |
| Hertz Global Holdings Inc | COM | 42805T105 | $95.2K | 5,253,132 | 7.5% |
| Western Digital Corp(WDC) | COM | 958102105 | $93.1K | 1,187,803 | 7.4% |
| United States STL Corp New(USX1) | COM | 912909108 | $72.1K | 3,496,530 | 5.7% |
| Albemarle Corp(ALB) | COM | 012653101 | $18.5K | 335,390 | 1.5% |
| Chemtura Corp | COM NEW | 163893209 | $9.7K | 341,267 | 0.8% |