Q4 2014 Holdings
Filed 2015-07-27 | 5 holdings | $932.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $245.2K | 4,965,967 | 26.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $238.8K | 6,820,932 | 25.6% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $185.6K | 6,872,303 | 19.9% |
| Johnson Ctls Inc | COM | 478366107 | $146.9K | 3,038,709 | 15.8% |
| Western Digital Corp(WDC) | COM | 958102105 | $115.7K | 1,045,269 | 12.4% |