Q3 2014 Holdings
Filed 2015-08-06 | 6 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $287.0K | 6,275,026 | 27.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $285.7K | 8,337,756 | 27.6% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $211.7K | 6,977,116 | 20.5% |
| Johnson Ctls Inc | COM | 478366107 | $121.5K | 2,761,342 | 11.7% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $85.4K | 3,682,213 | 8.3% |
| Avon Prods Inc(AVPUSD) | COM | 054303102 | $43.9K | 3,482,879 | 4.2% |