Q2 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 |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $287.1K | 8,714,256 | 27.9% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $264.4K | 6,021,054 | 25.7% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $201.9K | 7,781,816 | 19.6% |
| Johnson Ctls Inc | COM | 478366107 | $137.9K | 2,761,342 | 13.4% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $97.8K | 3,682,213 | 9.5% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $40.5K | 1,797,800 | 3.9% |