Q1 2014 Holdings
Filed 2015-08-06 | 8 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $247.2K | 6,315,826 | 23.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $214.6K | 9,070,256 | 20.2% |
| Western Digital Corp(WDC) | COM | 958102105 | $180.6K | 1,966,991 | 17.0% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $167.2K | 7,409,139 | 15.8% |
| Johnson Ctls Inc | COM | 478366107 | $109.5K | 2,314,342 | 10.3% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $108.1K | 3,682,213 | 10.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $25.5K | 1,250,000 | 2.4% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $8.8K | 965,142 | 0.8% |