Q4 2013 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 |
|---|---|---|---|---|---|
| Western Digital Corp(WDC) | COM | 958102105 | $209.6K | 2,497,623 | 18.4% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $209.5K | 6,315,826 | 18.4% |
| Micron Technology Inc(MU) | COM | 595112103 | $175.5K | 8,065,156 | 15.4% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $166.0K | 6,741,639 | 14.6% |
| Fluor Corp New(FLR) | COM | 343412102 | $120.7K | 1,503,582 | 10.6% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $108.5K | 3,444,000 | 9.5% |
| Sandisk Corp | COM | 80004C101 | $107.6K | 1,525,000 | 9.4% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $41.8K | 4,272,150 | 3.7% |