Q3 2013 Holdings
Filed 2015-08-06 | 9 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $208.5K | 11,933,864 | 20.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $138.5K | 5,190,326 | 13.3% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $136.9K | 5,804,713 | 13.1% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $136.2K | 6,001,739 | 13.0% |
| American Intl Group | COM | 026874478 | $105.4K | 2,167,777 | 10.1% |
| Fluor Corp New(FLR) | COM | 343412102 | $100.5K | 1,416,724 | 9.6% |
| Western Digital Corp(WDC) | COM | 958102105 | $93.4K | 1,473,130 | 8.9% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $79.7K | 3,201,000 | 7.6% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $44.9K | 3,970,650 | 4.3% |