Q2 2013 Holdings
Filed 2015-08-06 | 10 holdings | $868.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $200.4K | 13,982,482 | 23.1% |
| SK Telecom Co LTD | SPONSORED ADR | 78440P108 | $126.5K | 6,224,092 | 14.6% |
| Delta AIR Lines Inc(DAL) | COM | 247361702 | $110.5K | 5,907,713 | 12.7% |
| Level 3 Communications Inc | COM | 52729N308 | $99.3K | 4,708,326 | 11.4% |
| American Intl Group | COM | 026874478 | $96.9K | 2,167,777 | 11.2% |
| Western Digital Corp(WDC) | COM | 958102105 | $91.3K | 1,471,028 | 10.5% |
| Fluor Corp(FLR) | COM | 343412102 | $68.0K | 1,146,724 | 7.8% |
| Infinera Corp(INFNEUR) | COM | 45667G103 | $42.4K | 3,970,650 | 4.9% |
| Foster Wheeler AG | COM | H27178104 | $22.5K | 1,036,000 | 2.6% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $10.4K | 468,000 | 1.2% |