Q4 2015 Holdings
Filed 2016-01-12 | 8 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $256.9K | 4,726,062 | 21.9% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $177.8K | 5,393,242 | 15.1% |
| Johnson Ctls Inc | COM | 478366107 | $165.9K | 4,200,926 | 14.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $164.5K | 2,738,731 | 14.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $151.3K | 10,682,734 | 12.9% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $143.9K | 7,142,774 | 12.3% |
| Hertz Global Holdings Inc | COM | 42805T105 | $111.4K | 7,829,683 | 9.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $2.7K | 41,501 | 0.2% |