Q1 2016 Holdings
Filed 2016-04-14 | 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 | $282.0K | 5,334,981 | 23.4% |
| Western Digital Corp(WDC) | COM | 958102105 | $201.2K | 4,259,775 | 16.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $174.9K | 16,701,093 | 14.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $158.3K | 4,442,142 | 13.1% |
| Hertz Global Holdings Inc | COM | 42805T105 | $124.1K | 11,786,783 | 10.3% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $123.1K | 6,103,163 | 10.2% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $72.8K | 1,308,762 | 6.0% |
| United States STL Corp New(USX1) | COM | 912909108 | $70.4K | 4,386,242 | 5.8% |