Q2 2016 Holdings
Filed 2016-07-15 | 8 holdings | $978.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $246.5K | 17,913,834 | 25.2% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $213.8K | 4,152,145 | 21.8% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $173.7K | 3,695,705 | 17.8% |
| Hertz Global Holdings Inc | COM | 42805T105 | $130.6K | 11,794,075 | 13.3% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $92.6K | 2,017,877 | 9.5% |
| United States STL Corp New(USX1) | COM | 912909108 | $64.1K | 3,801,055 | 6.5% |
| Johnson Ctls Inc | COM | 478366107 | $33.3K | 752,307 | 3.4% |
| Cray Inc(CRAY) | COM NEW | 225223304 | $24.1K | 805,453 | 2.5% |