Q4 2016 Holdings
Filed 2017-01-18 | 6 holdings | $817.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $265.5K | 12,110,416 | 32.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $160.2K | 1,500,522 | 19.6% |
| Western Digital Corp(WDC) | COM | 958102105 | $142.7K | 2,100,469 | 17.5% |
| Johnson Ctls Intl PLC(JCI) | SHS | G51502105 | $100.1K | 2,430,550 | 12.2% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $84.9K | 3,455,071 | 10.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $64.1K | 3,935,000 | 7.8% |