Q1 2017 Holdings
Filed 2017-04-26 | 7 holdings | $754.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $208.6K | 7,217,460 | 27.7% |
| Western Digital Corp(WDC) | COM | 958102105 | $195.7K | 2,371,401 | 26.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $121.9K | 4,440,000 | 16.2% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $96.6K | 6,463,910 | 12.8% |
| Vale S A(VALE) | ADR | 91912E105 | $77.0K | 8,100,000 | 10.2% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $40.4K | 1,603,576 | 5.4% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $14.0K | 2,362,077 | 1.9% |