Q2 2017 Holdings
Filed 2017-08-01 | 8 holdings | $889.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $241.2K | 8,077,460 | 27.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $209.1K | 1,780,000 | 23.5% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $181.0K | 6,134,253 | 20.3% |
| Western Digital Corp(WDC) | COM | 958102105 | $118.5K | 1,337,159 | 13.3% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $84.1K | 4,703,910 | 9.4% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $41.2K | 1,603,576 | 4.6% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $12.5K | 2,362,077 | 1.4% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $2.4K | 45,515 | 0.3% |