Q3 2017 Holdings
Filed 2017-11-03 | 14 holdings | $14.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century Alum Co(CENX) | COM | 156431108 | $13.5M | 814,000 | 92.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $271.7K | 6,907,460 | 1.9% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $205.3K | 1,849,250 | 1.4% |
| United States STL Corp New(USX1) | COM | 912909108 | $158.6K | 6,179,196 | 1.1% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $133.8K | 5,332,234 | 0.9% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $116.0K | 6,875,910 | 0.8% |
| Western Digital Corp(WDC) | COM | 958102105 | $77.8K | 900,000 | 0.5% |
| RED HAT Inc | COM | 756577102 | $36.6K | 330,000 | 0.3% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $16.4K | 2,362,077 | 0.1% |
| Euronav NV Antwerpen(CMBT) | SHS | B38564108 | $4.2K | 518,641 | 0.0% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $3.3K | 840,488 | 0.0% |
| Frontline LTD(FRO) | SHS NEW | G3682E192 | $2.9K | 479,646 | 0.0% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $2.2K | 89,035 | 0.0% |
| Gener8 Maritime Inc | COM | Y26889108 | $1.2K | 261,018 | 0.0% |