Q4 2017 Holdings
Filed 2018-02-06 | 7 holdings | $36.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century Alum Co(CENX) | COM | 156431108 | $35.6M | 1,814,799 | 97.8% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $270.9K | 2,564,000 | 0.7% |
| United States STL Corp New(USX1) | COM | 912909108 | $245.3K | 6,969,995 | 0.7% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $118.2K | 3,124,234 | 0.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $111.2K | 2,705,024 | 0.3% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $50.9K | 3,210,000 | 0.1% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $13.5K | 2,362,077 | 0.0% |