Q4 2016 Holdings
Filed 2017-02-14 | 16 holdings | $228.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $28.8K | 200,000 | 12.6% |
| United States STL Corp New(USX1) | COM | 912909108 | $26.4K | 800,000 | 11.6% |
| Albemarle Corp(ALB) | COM | 012653101 | $24.3K | 282,056 | 10.6% |
| Trinseo S A(TSEOQ) | SHS | L9340P101 | $20.8K | 350,000 | 9.1% |
| Hess Corp(HES) | COM | 42809H107 | $20.2K | 325,000 | 8.9% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $15.6K | 224,110 | 6.8% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $15.5K | 300,500 | 6.8% |
| Huntsman Corp(HUN) | COM | 447011107 | $15.1K | 793,496 | 6.6% |
| Olin Corp(OLN) | COM PAR $1 | 680665205 | $14.7K | 575,000 | 6.5% |
| Oasis Pete Inc New | COM | 674215108 | $14.6K | 966,959 | 6.4% |
| Vale S A(VALE) | ADR | 91912E105 | $14.2K | 1,860,000 | 6.2% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $9.9K | 750,000 | 4.3% |
| EOG RES Inc(EOG) | COM | 26875P101 | $5.6K | 55,073 | 2.4% |
| Universal Display Corp(OLED) | COM | 91347P105 | $1.4K | 24,800 | 0.6% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $978 | 17,000 | 0.4% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $201 | 12,650 | 0.1% |