Q1 2017 Holdings
Filed 2017-05-03 | 7 holdings | $236.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NXP Semiconductor N V(NXPI) | SHS | N6596X109 | $62.6K | 605,052 | 26.5% |
| Whitewave Food Co | COM | 966244105 | $46.3K | 823,690 | 19.6% |
| Monsanto Co | COM | 61166W101 | $42.6K | 375,925 | 18.0% |
| Stillwater Mining Co | COM | 86074Q102 | $33.3K | 1,926,666 | 14.1% |
| Mead Johnson Nutrition Co | COM | 582839106 | $25.6K | 286,886 | 10.8% |
| Praxair Inc | COM | 74005P104 | $16.5K | 139,387 | 7.0% |
| Trivago NV | SPON ADS A SHS | 89686D105 | $9.2K | 703,989 | 3.9% |