Q2 2014 Holdings
Filed 2014-08-14 | 12 holdings | $184.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $35.9K | 1,088,618 | 19.5% |
| Mead Johnson Nutrition CoCall | COM | 582839106 | $31.7K | 340,600 | 17.2% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $22.3K | 650,820 | 12.1% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $18.0K | 601,065 | 9.8% |
| Sprint Corp | COM SER 1 | 85207U105 | $15.8K | 1,848,338 | 8.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $14.7K | 436,600 | 8.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $12.7K | 168,401 | 6.9% |
| Vimpelcom LTD | SPONSORED ADR | 92719A106 | $12.4K | 1,479,300 | 6.7% |
| Mead Johnson Nutrition CoPut | COM | 582839106 | $10.6K | 113,500 | 5.7% |
| Vimpelcom LTDCall | SPONSORED ADR | 92719A106 | $6.3K | 744,600 | 3.4% |
| Micron Technology Inc(MU)Put | COM | 595112103 | $4.0K | 122,500 | 2.2% |
| Mead Johnson Nutrition Co | COM | 582839106 | $0 | 1 | 0.0% |