Q1 2017 Holdings
Filed 2017-05-15 | 12 holdings | $259.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $37.9K | 1,109,162 | 14.6% |
| Nomad Hldgs LTD(NOMD) | USD ORD SHS | G6564A105 | $35.3K | 3,082,970 | 13.6% |
| Noble Corp PLC | SHS USD | G65431101 | $25.9K | 4,191,052 | 10.0% |
| Atwood Oceanics Inc | COM | 050095108 | $24.3K | 2,553,380 | 9.4% |
| Monsanto Co New | COM | 61166W101 | $23.3K | 206,100 | 9.0% |
| Open Text Corp(OTEX) | COM | 683715106 | $21.9K | 645,040 | 8.5% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $21.0K | 237,071 | 8.1% |
| Potash Corp Sask Inc | COM | 73755L107 | $16.5K | 967,684 | 6.4% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $16.2K | 552,200 | 6.3% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $16.0K | 778,229 | 6.2% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $10.6K | 130,200 | 4.1% |
| F M C Corp(FMC) | COM NEW | 302491303 | $10.0K | 144,067 | 3.9% |