Q2 2018 Holdings
Filed 2018-08-14 | 12 holdings | $25.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $24.9M | 1,658,300 | 99.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $32.9K | 1,167,700 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $32.3K | 615,652 | 0.1% |
| Netapp Inc(NTAP) | COM | 64110D104 | $22.5K | 286,600 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $22.4K | 223,700 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $21.3K | 123,300 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $21.2K | 145,505 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $21.0K | 222,100 | 0.1% |
| Westlake Chem Corp(WLK) | COM | 960413102 | $20.3K | 189,000 | 0.1% |
| Graftech Intl LTD(EAFEUR) | COM | 384313508 | $9.8K | 544,800 | 0.0% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $2.4K | 46,500 | 0.0% |
| Stars Group Inc | COM | 85570W100 | $2.2K | 60,000 | 0.0% |