Q1 2022 Holdings
Filed 2022-04-20 | 8 holdings | $3.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $3.7M | 88,997 | 98.4% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $17.8K | 156,322 | 0.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $10.8K | 89,813 | 0.3% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $9.5K | 245,658 | 0.3% |
| Western Digital Corp.(WDC) | COM | 958102105 | $6.5K | 131,700 | 0.2% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $6.2K | 50,000 | 0.2% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $6.0K | 185,000 | 0.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $2.1K | 52,333 | 0.1% |