Q2 2023 Holdings
Filed 2023-08-07 | 9 holdings | $80.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $20.8M | 39,400 | 25.7% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $16.9M | 427,000 | 20.8% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $10.4M | 354,000 | 12.8% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $8.4M | 413,551 | 10.3% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $7.9M | 199,277 | 9.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.4M | 53,000 | 7.9% |
| Tesla Inc(TSLA) | COM | 88160R101 | $5.3M | 20,400 | 6.6% |
| Cameco Corp(CCJ) | COM | 13321L108 | $4.7M | 150,000 | 5.8% |
| Suncor Energy Inc NewCall | COM | 867224907 | $160.0K | 200 | 0.2% |