Q3 2023 Holdings
Filed 2023-11-03 | 7 holdings | $67.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $21.5M | 367,972 | 32.2% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $16.2M | 31,500 | 24.2% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $12.7M | 369,000 | 18.9% |
| Cenovus Energy Inc(CVE) | COM | 15135U109 | $6.6M | 315,000 | 9.8% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $5.3M | 290,000 | 7.8% |
| Baytex Energy Corp(BTE) | COM | 07317Q105 | $4.3M | 975,000 | 6.4% |
| Suncor Energy Inc NewCall | COM | 867224907 | $442.0K | 2,000 | 0.7% |