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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SANDISK CORP | $110.5M | 173969 | 29.79% |
| 2 | COHERENT CORP | $96.5M | 405000 | 26.01% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | $74.5M | 190213 | 20.09% |
| 4 | ALCOA CORP | $45.4M | 685000 | 12.25% |
| 5 | ACM RESH INC | $23.5M | 596689 | 6.33% |
| 6 | HUDBAY MINERALS INC | $20.5M | 983023 | 5.54% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.