Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Uniti Group Inc. | UNIT | 37.44K | $608K |
 Ambarella, Inc. | AMBA | 38.92K | $1.91M |
 Olin Corporation | OLN | 57.54K | $1.75M |
 Coeur Mining, Inc. | CDE | 61.62K | $493K |
 Nutanix, Inc. | NTNX | 72.97K | $3.58M |
 Lesaka Technologies, Inc. | LSAK | 89.19K | $844K |
 Gentex Corporation | GNTX | 91.02K | $2.1M |