Cameco (CCJ) Louisiana Pacific Corp. (LPX) Cohu, Inc. (COHU) Chemours Co. (CC) Mosaic (MOS) FBR & Co. (FBRC)
Out of most of these positions at present but: Us Steel (X) Bank of America (BAC) Mosaic (MOS) Cara Therapeutic (CARA) Marvell (MRVL)