Q2 2013 Holdings
Filed 2013-08-14 | 28 holdings | $19.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $11.9M | 1,083,400 | 59.8% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $7.8M | 587,920 | 38.9% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $26.3K | 2,934,217 | 0.1% |
| Sempra Energy(SRE) | COM | 816851109 | $17.2K | 209,800 | 0.1% |
| Cameron International Corp | COM | 13342B105 | $16.8K | 274,136 | 0.1% |
| Schlumberger LTD(SLB) | COM | 806857108 | $15.3K | 213,126 | 0.1% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $14.8K | 171,684 | 0.1% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $14.0K | 408,635 | 0.1% |
| First Solar Inc(FSLR) | COM | 336433107 | $13.8K | 307,315 | 0.1% |
| Power One Inc New | COM | 73930R102 | $12.4K | 1,967,548 | 0.1% |
| Transocean LTD(RIG) | REG SHS | H8817H100 | $11.8K | 245,084 | 0.1% |
| Cobalt Intl Energy Inc | COM | 19075F106 | $10.2K | 384,377 | 0.1% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $10.2K | 298,598 | 0.1% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $8.8K | 425,783 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $8.4K | 256,428 | 0.0% |
| Safe Bulkers Inc(SB) | COM | Y7388L103 | $8.4K | 1,572,744 | 0.0% |
| Chicago Bridge & Iron Co N V | N Y REGISTRY SH | 167250109 | $8.2K | 137,168 | 0.0% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $7.9K | 246,409 | 0.0% |
| Gardner Denver Inc | COM | 365558105 | $7.7K | 102,035 | 0.0% |
| Dresser-Rand Group Inc(DRCEUR) | COM | 261608103 | $6.9K | 115,468 | 0.0% |
| Baltic Trading Limited | COM | Y0553W103 | $6.9K | 1,865,059 | 0.0% |
| Westport Innovations Inc | COM NEW | 960908309 | $5.9K | 176,562 | 0.0% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $5.9K | 600,682 | 0.0% |
| Fuel SYS Solutions Inc | COM | 35952W103 | $5.7K | 316,784 | 0.0% |
| Ship Finance International L | SHS | G81075106 | $5.1K | 343,186 | 0.0% |
| Gaslog LTD | SHS | G37585109 | $4.5K | 348,937 | 0.0% |
| Cnooc LTD(CEO) | SPONSORED ADR | 126132109 | $3.7K | 22,139 | 0.0% |
| Kosmos Energy LTD(KOS) | SHS | G5315B107 | $3.3K | 322,007 | 0.0% |