Q3 2013 Holdings
Filed 2013-11-14 | 22 holdings | $19.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $11.6M | 680,500 | 58.9% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $7.9M | 614,820 | 40.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $23.7K | 140,200 | 0.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $19.2K | 1,967,617 | 0.1% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $18.0K | 193,784 | 0.1% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $15.9K | 432,198 | 0.1% |
| Schlumberger LTD(SLB) | COM | 806857108 | $13.5K | 153,076 | 0.1% |
| First Solar Inc(FSLR) | COM | 336433107 | $12.9K | 321,415 | 0.1% |
| Safe Bulkers Inc(SB) | COM | Y7388L103 | $10.5K | 1,551,248 | 0.1% |
| Gaslog LTD | SHS | G37585109 | $10.1K | 679,220 | 0.1% |
| Chicago Bridge & Iron Co NV | COM | 167250109 | $9.7K | 143,468 | 0.0% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $9.4K | 845,245 | 0.0% |
| Ensco PLC | SHS CLASS A | G3157S106 | $9.3K | 173,300 | 0.0% |
| Baltic Trading Limited | COM | Y0553W103 | $8.7K | 1,769,359 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $8.1K | 268,128 | 0.0% |
| Cameron International Corp | COM | 13342B105 | $8.0K | 137,136 | 0.0% |
| Navios Maritime Acquis Corp | SHS | Y62159101 | $7.9K | 2,139,000 | 0.0% |
| Dresser-Rand Group Inc(DRCEUR) | COM | 261608103 | $7.5K | 120,768 | 0.0% |
| Cobalt Intl Energy Inc | COM | 19075F106 | $7.4K | 299,377 | 0.0% |
| Fuel SYS Solutions Inc | COM | 35952W103 | $6.5K | 331,284 | 0.0% |
| Cnooc LTD(CEO) | SPONSORED ADR | 126132109 | $5.8K | 28,675 | 0.0% |
| Westport Innovations Inc | COM NEW | 960908309 | $4.5K | 184,662 | 0.0% |