Q4 2013 Holdings
Filed 2014-02-14 | 19 holdings | $34.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $11.9M | 397,720 | 34.7% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $11.2M | 872,720 | 32.8% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $10.9M | 114,000 | 31.9% |
| EOG RES Inc(EOG) | COM | 26875P101 | $33.4K | 199,000 | 0.1% |
| Mastec Inc(MTZ) | COM | 576323109 | $20.8K | 636,328 | 0.1% |
| Safe Bulkers Inc(SB) | COM | Y7388L103 | $20.6K | 1,985,208 | 0.1% |
| Baltic Trading Limited | COM | Y0553W103 | $20.4K | 3,173,159 | 0.1% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $15.4K | 382,500 | 0.0% |
| Encana Corp | COM | 292505104 | $14.8K | 822,300 | 0.0% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $13.5K | 500,000 | 0.0% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $12.5K | 1,827,000 | 0.0% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $12.5K | 156,984 | 0.0% |
| Navios Maritime Acquis Corp | SHS | Y62159101 | $12.0K | 2,717,266 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $11.9K | 218,100 | 0.0% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $11.5K | 324,198 | 0.0% |
| Paragon Shipping Inc | CL A NEW | 69913R408 | $7.8K | 1,053,688 | 0.0% |
| Chicago Bridge & Iron Co N V | COM | 167250109 | $7.0K | 84,268 | 0.0% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $3.0K | 259,529 | 0.0% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $2.2K | 187,403 | 0.0% |