Q1 2014 Holdings
Filed 2014-05-15 | 16 holdings | $22.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $12.8M | 398,943 | 57.6% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $9.2M | 1,024,462 | 41.3% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $33.2K | 4,263,858 | 0.1% |
| First Solar Inc(FSLR) | COM | 336433107 | $32.7K | 468,511 | 0.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $28.7K | 2,882,330 | 0.1% |
| Southwestern Energy Co(SWN1EUR) | COM | 845467109 | $24.9K | 541,000 | 0.1% |
| Precision Drilling Corp | COM 2010 | 74022D308 | $23.4K | 1,957,524 | 0.1% |
| Encana Corp | COM | 292505104 | $20.6K | 962,982 | 0.1% |
| Mastec Inc(MTZ) | COM | 576323109 | $17.7K | 408,430 | 0.1% |
| Anadarko Pete Corp | COM | 32511107 | $15.6K | 184,601 | 0.1% |
| Navios Maritime Acquis Corp | SHS | Y62159101 | $14.4K | 3,944,631 | 0.1% |
| Paragon Shipping Inc | CL A NEW | 69913R408 | $11.1K | 1,622,930 | 0.1% |
| Baltic Trading LTD | COM | Y0553W103 | $10.6K | 1,686,177 | 0.0% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $10.5K | 403,978 | 0.0% |
| Transocean LTD(RIG)Put | REG SHS | H8817H100 | $10.3K | 250,000 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $8.2K | 149,800 | 0.0% |