Q2 2013 Holdings
Filed 2013-08-14 | 439 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Superior Energy Svcs Inc | COM | 868157108 | $8.2K | 315,000 | 0.4% |
| Market Vectors ETF TRCall | RUSSIA ETF | 6YE9958I9 | $8.3K | 3,300 | 0.4% |
| Market Vectors ETF TRCall | RUSSIA ETF | 6YE9958J7 | $8.3K | 3,300 | 0.4% |
| Agnico Eagle Mines LTDCall | COM | 1ZK992719 | $8.6K | 3,119 | 0.4% |
| Mosaic Co New(MOS) | COM | 61945C103 | $8.6K | 160,000 | 0.4% |
| B2gold Corp(BTG) | COM | 11777Q209 | $9.5K | 4,445,000 | 0.5% |
| Silver Wheaton CorpCall | COM | 83W992009 | $9.6K | 4,899 | 0.5% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $10.5K | 275,600 | 0.5% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $10.7K | 125,000 | 0.6% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $11.1K | 178,000 | 0.6% |
| Western Gas Partners LP | COM UNIT LP IN | 958254104 | $11.6K | 179,000 | 0.6% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $12.1K | 227,000 | 0.6% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $12.4K | 144,000 | 0.6% |
| Spdr S&P 500 ETF TRPut | TR UNIT | 3VY994CK9 | $14.4K | 900 | 0.8% |
| Conocophillips(COP) | COM | 20825C104 | $151.0K | 2,500 | 7.9% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $224.0K | 4,300 | 11.7% |
| DXP Enterprises Inc New(DXPE) | COM NEW | 233377407 | $400.0K | 6,000 | 20.8% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $565.0K | 6,000 | 29.4% |