Q1 2014 Holdings
Filed 2014-05-15 | 424 holdings | $10.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Turkcell Iletisim Hizmetleri(TKC) | SPON ADR NEW | 900111204 | $2.0K | 141,700 | 0.0% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $2.0K | 110,000 | 0.0% |
| Grace W R & Co del New | COM | 38388F108 | $2.0K | 20,000 | 0.0% |
| Yamana Gold IncCall | COM | 26V994AT1 | $2.0K | 2,300 | 0.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $2.1K | 120,000 | 0.0% |
| Goldcorp Inc NewCall | COM | 17E995UJ6 | $2.3K | 935 | 0.0% |
| Amira Nature Foods LTD | SHS | G0335L102 | $2.3K | 135,000 | 0.0% |
| Market Vectors ETF TRCall | GOLD MINER ETF | 992995U32 | $2.4K | 1,005 | 0.0% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $2.4K | 780,000 | 0.0% |
| Tahoe RES Inc | COM | 873868103 | $2.4K | 115,000 | 0.0% |
| Stillwater MNG CoCall | COM | 9UA996730 | $2.5K | 1,675 | 0.0% |
| Chicago Bridge & Iron Co N V | COM | 167250109 | $2.5K | 29,000 | 0.0% |
| Global X FDSCall | SILVER MNR ETF | 3JN997925 | $2.6K | 2,000 | 0.0% |
| Yamana Gold IncCall | COM | 26V994591 | $2.7K | 3,018 | 0.0% |
| Randgold RES LTDCall | ADR | 85C9939K1 | $2.7K | 355 | 0.0% |
| Agnico Eagle Mines LTDCall | COM | 1ZK9929M1 | $2.7K | 907 | 0.0% |
| Enersys(ENS) | COM | 29275Y102 | $2.8K | 40,000 | 0.0% |
| Nordic American Tankers Limi(NAT) | COM | G65773106 | $2.8K | 283,204 | 0.0% |
| Star Bulk Carriers Corp | SHS NEW | Y8162K121 | $2.9K | 200,000 | 0.0% |
| Kapstone Paper & Packaging C | COM | 48562P103 | $2.9K | 100,000 | 0.0% |
| Market Vectors ETF TRCall | GOLD MINER ETF | 992995U73 | $3.0K | 1,250 | 0.0% |
| Ardmore Shipping Corp(ASC) | COM | Y0207T100 | $3.0K | 225,000 | 0.0% |
| Randgold RES LTD | ADR | 752344309 | $3.0K | 40,000 | 0.0% |
| Silver Wheaton CorpCall | COM | 77E9958M8 | $3.0K | 1,330 | 0.0% |
| Mobile Telesystems Ojsc | SPONSORED ADR | 607409109 | $3.1K | 175,000 | 0.0% |
| Tahoe RES IncCall | COM | 7VE9945E9 | $3.1K | 1,450 | 0.0% |
| Market Vectors ETF TRCall | GOLD MINER ETF | 992995EJ5 | $3.1K | 1,300 | 0.0% |
| Newmont Mining CorpCall | COM | 85K9958A0 | $3.1K | 1,325 | 0.0% |
| Pattern Energy Group Inc | CL A | 70338P100 | $3.2K | 119,000 | 0.0% |
| Solarcity Corp | COM | 83416T100 | $3.4K | 55,000 | 0.0% |
| Compania de Minas BuenaventuCall | SPONSORED ADR | 1NX995D34 | $3.5K | 2,750 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $3.5K | 123,850 | 0.0% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.5K | 501,100 | 0.0% |
| Stillwater MNG Co | COM | 86074Q102 | $3.5K | 235,000 | 0.0% |
| Ultra Petroleum Corp | COM | 903914109 | $3.5K | 130,000 | 0.0% |
| Barrick Gold CorpCall | COM | 61E995I58 | $3.5K | 1,965 | 0.0% |
| Barrick Gold CorpCall | COM | 61E995Y76 | $3.6K | 2,000 | 0.0% |
| Sunedison Inc | COM | 86732Y109 | $3.6K | 190,000 | 0.0% |
| Pretium RES Inc | COM | 74139C102 | $3.6K | 616,900 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $3.6K | 65,000 | 0.0% |
| AK STL Hldg Corp(AKS1EUR) | COM | 001547108 | $3.6K | 500,000 | 0.0% |
| Nevsun RES LTD | COM | 64156L101 | $3.6K | 1,080,000 | 0.0% |
| Constellium NV(CSTM) | CL A | N22035104 | $3.7K | 125,000 | 0.0% |
| Huntsman Corp(HUN) | COM | 447011107 | $3.8K | 155,000 | 0.0% |
| Platinum Group Metals LTD | COM NEW | 72765Q205 | $3.8K | 3,800,200 | 0.0% |
| Etfs Platinum TR | SH BEN INT | 26922V101 | $3.8K | 27,825 | 0.0% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $3.9K | 61,500 | 0.0% |
| Tsakos Energy Navigation LTD | SHS | G9108L108 | $3.9K | 500,000 | 0.0% |
| Genesee & WYO Inc | CL A | 371559105 | $3.9K | 40,000 | 0.0% |
| Navios Maritime Holdings Inc | COM | Y62196103 | $3.9K | 400,000 | 0.0% |