Q3 2013 Holdings
Filed 2013-11-14 | 14 holdings | $9.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $5.4M | 425,000 | 60.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $1.5M | 55,498,593 | 16.4% |
| Mosaic Co New(MOS) | COM | 61945C103 | $835.1K | 19,412,738 | 9.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $407.0K | 6,045,255 | 4.5% |
| Quintiles Transnatio Hldgs I | COM | 74876Y101 | $371.0K | 8,265,828 | 4.1% |
| Turquoise Hill RES LTD | COM | 900435108 | $161.8K | 36,606,942 | 1.8% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $113.2K | 4,233,568 | 1.3% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $83.9K | 1,903,276 | 0.9% |
| Petroleo Brasileiro SA Petro(PJX) | SP ADR NON VTG | 71654V101 | $55.1K | 3,291,131 | 0.6% |
| Marin Software Inc | COM | 56804T106 | $31.7K | 2,528,205 | 0.4% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $31.5K | 810,407 | 0.3% |
| Amyris Inc | COM | 03236M101 | $23.9K | 10,353,478 | 0.3% |
| Peabody Energy Corp | COM | 704549104 | $11.4K | 659,800 | 0.1% |
| Isoftstone Hldgs LTD | SPONSORED ADS | 46489B108 | $5.4K | 1,095,261 | 0.1% |