Q3 2013 Holdings
Filed 2013-11-14 | 14 holdings | $263.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monsanto Co | COM | 61166W101 | $123.1K | 1,182,075 | 46.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $32.5K | 520,600 | 12.3% |
| Melco Crown Entertainment(MLCO) | ADR | 585464100 | $24.1K | 864,447 | 9.1% |
| Yahoo! Inc | COM | 984332106 | $15.7K | 566,000 | 6.0% |
| Agrium Inc | COM | 008916108 | $13.0K | 152,600 | 4.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.8K | 567,095 | 3.7% |
| Realogy Holdings Corp | COM | 75605Y106 | $9.4K | 190,000 | 3.6% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $9.2K | 916,090 | 3.5% |
| Mosaic Co(MOS) | COM | 61945C103 | $6.2K | 134,500 | 2.3% |
| Freeport-Mcmoran Copper(FCX) | COM | 35671D857 | $5.0K | 157,000 | 1.9% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $4.8K | 125,000 | 1.8% |
| CF Industries Holdings Inc(CF) | COM | 125269100 | $4.8K | 25,000 | 1.8% |
| Potash Corp of Saskatchewan | COM | 73755L107 | $4.1K | 125,866 | 1.6% |
| J.C. Penney Co Inc | COM | 708160106 | $1.9K | 200,000 | 0.7% |