Q4 2013 Holdings
Filed 2014-02-14 | 16 holdings | $8.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $8.6M | 669,700 | 97.0% |
| Monsanto Co | COM | 61166W101 | $115.6K | 992,163 | 1.3% |
| Yahoo! Inc | COM | 984332106 | $28.5K | 705,100 | 0.3% |
| Cheniere Energy Partners LP(CQP) | COM | 16411Q101 | $28.1K | 1,500,000 | 0.3% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $20.6K | 211,810 | 0.2% |
| Philip Morris International(PM) | COM | 718172109 | $20.5K | 235,000 | 0.2% |
| Realogy Holdings Corp | COM | 75605Y106 | $16.1K | 325,329 | 0.2% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $15.4K | 384,016 | 0.2% |
| Plum Creek Timber Co | COM | 729251108 | $6.0K | 129,700 | 0.1% |
| Avon Products Inc(AVPUSD) | COM | 054303102 | $4.7K | 275,000 | 0.1% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $4.0K | 128,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.4K | 45,337 | 0.0% |
| Occidental Petroleum Corp(OXY) | COM | 674599105 | $2.0K | 21,000 | 0.0% |
| Ashland Inc | COM | 044209104 | $691 | 7,122 | 0.0% |
| Agrium Inc | COM | 008916108 | $174 | 1,899 | 0.0% |
| Melco Crown Entertainment(MLCO) | ADR | 585464100 | $157 | 4,002 | 0.0% |