Q1 2014 Holdings
Filed 2014-05-13 | 57 holdings | $749.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Intl Inc(DAR) | COM | 237266101 | $621.0K | 31,000 | 82.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $10.1K | 66,590 | 1.4% |
| Sociedad Quimica Minera de C(SQM) | SPON ADR SER B | 833635105 | $8.7K | 274,280 | 1.2% |
| Eastman Chem Co(EMN) | COM | 277432100 | $6.0K | 69,470 | 0.8% |
| DU Pont E I de Nemours & Co | COM | 263534109 | $5.9K | 87,980 | 0.8% |
| DOW Chem Co | COM | 260543103 | $5.8K | 119,640 | 0.8% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $5.8K | 65,110 | 0.8% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $3.8K | 89,700 | 0.5% |
| Google Inc | CL A | 38259P508 | $3.5K | 3,160 | 0.5% |
| Qiagen NV(QGEN) | REG SHS | N72482107 | $3.3K | 158,400 | 0.4% |
| Yahoo Inc | COM | 984332106 | $3.3K | 92,960 | 0.4% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $3.2K | 76,950 | 0.4% |
| Navios Maritime Holdings Inc | COM | Y62196103 | $3.2K | 321,300 | 0.4% |
| Potash Corp Sask Inc | COM | 73755L107 | $3.1K | 85,020 | 0.4% |
| Monsanto Co New | COM | 61166W101 | $3.0K | 26,240 | 0.4% |
| Diana Shipping Inc | COM | Y2066G104 | $3.0K | 247,800 | 0.4% |
| Dryships Inc | SHS | Y2109Q101 | $2.7K | 841,400 | 0.4% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $2.7K | 62,700 | 0.4% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $2.5K | 9,710 | 0.3% |
| Mosaic Co New(MOS) | COM | 61945C103 | $2.5K | 49,290 | 0.3% |
| Agrium Inc | COM | 008916108 | $2.4K | 24,920 | 0.3% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $2.3K | 63,500 | 0.3% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $2.2K | 41,600 | 0.3% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $2.0K | 46,120 | 0.3% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $2.0K | 88,900 | 0.3% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $2.0K | 41,800 | 0.3% |
| Select Sector Spdr TR(XLE) | SBI INT-ENERGY | 81369Y506 | $1.9K | 21,590 | 0.3% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.9K | 55,620 | 0.3% |
| F M C Corp(FMC) | COM NEW | 302491303 | $1.9K | 24,500 | 0.3% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $1.9K | 37,760 | 0.2% |
| Bunge Limited(BG) | COM | G16962105 | $1.8K | 23,040 | 0.2% |
| BRF SA(P5Y) | SPONSORED ADR | 10552T107 | $1.8K | 87,960 | 0.2% |
| Baltic Trading Limited | COM | Y0553W103 | $1.7K | 261,600 | 0.2% |
| Safe Bulkers Inc(SB) | COM | Y7388L103 | $1.4K | 151,800 | 0.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $1.3K | 17,400 | 0.2% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $1.3K | 22,530 | 0.2% |
| Green Plains Renewable Energ(GPRE) | COM | 393222104 | $1.2K | 40,390 | 0.2% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $1.2K | 19,700 | 0.2% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $1.0K | 15,600 | 0.1% |
| General MLS Inc(GIS) | COM | 370334104 | $1.0K | 19,420 | 0.1% |
| Andersons Inc(ANDE) | COM | 034164103 | $1.0K | 16,990 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $974 | 10,730 | 0.1% |
| Sysco Corp(SYY) | COM | 871829107 | $954 | 26,400 | 0.1% |
| Kraft Foods Group Inc | COM | 50076Q106 | $899 | 16,020 | 0.1% |
| Rentech Nitrogen Partners L | COM UNIT | 760113100 | $899 | 48,330 | 0.1% |
| Lindsay Corp(LNN) | COM | 535555106 | $841 | 9,540 | 0.1% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $692 | 33,100 | 0.1% |
| Sanderson Farms Inc | COM | 800013104 | $665 | 8,470 | 0.1% |
| Agco Corp(AGCO) | COM | 001084102 | $660 | 11,970 | 0.1% |
| Ishares(EWZ) | MSCI BRZ CAP ETF | 464286400 | $655 | 14,550 | 0.1% |