Q4 2013 Holdings
Filed 2014-02-06 | 16 holdings | $16.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadiansolar Inc(CSIQ) | COM | 136635109 | $13.8M | 462,800 | 86.2% |
| Coeur Mining Inc(CDE) | COM | 192108504 | $2.1M | 192,000 | 13.0% |
| China Yuchai Intl LTD(CYD) | COM | G21082105 | $48.1K | 2,303,836 | 0.3% |
| Utstarcom Inc | COM | 918076100 | $20.3K | 6,854,968 | 0.1% |
| Chiquita Brands Intl Inc | COM | 170032809 | $14.4K | 1,234,776 | 0.1% |
| Trina Solar LTD | ADR | 8962E8104 | $6.7K | 490,900 | 0.0% |
| Corinthian Colleges Inc | COM | 218868107 | $5.8K | 3,265,818 | 0.0% |
| China Xiniya Fashion LTD | ADR | 16950W105 | $5.5K | 4,226,821 | 0.0% |
| Arch Coal Inc. | COM | 39380100 | $4.1K | 911,922 | 0.0% |
| Molycorp Inc | COM | 608753208 | $4.0K | 709,703 | 0.0% |
| Yingli Green Energy Holding | COM | 98584B103 | $3.8K | 756,562 | 0.0% |
| Arcelormittal NY | ADR | 03937E101 | $1.6K | 88,706 | 0.0% |
| JC Penny Co Inc | COM | 708160106 | $1.3K | 144,000 | 0.0% |
| Anglogold Ashanti LTD | ADR | 35128206 | $700 | 59,800 | 0.0% |
| Renesola LTD | ADR | 75971T103 | $536 | 155,619 | 0.0% |
| Aegon NV | COM | 7924103 | $263 | 27,791 | 0.0% |