Q1 2014 Holdings
Filed 2014-04-14 | 14 holdings | $10.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadiansolar Inc(CSIQ) | COM | 136635109 | $7.2M | 223,307 | 70.4% |
| Coeur Mining Inc(CDE) | COM | 192108504 | $2.9M | 311,108 | 28.4% |
| China Yuchai Intl LTD(CYD) | COM | G21082105 | $49.6K | 2,339,543 | 0.5% |
| Utstarcom Inc | COM | 918076100 | $20.3K | 9,976,177 | 0.2% |
| Chiquita Brands Intl Inc | COM | 170032809 | $15.4K | 1,235,576 | 0.2% |
| Corinthian Colleges Inc | COM | 218868107 | $8.2K | 5,974,574 | 0.1% |
| Trina Solar LTD | ADR | 8962E8104 | $6.6K | 490,900 | 0.1% |
| China Xiniya Fashion LTD | ADR | 16950W105 | $5.2K | 4,329,686 | 0.1% |
| Molycorp Inc | COM | 608753208 | $3.3K | 711,203 | 0.0% |
| Petroleo Brasileiro SA(PBR) | ADS | 71654V408 | $1.6K | 125,000 | 0.0% |
| Arcelormittal NY | ADR | 03938L104 | $1.4K | 88,706 | 0.0% |
| Yingli Green Energy Holding | COM | 98584B103 | $1.4K | 310,896 | 0.0% |
| Anglogold Ashanti LTD | ADR | 35128206 | $1.0K | 60,700 | 0.0% |
| Renesola LTD | ADR | 75971T103 | $642 | 200,000 | 0.0% |