Q2 2018 Holdings
Filed 2018-08-13 | 177 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDC Energy Inc(PDCEUSD) | COM | 69327R101 | $1.6K | 26,376 | 0.0% |
| Rexnord Corp New | COM | 76169B102 | $1.6K | 55,208 | 0.0% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $1.6K | 35,086 | 0.0% |
| Vale S A(VALE) | ADR | 91912E105 | $1.6K | 126,907 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.7K | 12,438 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.8K | 21,466 | 0.0% |
| Agco Corp(AGCO) | COM | 001084102 | $1.8K | 29,923 | 0.0% |
| Vermilion Energy Inc(VET) | COM | 923725105 | $1.8K | 50,574 | 0.1% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $1.9K | 47,110 | 0.1% |
| Murphy Oil Corp(MUR) | COM | 626717102 | $2.0K | 59,051 | 0.1% |
| Randgold RES LTD | ADR | 752344309 | $2.0K | 26,532 | 0.1% |
| Hollyfrontier Corp(HFCUSD) | COM | 436106108 | $2.1K | 30,550 | 0.1% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $2.2K | 49,250 | 0.1% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $2.3K | 40,845 | 0.1% |
| Crescent PT Energy Corp | COM | 22576C101 | $2.3K | 308,678 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $2.3K | 20,618 | 0.1% |
| Bunge Limited(BG) | COM | G16962105 | $2.4K | 33,800 | 0.1% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $2.4K | 33,788 | 0.1% |
| Sociedad Quimica Minera de C(SQM) | SPON ADR SER B | 833635105 | $2.4K | 50,103 | 0.1% |
| Valero Energy Corp New(VLO) | COM | 91913Y100 | $2.4K | 21,916 | 0.1% |
| Mosaic Co New(MOS) | COM | 61945C103 | $3.1K | 109,977 | 0.1% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $291.0K | 23,808 | 8.0% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $299.0K | 16,795 | 8.2% |
| Century Alum Co(CENX) | COM | 156431108 | $349.0K | 22,148 | 9.6% |
| Conocophillips(COP) | COM | 20825C104 | $585.0K | 8,407 | 16.0% |
| Antero RES Corp(AR) | COM | 03674X106 | $922.0K | 43,163 | 25.3% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $1.1M | 53,175 | 29.0% |