Q4 2018 Holdings
Filed 2019-02-14 | 222 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aqua America Inc | COM | 03836W103 | $1.7K | 48,371 | 0.1% |
| F M C Corp(FMC) | COM NEW | 302491303 | $1.8K | 23,800 | 0.1% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $2.0K | 33,701 | 0.1% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $2.1K | 44,245 | 0.1% |
| Hudbay Minerals Inc(HBM) | COM | 443628102 | $2.2K | 465,700 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $2.4K | 26,039 | 0.1% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $2.4K | 110,961 | 0.1% |
| Bunge Limited(BG) | COM | G16962105 | $2.5K | 45,912 | 0.1% |
| Agco Corp(AGCO) | COM | 001084102 | $2.8K | 50,256 | 0.1% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $2.8K | 180,572 | 0.1% |
| Sociedad Quimica Minera de C(SQM) | SPON ADR SER B | 833635105 | $2.9K | 76,103 | 0.1% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $2.9K | 55,229 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $3.0K | 20,404 | 0.1% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $3.1K | 70,643 | 0.1% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $62.0K | 13,938 | 2.0% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $98.0K | 4,519 | 3.1% |
| Century Alum Co(CENX) | COM | 156431108 | $152.0K | 20,835 | 4.8% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $193.0K | 16,884 | 6.1% |
| Conocophillips(COP) | COM | 20825C104 | $398.0K | 6,384 | 12.6% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $436.0K | 30,426 | 13.8% |
| Antero RES Corp(AR) | COM | 03674X106 | $462.0K | 49,156 | 14.7% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $1.2M | 64,262 | 39.2% |