Q1 2014 Holdings
Filed 2014-05-08 | 10 holdings | $17.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $17.3M | 800,000 | 99.5% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $20.8K | 500,000 | 0.1% |
| Solarcity Corp | COM | 83416T100 | $16.9K | 270,000 | 0.1% |
| Sunedison Inc | COM | 86732Y109 | $14.2K | 755,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $8.1K | 15,000 | 0.0% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $7.8K | 1,000,000 | 0.0% |
| Google Inc | CL A | 38259P508 | $5.6K | 5,000 | 0.0% |
| North Atlantic Drilling LTD | COM | G6613P202 | $5.0K | 565,000 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $4.2K | 20,000 | 0.0% |
| Trina Solar Limited | SPON ADR | 89628E104 | $4.0K | 300,000 | 0.0% |