Q2 2014 Holdings
Filed 2014-08-06 | 13 holdings | $24.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $24.6M | 1,000,000 | 99.5% |
| Solarcity Corp | COM | 83416T100 | $30.0K | 425,000 | 0.1% |
| Sunedison Inc | COM | 86732Y109 | $23.7K | 1,050,000 | 0.1% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $15.0K | 250,000 | 0.1% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $10.8K | 1,500,000 | 0.0% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $9.8K | 260,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.8K | 105,000 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $7.2K | 30,000 | 0.0% |
| Trina Solar Limited | SPON ADR | 89628E104 | $3.8K | 300,000 | 0.0% |
| Google Inc | CL A | 38259P508 | $2.9K | 5,000 | 0.0% |
| Google Inc | CL C | 38259P706 | $2.9K | 5,000 | 0.0% |
| Market Vectors ETF TR | GOLD MINER ETF | 57060U100 | $2.4K | 90,000 | 0.0% |
| Ishares(EEM) | MSCI EMG MKT ETF | 464287234 | $1.9K | 45,000 | 0.0% |