Q4 2015 Holdings
Filed 2016-01-29 | 75 holdings | $77.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Waste Connections Inc | COM | 941053100 | $868 | 15,417 | 1.1% |
| Macquarie Infrastructure Corp | COM | 55608B105 | $896 | 12,340 | 1.2% |
| Mosaic Co(MOS) | COM | 61945C103 | $980 | 35,513 | 1.3% |
| Grupo Aeroportuario Del Sureste(ASR) | SPON ADR | 40051E202 | $998 | 7,098 | 1.3% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $1.1K | 22,814 | 1.4% |
| Total Sa(TTEN) | SPONSORED ADR | 89151E109 | $1.1K | 25,490 | 1.5% |
| China Mobile Ltd | SPON ADR | 16941M109 | $1.2K | 28,188 | 1.5% |
| Monsanto Co | COM | 61166W101 | $1.2K | 11,682 | 1.5% |
| Anadarko Petroleum Corp(APC3EUR) | COM | 032511107 | $1.3K | 26,075 | 1.6% |
| Sonoco Products Co(SON) | COM | 835495102 | $1.4K | 33,596 | 1.8% |
| Schlumberger Nv(SLB) | COM | 806857108 | $1.5K | 22,182 | 2.0% |
| Waste Management Inc(WM) | COM | 94106L109 | $1.6K | 30,719 | 2.1% |
| Syngenta Ag | SPONSORED ADR | 87160A100 | $1.8K | 23,223 | 2.4% |
| Brf Sa(P5Y) | SPON ADR | 10552T107 | $1.9K | 73,711 | 2.4% |
| Fibria Celulose Sa | SP ADR REP COM | 31573A109 | $2.2K | 172,973 | 2.8% |
| Potlatch Corp(PCH) | COM | 737630103 | $2.3K | 76,690 | 3.0% |
| Plum Creek Timber Company Inc | COM | 729251108 | $2.7K | 55,776 | 3.5% |
| Louisiana Pacific Corp(LPX) | COM | 546347105 | $2.7K | 151,464 | 3.5% |
| Domtar Corp(UFS) | COM | 257559203 | $2.9K | 77,484 | 3.7% |
| Rayonier Inc.(RYN) | COM | 754907103 | $3.4K | 155,179 | 4.5% |
| International Paper Co(IP) | COM | 460146103 | $3.8K | 101,229 | 4.9% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $3.9K | 86,544 | 5.1% |
| Kapstone Paper And Packagng Corp | COM | 48562P103 | $4.2K | 184,217 | 5.4% |
| Packaging Corp Of America(PKG) | COM | 695156109 | $4.5K | 71,106 | 5.8% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $5.9K | 195,458 | 7.6% |