The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALCOA INC COM | COM | 13817101 | 3,755 | 480,149 | SH | SOLE | 0 | 0 | 1 | ||
APACHE CORP | COM | 37411105 | 4,207 | 50,179 | SH | SOLE | 0 | 0 | 1 | ||
ARCHER DANIEL MIDLAND | COM | 039483102 | 4,623 | 136,338 | SH | SOLE | 0 | 0 | 1 | ||
BARRICK GOLD CORP COM | COM | 067901108 | 3,289 | 208,948 | SH | SOLE | 0 | 0 | 1 | ||
CAMECO CORP | COM | 13321L108 | 3,523 | 170,539 | SH | SOLE | 0 | 0 | 1 | ||
CF INDS HLDGS INC | COM | 125269100 | 3,319 | 19,355 | SH | SOLE | 0 | 0 | 1 | ||
CNOOC LTD SPONSORED ADR | COM | 126132109 | 3,342 | 19,953 | SH | SOLE | 0 | 0 | 1 | ||
COSAN LTD CLASS A SHARES | COM | G25343107 | 3,487 | 215,787 | SH | SOLE | 0 | 0 | 1 | ||
EOG RESOURCES INC | COM | 26875P101 | 4,472 | 33,962 | SH | SOLE | 0 | 0 | 1 | ||
EXXON MOBIL CORP | COM | 30231G102 | 4,263 | 47,178 | SH | SOLE | 0 | 0 | 1 | ||
FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 3,107 | 112,525 | SH | SOLE | 0 | 0 | 1 | ||
IMPERIAL OIL LTD | COM | 453038960 | 3,706 | 97,364 | SH | SOLE | 0 | 0 | 1 | ||
INGREDION INC | COM | 457187102 | 3,279 | 49,972 | SH | SOLE | 0 | 0 | 1 | ||
MONSANTO CO NEW COM | COM | 61166W101 | 3,500 | 35,426 | SH | SOLE | 0 | 0 | 1 | ||
OCCIDENTAL PETROLEUM | COM | 674599105 | 3,974 | 44,539 | SH | SOLE | 0 | 0 | 1 | ||
PEABODY ENERGY CORP COM STK US | COM | 704549104 | 4,917 | 335,831 | SH | SOLE | 0 | 0 | 1 | ||
PETROLEO BRASILEIRO SA PETRO | COM | 71654V101 | 3,440 | 234,633 | SH | SOLE | 0 | 0 | 1 | ||
POTASH CORP SASK INC | COM | 73755L107 | 3,396 | 89,075 | SH | SOLE | 0 | 0 | 1 | ||
SMITHFIELD FOODS INC COM STK U | COM | 832248108 | 4,732 | 144,474 | SH | SOLE | 0 | 0 | 1 | ||
SOCIEDAD QUIMICA MINERA DE CHI | COM | 833635105 | 2,785 | 68,943 | SH | SOLE | 0 | 0 | 1 | ||
SOUTHERN COPPER CORP DEL | COM | 84265V105 | 2,976 | 107,757 | SH | SOLE | 0 | 0 | 1 | ||
SOUTHWESTERN ENERGY CO COM STK | COM | 845467109 | 4,520 | 123,746 | SH | SOLE | 0 | 0 | 1 | ||
STERLITE INDUSTRIES ADS EACH R | COM | 859737207 | 2,920 | 499,943 | SH | SOLE | 0 | 0 | 1 | ||
SUNCOR ENERGY INC (NEW) NPV | COM | 867224107 | 3,795 | 128,686 | SH | SOLE | 0 | 0 | 1 | ||
TECK RESOURCES LTD CLASS B | COM | 878742204 | 2,889 | 135,167 | SH | SOLE | 0 | 0 | 1 | ||
THE MOSAIC CO USD0.01 NEW | COM | 61945C103 | 4,213 | 78,288 | SH | SOLE | 0 | 0 | 1 | ||
VALE SA ADR REPR 1 PREF SHS NP | COM | 91912E204 | 2,598 | 213,690 | SH | SOLE | 0 | 0 | 1 | ||
WALTER INDUSTRIES INC COM STK | COM | 93317Q105 | 1,741 | 167,368 | SH | SOLE | 0 | 0 | 1 |