The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CHESAPEAKE ENERGY CORP | Common Stock | 165167107 | 662 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| CHINA MING YANG WIND POW-ADS | ADR | 16951C108 | 10,339 | 6,153,907 | SH | SOLE | 6,153,907 | 0 | 0 | ||
| GLOBAL X FTSE GREECE 20 ETF | ETF | 37950E366 | 403 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| HUDBAY MINERALS INC | Common Stock | 443628102 | 12,259 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| STILLWATER MINING CO | Common Stock | 86074Q102 | 558 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| TECK COMINCO LTD-CL B | Common Stock | 878742204 | 10,260 | 480,132 | SH | SOLE | 480,132 | 0 | 0 | ||
| THOMPSON CREEK METALS CO INC | Common Stock | 884768102 | 3,333 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| VALE SA-SP ADR | ADR | 91912E105 | 230 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||