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 |
|
||||||||||||||||
| 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 |
| BANK OF IRELAND-SPONS ADR | ADR | 46267Q202 | 7,781 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| CATERPILLAR INC | Common Stock | 149123101 | 182 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| CHINA MING YANG WIND POW-ADS | ADR | 16951C108 | 15,077 | 6,153,907 | SH | SOLE | 6,153,907 | 0 | 0 | ||
| DEUTSCHE BANK AG-REGISTERED | Common Stock | D18190898 | 482 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DIANA SHIPPING INC | Common Stock | Y2066G104 | 399 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DRYSHIPS INC | Common Stock | Y2109Q101 | 188 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EAGLE BULK SHIPPING INC | Common Stock | Y2187A119 | 551 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GLOBAL X FTSE GREECE 20 ETF | ETF | 37950E366 | 586 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| HUDBAY MINERALS INC | Common Stock | 443628102 | 15,211 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| ISHARES CHINA LARGE-CAP ETF | ETF | 464287184 | 384 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ISHARES MSCI BRAZIL CAPPED E | ETF | 464286400 | 9,159 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | Common Stock | 580037109 | 46 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| NATIONAL BANK OF GREECE-ADR | ADR | 633643705 | 448 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PETROLEO BRASILEIRO S.A.-ADR | ADR | 71654V408 | 4,134 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPDR DB INTL GOV INFL-PROT | ETF | 78464A490 | 205 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| SPDR S&P METALS & MINING ETF | ETF | 78464A755 | 421 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| STILLWATER MINING CO | Common Stock | 86074Q102 | 617 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TECK RESOURCES LTD-CL B | Common Stock | 878742204 | 12,488 | 480,132 | SH | SOLE | 480,132 | 0 | 0 | ||
| VALE SA-SP ADR | ADR | 91912E105 | 381 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VANGUARD FTSE EMERGING MARKE | ETF | 922042858 | 104 | 2,518 | SH | SOLE | 2,518 | 0 | 0 | ||