-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, PWuN7LMN53W97hO4tYd1NHYEl6XmoNDedCUjFew13EbjCSAxtppZRmHqBC5G65jL qIWYI78H20HCl1Xozmss1g== 0000930413-08-004990.txt : 20080818 0000930413-08-004990.hdr.sgml : 20080818 20080818172821 ACCESSION NUMBER: 0000930413-08-004990 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080818 DATE AS OF CHANGE: 20080818 EFFECTIVENESS DATE: 20080818 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VAN ECK ASSOCIATES CORP CENTRAL INDEX KEY: 0000869178 IRS NUMBER: 133210061 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02783 FILM NUMBER: 081025824 BUSINESS ADDRESS: STREET 1: 99 PARK AVE 8TH FL STREET 2: 8TH FL CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 2126875200 MAIL ADDRESS: STREET 1: 99 PARK AVE 8TH FL CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 c54678_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 06/30/2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: VAN ECK ASSOCIATES CORP. Address: 99 PARK AVENUE - 8TH FLOOR NEW YORK, NY 10016 13F File Number: 28-02783 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: RUSSELL BRENNAN Title: MANAGER - PORTFOLIO ADMINISTRATION Phone: (212) 293-2052 Signature, Place, and Date of Signing: RUSSELL BRENNAN NEW YORK, NY/USA August 08, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 246 Form 13F Information Table Value Total: $7,659,725 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. No. 13F File Number Name 28- VAN ECK ABSOLUTE RETURN ADVISERS CORP.
FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AGNICO EAGLE MINES LTD COM 008474108 185449 2493606 SH SOLE 2493606 0 0 AGRIUM INC COM 008916108 90212 838871 SH SOLE 838871 0 0 AK STL HLDG CORP COM 001547108 22460 325513 SH SOLE 325513 0 0 AKEENA SOLAR INC DE COM 009720103 107 18999 SH SOLE 18999 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 12274 207045 SH SOLE 207045 0 0 ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 4039 320053 SH SOLE 320053 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 880 100000 SH CALL SOLE 100000 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 209105 2005027 SH SOLE 2005027 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1635 31000 SH SOLE 31000 0 0 AMERICAN ECOLOGY CORP COM NEW 025533407 4644 157254 SH SOLE 157254 0 0 AMERICAN SUPERCONDUCTOR CORP COM 030111108 6575 183404 SH SOLE 183404 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 16768 756000 SH SOLE 756000 0 0 AMERISTAR CASINOS INC COM 03070Q101 11 811 SH SOLE 811 0 0 ANADARKO PETE CORP COM 032511107 106191 1418900 SH SOLE 1418900 0 0 ANDERSONS INC COM 034164103 5111 125550 SH SOLE 125550 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 64870 1911308 SH SOLE 1911308 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 356 10440 SH SOLE 10440 0 0 APEX SILVER MINES LTD ORD G04074103 6749 1374492 SH SOLE 1374492 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 94990 958826 SH SOLE 958826 0 0 ARCH COAL INC COM 039380100 40867 544678 SH SOLE 544678 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 94888 2811500 SH SOLE 2811500 0 0 AURIZON MINES LTD COM 05155P106 17368 3537174 SH SOLE 3537174 0 0 AVENTINE RENEWABLE ENERGY COM 05356X403 1281 291130 SH SOLE 291130 0 0 BALLY TECHNOLOGIES INC COM 05874B107 54 1595 SH SOLE 1595 0 0 BARRICK GOLD CORP COM 067901108 263603 5793454 SH SOLE 5793454 0 0 BASIN WTR INC COM 07011T306 917 196022 SH SOLE 196022 0 0 BOSTON PROPERTIES INC COM 101121101 812 9000 SH SOLE 9000 0 0 BOYD GAMING CORP COM 103304101 22 1789 SH SOLE 1789 0 0 BPZ RESOURCES INC COM 055639108 36559 1243500 SH SOLE 1243500 0 0 BROOKFIELD PPTYS CORP COM 112900105 594 33375 SH SOLE 33375 0 0 BUCYRUS INTL INC NEW COM 118759109 21212 290496 SH SOLE 290496 0 0 BUNGE LIMITED COM G16962105 82975 770501 SH SOLE 770501 0 0 CALGON CARBON CORP COM 129603106 1360 87943 SH SOLE 87943 0 0 CAMECO CORP COM 13321L108 13457 313897 SH SOLE 313897 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 118781 2146000 SH SOLE 2146000 0 0 CANADIAN SOLAR INC COM 136635109 417 10373 SH SOLE 10373 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 4273 97883 SH SOLE 97883 0 0 CASELLA WASTE SYS INC CL A 147448104 815 66848 SH SOLE 66848 0 0 CASTLE A M & CO COM 148411101 1326 46355 SH SOLE 46355 0 0 CENTRAL VT PUB SVC CORP COM 155771108 1191 61498 SH SOLE 61498 0 0 CF INDS HLDGS INC COM 125269100 59751 391043 SH SOLE 391043 0 0 CHINA SUNERGY CO LTD SPON ADR 16942X104 145 17478 SH SOLE 17478 0 0 CHURCHILL DOWNS INC COM 171484108 10 298 SH SOLE 298 0 0 CLEAN HARBORS INC COM 184496107 1341 18874 SH SOLE 18874 0 0 CLEVELAND CLIFFS INC COM 185896107 22744 190819 SH SOLE 190819 0 0 CNH GLOBAL N V SHS NEW N20935206 55915 1646021 SH SOLE 1646021 0 0 COEUR D ALENE MINES CORP IDA COM 192108108 37260 12848440 SH SOLE 12848440 0 0 COMMERCIAL METALS CO COM 201723103 8810 233689 SH SOLE 233689 0 0 COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 24311 547428 SH SOLE 547428 0 0 COMPANHIA VALE DO RIO DOCE SPON ADR PFD 204412100 2298 77000 SH SOLE 77000 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 88738 2477309 SH SOLE 2477309 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 77417 1184289 SH SOLE 1184289 0 0 CONSOL ENERGY INC COM 20854P109 41246 367054 SH SOLE 367054 0 0 CONSTELLATION ENERGY GROUP I COM 210371100 20307 247344 SH SOLE 247344 0 0 CORN PRODS INTL INC COM 219023108 25250 514144 SH SOLE 514144 0 0 COVANTA HLDG CORP COM 22282E102 1459 54650 SH SOLE 54650 0 0 CREDICORP LTD COM G2519Y108 4106 50000 SH SOLE 50000 0 0 CREE INC COM 225447101 8273 362710 SH SOLE 362710 0 0 CRESUD S A C I F Y A SPONSORED ADR 226406106 5162 347357 SH SOLE 347357 0 0 CRYPTOLOGIC LIMITED SHS G3159C109 6 410 SH SOLE 410 0 0 CTC MEDIA INC COM 12642X106 7536 305581 SH SOLE 305581 0 0 CVR ENERGY INC COM 12662P108 8941 464469 SH SOLE 464469 0 0 DARLING INTL INC COM 237266101 10756 651099 SH SOLE 651099 0 0 DAYSTAR TECHNOLOGIES INC COM 23962Q100 98 21456 SH SOLE 21456 0 0 DEERE & CO COM 244199105 151677 2102828 SH SOLE 2102828 0 0 DENISON MINES CORP COM 248356107 9920 1129603 SH SOLE 1129603 0 0 DENNYS CORP COM 24869P104 852 300000 SH SOLE 300000 0 0 DESARROLLADORA HOMEX S A DE SPONSORED ADR 25030W100 996 17000 SH SOLE 17000 0 0 DEVON ENERGY CORP NEW COM 25179M103 178 84600 SH CALL SOLE 84600 0 0 DEVON ENERGY CORP NEW COM 25179M103 79546 662000 SH SOLE 662000 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 51342 369000 SH SOLE 369000 0 0 DOVER DOWNS GAMING & ENTMT I COM 260095104 6 929 SH SOLE 929 0 0 EL PASO CORP COM 28336L109 36186 1664500 SH SOLE 1664500 0 0 ELDORADO GOLD CORP NEW COM 284902103 69588 8044868 SH SOLE 8044868 0 0 ENERGY CONVERSION DEVICES IN COM 292659109 13500 183317 SH SOLE 183317 0 0 EQUITABLE RES INC COM 294549100 63861 924700 SH SOLE 924700 0 0 ESMARK INC COM 296475106 1547 80910 SH SOLE 80910 0 0 EVERGREEN SOLAR INC COM 30033R108 6750 696610 SH SOLE 696610 0 0 EXELON CORP COM 30161N101 20694 230032 SH SOLE 230032 0 0 EXTERRAN HLDGS INC COM 30225X103 91600 1281300 SH SOLE 1281300 0 0 FIRST SOLAR INC COM 336433107 38056 139492 SH SOLE 139492 0 0 FOSTER L B CO COM 350060109 750 22594 SH SOLE 22594 0 0 FOSTER WHEELER LTD SHS NEW G36535139 58696 802400 SH SOLE 802400 0 0 FOUNDATION COAL HLDGS INC COM 35039W100 16505 186327 SH SOLE 186327 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 40799 348150 SH SOLE 348150 0 0 FREIGHTCAR AMER INC COM 357023100 1736 48901 SH SOLE 48901 0 0 FRONTEER DEV GROUP INC COM 35903Q106 2509 495256 SH SOLE 495256 0 0 FRONTIER OIL CORP COM 35914P105 28946 1210600 SH SOLE 1210600 0 0 FUEL TECH INC COM 359523107 2243 127298 SH SOLE 127298 0 0 FUELCELL ENERGY INC COM 35952H106 2860 402823 SH SOLE 402823 0 0 GAMMON GOLD INC COM 36467T106 34827 3209805 SH SOLE 3209805 0 0 GEHL CO COM 368483103 1245 84160 SH SOLE 84160 0 0 GENERAL GROWTH PPTYS INC COM 370021107 350 10000 SH SOLE 10000 0 0 GERDAU AMERISTEEL CORP COM 37373P105 21458 1111836 SH SOLE 1111836 0 0 GERDAU S A SPONSORED ADR 373737105 24126 1004839 SH SOLE 1004839 0 0 GIBRALTAR INDS INC COM 374689107 979 61306 SH SOLE 61306 0 0 GLOBAL CASH ACCESS HLDGS INC COM 378967103 17 2427 SH SOLE 2427 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 85568 6764305 SH SOLE 6764305 0 0 GOLDCORP INC NEW *W EXP 06/09/201 380956177 292 17500 SH SOLE 17500 0 0 GOLDCORP INC NEW COM 380956409 259221 5614469 SH SOLE 5614469 0 0 GOLDEN STAR RES LTD CDA COM 38119T104 14803 5503119 SH SOLE 5503119 0 0 GOODRICH PETE CORP COM NEW 382410405 505 6100 SH SOLE 6100 0 0 GREAT BASIN GOLD LTD COM 390124105 24756 7279293 SH SOLE 7279293 0 0 GREY WOLF INC COM 397888108 587 65000 SH SOLE 65000 0 0 GRUPO SIMEC S A B DE C V ADR 400491106 5545 328483 SH SOLE 328483 0 0 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 82266 6715597 SH SOLE 6715597 0 0 HEADWATERS INC COM 42210P102 2010 170814 SH SOLE 170814 0 0 HECLA MNG CO COM 422704106 27511 2970975 SH SOLE 2970975 0 0 HESS CORP COM 42809H107 52773 418200 SH SOLE 418200 0 0 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 4929 259300 SH SOLE 259300 0 0 HOST HOTELS & RESORTS INC COM 44107P104 42 3061 SH SOLE 3061 0 0 IAMGOLD CORP COM 450913108 50016 8282811 SH SOLE 8282811 0 0 INTERNATIONAL COAL GRP INC N COM 45928H106 86302 6613140 SH SOLE 6613140 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 249 9950 SH SOLE 9950 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 6485 337776 SH SOLE 337776 0 0 IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 3550 315000 SH SOLE 315000 0 0 ISLE OF CAPRI CASINOS INC COM 464592104 3 522 SH SOLE 522 0 0 ITRON INC COM 465741106 13545 137718 SH SOLE 137718 0 0 JA SOLAR HOLDINGS CO LTD SPON ADR 466090107 10357 614620 SH SOLE 614620 0 0 JAMES RIVER COAL CO COM NEW 470355207 24614 419397 SH SOLE 419397 0 0 JOY GLOBAL INC COM 481165108 19456 256573 SH SOLE 256573 0 0 KAISER ALUMINUM CORP COM PAR $0.01 483007704 15968 298300 SH SOLE 298300 0 0 KAISER ALUMINUM CORP COM PAR $0.01 483007704 4802 89700 SH SOLE 89700 0 0 KINROSS GOLD CORP COM NO PAR 496902404 205558 8706418 SH SOLE 8706418 0 0 LAS VEGAS SANDS CORP COM 517834107 184 3873 SH SOLE 3873 0 0 LAYNE CHRISTENSEN CO COM 521050104 1310 29909 SH SOLE 29909 0 0 LDK SOLAR CO LTD SPONSORED ADR 50183L107 6910 182424 SH SOLE 182424 0 0 LIBERTY PPTY TR SH BEN INT 531172104 332 10000 SH SOLE 10000 0 0 LINDSAY CORP COM 535555106 7023 82655 SH SOLE 82655 0 0 LODGIAN INC COM PAR $.01 54021P403 661 84400 SH SOLE 84400 0 0 MASSEY ENERGY CORP COM 576206106 25094 267670 SH SOLE 267670 0 0 MCDERMOTT INTL INC COM 580037109 57299 925800 SH SOLE 925800 0 0 MECHEL OAO SPONSORED ADR 583840103 63106 1273839 SH SOLE 1273839 0 0 MELCO PBL ENTMNT LTD ADR 585464100 131 14078 SH SOLE 14078 0 0 MERCER INTL INC COM 588056101 10856 1451252 SH SOLE 1451252 0 0 MESABI TR CTF BEN INT 590672101 1947 63200 SH SOLE 63200 0 0 METALICO INC COM 591176102 1506 85987 SH SOLE 85987 0 0 METALLICA RES INC COM 59125J104 23548 3494533 SH SOLE 3494533 0 0 MGM MIRAGE COM 552953101 115 3379 SH SOLE 3379 0 0 MGP INGREDIENTS INC COM 55302G103 666 114861 SH SOLE 114861 0 0 MINEFINDERS LTD COM 602900102 12023 1156089 SH SOLE 1156089 0 0 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 61335 800613 SH SOLE 800613 0 0 MONARCH CASINO & RESORT INC COM 609027107 4 350 SH SOLE 350 0 0 MONSANTO CO NEW COM 61166W101 180251 1425586 SH SOLE 1425586 0 0 MOSAIC CO COM 61945A107 147865 1021875 SH SOLE 1021875 0 0 MULTIMEDIA GAMES INC COM 625453105 4 802 SH SOLE 802 0 0 MVC CAPITAL INC COM 553829102 274 20000 SH SOLE 20000 0 0 NABORS INDUSTRIES LTD SHS G6359F103 43953 892800 SH SOLE 892800 0 0 NALCO HOLDING COMPANY COM 62985Q101 1341 63388 SH SOLE 63388 0 0 NATIONAL OILWELL VARCO INC COM 637071101 107809 1215160 SH SOLE 1215160 0 0 NEVSUN RES LTD COM 64156L101 5768 2746694 SH SOLE 2746694 0 0 NEW GOLD INC CDA COM 644535106 9731 1245000 SH SOLE 1245000 0 0 NEWFIELD EXPL CO COM 651290108 94339 1445800 SH SOLE 1445800 0 0 NEWMONT MINING CORP COM 651639106 169786 3255098 SH SOLE 3255098 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 1439 183065 SH SOLE 183065 0 0 NOBLE CORPORATION SHS G65422100 54436 838000 SH SOLE 838000 0 0 NORDIC AMERICAN TANKER SHIPP COM G65773106 776 20000 SH SOLE 20000 0 0 NORTHGATE MINERALS CORP COM 666416102 16303 5928289 SH SOLE 5928289 0 0 NRG ENERGY INC COM NEW 629377508 76313 1778850 SH SOLE 1778850 0 0 NUCOR CORP COM 670346105 122582 1641648 SH SOLE 1641648 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 96815 1077400 SH SOLE 1077400 0 0 OCEANEERING INTL INC COM 675232102 59944 778000 SH SOLE 778000 0 0 OLYMPIC STEEL INC COM 68162K106 1686 22213 SH SOLE 22213 0 0 OPEN JT STK CO-VIMPEL COMMUN SPONSORED ADR 68370R109 61129 2059607 SH SOLE 2059607 0 0 OREZONE RES INC COM 685921108 16142 13407932 SH SOLE 13407932 0 0 ORMAT TECHNOLOGIES INC COM 686688102 4768 96952 SH SOLE 96952 0 0 PACIFIC ETHANOL INC COM 69423U107 554 306113 SH SOLE 306113 0 0 PACIFIC RIM MNG CORP COM NEW 694915208 1177 1452600 SH SOLE 1452600 0 0 PAN AMERICAN SILVER CORP COM 697900108 68469 1979999 SH SOLE 1979999 0 0 PATRIOT COAL CORP COM 70336T104 16867 110036 SH SOLE 110036 0 0 PEABODY ENERGY CORP COM 704549104 44194 501925 SH SOLE 501925 0 0 PENN NATL GAMING INC COM 707569109 76 2379 SH SOLE 2379 0 0 PERMA-FIX ENVIRONMENTAL SVCS COM 714157104 957 331007 SH SOLE 331007 0 0 PETROHAWK ENERGY CORP COM 716495106 103812 2241695 SH SOLE 2241695 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 46790 660600 SH SOLE 660600 0 0 PILGRIMS PRIDE CORP COM 721467108 6673 513686 SH SOLE 513686 0 0 PINNACLE ENTMT INC COM 723456109 20 1902 SH SOLE 1902 0 0 POSCO SPONSORED ADR 693483109 23946 184509 SH SOLE 184509 0 0 POST PPTYS INC COM 737464107 1041 35000 SH SOLE 35000 0 0 POTASH CORP SASK INC COM 73755L107 157784 690308 SH SOLE 690308 0 0 PROLOGIS SH BEN INT 743410102 978 18000 SH SOLE 18000 0 0 PROSHARES TR ULTRASHRT O&G 74347R586 24948 934000 SH SOLE 934000 0 0 PUBLIC STORAGE COM 74460D109 444 5500 SH SOLE 5500 0 0 RANDGOLD RES LTD ADR 752344309 184118 3986966 SH SOLE 3986966 0 0 RANGE RES CORP COM 75281A109 93500 1426620 SH SOLE 1426620 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 11511 149314 SH SOLE 149314 0 0 RENESOLA LTD SPONS ADS 75971T103 3020 174536 SH SOLE 174536 0 0 RENTECH INC COM 760112102 900 473901 SH SOLE 473901 0 0 REPUBLIC SVCS INC COM 760759100 4067 136938 SH SOLE 136938 0 0 RIO TINTO PLC SPONSORED ADR 767204100 60192 121599 SH SOLE 121599 0 0 RIVIERA HLDGS CORP COM 769627100 2 220 SH SOLE 220 0 0 ROSTELECOM OPEN JT STK LNG D SPONSORED ADR 778529107 17695 243969 SH SOLE 243969 0 0 ROYAL GOLD INC COM 780287108 28232 900263 SH SOLE 900263 0 0 SCHLUMBERGER LTD COM 806857108 57776 537800 SH SOLE 537800 0 0 SCHNITZER STL INDS CL A 806882106 6602 57608 SH SOLE 57608 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 63 2124 SH SOLE 2124 0 0 SEABRIDGE GOLD INC COM 811916105 19139 869950 SH SOLE 869950 0 0 SHAW GROUP INC COM 820280105 1418 22952 SH SOLE 22952 0 0 SHUFFLE MASTER INC COM 825549108 5 1090 SH SOLE 1090 0 0 SILVER STD RES INC COM 82823L106 41893 1462236 SH SOLE 1462236 0 0 SILVER WHEATON CORP COM 828336107 105915 7225986 SH SOLE 7225986 0 0 SL GREEN RLTY CORP COM 78440X101 414 5000 SH SOLE 5000 0 0 SMITHFIELD FOODS INC COM 832248108 18533 932246 SH SOLE 932246 0 0 SOLARFUN POWER HOLDINGS CO L SPONSORED ADR 83415U108 161 9189 SH SOLE 9189 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 59411 650000 SH SOLE 650000 0 0 SPIRE CORP COM 848565107 73 5844 SH SOLE 5844 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 401 10000 SH SOLE 10000 0 0 STEEL DYNAMICS INC COM 858119100 21180 542114 SH SOLE 542114 0 0 STERICYCLE INC COM 858912108 1472 28479 SH SOLE 28479 0 0 SUNCOR ENERGY INC COM 867229106 27596 474800 SH SOLE 474800 0 0 SUNPOWER CORP COM CL A 867652109 12889 179064 SH SOLE 179064 0 0 SUNTECH PWR HLDGS CO LTD ADR 86800C104 14917 398219 SH SOLE 398219 0 0 SYNGENTA AG SPONSORED ADR 87160A100 159471 2464780 SH SOLE 2464780 0 0 TANZANIAN ROYALTY EXPL CORP COM 87600U104 9691 2048899 SH SOLE 2048899 0 0 TERNIUM SA SPON ADR 880890108 21770 518323 SH SOLE 518323 0 0 TERRA INDS INC COM 880915103 31280 633839 SH SOLE 633839 0 0 TETRA TECH INC NEW COM 88162G103 1307 57760 SH SOLE 57760 0 0 TIMKEN CO COM 887389104 6478 196674 SH SOLE 196674 0 0 TRANSOCEAN INC NEW SHS G90073100 50490 331321 SH SOLE 331321 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 3946 128772 SH SOLE 128772 0 0 TYSON FOODS INC CL A 902494103 63476 4248710 SH SOLE 4248710 0 0 ULTRAPETROL BAHAMAS LTD COM P94398107 3470 275185 SH SOLE 275185 0 0 UNITED STATES STL CORP NEW COM 912909108 20806 112597 SH SOLE 112597 0 0 UNIVERSAL STAINLESS & ALLOY COM 913837100 508 13716 SH SOLE 13716 0 0 URANIUM RES INC COM PAR $0.001 916901507 1149 311329 SH SOLE 311329 0 0 USEC INC COM 90333E108 4023 661673 SH SOLE 661673 0 0 VALERO ENERGY CORP NEW COM 91913Y100 24260 589100 SH SOLE 589100 0 0 VEOLIA ENVIRONNEMENT SPONSORED ADR 92334N103 4286 76740 SH SOLE 76740 0 0 VERASUN ENERGY CORP COM 92336G106 7265 1758883 SH SOLE 1758883 0 0 VISTA GOLD CORP COM NEW 927926303 2930 802688 SH SOLE 802688 0 0 WALTER INDS INC COM 93317Q105 136388 1253912 SH SOLE 1253912 0 0 WASTE CONNECTIONS INC COM 941053100 1369 42882 SH SOLE 42882 0 0 WASTE MGMT INC DEL COM 94106L109 4234 112285 SH SOLE 112285 0 0 WASTE SERVICES INC DEL COM NEW 941075202 1344 190885 SH SOLE 190885 0 0 WCA WASTE CORP COM 92926K103 899 141506 SH SOLE 141506 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 89907 1813000 SH SOLE 1813000 0 0 WESTERN GOLDFIELDS INC CDA COM NEW 95828P203 1965 839800 SH SOLE 839800 0 0 WESTSIDE ENERGY CORP COM 96149R100 84 12900 SH SOLE 12900 0 0 WEYERHAEUSER CO COM 962166104 10534 206000 SH SOLE 206000 0 0 WIMM BILL DANN FOODS OJSC SPONSORED ADR 97263M109 9298 88368 SH SOLE 88368 0 0 WMS INDS INC COM 929297109 43 1447 SH SOLE 1447 0 0 WORTHINGTON INDS INC COM 981811102 3329 162402 SH SOLE 162402 0 0 WYNN RESORTS LTD COM 983134107 158 1938 SH SOLE 1938 0 0 XTO ENERGY INC COM 98385X106 112270 1638750 SH SOLE 1638750 0 0 YAMANA GOLD INC COM 98462Y100 102814 6216129 SH SOLE 6216129 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 6018 377972 SH SOLE 377972 0 0
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