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 |
| ALPHA NAT RES INC | COM | 02076X102 | 1,100 | 296,700 | SH | SOLE | 296,700 | 0 | 0 | ||
| ANGLOGOLD ASHANTI LTD | ADR | 35128206 | 1,029 | 59,800 | SH | SOLE | 59,800 | 0 | 0 | ||
| ARCELORMITTAL NY | ADR | 03938L104 | 1,303 | 87,306 | SH | SOLE | 87,306 | 0 | 0 | ||
| CANADIANSOLAR INC | COM | 136635109 | 6,964 | 222,781 | SH | SOLE | 222,781 | 0 | 0 | ||
| CHINA XINIYA FASHION LTD | ADR | 16950W105 | 4,265 | 4,537,476 | SH | SOLE | 4,537,476 | 0 | 0 | ||
| CHINA YUCHAI INTL LTD | COM | G21082105 | 49,830 | 2,348,288 | SH | SOLE | 2,348,288 | 0 | 0 | ||
| CHIQUITA BRANDS INTL INC | COM | 170032809 | 13,341 | 1,229,619 | SH | SOLE | 1,229,619 | 0 | 0 | ||
| COEUR MINING INC | COM | 192108504 | 9,093 | 990,615 | SH | SOLE | 990,615 | 0 | 0 | ||
| CORINTHIAN COLLEGES INC | COM | 218868107 | 2,448 | 8,277,040 | SH | SOLE | 8,277,040 | 0 | 0 | ||
| MOLYCORP INC | COM | 608753208 | 1,743 | 678,377 | SH | SOLE | 678,377 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA | ADS | 71654V408 | 1,802 | 123,202 | SH | SOLE | 123,202 | 0 | 0 | ||
| RENESOLA LTD | ADR | 75971T103 | 4,567 | 1,548,156 | SH | SOLE | 1,548,156 | 0 | 0 | ||
| TRINA SOLAR LTD-SPON ADR | ADR | 8962E8104 | 6,289 | 490,200 | SH | SOLE | 490,200 | 0 | 0 | ||
| UTSTARCOM INC | COM | 918076100 | 30,019 | 10,245,404 | SH | SOLE | 10,245,404 | 0 | 0 | ||
| YINGLI GREEN ENERGY HOLDING | COM | 98584B103 | 1,146 | 306,681 | SH | SOLE | 306,681 | 0 | 0 | ||