The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ANGLOGOLD ASHANTI LTDADR3512820670658,900SH SOLE 58,90000
ARCELORMITTAL NYADR03938L1041,17485,811SH SOLE 85,81100
CANADIANSOLAR INC COM13663510965618,355SH SOLE 18,35500
CHINA XINIYA FASHION LTDADR16950W1053,5565,389,325SH SOLE 5,389,32500
CHINA YUCHAI INTL LTDCOMG2108210544,8602,419,684SH SOLE 2,419,68400
COEUR MINING INCCOM1921085044,892986,442SH SOLE 986,44200
CORINTHIAN COLLEGES INCCOM2188681071,99210,792,553SH SOLE 10,792,55300
MOLYCORP INCCOM6087532083,7183,124,993SH SOLE 3,124,99300
PETROLEO BRASILEIRO SAADS71654V4081,720121,245SH SOLE 121,24500
RENESOLA LTDADR75971T1034,7251,575,110SH SOLE 1,575,11000
TRINA SOLAR LTD-SPON ADRADR8962E81045,887487,800SH SOLE 487,80000
UTSTARCOM INCCOM91807610032,26810,711,077SH SOLE 10,245,40400
YINGLI GREEN ENERGY HOLDINGCOM98584B103939301,952SH SOLE 301,95200