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 |
| ANGLOGOLD ASHANTI LTD | ADR | 35128206 | 706 | 58,900 | SH | SOLE | 58,900 | 0 | 0 | ||
| ARCELORMITTAL NY | ADR | 03938L104 | 1,174 | 85,811 | SH | SOLE | 85,811 | 0 | 0 | ||
| CANADIANSOLAR INC | COM | 136635109 | 656 | 18,355 | SH | SOLE | 18,355 | 0 | 0 | ||
| CHINA XINIYA FASHION LTD | ADR | 16950W105 | 3,556 | 5,389,325 | SH | SOLE | 5,389,325 | 0 | 0 | ||
| CHINA YUCHAI INTL LTD | COM | G21082105 | 44,860 | 2,419,684 | SH | SOLE | 2,419,684 | 0 | 0 | ||
| COEUR MINING INC | COM | 192108504 | 4,892 | 986,442 | SH | SOLE | 986,442 | 0 | 0 | ||
| CORINTHIAN COLLEGES INC | COM | 218868107 | 1,992 | 10,792,553 | SH | SOLE | 10,792,553 | 0 | 0 | ||
| MOLYCORP INC | COM | 608753208 | 3,718 | 3,124,993 | SH | SOLE | 3,124,993 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA | ADS | 71654V408 | 1,720 | 121,245 | SH | SOLE | 121,245 | 0 | 0 | ||
| RENESOLA LTD | ADR | 75971T103 | 4,725 | 1,575,110 | SH | SOLE | 1,575,110 | 0 | 0 | ||
| TRINA SOLAR LTD-SPON ADR | ADR | 8962E8104 | 5,887 | 487,800 | SH | SOLE | 487,800 | 0 | 0 | ||
| UTSTARCOM INC | COM | 918076100 | 32,268 | 10,711,077 | SH | SOLE | 10,245,404 | 0 | 0 | ||
| YINGLI GREEN ENERGY HOLDING | COM | 98584B103 | 939 | 301,952 | SH | SOLE | 301,952 | 0 | 0 | ||