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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APACHE CORP | Common Stock | 037411105 | 169 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | |||
| BANCO SANTANDER SA-SPON ADR | ADR | 05964H105 | 1,663 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| BANK OF AMERICA CORP | Common Stock | 060505104 | 171 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| BANK OF IRELAND-SPONS ADR | ADR | 46267Q202 | 8,073 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | |||
| BB&T CORP | Common Stock | 054937107 | 335 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| BHP BILLITON LTD-SPON ADR | ADR | 088606108 | 1,354 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| CAMECO CORP | Common Stock | 13321L108 | 1,007 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | |||
| CHINA MING YANG WIND POW-ADS | ADR | 16951C108 | 18,708 | 6,153,907 | SH | SOLE | 6,153,907 | 0 | 0 | |||
| CITIGROUP INC | Common Stock | 172967424 | 311 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| DIANA CONTAINERSHIPS INC | Common Stock | Y2069P101 | 608 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
| DIANA SHIPPING INC | Common Stock | Y2066G104 | 3,665 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | |||
| DRYSHIPS INC | Common Stock | Y2109Q101 | 1,309 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | Common Stock | 35671D857 | 131 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
| GOODRICH PETE CORP | Option | 382410905 | 35 | 200 | SH | Call | SOLE | 200 | 0 | 0 | ||
| GLOBAL X FTSE GREECE 20 ETF | ETF | 37950E366 | 483 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | |||
| HUDBAY MINERALS INC | Common Stock | 443628102 | 15,801 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | |||
| ING GROEP NV-CVA | ADR | 456837103 | 2,957 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | |||
| ISHARES MSCI BRAZIL CAPPED E | ETF | 464286400 | 261 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| JPMORGAN CHASE & CO | Common Stock | 46625H100 | 482 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| M & T BANK CORP | Common Stock | 55261F104 | 370 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| NAVIOS MARITIME PARTNERS LP | Common Stock | Y62267102 | 1,783 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PETROLEO BRASILEIRO S.A.-ADR | ADR | 71654V408 | 922 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| REGIONS FINANCIAL CORP | Common Stock | 7591EP100 | 351 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| SAFE BULKERS INC | Common Stock | Y7388L103 | 200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| SPDR S&P METALS & MINING ETF | ETF | 78464A755 | 3,679 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | Option | 78462F953 | 48 | 1,150 | SH | Put | SOLE | 1,150 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | Option | 78462F903 | 13 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | ||
| STILLWATER MINING CO | Common Stock | 86074Q102 | 3,758 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| TECK RESOURCES LTD-CL B | Common Stock | 878742204 | 9,445 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| TRINA SOLAR LTD-SPON ADR | ADR | 89628E104 | 253 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
| UBS AG-REG | Common Stock | H89231338 | 1,476 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| VANGUARD FTSE EMERGING MARKE | ETF | 922042858 | 394 | 9,444 | SH | SOLE | 9,444 | 0 | 0 | |||