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 |
| ALCOA INC COM | COM | 13817101 | 5,104 | 480,149 | SH | SOLE | 0 | 0 | 1 | ||
| APACHE CORP | COM | 37411105 | 4,312 | 50,179 | SH | SOLE | 0 | 0 | 1 | ||
| ARCHER DANIEL MIDLAND | COM | 039483102 | 5,917 | 136,338 | SH | SOLE | 0 | 0 | 1 | ||
| CAMECO CORP | COM | 13321L108 | 3,542 | 170,539 | SH | SOLE | 0 | 0 | 1 | ||
| CF INDS HLDGS INC | COM | 125269100 | 4,510 | 19,355 | SH | SOLE | 0 | 0 | 1 | ||
| CNOOC LTD SPONSORED ADR | COM | 126132109 | 3,744 | 19,953 | SH | SOLE | 0 | 0 | 1 | ||
| COSAN LTD CLASS A SHARES | COM | G25343107 | 2,961 | 215,787 | SH | SOLE | 0 | 0 | 1 | ||
| EOG RESOURCES INC | COM | 26875P101 | 3,926 | 23,390 | SH | SOLE | 0 | 0 | 1 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 4,774 | 47,178 | SH | SOLE | 0 | 0 | 1 | ||
| FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 4,247 | 112,525 | SH | SOLE | 0 | 0 | 1 | ||
| IMPERIAL OIL LTD | COM | 453038960 | 4,335 | 97,914 | SH | SOLE | 0 | 0 | 1 | ||
| INGREDION INC | COM | 457187102 | 3,421 | 49,972 | SH | SOLE | 0 | 0 | 1 | ||
| MONSANTO CO NEW COM | COM | 61166W101 | 4,129 | 35,426 | SH | SOLE | 0 | 0 | 1 | ||
| OCCIDENTAL PETROLEUM | COM | 674599105 | 4,236 | 44,539 | SH | SOLE | 0 | 0 | 1 | ||
| PEABODY ENERGY CORP COM STK US | COM | 704549104 | 7,611 | 389,716 | SH | SOLE | 0 | 0 | 1 | ||
| PETROLEO BRASILEIRO SA PETRO | COM | 71654V101 | 3,447 | 234,633 | SH | SOLE | 0 | 0 | 1 | ||
| POTASH CORP SASK INC | COM | 73755L107 | 4,133 | 125,398 | SH | SOLE | 0 | 0 | 1 | ||
| SESA GOA LTD ADR | COM | 78413F103 | 3,948 | 299,965 | SH | SOLE | 0 | 0 | 1 | ||
| SOCIEDAD QUIMICA MINERA DE CHI | COM | 833635105 | 3,186 | 123,122 | SH | SOLE | 0 | 0 | 1 | ||
| SOUTHERN COPPER CORP DEL | COM | 84265V105 | 3,094 | 107,757 | SH | SOLE | 0 | 0 | 1 | ||
| SOUTHWESTERN ENERGY CO COM STK | COM | 845467109 | 3,618 | 92,000 | SH | SOLE | 0 | 0 | 1 | ||
| SUNCOR ENERGY INC (NEW) NPV | COM | 867224107 | 4,510 | 128,686 | SH | SOLE | 0 | 0 | 1 | ||
| TECK RESOURCES LTD CLASS B | COM | 878742204 | 3,516 | 135,167 | SH | SOLE | 0 | 0 | 1 | ||
| THE MOSAIC CO USD0.01 NEW | COM | 61945C103 | 3,701 | 78,288 | SH | SOLE | 0 | 0 | 1 | ||
| VALE SA ADR REPR 1 PREF SHS NP | COM | 91912E204 | 2,994 | 213,690 | SH | SOLE | 0 | 0 | 1 | ||
| YAMANA GOLD INC COM NPV | COM | 98462Y100 | 3,157 | 366,201 | SH | SOLE | 0 | 0 | 1 | ||