| Agnico Eagle Mines Ltd (AEM) |
CA |
AEM |
Gold Mining |
13,900 |
$944,088 |
$-50,040 |
-5.03 % |
Sold Some |
-6,900 |
-33.17 |
$24,840 |
| Alcoa Inc (AA) |
US |
AA |
Metal-Aluminum |
25,900 |
$877,492 |
$-2,072 |
-0.23 % |
New Holding |
25,900 |
100.00 |
$-2,072 |
| Alliance One Intl Inc (DM8.BE) |
US |
DM8.BE |
Tobacco |
313,731 |
$1,101,196 |
$-43,922 |
-3.83 % |
Added More |
75,500 |
31.69 |
$-10,570 |
| American Intl Group Inc (AIG) |
US |
AIG |
Multi-Line Insuran ... |
224,000 |
$6,303,360 |
$360,640 |
6.06 % |
No Change |
- |
- |
- |
| Arch Coal Inc (ACI) |
US |
ACI |
Coal |
14,000 |
$749,420 |
$-49,420 |
-6.18 % |
Sold Some |
-10,600 |
-43.08 |
$37,418 |
| Assured Guaranty Ltd (DHU.BE) |
BM |
DHU.BE |
Financial Guarante ... |
160,000 |
$2,907,200 |
$6,400 |
0.22 % |
No Change |
- |
- |
- |
| Barrick Gold Corporation (BHCXF.PK) |
CA |
BHCXF.PK |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-29,200 |
-100.00 |
$0 |
| Century Alum Co (CENX) |
US |
CENX |
Metal-Aluminum |
8,800 |
$469,392 |
$-26,048 |
-5.25 % |
New Holding |
8,800 |
100.00 |
$-26,048 |
| Chesapeake Energy Corp (CHK) |
US |
CHK |
Oil Comp-Explor&Pr ... |
10,600 |
$541,660 |
$-50,244 |
-8.48 % |
Added More |
4,900 |
85.96 |
$-23,226 |
| Chevron Corp (CHV.BE) |
US |
CHV.BE |
Oil Comp-Integrate ... |
5,400 |
$463,752 |
$-1,404 |
-0.30 % |
New Holding |
5,400 |
100.00 |
$-1,404 |
| Coeur D Alene Mines Corp Idaho (CDE) |
US |
CDE |
Precious Metals |
None |
- |
- |
- % |
Sold All |
-94,700 |
-100.00 |
$1,894 |
| Conocophillips (COP) |
US |
COP |
Oil Comp-Integrate ... |
5,700 |
$480,567 |
$-8,835 |
-1.80 % |
Sold Some |
-22,300 |
-79.64 |
$34,565 |
| Consol Energy Inc (CNX) |
US |
CNX |
Coal |
8,800 |
$715,792 |
$-65,120 |
-8.33 % |
Sold Some |
-7,800 |
-46.98 |
$57,720 |
| Devon Energy Corp (DVN) |
US |
DVN |
Oil Comp-Explor&Pr ... |
None |
- |
- |
- % |
Sold All |
-2,100 |
-100.00 |
$9,366 |
| Diamond Offshore Drilling Inc (DO) |
US |
DO |
Oil&Gas Drilling |
4,700 |
$583,787 |
$-15,322 |
-2.55 % |
New Holding |
4,700 |
100.00 |
$-15,322 |
| Dryships Inc (DRYS) |
MH |
DRYS |
Transport-Marine |
21,300 |
$1,588,980 |
$-54,954 |
-3.34 % |
Sold Some |
-10,700 |
-33.43 |
$27,606 |
| Eog Res Inc (EOG) |
US |
EOG |
Oil Comp-Explor&Pr ... |
4,100 |
$436,363 |
$-10,660 |
-2.38 % |
Added More |
2,200 |
115.78 |
$-5,720 |
| Exxon Mobil Corp (XOM) |
US |
XOM |
Oil Comp-Integrate ... |
None |
- |
- |
- % |
Sold All |
-3,000 |
-100.00 |
$360 |
| Gold Fields Ltd (GFI) |
US |
GFI |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-30,400 |
-100.00 |
$8,208 |
| Goldman Sachs Group Inc (GS) |
US |
GS |
Finance-Invest Bnk ... |
None |
- |
- |
- % |
Sold All |
-63,000 |
-100.00 |
$-457,380 |
| Kinross Gold Corporation (KRSGF.PK) |
CA |
KRSGF.PK |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-58,400 |
-100.00 |
|
| M And F Worldwide Corp (MFW) |
US |
MFW |
Food-Misc/Diversif ... |
475,500 |
$18,016,695 |
$446,970 |
2.54 % |
No Change |
- |
- |
- |
| Navistar Intl Corp (NAVZP.PK) |
US |
NAVZP.PK |
- |
67,000 |
$1,675,000 |
$0 |
0.00 % |
New Holding |
67,000 |
100.00 |
$0 |
| Newmont Mng Corp (NMM.BE) |
US |
NMM.BE |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-8,700 |
-100.00 |
$-6,873 |
| Noble (NE) |
BE |
NE |
Oil&Gas Drilling |
8,200 |
$458,954 |
$-10,168 |
-2.16 % |
New Holding |
8,200 |
100.00 |
$-10,168 |
| Noble Energy Inc (NBL) |
US |
NBL |
Oil Comp-Explor&Pr ... |
5,400 |
$429,408 |
$-16,416 |
-3.68 % |
New Holding |
5,400 |
100.00 |
$-16,416 |
| Pan American Silver Corp (PAAS) |
CA |
PAAS |
Silver Mining |
None |
- |
- |
- % |
Sold All |
-11,100 |
-100.00 |
$27,750 |
| Peabody Energy Corp (BTU) |
US |
BTU |
Coal |
11,400 |
$741,342 |
$-47,880 |
-6.06 % |
Sold Some |
-10,200 |
-47.22 |
$42,840 |
| Pilgrims Pride Corp (PPC) |
US |
PPC |
Poultry |
450,700 |
$7,193,172 |
$216,336 |
3.10 % |
Added More |
182,000 |
67.73 |
$87,360 |
| Randgold Res Ltd (GOLD) |
US |
GOLD |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-8,700 |
-100.00 |
$14,877 |
| Rio Tinto Canada Inc (RTP) |
US |
RTP |
Metal-Diversified |
2,100 |
$862,092 |
$-22,008 |
-2.48 % |
Sold Some |
-500 |
-19.23 |
$5,240 |
| Royal Gold Inc (RGLD) |
US |
RGLD |
Gold Mining |
None |
- |
- |
- % |
Sold All |
-14,200 |
-100.00 |
$18,886 |
| Schlumberger Ltd (SLB) |
AN |
SLB |
Oil-Field Services |
6,000 |
$624,540 |
$-11,940 |
-1.87 % |
Sold Some |
-7,100 |
-54.19 |
$14,129 |
| Seacor Hldgs Inc (CKH) |
US |
CKH |
Oil-Field Services |
62,000 |
$5,279,920 |
$-26,040 |
-0.49 % |
No Change |
- |
- |
- |
| Silver Standard Resources Inc (SSRI) |
CA |
SSRI |
Silver Mining |
None |
- |
- |
- % |
Sold All |
-12,400 |
-100.00 |
$8,556 |
| Silver Wheaton Corp (SLWBF.PK) |
CA |
SLWBF.PK |
- |
None |
- |
- |
- % |
Sold All |
-25,700 |
-100.00 |
$4,112 |
| Skyterra Communications Inc (SKYT.PK) |
US |
SKYT.PK |
Telecom Services |
50,000 |
$205,000 |
$-45,000 |
-18.00 % |
New Holding |
50,000 |
100.00 |
$-45,000 |
| Transocean Inc (RIG) |
KY |
RIG |
Oil-Field Services |
4,300 |
$630,724 |
$-5,547 |
-0.87 % |
New Holding |
4,300 |
100.00 |
$-5,547 |
| Trico Marine Svcs Inc (TRMA) |
US |
TRMA |
Oil-Field Services |
100,000 |
$2,742,000 |
$68,000 |
2.54 % |
New Holding |
100,000 |
100.00 |
$68,000 |
| Valero Energy Corp (VLO) |
US |
VLO |
Oil Refining&Marke ... |
53,500 |
$1,886,410 |
$-24,610 |
-1.28 % |
Added More |
16,400 |
44.20 |
$-7,544 |
| Verasun Energy Corp (VSE) |
US |
VSE |
Energy-Alternate S ... |
800,000 |
$5,512,000 |
$-32,000 |
-0.57 % |
New Holding |
800,000 |
100.00 |
$-32,000 |
| Weatherford International Ltd (WFT) |
BM |
WFT |
Oil-Field Services |
14,200 |
$544,854 |
$-38,482 |
-6.59 % |
New Holding |
14,200 |
100.00 |
$-38,482 |
| Xto Energy Inc (XTO) |
US |
XTO |
Oil Comp-Explor&Pr ... |
7,800 |
$414,258 |
$-37,986 |
-8.39 % |
Added More |
3,700 |
90.24 |
$-18,019 |
| Yamana Gold Inc (YMAGF.PK) |
CA |
YMAGF.PK |
- |
None |
- |
- |
- % |
Sold All |
-24,600 |
-100.00 |
$0 |