| Abercrombie And Fitch Co (ANF) |
US |
ANF |
Retail-Apparel/Sho ... |
None |
- |
- |
- % |
Sold All |
-110,000 |
-100.00 |
$400,400 |
| Ambac Financial Group Inc (ABK) |
US |
ABK |
Financial Guarante ... |
205,000 |
$258,300 |
$-18,450 |
-6.66 % |
Sold Some |
-1,710,700 |
-89.29 |
$153,963 |
| America Movil Sab De Cv (AMX) |
US |
AMX |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-160,000 |
-100.00 |
$467,200 |
| American International Group Inc (AIG) |
US |
AIG |
Multi-Line Insuran ... |
1,700,000 |
$2,448,000 |
$-1,088,000 |
-30.76 % |
New Holding |
1,700,000 |
100.00 |
$-1,088,000 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
281,300 |
$22,641,837 |
$-2,742,675 |
-10.80 % |
Added More |
100,100 |
55.24 |
$-975,975 |
| Baiducom (BIDU) |
KY |
BIDU |
Internet Content-I ... |
130,600 |
$14,411,710 |
$-8,951,324 |
-38.31 % |
New Holding |
130,600 |
100.00 |
$-8,951,324 |
| Bare Escentuals Inc (BARE) |
US |
BARE |
Cosmetics And Toil ... |
1,175,000 |
$3,877,500 |
$-1,351,250 |
-25.84 % |
No Change |
- |
- |
- |
| Bb And T Corp (BBT) |
US |
BBT |
Commer Banks-South ... |
1,632,300 |
$37,640,838 |
$-8,145,177 |
-17.78 % |
New Holding |
1,632,300 |
100.00 |
$-8,145,177 |
| Biomarin Pharmaceutical Inc (BMRN) |
US |
BMRN |
Therapeutics |
1,652,300 |
$22,454,757 |
$-5,816,096 |
-20.57 % |
New Holding |
1,652,300 |
100.00 |
$-5,816,096 |
| Bunge Ltd (BG) |
BM |
BG |
Agricultural Opera ... |
810,900 |
$26,565,084 |
$-4,816,746 |
-15.34 % |
Sold Some |
-15,000 |
-1.81 |
$89,100 |
| China Life Insurance Co Ltd (LFC) |
CN |
LFC |
Life/Health Insura ... |
None |
- |
- |
- % |
Sold All |
-550,000 |
-100.00 |
$3,839,000 |
| China Sunergy Co Ltd (CSUN) |
KY |
CSUN |
Energy-Alternate S ... |
1,219,200 |
$1,877,568 |
$-1,816,608 |
-49.17 % |
Added More |
885,700 |
265.57 |
$-1,319,693 |
| Coach Inc (COH) |
US |
COH |
Retail-Apparel/Sho ... |
650,000 |
$8,742,500 |
$-1,787,500 |
-16.97 % |
Added More |
150,000 |
30.00 |
$-412,500 |
| Comstock Resources Inc (CRK) |
US |
CRK |
Oil Comp-Explor An ... |
1,720,500 |
$49,257,915 |
$-23,071,905 |
-31.89 % |
Added More |
77,900 |
4.74 |
$-1,044,639 |
| Continental Resources Incok (CLR) |
CA |
CLR |
Oil Comp-Explor An ... |
1,496,097 |
$22,800,518 |
$-10,921,508 |
-32.38 % |
Added More |
466,097 |
45.25 |
$-3,402,508 |
| Cree Inc (CREE) |
US |
CREE |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$192,500 |
| Dr Horton Inc (DHI) |
US |
DHI |
Bldg-Residential/C ... |
None |
- |
- |
- % |
Sold All |
-1,500,000 |
-100.00 |
$1,905,000 |
| Dupont Fabros Technology Inc (DFT) |
US |
DFT |
Reits-Diversified |
None |
- |
- |
- % |
Sold All |
-2,520,200 |
-100.00 |
$630,050 |
| Elan Corp Plc (ELN) |
IE |
ELN |
Medical-Drugs |
None |
- |
- |
- % |
Sold All |
-1,768,000 |
-100.00 |
$1,927,120 |
| Exchange Fs Group Plc (EXH.BE) |
US |
EXH.BE |
E-Services/Consult ... |
None |
- |
- |
- % |
Sold All |
-95,000 |
-100.00 |
$-137,750 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
55,600 |
$4,849,988 |
$-1,642,980 |
-25.30 % |
Sold Some |
-31,900 |
-36.45 |
$942,645 |
| Focus Media Holding Ltd (FMCN) |
KY |
FMCN |
Advertising Sales |
1,585,000 |
$10,254,950 |
$-824,200 |
-7.43 % |
Sold Some |
-590,000 |
-27.12 |
$306,800 |
| Fti Consulting Inc (FCN) |
US |
FCN |
Consulting Service ... |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
$-788,000 |
| Genentech Inc (DNA) |
US |
DNA |
Medical-Biomedical ... |
238,500 |
$17,417,655 |
$-2,041,560 |
-10.49 % |
Sold Some |
-511,500 |
-68.20 |
$4,378,440 |
| Goldman Sachs Group Incthe (GS) |
US |
GS |
Finance-Invest Bnk ... |
305,000 |
$15,860,000 |
$-4,492,650 |
-22.07 % |
New Holding |
305,000 |
100.00 |
$-4,492,650 |
| Gt Solar International Inc (SOLAR) |
US |
SOLAR |
Energy-Alternate S ... |
49,300 |
|
|
% |
New Holding |
49,300 |
100.00 |
|
| Interactive Brokers Group Inc (IBKR) |
US |
IBKR |
Finance-Invest Bnk ... |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
$1,472,500 |
| J Crew Group Inc (JCG) |
US |
JCG |
Retail-Apparel/Sho ... |
695,000 |
$6,178,550 |
$-1,619,350 |
-20.76 % |
New Holding |
695,000 |
100.00 |
$-1,619,350 |
| Ja Solar Holdings Co Ltd (JASO) |
US |
JASO |
Energy-Alternate S ... |
650,000 |
$1,170,000 |
$-650,000 |
-35.71 % |
Sold Some |
-3,211,825 |
-83.16 |
$3,211,825 |
| Jpmorgan Chase And Co (JPM) |
US |
JPM |
Finance-Invest Bnk ... |
300,000 |
$7,014,000 |
$-3,327,000 |
-32.17 % |
New Holding |
300,000 |
100.00 |
$-3,327,000 |
| Ldk Solar Co Ltd (LDK) |
US |
LDK |
Energy-Alternate S ... |
2,030,550 |
$20,203,973 |
$-9,482,669 |
-31.94 % |
Added More |
888,123 |
77.74 |
$-4,147,534 |
| Leap Wireless International Inc (LEAP) |
US |
LEAP |
Cellular Telecom |
906,935 |
$14,719,555 |
$-4,906,518 |
-25.00 % |
No Change |
- |
- |
- |
| Lehman Brothers Holdings Inc (LEH) |
CH |
LEH |
Finance-Invest Bnk ... |
2,127,000 |
|
|
% |
Sold Some |
-513,000 |
-19.43 |
|
| Lindsay Corp (LNN) |
US |
LNN |
Machinery-Farm |
26,000 |
$911,300 |
$-204,100 |
-18.29 % |
Sold Some |
-224,000 |
-89.60 |
$1,758,400 |
| Lkq Corp (LKQX) |
US |
LKQX |
Distribution/Whole ... |
150,000 |
$1,351,500 |
$-109,500 |
-7.49 % |
Sold Some |
-276,300 |
-64.81 |
$201,699 |
| Mbia Inc (MBI) |
US |
MBI |
Financial Guarante ... |
1,285,100 |
$5,230,357 |
$-2,351,733 |
-31.01 % |
Added More |
1,005,100 |
358.96 |
$-1,839,333 |
| Melco Crown Entertainment Ltd (MPEL) |
KY |
MPEL |
Casino Hotels |
1,050,000 |
$2,961,000 |
$-745,500 |
-20.11 % |
No Change |
- |
- |
- |
| Memc Electronic Materials Inc (WFR) |
IT |
WFR |
Electronic Compo-S ... |
408,300 |
$4,266,735 |
$-1,996,587 |
-31.87 % |
New Holding |
408,300 |
100.00 |
$-1,996,587 |
| Merrill Lynch And Co Inc (MER) |
US |
MER |
Finance-Invest Bnk ... |
700,000 |
$5,572,000 |
$-3,668,000 |
-39.69 % |
New Holding |
700,000 |
100.00 |
$-3,668,000 |
| Mohawk Industries Inc (MHK) |
US |
MHK |
Textile-Home Furni ... |
None |
- |
- |
- % |
Sold All |
-542,000 |
-100.00 |
$3,506,740 |
| Myriad Genetics Inc (MYGN) |
US |
MYGN |
Medical-Biomedical ... |
None |
- |
- |
- % |
Sold All |
-1,050,000 |
-100.00 |
$6,310,500 |
| Newstrike Capital Inc (NWS.A) |
US |
NWS.A |
Capital Pools |
550,000 |
|
|
% |
New Holding |
550,000 |
100.00 |
|
| Nutrisystem Inc (NTRI) |
US |
NTRI |
E-Commerce/Product ... |
397,000 |
$4,271,720 |
$-976,620 |
-18.60 % |
Sold Some |
-208,000 |
-34.38 |
$511,680 |
| Petroleo Brasileiro Sa (PBR) |
US |
PBR |
Oil Comp-Integrate ... |
None |
- |
- |
- % |
Sold All |
-1,405,000 |
-100.00 |
$9,146,550 |
| Philip Morris International Inc (PM) |
US |
PM |
Tobacco |
951,200 |
$34,842,456 |
$-1,693,136 |
-4.63 % |
New Holding |
951,200 |
100.00 |
$-1,693,136 |
| Popular Inc (BPOPO) |
PR |
BPOPO |
- |
1,050,000 |
$19,687,500 |
$-787,500 |
-3.84 % |
No Change |
- |
- |
- |
| Potash Corp Of Saskatchewan (POT) |
CA |
POT |
Agricultural Chemi ... |
None |
- |
- |
- % |
Sold All |
-185,000 |
-100.00 |
$2,654,750 |
| Pricelinecom Inc (PCLN) |
US |
PCLN |
E-Commerce/Service ... |
225,000 |
$11,913,750 |
$-191,250 |
-1.57 % |
Sold Some |
-234,000 |
-50.98 |
$198,900 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
862,500 |
$25,193,625 |
$-3,217,125 |
-11.32 % |
Added More |
262,500 |
43.75 |
$-979,125 |
| Redwood Trust Inc (RWT) |
US |
RWT |
Reits-Mortgage |
40,000 |
$391,200 |
$-101,200 |
-20.55 % |
Added More |
19,248 |
92.75 |
$-48,697 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
229,600 |
$9,532,992 |
$348,992 |
3.80 % |
Sold Some |
-261,441 |
-53.24 |
$-397,390 |
| Sears Holdings Corp (SHLD) |
US |
SHLD |
Retail-Major Dept ... |
150,000 |
$4,510,500 |
$-1,230,000 |
-21.42 % |
No Change |
- |
- |
- |
| Select Comfort Corp (SCSS) |
US |
SCSS |
Retail-Bedding |
565,000 |
$197,750 |
$-90,400 |
-31.37 % |
No Change |
- |
- |
- |
| Solarfun Power Holdings Co Ltd (SOLF) |
US |
SOLF |
Energy-Alternate S ... |
674,000 |
$1,806,320 |
$-1,759,140 |
-49.33 % |
Added More |
650,000 |
2708.33 |
$-1,696,500 |
| Sunpower Corp (SPWR) |
US |
SPWR |
Energy-Alternate S ... |
75,000 |
|
|
% |
New Holding |
75,000 |
100.00 |
|
| Suntrust Banks Inc (STI) |
US |
STI |
Super-Regional Ban ... |
75,000 |
$1,845,750 |
$-668,250 |
-26.58 % |
New Holding |
75,000 |
100.00 |
$-668,250 |
| Synovus Financial Corp (SNV) |
US |
SNV |
Commer Banks-South ... |
2,250,000 |
$15,030,000 |
$-2,722,500 |
-15.33 % |
Added More |
897,000 |
66.29 |
$-1,085,370 |
| Tata Motors Ltd (TTM) |
US |
TTM |
Auto-Cars/Light Tr ... |
200,000 |
$728,000 |
$-76,000 |
-9.45 % |
No Change |
- |
- |
- |
| Tempur-Pedic International Inc (TPX) |
US |
TPX |
Home Furnishings |
912,000 |
$4,961,280 |
$-1,167,360 |
-19.04 % |
No Change |
- |
- |
- |
| Transdigm Group Inc (TDG) |
US |
TDG |
Aerospace/Defense |
528,700 |
$12,815,688 |
$-1,580,813 |
-10.98 % |
Sold Some |
-171,300 |
-24.47 |
$512,187 |
| Trina Solar Ltd (TSL) |
US |
TSL |
Energy-Alternate S ... |
985,676 |
$5,638,067 |
$-3,656,858 |
-39.34 % |
Added More |
116,977 |
13.46 |
$-433,985 |
| Unibanco - Uniao De Bancos Brasil ... (UBB) |
US |
UBB |
Commer Banks Non-U ... |
155,000 |
$6,913,000 |
$-2,325,000 |
-25.16 % |
Sold Some |
-145,000 |
-48.33 |
$2,175,000 |
| Usec Inc (USU) |
US |
USU |
Non-Ferrous Metals |
1,380,000 |
$4,043,400 |
$-1,076,400 |
-21.02 % |
No Change |
- |
- |
- |
| Utstarcom Inc (UTSI) |
US |
UTSI |
Telecommunication ... |
590,000 |
$837,800 |
$-147,500 |
-14.97 % |
Added More |
401,098 |
212.33 |
$-100,275 |
| Wachovia Corp (WB) |
US |
WB |
Super-Regional Ban ... |
1,982,700 |
$8,129,070 |
$-2,755,953 |
-25.31 % |
New Holding |
1,982,700 |
100.00 |
$-2,755,953 |
| Warnaco Group Incthe (WRNC) |
US |
WRNC |
Intimate Apparel |
100,000 |
|
|
% |
New Holding |
100,000 |
100.00 |
|
| Washington Mutual Inc (WM) |
US |
WM |
S And L/Thrifts-We ... |
1,399,000 |
|
|
% |
New Holding |
1,399,000 |
100.00 |
|
| Yingli Green Energy Holding Co Lt ... (YGE) |
US |
YGE |
Energy-Alternate S ... |
1,639,200 |
$4,196,352 |
$-2,311,272 |
-35.51 % |
Added More |
139,200 |
9.28 |
$-196,272 |
| Zions Bancorporation (ZB-A) |
US |
ZB-A |
Commer Banks-Weste ... |
137,523 |
|
|
% |
Added More |
94,523 |
219.82 |
|