Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PPC	PILGRIMS PRIDE CORP NEW	282,079	$5.103M	2.5%	$19.93	-7.2%	COM	72147K108
TSN	TYSON FOODS INC	80,809	$4.811M	2.4%	$50.61	+0.5%	CL A	902494103
—	BUNGE LIMITED	59,603	$4.095M	2.0%	$72.74	—	COM	G16962105
INGR	INGREDION INC	37,675	$3.954M	2.0%	$109.20	-6.5%	COM	457187102
DE	DEERE & CO	24,890	$3.742M	1.9%	$126.48	+1.7%	COM	244199105
AGCO	AGCO CORP	56,471	$3.433M	1.7%	$52.50	-5.4%	COM	001084102
SQM	SOCIEDAD QUIMICA MINERA DE C	72,466	$3.313M	1.7%	$37.86	—	SPON ADR SER B	833635105
—	CRESCENT PT ENERGY CORP	520,078	$3.308M	1.7%	$7.52	—	COM	22576C101
—	ROWAN COMPANIES PLC	168,007	$3.164M	1.6%	$16.38	—	SHS CL A	G7665A101
—	CONTINENTAL RESOURCES INC	42,679	$2.914M	1.5%	$57.35	—	COM	212015101
FMC	F M C CORP	32,830	$2.862M	1.4%	$61.18	+0.6%	COM NEW	302491303
—	SANDERSON FARMS INC	26,922	$2.783M	1.4%	$103.37	—	COM	800013104
MUR	MURPHY OIL CORP	81,916	$2.731M	1.4%	$22.43	+8.3%	COM	626717102
MPC	MARATHON PETE CORP	33,637	$2.69M	1.3%	$33.16	+88.5%	COM	56585A102
—	REXNORD CORP NEW	84,220	$2.594M	1.3%	$29.95	—	COM	76169B102
RYN	RAYONIER INC	74,601	$2.522M	1.3%	$31.91	—	COM	754907103
VLO	VALERO ENERGY CORP NEW	21,818	$2.482M	1.2%	$33.39	+152.3%	COM	91913Y100
VALE	VALE S A	166,206	$2.466M	1.2%	$12.31	—	ADR	91912E105
HBM	HUDBAY MINERALS INC	461,300	$2.335M	1.2%	$5.27	-6.1%	COM	443628102
PCH	POTLATCHDELTIC CORPORATION	55,803	$2.285M	1.1%	$39.91	—	COM	737630103
BP	BP PLC	48,930	$2.256M	1.1%	$38.27	—	SPONSORED ADR	055622104
RIO	RIO TINTO PLC	42,814	$2.184M	1.1%	$51.29	—	SPONSORED ADR	767204100
—	ENERPLUS CORP	173,887	$2.146M	1.1%	$11.25	—	COM	292766102
—	HOLLYFRONTIER CORP	30,414	$2.126M	1.1%	$46.20	—	COM	436106108
OII	OCEANEERING INTL INC	76,554	$2.113M	1.1%	$32.50	-18.0%	COM	675232102
CNH	CNH INDL N V	172,746	$2.075M	1.0%	$9.41	-7.3%	SHS	N20944109
—	CNOOC LTD	10,486	$2.071M	1.0%	$172.04	—	SPONSORED ADR	126132109
CALM	CAL MAINE FOODS INC	42,001	$2.029M	1.0%	$33.23	+10.1%	COM NEW	128030202
CF	CF INDS HLDGS INC	35,922	$1.956M	1.0%	$33.21	+20.9%	COM	125269100
CMP	COMPASS MINERALS INTL INC	28,915	$1.943M	1.0%	$53.41	-0.3%	COM	20451N101
EOG	EOG RES INC	14,910	$1.902M	1.0%	$82.86	+10.3%	COM	26875P101
—	APACHE CORP	39,469	$1.881M	0.9%	$51.75	—	COM	037411105
VET	VERMILION ENERGY INC	56,174	$1.85M	0.9%	$36.51	-8.5%	COM	923725105
—	NABORS INDUSTRIES LTD	273,346	$1.684M	0.8%	$6.29	—	SHS	G6359F103
DVN	DEVON ENERGY CORP NEW	41,818	$1.67M	0.8%	$29.70	+2.2%	COM	25179M103
—	BRF SA	299,292	$1.64M	0.8%	$7.12	—	SPONSORED ADR	10552T107
WTI	W & T OFFSHORE INC	166,890	$1.609M	0.8%	$6.90	+4.9%	COM	92922P106
MOS	MOSAIC CO NEW	48,596	$1.578M	0.8%	$24.15	+9.9%	COM	61945C103
CVE	CENOVUS ENERGY INC	156,850	$1.574M	0.8%	$11.77	-27.7%	COM	15135U109
ADM	ARCHER DANIELS MIDLAND CO	31,298	$1.573M	0.8%	$32.42	+21.7%	COM	039483102
—	RANDGOLD RES LTD	22,126	$1.561M	0.8%	$82.73	—	ADR	752344309
—	PDC ENERGY INC	31,525	$1.543M	0.8%	$56.44	—	COM	69327R101
—	NOBLE ENERGY INC	49,231	$1.536M	0.8%	$36.39	—	COM	655044105
—	NEWFIELD EXPL CO	52,855	$1.524M	0.8%	$29.01	—	COM	651290108
WY	WEYERHAEUSER CO	47,219	$1.524M	0.8%	$22.53	+15.0%	COM	962166104
NTR	NUTRIEN LTD	26,295	$1.517M	0.8%	$39.83	+8.2%	COM	67077M108
—	AQUA AMERICA INC	40,964	$1.512M	0.8%	$34.92	—	COM	03836W103
AWK	AMERICAN WTR WKS CO INC NEW	17,108	$1.505M	0.8%	$75.15	+1.9%	COM	030420103
SCCO	SOUTHERN COPPER CORP	33,684	$1.453M	0.7%	$31.25	-2.3%	COM	84265V105
DAR	DARLING INGREDIENTS INC	75,007	$1.449M	0.7%	$18.16	+8.5%	COM	237266101
RES	RPC INC	92,708	$1.435M	0.7%	$15.53	-15.8%	COM	749660106
FTI	TECHNIPFMC PLC	44,435	$1.389M	0.7%	$21.31	-0.9%	COM	G87110105
FCX	FREEPORT-MCMORAN INC	94,726	$1.319M	0.7%	$15.37	-10.4%	CL B	35671D857
SBS	COMPANHIA DE SANEAMENTO BASI	221,206	$1.305M	0.7%	$5.47	—	SPONSORED ADR	20441A102
PSX	PHILLIPS 66	11,568	$1.304M	0.7%	$43.93	+95.9%	COM	718546104
GFI	GOLD FIELDS LTD NEW	527,802	$1.277M	0.6%	$3.65	—	SPONSORED ADR	38059T106
—	SRC ENERGY INC	141,156	$1.255M	0.6%	$8.78	—	COM	78470V108
AEM	AGNICO EAGLE MINES LTD	36,537	$1.25M	0.6%	$36.33	-8.4%	COM	008474108
OIS	OIL STS INTL INC	36,934	$1.226M	0.6%	$30.13	+8.3%	COM	678026105
KGC	KINROSS GOLD CORP	452,406	$1.221M	0.6%	$3.74	-13.5%	COM NO PAR	496902404
CVX	CHEVRON CORP NEW	9,960	$1.218M	0.6%	$80.05	+9.8%	COM	166764100
MTDR	MATADOR RES CO	36,610	$1.21M	0.6%	$27.41	+16.6%	COM	576485205
—	CARRIZO OIL & GAS INC	48,017	$1.21M	0.6%	$25.20	—	COM	144577103
—	WILDHORSE RESOURCE DEV CORP	50,080	$1.184M	0.6%	$22.80	—	COM	96812T102
PTEN	PATTERSON UTI ENERGY INC	68,177	$1.167M	0.6%	$17.32	-0.8%	COM	703481101
—	ENCANA CORP	88,836	$1.165M	0.6%	$12.99	—	COM	292505104
—	TOTAL S A	16,618	$1.07M	0.5%	$64.39	—	SPONSORED ADR	89151E109
—	SUPERIOR ENERGY SVCS INC	108,156	$1.053M	0.5%	$12.45	—	COM	868157108
—	DIAMOND OFFSHORE DRILLING IN	51,133	$1.023M	0.5%	$20.62	—	COM	25271C102
—	DRIL-QUIP INC	19,487	$1.018M	0.5%	$52.77	—	COM	262037104
HL	HECLA MNG CO	361,371	$1.008M	0.5%	$3.99	-26.3%	COM	422704106
—	CALLON PETE CO DEL	80,941	$970K	0.5%	$13.38	—	COM	13123X102
SLB	SCHLUMBERGER LTD	15,403	$938K	0.5%	$56.69	-8.2%	COM	806857108
—	KOSMOS ENERGY LTD	99,041	$926K	0.5%	$7.47	—	SHS	G5315B107
WPM	WHEATON PRECIOUS METALS CORP	52,035	$911K	0.5%	$18.43	-5.1%	COM	962879102
IAG	IAMGOLD CORP	238,984	$879K	0.4%	$5.40	-11.9%	COM	450913108
NVRI	HARSCO CORP	30,440	$869K	0.4%	$13.14	+97.0%	COM	415864107
—	QEP RES INC	76,085	$861K	0.4%	$11.81	—	COM	74733V100
—	PIONEER NAT RES CO	4,935	$860K	0.4%	$168.60	—	COM	723787107
BTE	BAYTEX ENERGY CORP	296,026	$859K	0.4%	$3.29	-11.0%	COM	07317Q105
—	CORE LABORATORIES N V	7,354	$852K	0.4%	$118.52	—	COM	N22717107
—	CONCHO RES INC	5,364	$819K	0.4%	$145.39	—	COM	20605P101
—	ANADARKO PETE CORP	12,074	$814K	0.4%	$67.42	—	COM	032511107
GGB	GERDAU S A	190,570	$802K	0.4%	$3.42	—	SPON ADR REP PFD	373737105
HAL	HALLIBURTON CO	19,330	$783K	0.4%	$35.57	0.0%	COM	406216101
AR	ANTERO RES CORP	42,996	$761K	0.4%	$22.15	-12.6%	COM	03674X106
TX	TERNIUM SA	25,139	$761K	0.4%	$23.80	—	SPON ADR	880890108
BKR	BAKER HUGHES A GE CO	22,216	$752K	0.4%	$26.79	-0.1%	CL A	05722G100
AGRO	ADECOAGRO S A	101,848	$749K	0.4%	$8.78	-18.1%	COM	L00849106
YPF	YPF SOCIEDAD ANONIMA	48,281	$746K	0.4%	$14.35	—	SPON ADR CL D	984245100
—	UNITED STATES STL CORP NEW	24,222	$738K	0.4%	$34.96	—	COM	912909108
CRS	CARPENTER TECHNOLOGY CORP	12,392	$731K	0.4%	$35.71	+40.7%	COM	144285103
ARLP	ALLIANCE RES PARTNER L P	35,827	$731K	0.4%	$20.15	—	UT LTD PART	01877R108
—	AK STL HLDG CORP	148,274	$727K	0.4%	$5.78	—	COM	001547108
—	HALCON RES CORP	161,425	$722K	0.4%	$6.23	—	COM PAR NEW	40537Q605
—	NOBLE CORP PLC	102,388	$720K	0.4%	$5.22	—	SHS USD	G65431101
—	EXTRACTION OIL AND GAS INC	62,282	$703K	0.4%	$12.87	—	COM	30227M105
—	GULFPORT ENERGY CORP	65,098	$678K	0.3%	$11.87	—	COM NEW	402635304
CCJ	CAMECO CORP	59,020	$673K	0.3%	$11.70	-12.7%	COM	13321L108
AWR	AMERICAN STS WTR CO	10,928	$668K	0.3%	$36.70	+42.5%	COM	029899101
AGI	ALAMOS GOLD INC NEW	143,799	$663K	0.3%	$5.72	-18.7%	COM CL A	011532108
—	C&J ENERGY SVCS INC NEW	31,884	$663K	0.3%	$27.64	—	COM	12674R100
XOM	EXXON MOBIL CORP	7,751	$659K	0.3%	$56.71	+2.6%	COM	30231G102
COP	CONOCOPHILLIPS	8,407	$651K	0.3%	$35.76	+57.6%	COM	20825C104
—	CALIFORNIA RES CORP	13,265	$644K	0.3%	$15.07	—	COM NEW	13057Q206
—	DENBURY RES INC	101,764	$631K	0.3%	$6.20	—	COM NEW	247916208
—	LAREDO PETROLEUM INC	75,981	$621K	0.3%	$9.80	—	COM	516806106
—	PARSLEY ENERGY INC	21,113	$618K	0.3%	$25.34	—	CL A	701877102
PBR	PETROLEO BRASILEIRO SA PETRO	49,812	$601K	0.3%	$10.38	—	SPONSORED ADR	71654V408
—	SCHNITZER STL INDS	22,101	$598K	0.3%	$27.04	—	CL A	806882106
—	ANGLOGOLD ASHANTI LTD	69,265	$594K	0.3%	$9.92	—	SPONSORED ADR	035128206
CWT	CALIFORNIA WTR SVC GROUP	13,805	$592K	0.3%	$35.36	+0.2%	COM	130788102
—	SANDSTORM GOLD LTD	158,568	$591K	0.3%	$4.43	—	COM NEW	80013R206
—	ADVANTAGE OIL & GAS LTD	210,700	$587K	0.3%	$4.73	—	COM	00765F101
CLF	CLEVELAND CLIFFS INC	45,861	$581K	0.3%	$7.01	+39.0%	COM	185899101
—	MCDERMOTT INTL INC	31,107	$573K	0.3%	$19.67	—	COM	580037703
HLX	HELIX ENERGY SOLUTIONS GRP I	57,279	$566K	0.3%	$8.83	+3.2%	COM	42330P107
FDP	FRESH DEL MONTE PRODUCE INC	16,545	$561K	0.3%	$37.96	-12.4%	ORD	G36738105
NEM	NEWMONT MINING CORP	18,271	$552K	0.3%	$31.35	-13.7%	COM	651639106
AA	ALCOA CORP	13,646	$551K	0.3%	$47.24	-12.1%	COM	013872106
RRC	RANGE RES CORP	31,968	$543K	0.3%	$30.03	-46.5%	COM	75281A109
—	CENTENNIAL RESOURCE DEV INC	24,458	$534K	0.3%	$19.41	—	CL A	15136A102
BVN	COMPANIA DE MINAS BUENAVENTU	39,683	$532K	0.3%	$14.08	—	SPONSORED ADR	204448104
PKX	POSCO	8,006	$528K	0.3%	$57.03	—	SPONSORED ADR	693483109
—	VEDANTA LTD	41,057	$526K	0.3%	$14.30	—	SPONSORED ADR	92242Y100
—	BONANZA CREEK ENERGY INC	17,356	$517K	0.3%	$35.38	—	COM NEW	097793400
CTRA	CABOT OIL & GAS CORP	22,885	$515K	0.3%	$18.01	-4.2%	COM	127097103
—	FRANKS INTL N V	59,052	$513K	0.3%	$13.13	—	COM	N33462107
—	PETROCHINA CO LTD	6,260	$510K	0.3%	$105.84	—	SPONSORED ADR	71646E100
HP	HELMERICH & PAYNE INC	7,325	$504K	0.3%	$68.40	-6.7%	COM	423452101
RIG	TRANSOCEAN LTD	35,920	$501K	0.3%	$19.67	-36.9%	REG SHS	H8817H100
—	PRECISION DRILLING CORP	144,463	$500K	0.2%	$3.63	—	COM 2010	74022D308
—	FORTUNA SILVER MINES INC	112,155	$490K	0.2%	$5.13	—	COM	349915108
—	ISRAEL CHEMICALS LTD	78,803	$481K	0.2%	$5.64	—	SHS	M5920A109
ANDE	ANDERSONS INC	12,700	$478K	0.2%	$22.96	+39.0%	COM	034164103
RGLD	ROYAL GOLD INC	5,962	$459K	0.2%	$84.52	-2.6%	COM	780287108
—	U S SILICA HLDGS INC	24,030	$452K	0.2%	$28.20	—	COM	90346E103
—	TURQUOISE HILL RES LTD	210,362	$446K	0.2%	$2.74	—	COM	900435108
CSIQ	CANADIAN SOLAR INC	30,565	$443K	0.2%	$13.36	+3.1%	COM	136635109
—	VIPER ENERGY PARTNERS LP	9,850	$415K	0.2%	$31.89	—	COM UNT RP INT	92763M105
SU	SUNCOR ENERGY INC NEW	10,410	$403K	0.2%	$29.19	+4.4%	COM	867224107
ERII	ENERGY RECOVERY INC	44,620	$399K	0.2%	$10.78	-18.0%	COM	29270J100
EQT	EQT CORP	8,952	$396K	0.2%	$32.01	-20.3%	COM	26884L109
—	ENERGEN CORP	4,444	$383K	0.2%	$62.02	—	COM	29265N108
—	CIMAREX ENERGY CO	4,122	$383K	0.2%	$101.72	—	COM	171798101
PUMP	PROPETRO HLDG CORP	22,209	$366K	0.2%	$16.95	-4.9%	COM	74347M108
E	ENI S P A	9,583	$361K	0.2%	$32.63	—	SPONSORED ADR	26874R108
FSLR	FIRST SOLAR INC	7,371	$357K	0.2%	$34.59	+50.0%	COM	336433107
FANG	DIAMONDBACK ENERGY INC	2,570	$347K	0.2%	$98.81	0.0%	COM	25278X109
—	BRISTOW GROUP INC	28,381	$344K	0.2%	$13.96	—	COM	110394103
—	TAHOE RES INC	121,200	$335K	0.2%	$7.49	—	COM	873868103
EPD	ENTERPRISE PRODS PARTNERS L	11,457	$329K	0.2%	$52.99	—	COM	293792107
—	ROYAL DUTCH SHELL PLC	4,477	$305K	0.2%	$58.94	—	SPONS ADR A	780259206
—	GOLDCORP INC NEW	29,899	$305K	0.2%	$13.86	—	COM	380956409
SSRM	SSR MNG INC	34,899	$304K	0.2%	$9.69	-2.5%	COM	784730103
IMO	IMPERIAL OIL LTD	9,023	$292K	0.1%	$24.91	+5.7%	COM NEW	453038408
—	MARATHON OIL CORP	12,075	$281K	0.1%	$23.27	—	COM	565849106
CNQ	CANADIAN NAT RES LTD	8,469	$277K	0.1%	$11.72	+0.8%	COM	136385101
—	PRETIUM RES INC	35,809	$273K	0.1%	$8.30	—	COM	74139C102
EC	ECOPETROL S A	9,942	$268K	0.1%	$13.28	—	SPONSORED ADS	279158109
—	KIRKLAND LAKE GOLD LTD	14,100	$267K	0.1%	$16.46	—	COM	49741E100
—	JAGGED PEAK ENERGY INC	19,042	$263K	0.1%	$15.77	—	COM	47009K107
—	FORUM ENERGY TECHNOLOGIES IN	24,658	$255K	0.1%	$12.03	—	COM	34984V100
—	OSISKO GOLD ROYALTIES LTD	33,369	$253K	0.1%	$12.73	—	COM	68827L101
CENX	CENTURY ALUM CO	20,835	$249K	0.1%	$12.14	+5.9%	COM	156431108
CNX	CNX RESOURCES CORPORATION	16,656	$238K	0.1%	$13.91	+14.1%	COM	12653C108
JKS	JINKOSOLAR HLDG CO LTD	20,669	$223K	0.1%	$10.79	—	SPONSORED ADR	47759T100
FNV	FRANCO NEVADA CORP	3,408	$213K	0.1%	$68.14	-6.6%	COM	351858105
SXC	SUNCOKE ENERGY INC	17,933	$208K	0.1%	$12.28	-3.2%	COM	86722A103
—	ENSCO PLC	24,126	$204K	0.1%	$25.53	—	SHS CLASS A	G3157S106
—	NATIONAL OILWELL VARCO INC	4,617	$199K	0.1%	$43.10	—	COM	637071101
TPICQ	TPI COMPOSITES INC	6,672	$190K	0.1%	$28.95	0.0%	COM	87266J104
—	NEVSUN RES LTD	40,700	$180K	0.1%	$4.42	—	COM	64156L101
TECK	TECK RESOURCES LTD	7,443	$179K	0.1%	$21.99	+9.3%	CL B	878742204
—	SOUTHWESTERN ENERGY CO	32,128	$164K	0.1%	$18.05	—	COM	845467109
REI	RING ENERGY INC	16,482	$163K	0.1%	$14.54	-17.6%	COM	76680V108
—	HESS CORP	2,265	$162K	0.1%	$71.52	—	COM	42809H107
SEI	SOLARIS OILFIELD INFRSTR INC	8,599	$162K	0.1%	$11.96	0.0%	COM CL A	83418M103
—	WPX ENERGY INC	7,865	$158K	0.1%	$13.97	—	COM	98212B103
TS	TENARIS S A	4,535	$152K	0.1%	$33.52	—	SPONSORED ADR	88031M109
—	MAGELLAN MIDSTREAM PRTNRS LP	2,234	$151K	0.1%	$67.59	—	COM UNIT RP LP	559080106
BHP	BHP BILLITON LTD	2,974	$148K	0.1%	$49.76	—	SPONSORED ADR	088606108
—	EXTERRAN CORP	5,281	$140K	0.1%	$26.51	—	COM	30227H106
—	SIBANYE STILLWATER	55,379	$138K	0.1%	$4.07	—	SPONSORED ADR	825724206
AROC	ARCHROCK INC	11,236	$137K	0.1%	$8.22	0.0%	COM	03957W106
SEDG	SOLAREDGE TECHNOLOGIES INC	3,641	$137K	0.1%	$48.15	0.0%	COM	83417M104
ATI	ALLEGHENY TECHNOLOGIES INC	4,301	$127K	0.1%	$26.89	0.0%	COM	01741R102
MTUS	TIMKENSTEEL CORP	8,517	$127K	0.1%	$15.00	0.0%	COM	887399103
—	YAMANA GOLD INC	48,122	$120K	0.1%	$3.48	—	COM	98462Y100
PAAS	PAN AMERICAN SILVER CORP	8,018	$118K	0.1%	$16.13	-1.0%	COM	697900108
KMI	KINDER MORGAN INC DEL	6,268	$111K	0.1%	$11.69	0.0%	COM	49456B101
ENPH	ENPHASE ENERGY INC	19,167	$93,000	0.0%	$5.48	0.0%	COM	29355A107
—	ENERGY TRANSFER PARTNERS LP	4,189	$93,000	0.0%	$22.20	—	UNIT LTD PRT INT	29278N103
—	WEATHERFORD INTL PLC	31,847	$86,000	0.0%	$14.35	—	ORD SHS	G48833100
PAA	PLAINS ALL AMERN PIPELINE L	3,331	$83,000	0.0%	$24.92	—	UNIT LTD PARTN	726503105
AG	FIRST MAJESTIC SILVER CORP	11,291	$64,000	0.0%	$6.12	0.0%	COM	32076V103
—	CHESAPEAKE ENERGY CORP	13,560	$61,000	0.0%	$7.47	—	COM	165167107
MPLX	MPLX LP	1,690	$59,000	0.0%	$34.91	—	COM UNIT REP LTD	55336V100
SSL	SASOL LTD	1,463	$57,000	0.0%	$38.96	—	SPONSORED ADR	803866300
WMB	WILLIAMS COS INC DEL	1,999	$54,000	0.0%	$19.23	0.0%	COM	969457100
EQNR	EQUINOR ASA	1,865	$53,000	0.0%	$28.42	—	SPONSORED ADR	29446M102
SD	SANDRIDGE ENERGY INC	4,382	$48,000	0.0%	$15.30	0.0%	COM NEW	80007P869
OXY	OCCIDENTAL PETE CORP DEL	585	$48,000	0.0%	$66.34	+2.1%	COM	674599105
—	OASIS PETE INC NEW	3,400	$48,000	0.0%	$14.12	—	COM	674215108
—	BUCKEYE PARTNERS L P	1,114	$40,000	0.0%	$35.91	—	UNIT LTD PARTN	118230101
SM	SM ENERGY CO	1,239	$39,000	0.0%	$25.86	0.0%	COM	78454L100
—	WHITING PETE CORP NEW	672	$36,000	0.0%	$53.57	—	COM NEW	966387409
MT	ARCELORMITTAL SA LUXEMBOURG	1,079	$33,000	0.0%	$30.58	—	NY REGISTRY SH	03938L203
CDE	COEUR MNG INC	6,155	$33,000	0.0%	$6.47	0.0%	COM NEW	192108504
BTG	B2GOLD CORP	5,700	$13,000	0.0%	$1.89	0.0%	COM	11777Q209
—	BHP BILLITON PLC	234	$10,000	0.0%	$42.74	—	SPONSORED ADR	05545E209
—	SUNPOWER CORP	1,181	$9,000	0.0%	$7.62	—	COM	867652406
—	RESOLUTE ENERGY CORP	205	$8,000	0.0%	$39.02	—	COM NEW	76116A306
—	BARRICK GOLD CORP	212	$2,000	0.0%	$14.15	—	COM	067901108
—	BASIC ENERGY SVCS INC NEW	193	$2,000	0.0%	$15.73	—	COM NEW	06985P209
—	ELDORADO GOLD CORP NEW	1,668	$1,000	0.0%	$0.60	—	COM	284902103
NGD	NEW GOLD INC CDA	1,367	$1,000	0.0%	$2.96	-56.5%	COM	644535106
KALU	KAISER ALUMINUM CORP	4	$0	0.0%	$83.76	0.0%	COM PAR $0.01	483007704