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					Filed     As-of/On Fullname Symbol        Country   Industry    Shares     Activity Shares Change
                                 CNX
2011-03-032010-12-31Consol Energy Inc     US        Coal           332300 New Holding 332300
2011-03-032010-12-31Vale Sa      VALE     BR                       271300
                                                    Diversified Minerals New Holding 271300
                                 MEE
2011-03-032010-12-31Massey Energy Co      US        Coal           190600 Sold Some -157600
                                 D
2011-03-032010-12-31Dril-Quip Inc RQ      US                        And Equip
                                                    Oil Field Mach 150300 New Holding 150300
2011-03-032010-12-31Antofagasta  ANTO.L   GB                       134800
                                                    Diversified Minerals Added More    35800
2011-03-032010-12-31Xstrata Plc XSRAF     GB                       720300
                                                    Diversified Minerals Added More    35100
                                 HAL
2011-03-032010-12-31Halliburton Co        US                       764700 Added More
                                                    Oil-Field Services                 34000
                                 Ltd
2011-03-032010-12-31Bhp Billiton BHP      AU                       339200
                                                    Diversified Minerals Added More    10900
                                 NBL
2011-03-032010-12-31Noble Energy Inc      US                       118600 Added
                                                    Oil Comp-Explor And Prodtn More      8500
2011-03-032010-12-31Terex CorpTEX         US                       186800 Mining
                                                    Machinery-Constr And Added More      8000
2011-03-032010-12-31Holly Corp HOC        US                       198600 Added
                                                    Oil Refining And Marketing More      5200
                                 MUR
2011-03-032010-12-31Murphy Oil Corp       US                         93500
                                                    Oil Comp-Integrated Added More       4700
                                 WLT
2011-03-032010-12-31Walter Energy Inc     US        Coal             70300 Added More    3600
2011-03-032010-12-31Apache Corp  APA      US                         80700 Added
                                                    Oil Comp-Explor And Prodtn More      3200
           Change Today         As-Of/On As-Of/On Value Price
Shares Pct Previous Shares Pct. Portfolio Price      Today               A          Chg.
                                                               Today Value mount Of Return
      100           0      3.36      48.74 16196302      40.62 13498026 -2698276        -16.65
      100           0      1.72      34.57 9378841       25.59 6942567 -2436274         -25.97
   -45.26     348200          0      53.65 10225690
      100           0      2.08      77.72 11681316      55.75 8379225 -3302091         -28.26
    20.98      99000      65.97 2517.622 3.39E+08 1965.837 2.65E+08 -7.4E+07            -21.91
     4.64     685200       2.78        23.5 16927050     15.53 11186259 -5740791        -33.91
     4.25     730700       7.09      40.83 31222701      37.29 28515663 -2707038         -8.67
     3.11     328300       6.56      92.92 31518464      77.76 26376192 -5142272        -16.31
     6.68     110100       2.34      86.08 10209088       79.5 9428700 -780388           -7.64
       4.1    178800       0.62      31.04 5798272       13.42 2506856 -3291416         -56.76
     2.55     193400       3.11      40.77 8096922       62.91 12493926 4397004           54.3
     4.78      88800       1.11      74.55 6970425       47.86 4474910 -2495515          -35.8
     4.87      66700       1.27    127.84 8987152        72.61 5104483 -3882669          -43.2
     3.81      77500       1.93    119.23 9621861        96.16 7760112 -1861749         -19.34
           Lifetime Buy Total Buy Avg. PriceLifetime
                      Lifetime                          Lifetime Avg.
Result Of Changed Shares Only Lifetime Sell Total Sell Avg. Price Return Pct
 -2698276 26406470          42.83 10504032        36.96       -13.7
 -2436274 9378841           34.57
           14453669          41.5 8455240         53.65       29.27
 -3302091 20834910          69.17 9307039         61.67      -10.84
   -2E+07 2.83E+08 2096.32
  -279747 11399693          11.39 4999966         17.83       56.54
  -120360 21784667          28.48
  -165244 25345640          74.72
   -55930 12120557          67.44 3683719         60.29       -10.6
  -140960 3934020           21.06
   115128 5842442           28.55   160020        26.67       -6.58
  -125443 5049873              54
  -198828 4725419           67.21
   -73824 11173614        102.98 2354382          84.69      -17.76

				
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