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Institutional Investment Manager
Eclectica Asset Management LLP
Eclectica Asset Management LLP (CIK: 0001568791), located at 96 Kensington High Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001172661-14-001350) filed in 2014.08.12
#
Name
Shares
Value ($)
%
Options
Notes
1 DRYSHIPS INC 726,090 2,338 2.33%
2 NAVIOS MARITIME HOLDINGS INC 277,400 2,807 2.79%
3 BALTIC TRADING LIMITED 225,540 1,349 1.34%
4 DIANA SHIPPING INC 213,920 2,330 2.32%
5 SAFE BULKERS INC 130,700 1,276 1.27%
6 FRANCO NEVADA CORP 122,300 7,012 6.98%
7 VEECO INSTRS INC DEL COM 117,500 4,378 4.36%
8 QIAGEN NV 90,950 2,223 2.21%
9 BRF SA SPONSORED ADR 71,660 1,742 1.73%
10 COGNEX CORP 70,020 2,689 2.68%
11 BAIDU INC 64,280 12,008 11.95%
12 POTASH CORP SASK INC 62,900 2,388 2.38%
13 ISHARES TR 57,750 14,860 14.79%
14 GLOBAL X FDS 54,600 1,069 1.06%
15 SOCIEDAD QUIMICA Y MINERA DE 51,680 1,515 1.51%
16 COSAN LTD 47,600 645 0.64%
17 MOSAIC CO NEW 43,690 2,160 2.15%
18 ARCHER DANIELS MIDLAND CO 42,770 1,887 1.88%
19 RENTECH NITROGEN PARTNERS L P COM UNIT 39,730 675 0.67%
20 HORMEL FOODS CORP 34,260 1,691 1.68%
21 ZOETIS INC 32,000 1,033 1.03%
22 MONDELEZ INTL INC 29,420 1,106 1.10%
23 TYSON FOODS INC 28,200 1,059 1.05%
24 PILGRIMS PRIDE CORP NEW 26,400 722 0.72%
25 CNH INDL N V 24,619 252 0.25%
26 MONSANTO CO NEW 22,220 2,772 2.76%
27 FMC 20,210 1,439 1.43%
28 SENSIENT TECHNOLOGIES CORP 19,930 1,110 1.10%
29 AGRIUM INC 18,020 1,651 1.64%
30 BUNGE LIMITED 17,640 1,334 1.33%
31 GREEN PLAINS INC COM 16,780 552 0.55%
32 AMAZON COM INC 15,250 4,953 4.93%
33 YUM BRANDS INC 14,550 1,181 1.18%
34 DARLING INGREDIENTS INC 14,200 297 0.30%
35 KRAFT HEINZ CO COM 13,810 828 0.82%
36 STRATASYS LTD 13,125 1,492 1.48%
37 INGREDION INC 13,000 976 0.97%
38 GENERAL MLS INC 12,700 667 0.66%
39 DEERE & CO 10,730 972 0.97%
40 AGCO CORP 10,470 589 0.59%
41 CELGENE CORP 9,800 842 0.84%
42 TORO CO 9,560 608 0.60%
43 LINDSAY CORP 9,540 806 0.80%
44 GILEAD SCIENCES INC 9,300 771 0.77%
45 CF INDS HLDGS INC 8,810 2,119 2.11%
46 AMGEN INC 6,600 781 0.78%
47 SANDERSON FARMS INC 6,570 639 0.64%
48 ANDERSONS INC COM 5,190 268 0.27%
49 ILLUMINA INC 4,800 857 0.85%
50 BIOGEN INC 2,500 788 0.78%