Security Name	Ticker / CUSIP	Classification	Weighting
Johnson Matthey Plc	JMAT.LN	Materials	12.63%
MMC Norilsk Nickel JSC (ADR)	MNOD.LI	Materials	8.99%
Lonmin Plc	LMI.LN	Materials	8.76%
African Rainbow Minerals Ltd.	ARI.SJ	Materials	8.63%
Impala Platinum Holdings Limited	IMP.SJ	Materials	7.31%
Stillwater Mining Company	SWC	Materials	5.29%
Royal Bafokeng Platinum Ltd	RBP.SJ	Materials	5.26%
Xinjiang Xinxin Mining Industry Co., Ltd. (Class H)	3833.HK	Materials	4.92%
Aquarius Platinum Ltd.	AQP.LN	Materials	4.61%
North American Palladium Ltd.	PAL	Materials	4.52%
Furuya Metal Co., Ltd.	7826.JP	Information Technology	4.19%
Northam Platinum Ltd.	NHM.SJ	Materials	4.15%
Minmetals Resources Ltd.	1208.HK	Materials	4.13%
Platinum Group Metals Ltd	PTM.CN	Materials	3.98%
Wesizwe Platinum Ltd.	WEZ.SJ	Materials	3.61%
Anglo Platinum Limited	AMS.SJ	Materials	3.59%
Eastern Platinum Ltd.	ELR.CN	Materials	2.58%
Polymet Mining Corp.	PLM	Materials	1.65%
Zimplats Holdings Ltd	ZIM.AU	Materials	0.96%