Instuitional Investor - Lloyd Harbor Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Exxon Mobil Corp	XOM	217,000	$36,816,220	15.05%
2.	Exxon Mobil CorpPUT	XOM	170,000	$28,842,200	11.79%
3.	Market Vectors Etf Trust	GDX	185,000	$24,640,150	10.07%
4.	Petrobras - Petroleo Brasileiro Sa	PBR	740,000	$15,355,000	6.28%
5.	Nexgen Energy Ltd.	NXE	1,237,817	$14,358,677	5.87%