Ann: Offtake Agreement with Mitsui, page-72

The full listing of the makeup of the Battery Tech ETF. Not sure when Kidman was added but more importantly, will they add to their positions?  A Mega deal may just make that happen.

	Column 1	Column 2	Column 3	Column 4	Column 5
0	Global X Lithium and Battery Tech ETF
1	Fund Holdings Data as of 11/02/2018
2	% of Net Assets	Name	Market Price ($)	Shares Held	Market Value ($)
3	18.701	ALBEMARLE CORP	106.44	1,368,489.00	145,661,969.16
4	16.283	FMC CORP	80.46	1,576,302.00	126,829,258.92
5	9.861	QUIMICA Y MINERA CHIL-SP	47.4	1,620,430.00	76,808,382.00
6	5.796	TESLA INC	346.41	130,330.00	45,147,615.30
7	5.374	SAMSUNG SDI CO LTD	209.07	200,223.00	41,860,021.84
8	5.238	LG CHEM LTD	319.17	127,824.00	40,797,924.49
9	4.684	BYD CO LTD-H	6.58	5,546,538.00	36,487,115.64
10	4.524	ENERSYS	82.31	428,077.00	35,235,017.87
11	4.425	GS YUASA CORP	21.42	1,608,958.00	34,468,018.51
12	4.255	PANASONIC CORP	10.44	3,174,420.00	33,146,103.36
13	3.293	SIMPLO TECHNOLOGY CO LTD	6.01	4,266,680.00	25,646,368.57
14	2.815	PILBARA MINERALS LTD	0.62	35,417,765.00	21,929,083.65
15	2.213	GALAXY RESOURCES LTD	1.86	9,280,837.00	17,238,827.82
16	1.819	OROCOBRE LTD	3.02	4,697,529.00	14,170,473.88
17	1.526	L&F CO LTD	35.39	335,817.00	11,886,002.67
18	1.168	NEMASKA LITHIUM INC	0.61	14,910,089.00	9,100,187.83
19	1.034	VARTA AG	32.22	249,894.00	8,052,566.51
20	0.802	W-SCOPE CORP	9.7	643,900.00	6,245,155.39
21	0.697	DYNAPACK INTERNATIONAL TE	1.3	4,160,100.00	5,428,073.60
22	0.695	KIDMAN RESOURCES LTD	0.96	5,653,932.00	5,413,811.16
23	0.598	ALTURA MINING LTD	0.14	32,328,510.00	4,654,966.56
24	0.568	FDG ELECTRIC VEHICLES LTD	0.01	412,265,400.00	4,427,803.45
25	0.46	LITHIUM AMERICAS CORP	4.17	859,420.00	3,579,960.48
26	0.367	CASH	1	2,855,107.47	2,854,724.94
27	0.316	NEOMETALS LTD	0.19	13,132,605.00	2,458,244.70
28	0.261	ULTRALIFE CORP	7.51	271,148.00	2,036,321.48
29	0.232	ADVANCED LITHIUM ELECTROC	0.46	3,900,029.00	1,810,598.42
30	0.22	LECLANCHE SA-REG	1.94	880,005.00	1,709,939.46
31	0.206	STANDARD LITHIUM LTD	1.05	1,522,244.00	1,602,667.72
32	0.193	MILLENNIAL LITHIUM CORP	1.29	1,163,322.00	1,499,915.45
33	0.188	BACANORA LITHIUM PLC	0.65	2,259,977.00	1,464,797.19
34	0.169	CHANGS ASCENDING ENTERPRI	1.15	1,139,951.00	1,314,706.72
35	0.164	GLOBAL GEOSCIENCE LTD	0.19	6,821,073.00	1,276,811.91
36	0.151	VOLTABOX AG	19.65	59,989.00	1,178,824.63
37	0.127	SYNERGY SCIENTECH CORP	0.97	1,014,900.00	988,630.21
38	0.116	COSLIGHT TECHNOLOGY INTL	0.25	3,596,873.00	901,391.25
39	0.072	LITHIUM AUSTRALIA NL	0.07	8,035,112.00	561,131.37
40	0.067	NEO LITHIUM CORP	0.81	649,555.00	525,293.38
41	0.064	ADVANTAGE LITHIUM CORP	0.48	1,036,237.00	498,057.84
42	0.059	HONBRIDGE HOLDINGS LTD	0.11	4,072,000.00	463,372.16
43	0.054	HIGHPOWER INTERNATIONAL I	2.21	189,712.00	419,263.52
44	0.033	CBAK ENERGY TECHNOLOGY IN	0.59	433,141.00	255,553.19
45	0.03	BLUE SOLUTIONS	18.15	13,033.00	236,532.23