Afton Capital Management

Afton Capital Management as of June 30, 2011

Portfolio Holdings for Afton Capital Management

Afton Capital Management holds 8 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 19.1 $4.3B 13k 335670.00
Lear Corporation (LEA) 18.9 $4.3B 80k 53480.00
Rockwood Holdings 18.9 $4.3B 77k 55290.00
NetApp (NTAP) 12.0 $2.7B 51k 52780.00
AboveNet 9.3 $2.1B 30k 70460.00
Lululemon Athletica (LULU) 8.4 $1.9B 17k 111820.00
VeriFone Systems 7.8 $1.8B 40k 44350.00
Liberty Media 5.6 $1.3B 75k 16770.00