Osmium Capital Management

Revelation Capital Management as of March 31, 2012

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 24 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Microelectronics (UMC) 24.6 $64M 26M 2.45
FutureFuel (FF) 21.8 $57M 5.2M 10.98
BHP Billiton (BHP) 9.3 $24M 337k 72.40
Sprott Physical Silver Tr tr unit (PSLV) 8.8 $23M 1.7M 13.63
Las Vegas Sands (LVS) 6.3 $17M 287k 57.57
Alpine Total Dynamic Dividend Fund 4.3 $11M 2.4M 4.74
Eaton Vance Tax-Managed Global Dive Eq (EXG) 4.0 $11M 1.2M 8.86
Morgan Stanley China A Share Fund (CAF) 3.1 $8.1M 413k 19.59
iShares MSCI Hong Kong Index Fund (EWH) 2.9 $7.5M 432k 17.45
ICICI Bank (IBN) 1.8 $4.7M 134k 34.87
Tata Motors 1.5 $3.9M 145k 26.97
Nippon Telegraph & Telephone (NTTYY) 1.4 $3.6M 159k 22.62
Crossroads Systems 1.3 $3.5M 595k 5.80
Rio Tinto (RIO) 1.2 $3.2M 57k 55.60
Eaton Vance Tax Managed Diversified Eq. (ETY) 1.2 $3.2M 333k 9.53
Uni-Pixel 1.1 $2.9M 534k 5.39
Mag Silver Corp (MAG) 1.1 $2.8M 277k 10.10
iShares MSCI Italy Index 0.9 $2.3M 173k 13.08
Comstock Mining Inc cs 0.8 $2.1M 1.1M 1.96
Superconductor Technologies 0.7 $1.8M 2.3M 0.78
AngloGold Ashanti 0.6 $1.7M 45k 36.91
Qiao Xing Mobile 0.6 $1.5M 1.5M 1.00
iShares MSCI Taiwan Index 0.4 $939k 70k 13.41
Longwei Petroleum Investment Hold 0.3 $712k 424k 1.68