Osmium Capital Management

Revelation Capital Management as of Dec. 31, 2012

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 12 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 34.1 $29M 1.7M 17.16
FutureFuel (FF) 28.4 $24M 2.0M 11.84
iShares MSCI Hong Kong Index Fund (EWH) 10.0 $8.4M 432k 19.42
Ryanair Holdings 7.5 $6.2M 182k 34.28
Las Vegas Sands (LVS) 5.9 $4.9M 106k 46.16
Tata Motors 5.0 $4.2M 145k 28.72
Siliconware Precision Industries 2.5 $2.1M 388k 5.34
Advanced Semiconductor Engineering 2.1 $1.7M 407k 4.28
Crossroads Systems 1.9 $1.6M 564k 2.87
iShares MSCI Taiwan Index 1.1 $953k 70k 13.61
Comstock Mining Inc cs 1.1 $895k 392k 2.28
ICICI Bank (IBN) 0.5 $398k 9.1k 43.58