South Street Advisors as of Sept. 30, 2012
Portfolio Holdings for South Street Advisors
South Street Advisors holds 0 positions in its portfolio as reported in the September 2012 quarterly 13F filing
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PUT/CALL DISCRETION MANAGERS SOLE
- - - -------------------------------------------------------------------------------------------------------
{S} {C} {C} {C} {C} {C} {C} {C} {C}
3-D Systems Corp. COM 88554D205 985 30,000 SH SOLE N/A SOLE
Amer Elec Power Co. COM 025537101 417 9,500 SH SOLE N/A SOLE
Amphenol Corp. Cl A COM 032095101 5,065 86,030 SH SOLE N/A SOLE
Apple Inc. COM 037833100 6,617 9,919 SH SOLE N/A SOLE
Canadian Imp Bk COM 136069101 4,002 51,185 SH SOLE N/A SOLE
of Commerce
CF Industries Hd Inc COM 125269100 4,539 20,425 SH SOLE N/A SOLE
Chevron Corp COM 166764100 5,880 50,450 SH SOLE N/A SOLE
Coca-Cola Co COM 191216100 244 6,450 SH SOLE N/A SOLE
Comcast Corp New Cl A COM 191216100 214 6,000 SH SOLE N/A SOLE
Cooper Industries Plc COM G24140108 3,713 49,480 SH SOLE N/A SOLE
Costco Corp COM 22160K105 254 2,540 SH SOLE N/A SOLE
CVS Carmark Corp. COM 126650100 5,602 115,710 SH SOLE N/A SOLE
Devon Energy COM 25179M103 299 4,944 SH SOLE N/A SOLE
DirectTV Group Inc. COM 25490A101 5,775 110,143 SH SOLE N/A SOLE
EBAY COM 278642103 599 12,400 SH SOLE N/A SOLE
EMC Corp COM 268648102 6,078 222,895 SH SOLE N/A SOLE
Energizer COM 29266R108 423 5,670 SH SOLE N/A SOLE
Entremed Inc New COM 29382F202 134 72,900 SH SOLE N/A SOLE
Exxon Mobil Corp COM 30231G102 980 10,718 SH SOLE N/A SOLE
F5 Networks Inc. COM 315616102 3,446 32,935 SH SOLE N/A SOLE
Fairchild Semicon Intl COM 303726103 341 26,000 SH SOLE N/A SOLE
Flowserve COM 34354P1057 4,974 38,940 SH SOLE N/A SOLE
Fortinet Inc. COM 34959E109 5,077 210,510 SH SOLE N/A SOLE
IAC Interactive Corp. COM 44919P508 5,695 109,400 SH SOLE N/A SOLE
Ingredion Inc COM 457187102 551 10,000 SH SOLE N/A SOLE
Intermec COM 458786100 161 26,000 SH SOLE N/A SOLE
JOS A Bnk Clothiers Inc COM 480838101 2,969 55,615 SH SOLE N/A SOLE
Janus Triton Fund COM 47103C357 289 15,805 SH SOLE N/A SOLE
Liberty Global Inc Ser A COM 530555101 223 3,676 SH SOLE N/A SOLE
Masco Corp COM 574599106 240 16,000 SH SOLE N/A SOLE
Microsoft COM 594918104 229 7,704 SH SOLE N/A SOLE
Monster Beverage Corp COM 611740101 4,277 79,120 SH SOLE N/A SOLE
Nestle S A SPONSORED ADR 641069406 504 7,975 SH SOLE N/A SOLE
Nisource Inc COM 65473P105 299 11,740 SH SOLE N/A SOLE
Novartis AG ADR 66987V109 359 5,875 SH SOLE N/A SOLE
Occidental Petroleum COM 674599105 271 3,150 SH SOLE N/A SOLE
Potash Corp of SAS COM 73755L107 243 5,600 SH SOLE N/A SOLE
Prudential Fin Inc COM 744320102 4,638 85,090 SH SOLE N/A SOLE
Ralph Lauren Corp COM 751212101 5,435 35,090 SH SOLE N/A SOLE
Raymond James Fin Inc COM 754730109 5,242 143,040 SH SOLE N/A SOLE
SalesForce.Com Inc. COM 79466L302 3,776 24,735 SH SOLE N/A SOLE
Shire Pharmaceuticals ADR SPONSORED 82481R106 4,775 53,839 SH SOLE N/A SOLE
Grp PLC
Snap-ON Inc COM 833034101 5,469 76,100 SH SOLE N/A SOLE
Snyders-Lance Inc COM 833551104 319 12,800 SH SOLE N/A SOLE
The Macerich Company COM 554382101 5,272 92,130 SH SOLE N/A SOLE
TJX COM 872540109 5,979 133,500 SH SOLE N/A SOLE
Vanguard NY Insd Mutal FD 92204H103 356 30,096 SH SOLE N/A SOLE
Viacom Inc. Cl B COM 92553P201 5,925 110,562 SH SOLE N/A SOLE
Watson Pharmaceuticals COM 942683103 6,148 72,200 SH SOLE N/A SOLE
Whiting Petroleum Corp. COM 966387102 3,338 70,455 SH SOLE N/A SOLE
Wisconsin Energy Corp COM 976657106 5,347 141,950 SH SOLE N/A SOLE
51 143,733