South Street Advisors as of Dec. 31, 2012
Portfolio Holdings for South Street Advisors
South Street Advisors holds 0 positions in its portfolio as reported in the December 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 556 10,440 SH SOLE N/A SOLE
Amer Elec Power Co. COM 025537101 332 7,800 SH SOLE N/A SOLE
Amphenol Corp. Cl A COM 032095101 5,578 86,215 SH SOLE N/A SOLE
Apple Inc. COM 037833100 5,575 10,476 SH SOLE N/A SOLE
CF Industries Hd Inc COM 125269100 4,752 23,395 SH SOLE N/A SOLE
Chevron Corp COM 166764100 5,476 50,640 SH SOLE N/A SOLE
Coca-Cola Co COM 191216100 232 6,400 SH SOLE N/A SOLE
Comcast Corp New Cl A COM 20030N1010 224 6,000 SH SOLE N/A SOLE
Costco Corp COM 22160K105 250 2,540 SH SOLE N/A SOLE
CVS Carmark Corp. COM 126650100 5,899 122,010 SH SOLE N/A SOLE
DirectTV Group Inc. COM 25490A101 5,520 110,063 SH SOLE N/A SOLE
Eaton COM E00B8KQN82 4,058 74,916 SH SOLE N/A SOLE
EBAY COM 278642103 632 12,400 SH SOLE N/A SOLE
EMC Corp COM 268648102 5,682 224,615 SH SOLE N/A SOLE
Entremed Inc New COM 29382F202 81 58,900 SH SOLE N/A SOLE
Exxon Mobil Corp COM 30231G102 927 10,718 SH SOLE N/A SOLE
F5 Networks Inc. COM 315616102 3,224 33,195 SH SOLE N/A SOLE
Flowserve COM 34354P1057 5,720 38,965 SH SOLE N/A SOLE
Fortinet Inc. COM 34959E109 4,474 212,860 SH SOLE N/A SOLE
Gilead Sciences Inc. COM 375558103 224 3,060 SH SOLE N/A SOLE
IAC Interactive Corp. COM 44919P508 5,698 120,630 SH SOLE N/A SOLE
Janus Triton Fund COM 47103C357 286 15,805 SH SOLE N/A SOLE
JOS A Bank Clothiers COM 480838101 2,379 55,880 SH SOLE N/A SOLE
Liberty Global Inc Ser A COM 530555101 231 3,676 SH SOLE N/A SOLE
Masco Corp COM 574599106 266 16,000 SH SOLE N/A SOLE
Microsoft COM 594918104 205 7,704 SH SOLE N/A SOLE
Monster Beverage Corp COM 611740101 4,455 84,325 SH SOLE N/A SOLE
Nestle S A SPONSORED ADR 641069406 526 8,075 SH SOLE N/A SOLE
Nisource Inc COM 65473P105 286 11,500 SH SOLE N/A SOLE
Novartis AG ADR 66987V109 376 5,950 SH SOLE N/A SOLE
Occidental Petroleum COM 674599105 237 3,100 SH SOLE N/A SOLE
Prudential Fin Inc COM 744320102 4,863 91,195 SH SOLE N/A SOLE
Ralph Lauren Corp COM 751212101 5,442 36,300 SH SOLE N/A SOLE
Raymond James Fin Inc COM 754730109 5,526 143,430 SH SOLE N/A SOLE
SalesForce.Com Inc. COM 79466L302 4,173 24,830 SH SOLE N/A SOLE
Shire Pharmaceuticals ADR SPONSORED 82481R106 4,978 54,009 SH SOLE N/A SOLE
Grp PLC
Snap-ON Inc COM 833034101 5,992 75,860 SH SOLE N/A SOLE
Snyders-Lance Inc COM 833551104 284 11,800 SH SOLE N/A SOLE
The Macerich Company COM 554382101 5,446 93,420 SH SOLE N/A SOLE
TJX COM 872540109 6,041 142,310 SH SOLE N/A SOLE
Vanguard NY Insd Mutal FD 92204H103 357 30,340 SH SOLE N/A SOLE
Viacom Inc. Cl B COM 92553P201 5,890 111,682 SH SOLE N/A SOLE
Watson Pharmaceuticals COM 942683103 6,255 72,740 SH SOLE N/A SOLE
Well Fargo & Co. COM 949746101 4,164 121,830 SH SOLE N/A SOLE
Whiting Petroleum Corp. COM 966387102 2,882 66,465 SH SOLE N/A SOLE
Wisconsin Energy Corp COM 976657106 5,247 142,410 SH SOLE N/A SOLE
46 141,923