Stonerise Capital Management

Stonerise Capital Management as of Sept. 30, 2012

Portfolio Holdings for Stonerise Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iron Mountain Incorporated 13.0 $24M 700k 34.11
Alliance Data Systems Corporation (BFH) 11.9 $22M 154k 141.95
ACI Worldwide (ACIW) 11.9 $22M 515k 42.26
Coinstar 11.4 $21M 465k 44.98
Equinix 11.1 $20M 99k 206.05
Valassis Communications 10.1 $18M 747k 24.69
Moneygram International 8.1 $15M 1.0M 14.94
GameStop (GME) 7.4 $14M 650k 21.00
Cbre Group Inc Cl A (CBRE) 5.7 $10M 565k 18.41
Cash Store Finl Svcs (CSFSF) 3.6 $6.7M 1.2M 5.71
JDA Software 2.9 $5.4M 170k 31.78
Lpl Financial Holdings (LPLA) 2.8 $5.1M 180k 28.54