AFTON CAPITAL MANAGEMENT LLC Information

4720 PIEDMONT ROW DRIVE, CHARLOTTE, North Carolina, 28210, (704) 333-3110

Report Date: 06/30/2014

Position Statistics

Total Positions 38
New Positions 8
Increased Positions 14
Decreased Positions 9
Positions with Activity 23
Sold Out Positions 6
Total Mkt Value (in $ millions) 91

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.27%
Capital Goods 25.51%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 20.49%
Financial 20.26%
Healthcare
Services 19.29%
Technology 1.37%
Transportation 4.01%
Utilities

38 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MAGNUM HUNTER RES CORP DEL COM 6,728 New 1,146,114
GULFPORT ENERGY CORP COM NEW 4,835 New 84,815
ROCKWOOD HLDGS INC COM 4,069 New 50,000
HOWARD HUGHES CORP COM 4,007 New 26,128
PULTE GROUP INC COM 3,858 753 24.25 204,976
TUESDAY MORNING CORP COM NEW 3,842 223 6.16 200,000
BEAZER HOMES USA INC COM NEW 3,798 New 204,080
MGIC INVT CORP WIS COM 3,758 3,758 New 450,000
GOODRICH PETE CORP COM NEW 3,725 1,697 83.67 219,522
AIR TRANSPORT SERVICES GRP INC COM 3,633 New 445,221
WCI CMNTYS INC COM PAR $0.01 3,604 New 189,600
AMBAC FINL GROUP INC COM NEW 3,398 New 150,000
SYNOVUS FINL CORP COM NEW 3,360 3,360 New 135,000
ASSURED GUARANTY LTD COM 3,251 464 16.67 140,000
FRESH MKT INC COM 3,068 3,068 New 85,000
GENCORP INC COM 3,045 New 181,908
U S G CORP COM NEW 2,878 720 33.33 100,000
REALOGY HLDGS CORP COM 2,818 2,818 New 70,000
CARMIKE CINEMAS INC COM 2,808 -1,620 (36.58) 87,179
TOLL BROTHERS INC COM 2,720 New 81,280