CI GLOBAL INVESTMENTS INC. Information

2 QUEEN STREET EAST, TORONTO, , M5C 3G7, (416) 364-1145

Report Date: 03/31/2013

Position Statistics:

Total Positions 235
New Positions 62
Increased Positions 112
Decreased Positions 108
Positions with Activity 220
Sold Out Positions 44
Total Mkt Value
(in $ millions)
2,484

Sector Weighting

Basic Materials 6.55%
Capital Goods 11.52%
Conglomerates 0.68%
Consumer Cyclical 4.26%
Consumer/Non-Cyclical 0.69%
Energy 8.02%
Financial 13.92%
Healthcare 9.96%
Services 15.35%
Technology 19.12%
Transportation 8.81%
Utilities 0.42%

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

235 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CORE LABORATORIES N V COM 10,137 -16,292 (61.64) 70,000
ANSYS INC COM 10,125 New 139,500
ILLINOIS TOOL WKS INC COM 9,912 9,912 New 140,000
GRAHAM CORP COM 9,310 1,737 22.94 395,000
GENERAL MTRS CO JR PFD CNV SRB 8,769 -4,339 (33.1) 181,297
MATTEL INC COM 8,715 8,715 New 190,000
PROSPERITY BANCSHARES INC COM 8,629 6,287 268.42 175,000
DUKE ENERGY CORP NEW COM NEW 8,423 8,423 New 120,000
LULULEMON ATHLETICA INC COM 8,278 -549 (6.22) 105,500
OLIN CORP COM PAR $1 7,831 6,970 809.14 318,200
AUTODESK INC COM 7,497 7,497 New 205,000
COMMUNITY HEALTH SYS INC NEWCO COM 7,473 -4,697 (38.6) 175,000
TJX COS INC NEW COM 7,283 226 3.20 145,000
E M C CORP MASS COM 7,104 New 300,000
CATERPILLAR INC DEL COM 7,016 -18,856 (72.88) 80,000
NVR INC COM 7,009 1,252 21.74 7,000
MAXIM INTEGRATED PRODS INC COM 6,946 6,946 New 230,000
SCHEIN HENRY INC COM 6,911 6,911 New 72,500
AMERICAN CAP MTG INVT CORP COM 6,704 -5,289 (44.1) 293,647
TELEFLEX INC COM 6,511 156 2.45 83,500

Latest News Headlines

Caterpillar, Steelworkers Union to Meet Next Week    9:55PM ET  - Dow Jones Business News

Rio Tinto Begins Cutting Jobs at Utah Copper Mine After Slide    8:59PM ET  - Dow Jones Business News

UPDATE: Mini Flash-Crash Trades Wiped From Tape, But Not Cancelled    8:27PM ET  - Dow Jones Business News

School Specialty Plan of Reorganization Confirmed by Bankruptcy Court    8:10PM ET  - GlobeNewswire

UPDATE: Caterpillar, Steelworkers Union to Meet Again Next Week    8:09PM ET  - Dow Jones Business News

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