CIBELLI MARIO Information

6 EAST 43RD STREET, NEW YORK, New York, 10017,

Report Date: 09/30/2013

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 5
Decreased Positions 12
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 182

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0.28%
Consumer Cyclical 14.13%
Consumer/Non-Cyclical
Energy 0%
Financial 5.07%
Healthcare
Services 67.27%
Technology 8.71%
Transportation
Utilities

2 New Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SAFEWAY INC COM NEW 3,761 3,761 New 110,000
BLACKHAWK NETWORK HLDGS INC CL B 443 443 New 18,072