RBF CAPITAL, LLC Information

100 DRAKES LANDING ROAD, GREENBRAE, California, 94904, (415) 464-4475

Report Date: 03/31/2013

Position Statistics:

Total Positions 282
New Positions 14
Increased Positions 39
Decreased Positions 42
Positions with Activity 81
Sold Out Positions 16
Total Mkt Value
(in $ millions)
364

Sector Weighting

Basic Materials 4.89%
Capital Goods 7.13%
Conglomerates 0.24%
Consumer Cyclical 2.58%
Consumer/Non-Cyclical 5.45%
Energy 2.61%
Financial 47.61%
Healthcare 3.3%
Services 19.28%
Technology 5.46%
Transportation 1.45%
Utilities

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

14 New Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TOWER GROUP INTL LTD COM 2,388 2,388 New 123,800
XEROX CORP COM 882 882 New 100,000
GROUPON INC COM CL A 871 871 New 125,000
MET PRO CORP COM 592 592 New 43,617
AMERICAN PUBLIC EDUCATION INC COM 384 384 New 9,966
MGM RESORTS INTERNATIONAL COM 384 384 New 25,000
RYLAND GROUP INC COM 250 250 New 5,000
ARLINGTON ASSET INVT CORP CL A NEW 232 232 New 8,001
PREFORMED LINE PRODS CO COM 224 224 New 3,000
AXIS CAPITAL HOLDINGS LTD SHS 223 223 New 5,000
FIRST LONG IS CORP COM 216 216 New 7,000
BANK OF MARIN BANCORP COM 203 203 New 5,046
ADVISORY BRD CO COM 200 200 New 4,000
CAMELOT INFORMATION SYS INC ADS RP ORD SHS 69 69 New 40,722

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