RIDLEY PARK CAPITAL LLP Information

UGLAND HOUSE, PO BOX 309, GRAND CAYMAN, , KY1-1104, (40207) 529-5202

Report Date: 09/30/2012

Position Statistics:

Total Positions 10
New Positions 1
Increased Positions 1
Decreased Positions 9
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value
(in $ millions)
59

Sector Weighting

Basic Materials
Capital Goods 3.12%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 24.55%
Energy
Financial 43.79%
Healthcare
Services 18.88%
Technology 9.66%
Transportation
Utilities

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

10 Positions as of 09/30/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACCENTURE PLC IRELAND SHS CLASS A -12,378 Sold Out 0
AMERICAN EXPRESS CO COM -8,188 Sold Out 0
SPDR GOLD TRUST GOLD SHS 660 660 New 5,000
INTEL CORP COM 1,204 -19,978 (94.32) 50,000
D R HORTON INC COM 1,828 -4,702 (72) 70,000
GOOGLE INC CL A 4,447 -16,899 (79.17) 5,000
JPMORGAN CHASE & CO COM 10,726 -14,480 (57.45) 200,000
AMAZON COM INC COM 11,044 -12,760 (53.6) 42,000
WELLS FARGO & CO NEW COM 14,236 -13,835 (49.29) 355,000
COCA COLA CO COM 14,365 -10,729 (42.76) 340,000

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