ROSENBLUM SILVERMAN SUTTON S F INC /CA Information

1388 SUTTER STREET, SAN FRANCISCO, California, 94109, (415) 771-3618

Report Date: 03/31/2013

Position Statistics:

Total Positions 71
New Positions 10
Increased Positions 37
Decreased Positions 34
Positions with Activity 71
Sold Out Positions 8
Total Mkt Value
(in $ millions)
169

Sector Weighting

Basic Materials 4.62%
Capital Goods 6.78%
Conglomerates 1.02%
Consumer Cyclical 4.85%
Consumer/Non-Cyclical 2.79%
Energy 2.95%
Financial 17.45%
Healthcare 11.21%
Services 27.68%
Technology 20.65%
Transportation
Utilities

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

71 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 8,638 -178 (2.02) 46,799
APPLE INC COM 7,525 -155 (2.01) 17,368
GOOGLE INC CL A 5,929 23 .39 6,521
ILLUMINA INC COM 5,891 -68 (1.15) 81,814
ALLIANCE DATA SYSTEMS CORP COM 5,751 -54 (0.94) 32,292
ORACLE CORP COM 4,955 -444 (8.23) 141,445
CELGENE CORP COM 4,792 361 8.15 38,360
UNITED TECHNOLOGIES CORP COM 4,712 33 .71 48,405
GILEAD SCIENCES INC COM 4,567 1,019 28.72 81,120
AMAZON COM INC COM 4,524 -26 (0.56) 16,761
GENERAL ELECTRIC CO COM 4,405 -3 (0.07) 187,760
THERMO FISHER SCIENTIFIC INC COM 4,386 43 .99 50,836
BUFFALO WILD WINGS INC COM 4,295 238 5.85 45,205
POLYPORE INTL INC COM 4,290 206 5.06 106,500
MACYS INC COM 4,242 -83 (1.91) 87,150
IPC THE HOSPITALIST CO INC COM 4,237 -40 (0.93) 85,299
FORD MTR CO DEL COM PAR $0.01 4,193 89 2.17 278,061
D R HORTON INC COM 4,084 12 .28 149,990
LULULEMON ATHLETICA INC COM 3,716 -63 (1.66) 45,850
FIDELITY NATL INFORMATION SVCS COM 3,681 3,681 New 81,647

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