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SEMAPHORE MANAGEMENT LLC Information

537 STEAMBOAT ROAD, GREENWICH, Connecticut, 06830, (203) 769-2300

Report Date: 12/31/2012

Position Statistics:

Total Positions 46
New Positions 6
Increased Positions 18
Decreased Positions 28
Positions with Activity 46
Sold Out Positions 16
Total Mkt Value
(in $ millions)		 42

Sector Weighting

Basic Materials 11.98%
Capital Goods 0.41%
Conglomerates 3.6%
Consumer Cyclical 5.92%
Consumer/Non-Cyclical 0.34%
Energy 18.79%
Financial 12.36%
Healthcare 3.65%
Services 38.88%
Technology 1.74%
Transportation
Utilities 0%

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

46 Activity Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NEXSTAR BROADCASTING GROUP INC CL A 5,584 4,348 352.06 167,375
SUSSER HLDGS CORP COM 4,761 1,653 53.20 95,168
INGLES MKTS INC CL A 4,446 -543 (10.89) 188,547
TETRA TECHNOLOGIES INC DEL COM 2,594 -3,077 (54.26) 235,594
TITAN INTL INC ILL COM 2,477 -7,685 (75.62) 139,812
SPROTT PHYSICAL SILVER TR TR UNIT 2,251 1,178 109.75 264,797
SPROTT PHYSICAL GOLD TRUST UNIT 2,006 736 57.98 176,146
WPX ENERGY INC COM 1,972 1,054 114.76 96,922
QLT INC COM 1,527 -431 (22.01) 184,161
SUNCOKE ENERGY INC COM 1,507 -242 (13.86) 99,063
DOMTAR CORP COM NEW 1,258 18 1.43 17,330
MARATHON PETE CORP COM 1,140 -1,168 (50.61) 14,440
RENTECH INC COM 1,099 -264 (19.38) 510,962
ANGLOGOLD ASHANTI HLDGS FIN PL MAND BD CV 13 971 451 86.66 52,125
THE ADT CORPORATION COM 948 948 New 23,255
MARKET VECTORS ETF TR JR GOLD MINERS E 916 916 New 85,686
TALISMAN ENERGY INC COM 868 451 108.33 73,540
MITCHAM INDS INC COM 799 -768 (49.03) 47,252
WEBMD HEALTH CORP COM 728 -512 (41.3) 25,918
CLEARWATER PAPER CORP COM 709 54 8.18 14,668