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SOUTHPAW ASSET MANAGEMENT LP Information

TWO GREENWICH OFFICE PARK, GREENWICH, Connecticut, 06831, (203) 862-6206

Report Date: 03/31/2013

Position Statistics:

Total Positions 16
New Positions 5
Increased Positions 7
Decreased Positions 2
Positions with Activity 9
Sold Out Positions 2
Total Mkt Value
(in $ millions)		 3

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 3.58%
Consumer/Non-Cyclical 7.97%
Energy
Financial 0%
Healthcare 24.92%
Services 11.92%
Technology 51.6%
Transportation
Utilities

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

16 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 260 New 600
SONUS NETWORKS INC COM 253 New 100,000
PFIZER INC COM 232 New 8,000
LILLY ELI & CO COM 229 New 4,100
RF MICRODEVICES INC COM 222 222 New 40,000
JOHNSON & JOHNSON COM 220 220 New 2,500
PEPSICO INC COM 218 218 New 2,600
WAL-MART STORES INC COM 210 210 New 2,700
APPLIED MICRO CIRCUITS CORP COM NEW 195 New 25,000
EMCORE CORP COM NEW 170 52 44.63 48,286
ULTRALIFE CORP COM 166 New 40,400
LSI CORPORATION COM 145 72 100 20,000
CINCINNATI BELL INC NEW COM 116 116 New 33,000
MERITOR INC COM 98 New 15,000
BBX CAP CORP CL A PAR $0.01 -4,820 Sold Out 0
MAGNACHIP SEMICONDUCTOR CORP N COM -10,474 Sold Out 0