TRELLUS MANAGEMENT COMPANY, LLC Information

350 MADISON AVENUE - 9TH FL, NEW YORK, New York, 10017, (212) 389-8799

Report Date: 03/31/2013

Position Statistics:

Total Positions 129
New Positions 58
Increased Positions 71
Decreased Positions 42
Positions with Activity 113
Sold Out Positions 33
Total Mkt Value
(in $ millions)
71

Sector Weighting

Basic Materials 8.28%
Capital Goods 6.24%
Conglomerates 0%
Consumer Cyclical 3.18%
Consumer/Non-Cyclical 7.22%
Energy 10.27%
Financial 17.98%
Healthcare 6.58%
Services 12.18%
Technology 15.01%
Transportation 3.91%
Utilities 9.09%

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

71 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BOULDER BRANDS INC COM 2,894 2,894 New 241,000
POINTS INTL LTD COM NEW 1,980 1,059 115.09 100,445
QUIDEL CORP COM 1,489 977 190.84 59,436
THOR INDS INC COM 1,434 1,434 New 30,000
GOLAR LNG LTD BERMUDA SHS 1,359 590 76.60 41,500
SMITHFIELD FOODS INC COM 1,312 1,312 New 40,000
MICROSTRATEGY INC CL A NEW 1,239 1,239 New 13,623
DEMANDWARE INC COM 1,191 409 52.25 35,000
COBALT INTL ENERGY INC COM 1,076 1,076 New 41,700
CORRECTIONS CORP AMER NEW COM NEW 1,025 1,025 New 30,000
TRANSOCEAN LTD REG SHS 986 986 New 20,000
ALTERA CORP COM 969 969 New 30,000
CATERPILLAR INC DEL COM 952 952 New 11,349
ENERGY XXI (BERMUDA) LTD USD UNRS SHS 927 927 New 37,700
MONDELEZ INTL INC CL A 894 894 New 30,000
SELECT SECTOR SPDR TR SBI INT-INDS 866 866 New 20,000
CLEAN HARBORS INC COM 822 822 New 15,000
APOLLO COML REAL EST FIN INC COM 785 292 59.08 47,123
GENOMIC HEALTH INC COM 768 768 New 22,502
SILVER STD RES INC COM 758 758 New 105,000

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