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VISION CAPITAL MANAGEMENT, INC. Information

ONE SW COLUMBIA, SUITE 915, PORTLAND, Oregon, 97258, (503) 221-5656

Report Date: 03/31/2013

Position Statistics:

Total Positions 74
New Positions 8
Increased Positions 17
Decreased Positions 43
Positions with Activity 60
Sold Out Positions 7
Total Mkt Value
(in $ millions)		 614

Sector Weighting

Basic Materials 4.55%
Capital Goods 4.36%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 10.06%
Energy 2.43%
Financial 10.3%
Healthcare 10.85%
Services 27.93%
Technology 25.72%
Transportation 2.34%
Utilities

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

60 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 30,403 2,148 7.60 69,151
GILEAD SCIENCES INC COM 18,802 -5,104 (21.35) 332,949
BLACKROCK INC COM 18,663 -595 (3.09) 63,984
MICROSOFT CORP COM 17,903 2,699 17.76 513,707
CELGENE CORP COM 17,057 -4,631 (21.35) 138,116
AMERISOURCEBERGEN CORP COM 16,904 -660 (3.76) 309,310
STARWOOD HOTELS&RESORTS WRLDWD COM 16,401 -394 (2.34) 239,960
VISA INC COM CL A 16,305 -2,198 (11.88) 89,809
LAS VEGAS SANDS CORP COM 16,274 -415 (2.48) 273,599
FAMILY DLR STORES INC COM 16,188 16,188 New 252,865
GOOGLE INC CL A 16,151 -7,551 (31.86) 17,808
LAUDER ESTEE COS INC CL A 16,138 -481 (2.9) 226,911
DR PEPPER SNAPPLE GROUP INC COM 15,811 -380 (2.35) 327,479
EXPRESS SCRIPTS HLDG CO COM 15,722 1,475 10.35 256,428
EBAY INC COM 15,680 -265 (1.66) 285,345
STERICYCLE INC COM 15,573 -1,717 (9.93) 139,180
DISCOVERY COMMUNICATNS NEW COM SER A 15,392 -2,160 (12.31) 192,401
UNITEDHEALTH GROUP INC COM 15,249 -407 (2.6) 242,548
TARGET CORP COM 15,055 -431 (2.78) 211,272
VERIZON COMMUNICATIONS INC COM 14,951 -1,749 (10.47) 287,134