ZEKE LP /PA Information

1235 WESTLAKE DRIVE STE 330, BERWYN, Pennsylvania, 19312,

Report Date: 03/31/2013

Position Statistics:

Total Positions 46
New Positions 7
Increased Positions 11
Decreased Positions 11
Positions with Activity 22
Sold Out Positions 4
Total Mkt Value
(in $ millions)
74

Sector Weighting

Basic Materials 0.34%
Capital Goods 0%
Conglomerates 1.47%
Consumer Cyclical
Consumer/Non-Cyclical 0.17%
Energy
Financial 8.26%
Healthcare 9.59%
Services 74.09%
Technology 6.09%
Transportation
Utilities

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

46 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERICAN RESIDENTIAL PPTYS INC COM 144A New 101,750
ASBURY AUTOMOTIVE GROUP INC COM 2,086 -417 (16.67) 50,000
ASCENT CAP GROUP INC COM SER A 6,662 New 90,000
BED BATH & BEYOND INC COM 1,382 New 20,000
CABELAS INC COM 714 -2,855 (80) 10,000
CARMAX INC COM 2,920 243 9.09 60,000
DEL FRISCOS RESTAURANT GROUP I COM 2,174 2,174 New 120,000
DEXCOM INC COM 2,330 New 110,000
DISCOVERY COMMUNICATNS NEW COM SER C 2,621 New 37,500
DISCOVERY COMMUNICATNS NEW COM SER A 2,957 New 37,500
GETTY RLTY CORP NEW COM -1,128 Sold Out 0
GLOBAL EAGLE ENTMT INC COM 1,900 New 200,000
GLOBUS MED INC CL A 675 675 New 50,000
GNC HLDGS INC COM CL A 1,864 New 40,855
HERTZ GLOBAL HOLDINGS INC COM 4,027 New 155,000
HHGREGG INC COM 771 771 New 50,000
HOMEAWAY INC COM 604 604 New 20,000
HORIZON TECHNOLOGY FIN CORP COM 1,192 New 83,000
ICG GROUP INC COM 761 New 67,800
IMPAX LABORATORIES INC COM 1,105 -184 (14.29) 60,000

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