WESTCLIFF CAPITAL MANAGEMENT LLC [Rocket]

Holdings

WESTCLIFF CAPITAL MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
STAMPS.COM INC	STMP	Common	9,971	-39,109	231,000	-980,000	0.36		Hist	09/30/2012
BARRICK GOLD CORP	ABX	Common	39,764	-26,000	1,661,000	-810,000	2.58		Hist	09/30/2012
QUANTA SERVICES, INC.	PWR	Common	31,340	-25,030	774,000	-583,000	1.20		Hist	09/30/2012
NEWMONT Corp /DE/	NEM	Common	18,643	-13,080	1,044,000	-495,000	1.62		Hist	09/30/2012
GOLDCORP INC	GG	Common	23,997	-17,250	1,100,000	-450,000	1.71		Hist	09/30/2012
KINROSS GOLD CORP	KGC	Common	110,200	-78,470	1,125,000	-413,000	1.75		Hist	09/30/2012
AGNICO EAGLE MINES LTD	AEM	COM	23,641	-16,580	1,226,000	-401,000	1.90		Hist	09/30/2012
Silicon Motion Technology CORP	SIMO	SP ADR	69,420	-30,720	1,026,000	-387,000	1.59		Hist	09/30/2012
HUTCHINSON TECHNOLOGY INC	HTCH	Common	461,268	-343,432	807,000	-368,000	1.25	1.97	Hist	09/30/2012
ACCURAY INC	ARAY	Common	40,570	-51,380	287,000	-340,000	0.45	0.06	Hist	09/30/2012
PROCERA NETWORKS, INC.	PKT	Common	38,805	-11,850	912,000	-319,000	1.41	0.26	Hist	09/30/2012
EXCO RESOURCES INC	XCO	Common	74,550	-34,090	597,000	-228,000	0.93		Hist	09/30/2012
AEGEAN MARINE PETROLEUM NETWORK INC.	ANW	Common	77,480	-52,850	470,000	-227,000	0.73		Hist	09/30/2012
ULTRATECH INC	UTEK	Common	31,311	-6,498	983,000	-206,000	1.52	0.12	Hist	09/30/2012
WABASH NATIONAL Corp	WNC	Common	171,450	-44,000	1,222,000	-204,000	1.90		Hist	09/30/2012
INTEGRATED SILICON SOLUTION INC	ISSI	Common	41,673	-12,208	386,000	-158,000	0.60		Hist	09/30/2012
Virtus Convertible & Income Fund II	NCZ	COM	146,608	-19,770	1,270,000	-98,000	1.97		Hist	09/30/2012
METSO CORP	MX	COMMON STOCK	68,570	-25,990	809,000	-92,000	1.25		Hist	09/30/2012
Builders FirstSource, Inc.	BLDR	Common	187,520	-34,138	973,000	-78,000	1.51	0.19	Hist	09/30/2012
TREASURE ISLAND ROYALTY TRUST	TISDZ	Common	526,374	-65,895	574,000	-60,000	0.89		Hist	09/30/2012
HERCULES OFFSHORE, INC.	HERO	Common	379,290	-113,130	1,849,000	106,000	2.87		Hist	09/30/2012
Support.com, Inc.	SPRT	COM	698,832	-90,216	2,956,000	439,000	4.59	1.43	Hist	09/30/2012