PENINSULA CAPITAL MANAGEMENT INC [Rocket]

Holdings

PENINSULA CAPITAL MANAGEMENT INC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
CAMERON INTERNATIONAL CORP	CAM	Common	515,000	515,000	28,506,000	28,506,000	5.28		Hist	06/30/2008
XTO ENERGY INC	XTO	Common	390,000	309,999	26,719,000	23,233,000	4.94		Hist	06/30/2008
IONA TECHNOLOGIES PLC	IONA	Common	6,052,911	3,943,329	23,849,000	14,968,000	4.41		Hist	06/30/2008
NEWFIELD EXPLORATION CO /DE/	NFX	Common	327,500	287,507	21,370,000	19,694,000	3.95		Hist	06/30/2008
HALLIBURTON CO	HAL	Common	385,000	325,000	20,432,000	16,321,000	3.78		Hist	06/30/2008
PLX TECHNOLOGY INC	PLXT	Common	2,260,000	1,903,366	17,244,000	12,768,000	3.19		Hist	06/30/2008
Berry Petroleum Company, LLC	BRY	CL A	250,000	250,000	14,720,000	14,720,000	2.72		Hist	06/30/2008
PATTERSON UTI ENERGY INC	PTEN	Common	380,000	380,000	13,729,000	13,729,000	2.54		Hist	06/30/2008
Silicon Motion Technology CORP	SIMO	SP ADR	901,205	901,205	13,022,000	13,022,000	2.41		Hist	06/30/2008
OUTERWALL INC	CSTR	Common	394,441	394,441	12,902,000	12,902,000	2.39		Hist	06/30/2008
RF MICRO DEVICES INC	RFMD	Common	4,300,000	4,300,000	12,470,000	12,470,000	2.31		Hist	06/30/2008
Coterra Energy Inc.	COG	Common	169,260	169,260	11,464,000	11,464,000	2.12		Hist	06/30/2008
ARENA RESOURCES INC	ARD	Common	217,000	190,800	11,462,000	10,548,000	2.12		Hist	06/30/2008
WEATHERFORD INTERNATIONAL LTD	WFT	Common	225,000	225,000	11,158,000	11,158,000	2.06		Hist	06/30/2008
PETROHAWK ENERGY CORP	HK	Common	227,965	152,965	10,557,000	9,565,000	1.95		Hist	06/30/2008
CONTANGO OIL & GAS CO	MCF	Common	110,731	-189,269	10,289,000	6,404,000	1.90		Hist	06/30/2008
EOG RESOURCES INC	EOG	Common	75,000	75,000	9,840,000	9,840,000	1.82		Hist	06/30/2008
GLOBAL INDUSTRIES LTD	GLBL	Common	525,000	525,000	9,413,000	9,413,000	1.74		Hist	06/30/2008
Edgio, Inc.	LLNW	Common	2,372,825	2,372,825	9,064,000	9,064,000	1.68		Hist	06/30/2008
ULTRA PETROLEUM CORP	UPL	Common	90,000	90,000	8,838,000	8,838,000	1.64		Hist	06/30/2008
STEEL DYNAMICS INC	STLD	Common	225,000	225,000	8,791,000	8,791,000	1.63		Hist	06/30/2008
EBHI Holdings, Inc.	EBHI	Common	2,044,691	2,044,691	8,486,000	8,486,000	1.57		Hist	06/30/2008
SCHLUMBERGER LIMITED/NV	SLB	Common	72,500	72,500	7,789,000	7,789,000	1.44		Hist	06/30/2008
ANADARKO PETROLEUM CORP	APC	Common	100,000	100,000	7,484,000	7,484,000	1.38		Hist	06/30/2008
SOUTHWESTERN ENERGY CO	SWN	Common	150,000	150,000	7,142,000	7,142,000	1.32		Hist	06/30/2008
GSE SYSTEMS INC	GVP	COMMON	800,000	800,000	7,128,000	7,128,000	1.32		Hist	06/30/2008
NOV Inc.	NOV	Common	80,000	-65,000	7,098,000	-2,199,000	1.31		Hist	06/30/2008
HESS CORP	HES	Common	55,000	55,000	6,940,000	6,940,000	1.28		Hist	06/30/2008
RANGE RESOURCES CORP	RRC	Common	105,000	105,000	6,882,000	6,882,000	1.27		Hist	06/30/2008
Mattersight Corp	ELOY	COM NEW	1,350,000	925,194	6,669,000	119,000	1.23		Hist	06/30/2008
FLOTEK INDUSTRIES INC/CN/	FTK	COM	316,800	236,800	6,532,000	4,524,000	1.21		Hist	06/30/2008
GTSI CORP	GTSI	COM	832,508	332,001	6,302,000	3,079,000	1.17		Hist	06/30/2008
MAIDEN HOLDINGS LTD	MHLD	SHS	942,500	942,500	6,032,000	6,032,000	1.12		Hist	06/30/2008
TENARIS SA	TS	ADR	75,000	75,000	5,588,000	5,588,000	1.03		Hist	06/30/2008
HERCULES OFFSHORE, INC.	HERO	Common	145,000	145,000	5,513,000	5,513,000	1.02		Hist	06/30/2008
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