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
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
WEATHERFORD INTERNATIONAL LTD	WFT	Common	225,000	225,000	11,158,000	11,158,000	2.06		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
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
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
DENBURY INC	DNR	Common	150,000	150,000	5,475,000	5,475,000	1.01		Hist	06/30/2008
PHOENIX TECHNOLOGIES LTD	PTEC	Common	489,439	489,439	5,384,000	5,384,000	1.00		Hist	06/30/2008
TRIQUINT SEMICONDUCTOR INC	TQNT	Common	850,000	850,000	5,151,000	5,151,000	0.95		Hist	06/30/2008
SMITH INTERNATIONAL INC	SII	Common	60,000	60,000	4,988,000	4,988,000	0.92		Hist	06/30/2008
GRAFTECH INTERNATIONAL LTD	GTI	Common	180,000	180,000	4,829,000	4,829,000	0.89		Hist	06/30/2008
EVOLUTION PETROLEUM CORP	EPM	Common	641,500	641,500	3,913,000	3,913,000	0.72		Hist	06/30/2008
TRANSOCEAN INC	RIG	Common	25,000	25,000	3,810,000	3,810,000	0.71		Hist	06/30/2008
UNITED STATES STEEL CORP	X	Common	20,000	20,000	3,696,000	3,696,000	0.68		Hist	06/30/2008
Alpha Natural Resources, Inc./Old	ANR	Common	35,000	35,000	3,650,000	3,650,000	0.68		Hist	06/30/2008
CLEVELAND-CLIFFS INC.	CLF	Common	30,000	30,000	3,576,000	3,576,000	0.66		Hist	06/30/2008
FREEPORT-MCMORAN INC	FCX	Common	30,000	30,000	3,516,000	3,516,000	0.65		Hist	06/30/2008
CONTINENTAL RESOURCES, INC	CLR	Common	50,000	50,000	3,466,000	3,466,000	0.64		Hist	06/30/2008
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