WILSON CAPITAL MANAGEMENT LLC [Rocket]

Holdings

WILSON CAPITAL MANAGEMENT LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MCDERMOTT INTERNATIONAL INC	MDR	Common	120,200	0	3,037,000	596,000	4.85		Hist	09/30/2009
ALLETE INC	ALE	Common	84,100	0	2,823,000	405,000	4.51		Hist	09/30/2009
American Water Works Company, Inc.	AWK	COM	137,700	0	2,746,000	115,000	4.38		Hist	09/30/2009
CELANESE AG	CE	Common	103,400	0	2,585,000	129,000	4.13		Hist	09/30/2009
DUPONT FABROS TECHNOLOGY, INC.	DFT	Common	179,200	-46,800	2,389,000	260,000	3.81		Hist	09/30/2009
LENNAR CORP /NEW/	LEN	CL A	159,500	40,000	2,273,000	1,115,000	3.63		Hist	09/30/2009
WEYERHAEUSER CO	WY	Common	56,800	0	2,082,000	354,000	3.32		Hist	09/30/2009
HUNT J B TRANSPORT SERVICES INC	JBHT	Common	62,700	0	2,015,000	100,000	3.22		Hist	09/30/2009
QUANTA SERVICES, INC.	PWR	Common	90,900	0	2,012,000	-91,000	3.21		Hist	09/30/2009
NVR INC	NVR	Common	3,000	0	1,912,000	405,000	3.05		Hist	09/30/2009
GUESS INC	GES	Common	50,900	0	1,885,000	573,000	3.01		Hist	09/30/2009
Patriot Coal CORP	PCX	Common	159,800	0	1,879,000	859,000	3.00		Hist	09/30/2009
FMC CORP	FMC	Common	33,200	0	1,868,000	298,000	2.98		Hist	09/30/2009
ANNALY CAPITAL MANAGEMENT INC	NLY	Common	90,000	55,000	1,633,000	1,103,000	2.61		Hist	09/30/2009
RYANAIR HOLDINGS PLC	RYAAY	SPONSORED ADR	54,600	0	1,586,000	36,000	2.53		Hist	09/30/2009
Ventas, Inc.	VTR	Common	40,400	0	1,555,000	349,000	2.48		Hist	09/30/2009
TEVA PHARMACEUTICAL INDUSTRIES LTD	TEVA	ADR	30,000	10,000	1,517,000	530,000	2.42		Hist	09/30/2009
JABIL INC	JBL	Common	110,000	-50,000	1,475,000	288,000	2.35		Hist	09/30/2009
tw telecom inc.	TWTC	COM	108,500	48,616	1,459,000	843,000	2.33		Hist	09/30/2009
CYS Investments, Inc.	CYS	Common	100,000	89,500	1,420,000	1,295,000	2.27		Hist	09/30/2009
Cal Dive International, Inc.	DVR	Common	130,000	130,000	1,286,000	1,286,000	2.05		Hist	09/30/2009
DYCOM INDUSTRIES INC	DY	Common	102,300	20,000	1,258,000	347,000	2.01		Hist	09/30/2009
Meritage Homes CORP	MTH	Common	60,000	30,000	1,218,000	652,000	1.94		Hist	09/30/2009
MYR GROUP INC.	MYRG	Common	57,700	0	1,217,000	50,000	1.94		Hist	09/30/2009
OLD DOMINION FREIGHT LINE, INC.	ODFL	Common	39,300	0	1,196,000	-123,000	1.91		Hist	09/30/2009
Toll Brothers, Inc.	TOL	Common	60,000	60,000	1,172,000	1,172,000	1.87		Hist	09/30/2009
ALCATEL LUCENT	ALU	SPONSORED ADR	237,500	0	1,066,000	477,000	1.70		Hist	09/30/2009
Edgio, Inc.	LLNW	Common	250,000	250,000	1,015,000	1,015,000	1.62		Hist	09/30/2009
UNIVERSAL DISPLAY CORP \PA\	OLED	Common	83,590	17,490	998,000	352,000	1.59		Hist	09/30/2009
TRINITY INDUSTRIES INC	TRN	Common	57,200	0	983,000	204,000	1.57		Hist	09/30/2009
SAFE BULKERS, INC.	SB	COM	117,382	0	953,000	183,000	1.52		Hist	09/30/2009
CIRRUS LOGIC, INC.	CRUS	Common	155,000	0	862,000	164,000	1.38		Hist	09/30/2009
WASHINGTON FEDERAL INC	WAFD	STOCK	50,000	50,000	843,000	843,000	1.35		Hist	09/30/2009
PRA GROUP INC	PRAA	Common	18,500	800	839,000	153,000	1.34		Hist	09/30/2009
ZALE CORP	ZLC	Common	114,939	-30,000	822,000	323,000	1.31		Hist	09/30/2009
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