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Afton Capital Mgmt LLC Holdings in 1st Quarter: 13F Alert

The following is an analysis of Afton Capital Management LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/13/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Tronox Inc/New               TROX US       16,667,739      119,482      119,482
Energy XXI Bermuda           EXXI US        6,353,512      186,320        5,100
LyondellBasell Indu-Cl A     LYB US         6,102,565      154,300        4,300
WR Grace & Co                GRA US         6,099,597      159,300        4,300
Chemtura Corp                CHMT US        5,921,960      344,300       39,300
Georesources Inc             GEOI US        5,766,188      184,400      124,400
McMoRan Exploration Co       MMR US         5,640,635      318,500        8,500
EMC Corp/Mass                EMC US         5,463,392      205,700        5,700
Abovenet Inc                 ABVT US        5,331,492       82,200        9,834
Celanese Corp-Series A       CE US          5,013,810      113,000      113,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Tronox Inc/New               TROX US       16,667,739      119,482      119,482
Celanese Corp-Series A       CE US          5,013,810      113,000      113,000
Cabot Corp                   CBT US         4,749,354      102,600      102,600
Atmel Corp                   ATML US        3,502,910      257,000      257,000
Cliffs Natural Resources Inc CLF US         3,036,852       30,900       30,900
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
CF Industries Holdings Inc   CF US         -4,054,500            0      -30,000
Visteon Corp                 VC US         -2,747,250            0      -37,000
AK Steel Holding Corp        AKS US        -2,455,500            0     -150,000
Novatel Wireless Inc         NVTL US       -1,910,000            0     -200,000
Silicon Image Inc            SIMG US       -1,580,250            0     -215,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Georesources Inc             GEOI US        4,433,588      184,400      124,400
Energy XXI Bermuda           EXXI US        1,339,155      186,320        5,100
Abovenet Inc                 ABVT US        1,100,976       82,200        9,834
Chemtura Corp                CHMT US        1,048,060      344,300       39,300
LyondellBasell Indu-Cl A     LYB US           942,565      154,300        4,300
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Ultra Clean Holdings         UCTT US       -2,161,078       45,200     -237,125
Apple Inc                    AAPL US       -1,149,053       12,900       -4,600
Lear Corp                    LEA US          -918,386       82,200      -17,800
Range Resources Corp         RRC US          -486,602       26,300      -18,700
Lululemon Athletica Inc      LULU US         -215,200       36,000      -14,000
 
 
SOURCE: SEC 13F-HR 
FILER: Afton Capital Management LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/13/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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