Afton Capital Mgmt Holdings in 2nd Qtr: 13F Alert

The following is an analysis of Afton Capital Management LLC as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Tronox Inc/New               TROX US       14,914,900      106,535      -12,947
WR Grace & Co                GRA US         7,268,859      159,300            0
Chemtura Corp                CHMT US        6,266,260      344,300            0
Celanese Corp-Series A       CE US          6,024,030      113,000            0
LyondellBasell Indu-Cl A     LYB US         5,943,636      154,300            0
Energy XXI Bermuda           EXXI US        5,691,250      171,320      -15,000
EMC Corp/Mass                EMC US         5,667,035      205,700            0
TPC Group Inc                TPCG US        5,510,410      140,500      140,500
CIT Group Inc                CIT US         5,448,406      123,100       10,000
Kraton Performance Polymers  KRA US         4,692,566      119,800      119,800
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
TPC Group Inc                TPCG US        5,510,410      140,500      140,500
Kraton Performance Polymers  KRA US         4,692,566      119,800      119,800
Avis Budget Group Inc        CAR US         3,845,250      225,000      225,000
Brocade Communications Sys   BRCD US        2,261,000      350,000      350,000
Verifone Systems Inc         PAY US         1,774,000       40,000       40,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Georesources Inc             GEOI US       -5,766,188            0     -184,400
Kansas City Southern         KSU US        -3,920,400            0      -72,000
Cliffs Natural Resources Inc CLF US        -3,036,852            0      -30,900
Popular Inc                  BPOP US       -3,006,432            0   -1,029,600
Con-Way Inc                  CNW US        -2,828,880            0      -72,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Omnivision Technologies Inc  OVTI US        1,079,031      115,000       32,700
Magnum Hunter Resources Corp MHR US           859,545      222,233      147,233
CIT Group Inc                CIT US           636,001      123,100       10,000
Accuride Corp                ACW US           127,435      229,575       30,000
Cabot Corp                   CBT US          -259,992      112,600       10,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
McMoRan Exploration Co       MMR US        -3,792,635      100,000     -218,500
Abovenet Inc                 ABVT US       -3,217,692       30,000      -52,200
Tronox Inc/New               TROX US       -1,752,839      106,535      -12,947
Lululemon Athletica Inc      LULU US       -1,304,860       34,000      -38,000
Gulf Island Fabrication Inc  GIFI US         -962,479       23,820      -30,000
 
 
SOURCE: SEC 13F-HR 
FILER: Afton Capital Management LLC 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

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

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