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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

REXFORD OFFSHORE L L C INSTITUTION : REXFORD OFFSHORE L L C
REXFORD OFFSHORE L L C Latest Top 20 Portfolio Holdings: (Filing Date: 2012-11-13) --- full portfolio
Company (links to holding history) Ticker Value On
2012-09-30
No of Shares % of portfolio
COOPER INDUSTRIES PLC    (SHS) CBE 1,554,000 20,700 17.62%
ARIBA INC    (COM NEW) ARBA 1,253,000 27,965 14.20%
NEXEN INC    (COM) NXY 1,123,000 44,300 12.73%
GEORGIA GULF CORP    (SHS) GGC 720,000 19,871 8.16%
ALKERMES PLC    (SHS) ALKS 716,000 34,521 8.11%
ROBBINS & MYERS INC    (COM) RBN 540,000 9,053 6.12%
FACEBOOK INC FB 535,000 24,700 6.06%
AMERIGROUP CORP    (COM) AGP 448,000 4,900 5.07%
Grifols S A Sp Adr GRFS 274,000 12,008 3.10%
SANOFI    (SHS) GCVRZ 259,000 154,116 2.93%
HUDSON CITY BANCORP    (COM) HCBK 230,000 29,000 2.60%
KENEXA CORP    (COM) KNXA 225,000 4,900 2.55%
TPC GROUP INCCOM    (SHS) TPCG 224,000 5,481 2.53%
ENZON PHARMACEUTICALS INC    (NOTE 4.000% 6/0) 217,000 215,000 2.46%
PROSHARES TR    (SHORT QQQ PSHS) PSQ 187,000 7,607 2.12%
COMCAST CORPORATION    (CL A SPL) CMCSK 176,000 5,052 1.99%
MEDICIS PHARMACEUTICAL CORP    (CL A NEW) MRX 138,000 3,200 1.56%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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