UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 3/31/2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Afton Capital Management LLC
Address: 4720 Piedmont Row Drive, Suite 370 Charlotte, NC 28210
Form 13F File Number: 28-10462
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Coy Monk
Title: Managing Member
Phone: (704)887-2483
Signature, Place, and Date of Signing:
/s/ Albert Coy Monk, IV Charlotte, NC 05/15/13
----------------------- ------------- ----------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager: [If there are no entries in
this list, omit this section.]
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 32
Form 13F Information Table Value Total: $111,733 K
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(thousands)
List of Other Included Managers:
Provide a numbered list of the names(s) and Form 13F file numbers(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
NONE
FORM 13F INFORMATIONAL TABLE
----------------------------
ITEM 1: ITEM 2: ITEM 3: ITEM 4: ITEM 5: ITEM 6: ITEM 7: ITEM 8:
-------------------------------------- ----------------- ----------- --------- ------------------- -------- ---------------------
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT MANAGERS VOTING AUTHORITY
OF CLASS NUMBER MARKET PRINCIPAL DISCRETION
VALUE AMOUNT
---- ------- ------ -------- ------ -----
[A] [B] [C] [A] [B] [C]
SHARED
SOLE SHARED OTHER SOLE SHARED NONE
-------------------------------------- ----------------- ----------- ---------- ------------------- -------- ---------------------
ANADARKO PETROLEUM CORP com 032511107 4,372,500.00 50,000 sole 50,000
AXIALL CORP com 05463D100 3,108,000.00 50,000 sole 50,000
BEAZER HOMES USA, INC. com 07556Q881 2,962,080.00 187,000 sole 187,000
BROOKDALE SENIOR LIVING, INC. com 112463104 3,345,600.00 120,000 sole 120,000
BUILDERS FIRSTSOURCE, INC com 12008R107 1,169,597.40 199,590 sole 199,590
CARMIKE CINEMAS INC com 143436400 3,085,346.76 170,273 sole 170,273
CELANESE CORPORATION com 150870103 2,863,250.00 65,000 sole 65,000
EMERITUS CORPORATION com 291005106 3,334,800.00 120,000 sole 120,000
ENERGY XXI (BERMUDA) LTD com G10082140 2,485,730.40 91,320 sole 91,320
FIFTH & PACIFIC COMPANIES INC com 316645100 3,587,200.00 190,000 sole 190,000
GENCORP INC com 368682100 2,981,766.90 224,193 sole 224,193
GOODRICH PETROLEUM CORP (NEW) com 382410405 3,225,918.85 206,129 sole 206,129
GROUPON INC com 399473107 2,601,000.00 425,000 sole 425,000
GULFPORT ENERGY CORP (NEW) com 402635304 3,208,100.00 70,000 sole 70,000
HERTZ GLOBAL HOLDINGS< INC com 42805T105 4,006,800.00 180,000 sole 180,000
LYONDELLBASELL INDUSTRIES N.V. com N53745100 7,297,337.00 115,300 sole 115,300
MAGNUM HUNTER RESOURCES CORP com 55973B102 4,010,000.00 1,000,000 sole 1,000,000
MICHAEL KORS HOLDINGS LIMITED com G60754101 3,691,350.00 65,000 sole 65,000
NATIONSTAR MTG HOLDINGS com 63861C109 4,428,000.00 120,000 sole 120,000
NEWCASTLE INVESTMENT CORPORATION com 65105M108 3,909,500.00 350,000 sole 350,000
OCWEN FINANCIAL CORPORATION com 675746309 2,275,200.00 60,000 sole 60,000
OWENS CORNING com 690742101 3,943,000.00 100,000 sole 100,000
PHILLIPS 66 com 718546104 4,198,200.00 60,000 sole 60,000
PULTEGROUP INC. com 745867101 3,440,800.00 170,000 sole 170,000
REALOGY HLDGS CORP com 75605Y106 3,907,200.00 80,000 sole 80,000
STANDARD PACIFIC CORP com 85375C101 4,320,000.00 500,000 sole 500,000
SYNOVUS FINANCIAL CORPORATION com 87161C105 3,739,500.00 1,350,000 sole 1,350,000
THE HOWARD HUGHES CORP com 44267D107 4,190,500.00 50,000 sole 50,000
TILE SHOP HLDGS INC. com 88677Q109 1,575,750.00 75,000 sole 75,000
ULTRA CLEAN HOLDINGS, INC. com 90385V107 1,940,529.50 298,543 sole 298,543
W.R. GRACE & CO com 38388F108 4,673,853.00 60,300 sole 60,300
WTS/KINDER MORGAN, INC. EXP 05/25/2017 com 49456B119 3,855,000.00 750,000 sole 750,000