Epstein Secrets

.90000 2,152,770.00- 196,600.00- 9.132 'CSFB RATING :OUTPERFORM INDEPENDENT RATING:2 STAR - Avoid PROVIDER:Standard 6 POOr'S 03 70,080 IS) HCC INSURANCE HOLDINGS INC 30.55000 2,140,944.00- 21,024.00- .982 03 16,130 IS) INTERNATIONAL GAME TECHNOLOGIES 29.35000 473,415.50- 8,065.00- 1.704 01 1 INVITRO

13,741.00- 12,861.60- 3.441 1.987 1.071 'CSFB RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 POOr'S 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 32.36000 280,399.40- 6,585.40- 2.349 03 5,322 IS) VALASSIS COMMUNICATION INC 30.42000 161,895.24- CREDIT FIRST I SUISSE BOSTON "CSFB R

50 (S) GENERAL MOTORS 29.18000 859,351.00- *CSSU RATING :NEUTRAL INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's 03 72,460 (S) HCC INSURANCE HOLDINGS INC 32.49000 2,354,225.40- 01 3,277 MASCO CORP 27.41000 89,822.57 •CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard

DER:Standard & Poor's 03 113,825 (S) PPL CORP 34.97000 3,980,460.25- 03 57,090 (S) RPM INCORPORATED 18.81000 1,073,862.90- 03 9,965 (S) UNISOURCE ENERGY CORP HLDG CO 34.51000 343,892.15- 01 2,000,000 AMERICAN FINL GROUP INC OHIO SR 55.00000 1,100,000.00 01 2,000,000 NT CV1. 01.4861 06/02/2033 AMGEN INC N

IS) GENERAL MOTORS 20.31000 1,996,473.00- •CSSU RATING :NEUTRAL INDEPENDENT RATING:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 70,080 IS) HCC INSURANCE HOLDINGS INC 32.19000 2,255,875.20- 03 24,073 IS) MASCO CORP 31.19000 750,836.87- •CSSU RATING :OUTPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDE

COMPANIES INC NEN 24.49000 1,808,096.70- •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 30.41000 263,502.65- 03 4,312 (S) VALASSIS COMMUNICATION INC 27.55000 118,795.60- CREDIT SUISSE •CSSU RATING :NEUTRAL INDEPENDENT RATING:Hol

ATION 23.91000 438,628.95- 2,201.40- .502 'CSSU RATING :NEUTRAL INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's 03 73,460 (S) HCC INSURANCE HOLDINGS INC 33.66000 2,4/2,663.60- 29,384.00- 1.188 03 1,103 (S) MASCO CORP 27.65000 30,497.95- 970.64- 3.183 *CSSU RATING :UNDERPERFORM INDEPENDE

PL CORP 34.52000 4,010,533.60- 127,798.00- 3.187 03 56,490 (S) RPM INCORPORATED 19.15000 1,081,783.50- 39,543.00- 3.655 03 10,215 (S) UNISOURCE ENERGY CORP HLDG CO 35.58000 363,449.70- 8,580.60- 2.361 li!t CREDIT SUISSE CREDIT SUISSE SECURITIES (USA) LLC ELEVEN MADISON AVENUE NEW YORK NY 10010-3629 TEL

S 26.93000 1,587,523.50- 58,950.00- 3.713 •CSSU RATING :NEUTRAL INDEPENDENT RATING:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 72,460 IS) HCC INSURANCE HOLDINGS INC 30.69000 2,223,797.40- 28,984.00- 1.303 03 14,723 IS) MASCO CORP 31.02000 456,707.46- 12,956.24- 2.837 •CSSU RATING :NEUTRAL INDEPENDENT

NEW 23.71000 343,225.96- 4,053.28- 1.181 •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 IS) UNISOURCE ENERGY CORP HLDG CO 30.30000 262,549.50- 7,278.60- 2.772 03 1,602 (S) VALASSIS COMMUNICATION INC 28.99000 46,441.98- *CSSU RATING :NEUTRAL INDEPENDENT RATING:

(S) GENERAL MOTORS 32.23000 1,899,958.50- *CSSU RATING :NEUTRAL INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's 03 72,460 (S) HCC INSURANCE HOLDINGS INC 30.49000 2,209,305.40- 03 2,723 (S) MASCO CORP 26.73000 72,785.79- "CSSU RATING :NEUTRAL INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:

ORATED 18.74000 1,052,063.60- 01 1,700 SUPERVALU INC 27.11000 46,087.00 03 8,307 (S) SUPERVALU INC 27.11000 225,202.77- 03 9,965 (S) UNISOURCE ENERGY CORP HLDG CO 33.36000 332,432.40- 03 15,783 (S) VORNADO REALTY TR 104.55000 1,650,112.65- 01 2,000,000 'CSSU RATING • INDEPENDENT RATING:3 STAR - Hold

ING:3 STAR - Hold PROVIDER:Standard & Poor's EDO CORPORATION *CSSU RATING :NEUTRAL INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard & Poor's HCC INSURANCE HOLDINGS INC MASCO CORP *CSSU RATING :UNDERPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard & Poor's PPL CORP RPM INCORPORATED UNISOURCE ENE

OLDINGS INC MASCO CORP *CSSU RATING :UNDERPERFORM INDEPENDENT RATING:4 STAR - Accumulate PROVIDER:Standard & Poor's PPL CORP RPM INCORPORATED UNISOURCE ENERGY CORP HLDG CO PRICE 52.21000 42.89000 16.21000 35.86000 55.73000 16.35000 21.93000 30.19000 28.69000 36.35000 20.17000 36.73000 )LLC MARKET ESTIMAT

22.88000 1,348,776.00- 58,950.00- 4.371 'CSSU RATING :NEUTRAL INDEPENDENT RATING:2 STAR - Avoid PROVIDER:Standard 6 Poor's 03 73,030 (S) HCC INSURANCE HOLDINGS INC 33.49000 2,445,774.70- 21,909.00- .896 01 1,200 MASCO CORP 31.90000 38,280.00 1,056.00 2.759 •CSSU RATING :NEUTRAL INDEPENDENT RATING:4 S

NEN 24.13000 863,274.88- 10,017.28- 1.160 •CSSU RATING :OUTPERFORM INDEPENDENT RATING:3 STAR - Hold PROVIDER:Standard 6 Poor's 03 8,665 (5) UNISOURCE ENERGY CORP HLDG CO 30.25000 262,116.25- 7,278.60- 2.777 03 2,812 (S) VALASSIS COMMUNICATION INC 29.27000 82,307.24- •CSSU RATING :NEUTRAL INDEPENDENT RATING:Ho