ARBOR CAPITAL MANAGEMENT LLC Information

60 SOUTH SIXTH STREET, MINNEAPOLIS, Minnesota, 55402, (612) 317-2954

Report Date: 12/31/2014

Position Statistics

Total Positions 118
New Positions 13
Increased Positions 29
Decreased Positions 89
Positions with Activity 118
Sold Out Positions 20
Total Mkt Value (in $ millions) 780

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.6%
Capital Goods 8.52%
Conglomerates
Consumer Cyclical 6.34%
Consumer/Non-Cyclical 3.55%
Energy 2.91%
Financial 8.04%
Healthcare 14.88%
Services 23.9%
Technology 25.49%
Transportation 2.18%
Utilities

118 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ULTIMATE SOFTWARE GROUP INC COM 17,308 -2,402 (12.19) 103,533
CAMBREX CORP COM 15,364 -2,017 (11.6) 412,130
CENTENE CORP DEL COM 15,065 -10,482 (41.03) 239,508
DEPOMED INC COM 13,030 13,030 New 546,100
STERICYCLE INC COM 11,927 -19 (0.16) 88,890
O REILLY AUTOMOTIVE INC NEW COM 11,811 -18 (0.15) 53,194
EURONET WORLDWIDE INC COM 11,535 -1,512 (11.59) 197,645
VASCULAR SOLUTIONS INC COM 11,533 -1,508 (11.56) 353,462
OMNICELL INC COM 11,157 -1,461 (11.58) 317,580
LOGMEIN INC COM 10,967 10,967 New 171,635
MANHATTAN ASSOCS INC COM 10,743 -1,404 (11.56) 202,018
ALLEGIANT TRAVEL CO COM 10,721 -1,404 (11.58) 67,950
HEALTHSOUTH CORP COM NEW 10,707 1,098 11.42 246,085
DELUXE CORP COM 10,565 -403 (3.67) 161,324
CERNER CORP COM 10,427 -16 (0.16) 144,596
TEAM HEALTH HOLDINGS INC COM 10,397 -2,947 (22.08) 176,069
JOHN BEAN TECHNOLOGIES CORP COM 10,391 889 9.36 269,275
SS&C TECHNOLOGIES HLDGS INC COM 10,332 10,332 New 171,655
BOISE CASCADE CO DEL COM 10,203 -386 (3.64) 288,225
VCA INC COM 10,198 -197 (1.89) 200,315