BARTON INVESTMENT MANAGEMENT Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 226-4040

Report Date: 09/30/2014

Position Statistics

Total Positions 49
New Positions 1
Increased Positions 17
Decreased Positions 11
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 259

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.63%
Energy 2.78%
Financial 4.76%
Healthcare 2.81%
Services 45.93%
Technology 41.78%
Transportation
Utilities 0.35%

17 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 47,033 513 1.10 139,800
ATHENAHEALTH INC COM 32,278 1,060 3.40 213,056
QUALCOMM INC COM 30,056 137 .46 402,893
AMAZON COM INC COM 15,687 1,250 8.66 51,217
ELECTRONIC ARTS INC COM 15,198 1,146 8.15 317,723
EBAY INC COM 14,295 799 5.92 249,810
AIR LEASE CORP CL A 12,267 1,680 15.86 359,960
INTERXION HOLDING N.V SHS 8,174 312 3.97 298,095
EQUINIX INC COM NEW 8,086 1,249 18.27 34,855
PRICE T ROWE GROUP INC COM 5,475 267 5.13 62,508
EXXON MOBIL CORP COM 5,060 662 15.05 53,491
FIREEYE INC COM 2,390 2,390 New 71,350
PENN VA CORP COM 786 12 1.53 117,363
MERCK & CO INC NEW COM 719 30 4.38 12,574
PHILIP MORRIS INTL INC COM 590 6 .97 7,085
ALTRIA GROUP INC COM 393 6 1.57 7,785
CHEVRON CORP NEW COM 246 49 25.03 2,163