CRCM LP Information

ONE MARITIME PLAZA, SAN FRANCISCO, California, 94111, (415) 616-6283

Report Date: 03/31/2014

Position Statistics

Total Positions 15
New Positions 11
Increased Positions 12
Decreased Positions 3
Positions with Activity 15
Sold Out Positions 2
Total Mkt Value (in $ millions) 31

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
Consumer/Non-Cyclical
Energy
Financial 13.05%
Healthcare 9.51%
Services 20.23%
Technology 57.21%
Transportation
Utilities

12 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SOHU COM INC COM 9,210 9,210 New 160,000
NOAH HLDGS LTD SPONSORED ADS 4,020 4,020 New 240,000
HIMAX TECHNOLOGIES INC SPONSORED ADR 3,881 3,617 1,371.78 662,300
CHINDEX INTERNATIONAL INC COM 2,929 2,929 New 125,000
SKY-MOBI LTD SPONSORED ADS 2,013 2,013 New 300,000
PERFECT WORLD CO LTD SPON ADR REP B 1,544 1,544 New 75,100
TELENAV INC COM 1,171 1,171 New 233,258
CHANGYOU COM LTD ADS REP CL A 977 977 New 39,775
AIRMEDIA GROUP INC SPONSORED ADR 645 645 New 300,000
MECOX LANE LIMITED SPON ADR REP 35 635 635 New 150,000
IFM INVTS LTD ADS CL A NEW 362 362 New 266,200
KONGZHONG CORP SPONSORED ADR 190 190 New 23,000