CRESTWOOD CAPITAL MANAGEMENT, L.P. Information

599 LEXINGTON AVENUE, NEW YORK, New York, 10022, (212) 612-3040

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 7
Increased Positions 21
Decreased Positions 25
Positions with Activity 46
Sold Out Positions 10
Total Mkt Value (in $ millions) 705

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

Sector Weighting

Basic Materials 1.75%
Capital Goods 5.32%
Conglomerates 3.53%
Consumer Cyclical 9.63%
Consumer/Non-Cyclical 2.12%
Energy
Financial 11.5%
Healthcare
Services 32.1%
Technology 14.99%
Transportation 7.12%
Utilities

46 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 58,092 -288 (0.49) 771,060
LKQ CORP COM 39,262 -3,196 (7.53) 1,248,000
FIVE BELOW INC COM 34,510 23,219 205.63 936,000
SIGNET JEWELERS LIMITED SHS 30,401 -3,801 (11.12) 250,790
TERRAFORM PWR INC CL A COM 29,133 15,600 115.27 965,957
CAESARSTONE SDOT-YAM LTD ORD SHS 29,098 424 1.48 405,600
PROTO LABS INC COM 28,219 -1,711 (5.72) 374,400
XPO LOGISTICS INC COM 26,149 2,478 10.47 603,200
TYCO INTL PLC SHS 24,891 2,154 9.48 655,200
HUNT J B TRANS SVCS INC COM 24,058 4,852 25.26 286,000
MOODYS CORP COM 23,601 8,544 56.74 213,720
ICICI BK LTD ADR 23,040 3,288 16.65 2,288,000
LIBERTY INTERACTIVE CORP QVC GP COM SER A 21,677 2,931 15.64 746,200
WEX INC COM 21,224 -3,301 (13.46) 208,000
KRAFT HEINZ CO COM 20,662 20,662 New 260,000
ALLEGION PUB LTD CO ORD SHS 19,725 2,153 12.25 312,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A 19,687 -7,105 (26.52) 312,000
VIPSHOP HLDGS LTD SPONSORED ADR 19,053 -3,301 (14.77) 977,600
HYATT HOTELS CORP COM CL A 18,784 -10,287 (35.39) 336,456
MCGRAW HILL FINL INC COM 18,519 -13,897 (42.87) 182,000


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