CRESTWOOD CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 56
New Positions 12
Increased Positions 32
Decreased Positions 22
Positions with Activity 54
Sold Out Positions 12
Total Mkt Value (in $ millions) 839

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

Sector Weighting

Basic Materials
Capital Goods 10.9%
Conglomerates 4.03%
Consumer Cyclical 19.79%
Consumer/Non-Cyclical
Energy
Financial 5.02%
Healthcare
Services 35.76%
Technology 13.18%
Transportation 8.63%
Utilities

56 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STARWOOD HOTELS&RESORTS WRLDWD COM 40,314 3,291 8.89 509,600
COGNIZANT TECHNOLOGY SOLUTIONS CL A 35,926 6,510 22.13 707,200
COLFAX CORP COM 34,227 12,509 57.60 491,698
TYCO INTERNATIONAL LTD SHS 33,833 3,076 10 755,040
DELPHI AUTOMOTIVE PLC SHS 33,720 12,310 57.50 491,400
CROWN CASTLE INTL CORP COM 31,107 20,357 189.37 421,328
HDFC BANK LTD ADR REPS 3 SHS 30,564 9,169 42.86 624,000
BOEING CO COM 30,198 30,198 New 242,752
TRW AUTOMOTIVE HLDGS CORP COM 29,981 29,981 New 286,000
LKQ CORP COM 29,520 13,477 84.01 1,148,200
TRANSDIGM GROUP INC COM 27,030 -2,264 (7.73) 158,340
KIRBY CORP COM 25,180 6,295 33.33 208,000
GENERAL MTRS CO COM 24,160 -15,760 (39.48) 676,000
MCGRAW HILL FINL INC COM 22,922 -6,792 (22.86) 280,800
GOOGLE INC CL A 20,695 627 3.13 34,320
GOOGLE INC CL C 20,364 617 3.13 34,320
VIPSHOP HLDGS LTD SPONSORED ADR 19,985 -10,847 (35.18) 93,600
LOWES COS INC COM 19,219 4,243 28.33 400,400
HUNT J B TRANS SVCS INC COM 18,240 -4,145 (18.52) 228,800
MELCO CROWN ENTMT LTD ADR 18,217 867 5 556,920