CRESTWOOD CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 58
New Positions 9
Increased Positions 23
Decreased Positions 35
Positions with Activity 58
Sold Out Positions 14
Total Mkt Value (in $ millions) 759

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

Sector Weighting

Basic Materials
Capital Goods 10.42%
Conglomerates 3.7%
Consumer Cyclical 15.14%
Consumer/Non-Cyclical
Energy
Financial 4.87%
Healthcare
Services 40.29%
Technology 13.83%
Transportation 10.31%
Utilities

58 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CTRIP COM INTL LTD AMERICAN DEP SHS 38,326 -2,575 (6.3) 754,000
GENERAL MTRS CO COM 37,262 3,307 9.74 1,116,960
STARWOOD HOTELS&RESORTS WRLDWD COM 35,479 4,583 14.83 468,000
GNC HLDGS INC COM CL A 34,749 -5,754 (14.21) 780,000
TRANSDIGM GROUP INC COM 30,255 1,697 5.94 171,600
GENESEE & WYO INC CL A 29,559 -142 (0.48) 312,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A 28,309 3,786 15.44 579,042
TYCO INTERNATIONAL LTD SHS 28,087 4,141 17.29 686,400
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 27,605 -100 (0.36) 965,204
MCGRAW HILL FINL INC COM 26,710 -128 (0.48) 364,000
AMERICAN TOWER CORP NEW COM 26,334 -21,466 (44.91) 322,400
COLFAX CORP COM 21,204 3,106 17.16 312,000
HUNT J B TRANS SVCS INC COM 20,894 -18,762 (47.31) 280,800
DELPHI AUTOMOTIVE PLC SHS 20,486 3,332 19.43 312,000
VIPSHOP HLDGS LTD SPONSORED ADR 20,217 -20,749 (50.65) 144,400
ALLIANCE DATA SYSTEMS CORP COM 19,164 11,096 137.53 74,464
HYATT HOTELS CORP COM CL A 18,978 -1,774 (8.55) 353,600
KATE SPADE & CO COM 18,699 -90 (0.48) 572,000
GOOGLE INC CL A 18,261 4,499 32.70 33,280
MELCO CROWN ENTMT LTD ADR 18,108 -3,298 (15.41) 530,400