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) 739

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

Sector Weighting

Basic Materials 2.07%
Capital Goods 4.61%
Conglomerates 3.61%
Consumer Cyclical 9.28%
Consumer/Non-Cyclical 5.36%
Energy
Financial 10.46%
Healthcare
Services 32.54%
Technology 14.55%
Transportation 7.41%
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 53,581 -265 (0.49) 771,060
TERRAFORM PWR INC CL A COM 39,112 20,943 115.27 965,957
LKQ CORP COM 36,017 -2,931 (7.53) 1,248,000
SIGNET JEWELERS LIMITED SHS 33,400 -4,177 (11.12) 250,790
FIVE BELOW INC COM 32,423 21,815 205.63 936,000
XPO LOGISTICS INC COM 30,371 2,878 10.47 603,200
TYCO INTL PLC SHS 26,713 2,312 9.48 655,200
PROTO LABS INC COM 26,189 -1,588 (5.72) 374,400
VIPSHOP HLDGS LTD SPONSORED ADR 25,946 -4,495 (14.77) 977,600
CAESARSTONE SDOT-YAM LTD ORD SHS 24,742 361 1.48 405,600
HUNT J B TRANS SVCS INC COM 24,402 4,921 25.26 286,000
WEX INC COM 23,926 -3,721 (13.46) 208,000
ICICI BK LTD ADR 23,772 3,393 16.65 2,288,000
MOODYS CORP COM 23,342 8,450 56.74 213,720
KRAFT FOODS GROUP INC COM 21,926 21,926 New 260,000
LIBERTY INTERACTIVE CORP INT COM SER A 21,043 2,845 15.64 746,200
COGNIZANT TECHNOLOGY SOLUTIONS CL A 20,180 -7,283 (26.52) 312,000
HYATT HOTELS CORP COM CL A 19,619 -10,744 (35.39) 336,456
ALLEGION PUB LTD CO ORD SHS 19,288 2,105 12.25 312,000
MCGRAW HILL FINL INC COM 19,199 -14,408 (42.87) 182,000


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