CUPPS CAPITAL MANAGEMENT, LLC Information

300 NORTH LASALLE BOULEVARD, CHICAGO, Illinois, 60654, (312) 263-1057

Report Date: 09/30/2014

Position Statistics

Total Positions 258
New Positions 56
Increased Positions 108
Decreased Positions 130
Positions with Activity 238
Sold Out Positions 47
Total Mkt Value (in $ millions) 1,141

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

Sector Weighting

Basic Materials 1.66%
Capital Goods 3%
Conglomerates 1.55%
Consumer Cyclical 4.29%
Consumer/Non-Cyclical 0.93%
Energy 1.48%
Financial 3.84%
Healthcare 21.23%
Services 16.11%
Technology 36.37%
Transportation 1.45%
Utilities 0.04%

238 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DEXCOM INC COM 39,201 -13,178 (25.16) 629,031
RESTORATION HARDWARE HLDGS INC COM 37,561 -6,434 (14.62) 408,051
CAVIUM INC COM 34,363 7,128 26.17 563,243
SPANSION INC COM CL A NEW 33,141 13,150 65.78 898,860
NETSUITE INC COM 32,328 -5,069 (13.55) 305,152
ENVESTNET INC COM 26,444 4,388 19.89 505,618
ACADIA HEALTHCARE COMPANY INC COM 20,958 1,583 8.17 345,448
EXACT SCIENCES CORP COM 20,312 9,499 87.84 719,528
SUPER MICRO COMPUTER INC COM 20,275 546 2.77 543,124
MEDIDATA SOLUTIONS INC COM 20,148 -1,376 (6.39) 442,029
ULTIMATE SOFTWARE GROUP INC COM 18,078 4,221 30.46 121,474
INSULET CORP COM 17,340 -3,911 (18.4) 553,830
MONOLITHIC PWR SYS INC COM 16,875 -1,945 (10.34) 353,545
YELP INC CL A 15,921 -2,693 (14.47) 286,193
MELLANOX TECHNOLOGIES LTD SHS 15,595 15,595 New 355,477
TESLA MTRS INC COM 15,473 -5,510 (26.26) 75,120
DEMANDWARE INC COM 15,415 -9,368 (37.8) 283,990
PALO ALTO NETWORKS INC COM 15,207 8,166 115.98 120,693
WAGEWORKS INC COM 15,200 9,544 168.73 268,408
FIESTA RESTAURANT GROUP INC COM 14,498 -91 (0.63) 244,648


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