CUPPS CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 254
New Positions 47
Increased Positions 107
Decreased Positions 121
Positions with Activity 228
Sold Out Positions 38
Total Mkt Value (in $ millions) 1,161

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

Sector Weighting

Basic Materials 1.36%
Capital Goods 2.98%
Conglomerates 2.01%
Consumer Cyclical 3.51%
Consumer/Non-Cyclical 0.74%
Energy 1.02%
Financial 4.77%
Healthcare 19.27%
Services 15.78%
Technology 33.79%
Transportation 1.79%
Utilities 0.04%

228 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAVIUM INC COM 40,737 3,772 10.20 620,710
RESTORATION HARDWARE HLDGS INC COM 40,434 2,938 7.84 440,024
EXACT SCIENCES CORP COM 31,463 15,647 98.94 1,431,415
CYPRESS SEMICONDUCTOR CORP COM 30,754 2,540 9.00 2,407,329
DEXCOM INC COM 30,274 -13,400 (30.68) 436,034
ACADIA HEALTHCARE COMPANY INC COM 27,841 2,762 11.01 383,491
NETSUITE INC COM 27,169 -737 (2.64) 297,091
ENVESTNET INC COM 25,533 -1,927 (7.02) 470,132
DEMANDWARE INC COM 22,343 4,088 22.40 347,590
CYBERARK SOFTWARE LTD SHS 21,921 21,787 16,312.75 328,255
ULTIMATE SOFTWARE GROUP INC COM 20,611 -1,049 (4.84) 115,592
QUALYS INC COM 20,180 12,397 159.27 380,405
INSULET CORP COM 20,167 3,154 18.54 656,494
PALO ALTO NETWORKS INC COM 18,875 307 1.66 122,691
VAIL RESORTS INC COM 17,440 9,518 120.14 167,609
WAGEWORKS INC COM 16,614 3,194 23.80 332,284
ZELTIQ AESTHETICS INC COM 16,342 2,974 22.25 499,896
JETBLUE AIRWAYS CORP COM 15,273 1,524 11.08 767,863
APPLE INC COM 15,258 -239 (1.54) 117,119
MEDIDATA SOLUTIONS INC COM 15,034 -10,423 (40.94) 261,045