CUPPS CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 277
New Positions 72
Increased Positions 129
Decreased Positions 137
Positions with Activity 266
Sold Out Positions 73
Total Mkt Value (in $ millions) 1,129

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 4.95%
Conglomerates 1.53%
Consumer Cyclical 6.47%
Consumer/Non-Cyclical 1.57%
Energy 4.29%
Financial 4.07%
Healthcare 17.39%
Services 14.9%
Technology 35.49%
Transportation 2.9%
Utilities 0%

129 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RESTORATION HARDWARE HLDGS INC COM 36,692 4,508 14.01 477,944
CAVIUM INC COM 20,316 20,316 New 446,405
U S SILICA HLDGS INC COM 18,229 3,561 24.28 359,969
ENVESTNET INC COM 17,687 17,687 New 421,722
KEURIG GREEN MTN INC COM 17,478 10,784 161.08 121,378
ACADIA HEALTHCARE COMPANY INC COM 16,830 6,481 62.62 319,361
FACEBOOK INC CL A 16,821 336 2.04 210,154
SUPER MICRO COMPUTER INC COM 16,252 16,252 New 528,510
MONOLITHIC PWR SYS INC COM 15,610 1,456 10.29 394,304
VIPSHOP HLDGS LTD SPONSORED ADR 14,087 12,099 608.64 66,966
ATHLON ENERGY INC COM 13,586 13,586 New 233,917
APPLE INC COM 13,144 3,434 35.36 125,386
ULTIMATE SOFTWARE GROUP INC COM 12,889 3,857 42.71 93,112
ICON PLC SHS 12,163 3,353 38.06 215,077
ALNYLAM PHARMACEUTICALS INC COM 11,903 3,196 36.70 129,653
SERVICENOW INC COM 11,863 2,860 31.76 183,810
PROTO LABS INC COM 11,261 6,933 160.16 178,979
GENTHERM INC COM 9,961 9,961 New 235,885
STRATEGIC HOTELS & RESORTS INC COM 9,939 9,939 New 807,411
SPANSION INC COM CL A NEW 9,429 9,429 New 542,211