CUPPS CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 248
New Positions 33
Increased Positions 79
Decreased Positions 148
Positions with Activity 227
Sold Out Positions 62
Total Mkt Value (in $ millions) 975

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

Sector Weighting

Basic Materials 0%
Capital Goods 2.89%
Conglomerates 0.63%
Consumer Cyclical 6.99%
Consumer/Non-Cyclical 0.3%
Energy 0.99%
Financial 8.18%
Healthcare 14.64%
Services 15.29%
Technology 25%
Transportation 2.44%
Utilities 0%

248 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ADEPTUS HEALTH INC CL A 2,289 2,289 New 22,970
BROADCOM CORP CL A -5 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 584 74 14.43 9,286
DISH NETWORK CORP CL A -3 Sold Out 0
FACEBOOK INC CL A 12,177 1,095 9.89 136,159
FITBIT INC CL A 1,870 1,870 New 54,215
GOOGLE INC CL A 490 -1,859 (79.12) 757
GOPRO INC CL A 2,153 2,153 New 46,212
INC RESH HLDGS INC CL A 6,900 6,900 New 168,240
LENNAR CORP CL A 2,897 -1,179 (28.93) 56,917
SHOPIFY INC CL A 89 89 New 3,225
SKECHERS U S A INC CL A 20,537 -13,998 (40.53) 145,923
TABLEAU SOFTWARE INC CL A 13,609 -1,982 (12.71) 144,517
TOWERS WATSON & CO CL A 1,413 -246 (14.82) 11,900
UNDER ARMOUR INC CL A 6,147 864 16.36 64,351
WAYFAIR INC CL A 12,677 5,983 89.36 339,871
WORKDAY INC CL A 2 New 30
YELP INC CL A 2 New 80
ZILLOW GROUP INC CL A 1 -1,506 (99.96) 27
VEEVA SYS INC CL A COM -965 Sold Out 0