DARUMA CAPITAL MANAGEMENT LLC Information

80 WEST 40TH STREET, NEW YORK, New York, 10018, (212) 869-4000

Report Date: 06/30/2014

Position Statistics

Total Positions 86
New Positions 7
Increased Positions 27
Decreased Positions 56
Positions with Activity 83
Sold Out Positions 15
Total Mkt Value (in $ millions) 2,366

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

Sector Weighting

Basic Materials 3.17%
Capital Goods 6.6%
Conglomerates
Consumer Cyclical 10.67%
Consumer/Non-Cyclical 3.33%
Energy 6.28%
Financial 4.96%
Healthcare 15.88%
Services 16.04%
Technology 26.91%
Transportation 5.97%
Utilities

86 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SHUTTERFLY INC COM -66,834 Sold Out 0
CARRIZO OIL & GAS INC COM 75,846 -34,295 (31.14) 1,209,286
PACIRA PHARMACEUTICALS INC COM 122,610 -25,819 (17.4) 1,132,552
CENTENE CORP DEL COM 54,807 -23,824 (30.3) 701,480
WELLCARE HEALTH PLANS INC COM 46,054 -21,340 (31.66) 699,275
WEX INC COM 77,375 -11,751 (13.19) 680,816
MICROSEMI CORP COM 67,099 -8,756 (11.54) 2,518,739
MAXIMUS INC COM 59,264 -7,178 (10.8) 1,438,455
CADENCE DESIGN SYSTEM INC COM 72,203 -6,873 (8.69) 4,095,465
DIGITALGLOBE INC COM NEW 60,491 -6,096 (9.15) 1,991,807
MONRO MUFFLER BRAKE INC COM 69,722 -5,276 (7.03) 1,347,278
WABTEC CORP COM 64,730 -5,148 (7.37) 776,506
INCYTE CORP COM 1,286 -4,818 (78.93) 23,728
LUMBER LIQUIDATORS HLDGS INC COM -3,714 Sold Out 0
TAYLOR MORRISON HOME CORP CL A -2,900 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM -2,848 Sold Out 0
WESTERN DIGITAL CORP COM 6,255 -1,749 (21.85) 60,720
PHARMACYCLICS INC COM -1,156 Sold Out 0
BAKER HUGHES INC COM -953 Sold Out 0
LAM RESEARCH CORP COM 6,830 -912 (11.78) 94,974