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) 2,346

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

Sector Weighting

Basic Materials 3.29%
Capital Goods 6.62%
Conglomerates
Consumer Cyclical 10.75%
Consumer/Non-Cyclical 3.37%
Energy 5.96%
Financial 5.11%
Healthcare 15.62%
Services 16.24%
Technology 26.81%
Transportation 6.05%
Utilities

86 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMC NETWORKS INC CL A -327 Sold Out 0
GOOGLE INC CL A 741 318 75.11 1,245
TAYLOR MORRISON HOME CORP CL A -2,990 Sold Out 0
UNIVERSAL HLTH SVCS INC CL B 5,469 475 9.52 48,682
GOOGLE INC CL C 416 New 711
ACXIOM CORP COM 57,353 8,632 17.72 3,117,013
ALIGN TECHNOLOGY INC COM 4,405 4,405 New 79,953
APPLIED OPTOELECTRONICS INC COM -413 Sold Out 0
ARMSTRONG WORLD INDS INC NEW COM 80,692 -522 (0.64) 1,433,257
AVERY DENNISON CORP COM 4,568 -4 (0.09) 93,618
BAKER HUGHES INC COM -955 Sold Out 0
BANKRATE INC DEL COM 54,989 -355 (0.64) 3,644,046
BEACON ROOFING SUPPLY INC COM 58,081 3,179 5.79 1,997,278
BOTTOMLINE TECH DEL INC COM 484 -178 (26.87) 16,874
BRUNSWICK CORP COM 84,908 -895 (1.04) 1,972,768
CADENCE DESIGN SYSTEM INC COM 70,606 -6,721 (8.69) 4,095,465
CARRIZO OIL & GAS INC COM 70,622 -31,933 (31.14) 1,209,286
CENTENE CORP DEL COM 53,348 -23,190 (30.3) 701,480
CONSTANT CONTACT INC COM 9,908 9,908 New 304,763
CONTINENTAL RESOURCES INC COM -718 Sold Out 0