DARUMA CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 79
New Positions 8
Increased Positions 31
Decreased Positions 38
Positions with Activity 69
Sold Out Positions 6
Total Mkt Value (in $ millions) 2,431

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

Sector Weighting

Basic Materials 3.91%
Capital Goods 5.15%
Conglomerates
Consumer Cyclical 11.59%
Consumer/Non-Cyclical 3.03%
Energy 3.76%
Financial 4.8%
Healthcare 13.91%
Services 18.53%
Technology 29.61%
Transportation 5.45%
Utilities

79 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACXIOM CORP COM 94,058 32,154 51.94 4,736,052
ALIBABA GROUP HLDG LTD SPONSORED ADS 1,463 1,463 New 13,223
ALIGN TECHNOLOGY INC COM 4,969 425 9.36 87,435
AMERICAN INTL GROUP INC COM NEW 918 69 8.17 16,452
ARMSTRONG WORLD INDS INC NEW COM 45,402 -25,988 (36.4) 911,507
AVERY DENNISON CORP COM 4,865 New 93,618
BANKRATE INC DEL COM 51,066 5,479 12.02 4,081,990
BEACON ROOFING SUPPLY INC COM 65,306 10,061 18.21 2,361,014
BELDEN INC COM 5,908 5,908 New 75,010
BOTTOMLINE TECH DEL INC COM -412 Sold Out 0
BRUNSWICK CORP COM 100,388 368 .37 1,980,032
CADENCE DESIGN SYSTEM INC COM 77,106 -646 (0.83) 4,061,431
CARRIZO OIL & GAS INC COM 48,691 -1 (0) 1,209,273
CELANESE CORP DEL COM SER A 3,873 New 65,107
CENTENE CORP DEL COM -74,869 Sold Out 0
CONSTANT CONTACT INC COM 55,752 44,933 415.31 1,570,470
CORNERSTONE ONDEMAND INC COM -616 Sold Out 0
COSTAR GROUP INC COM 76,257 -415 (0.54) 411,845
DATAWATCH CORP COM NEW 437 -84 (16.05) 50,622
DEALERTRACK TECHNOLOGIES INC COM 83,120 -1,485 (1.76) 1,812,867


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