EMPIRE CAPITAL MANAGEMENT, L.L.C. Information

1 GORHAM ISLAND, WESTPORT, Connecticut, 06880, (203) 454-1019

Report Date: 06/30/2014

Position Statistics

Total Positions 69
New Positions 18
Increased Positions 21
Decreased Positions 48
Positions with Activity 69
Sold Out Positions 37
Total Mkt Value (in $ millions) 390

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 14.61%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0.11%
Financial 3.16%
Healthcare
Services 9.15%
Technology 64.58%
Transportation
Utilities

69 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SONUS NETWORKS INC COM 82,720 -16,826 (16.9) 22,000,000
BAZAARVOICE INC COM 57,041 19,426 51.65 7,379,222
JIVE SOFTWARE INC COM 33,075 -6,174 (15.73) 5,250,000
APPLE INC COM 23,221 23,221 New 230,000
VEEVA SYS INC CL A COM 22,460 -35,501 (61.25) 775,000
PRICELINE GRP INC COM NEW 19,622 19,622 New 16,543
MICROSOFT CORP COM 17,820 5,940 50 375,000
FACEBOOK INC CL A 17,530 17,530 New 225,000
BAIDU INC SPON ADR REP A 15,745 -29,241 (65) 70,000
GOOGLE INC CL A 14,530 14,530 New 24,000
DIREXION SHS ETF TR DLY SC BEAR3XNEW 12,347 12,347 New 815,000
AMAZON COM INC COM 8,283 -13,253 (61.54) 25,000
VERIZON COMMUNICATIONS INC COM 7,804 7,804 New 155,000
CIENA CORP COM NEW 7,544 -9,430 (55.56) 400,000
INTUIT COM 5,637 1,301 30 65,000
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 5,423 -13,311 (71.05) 550,000
AGILENT TECHNOLOGIES INC COM 5,243 5,243 New 90,000
TABLEAU SOFTWARE INC CL A 5,128 -54,212 (91.36) 70,000
SKY-MOBI LTD SPONSORED ADS 4,181 4,181 New 450,000
ELECTRONIC ARTS INC COM 3,304 3,304 New 90,000