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) 356

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 14.72%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0.09%
Financial 3.87%
Healthcare
Services 9.39%
Technology 62.71%
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 67,100 -13,649 (16.9) 22,000,000
BAZAARVOICE INC COM 52,392 17,843 51.65 7,379,222
JIVE SOFTWARE INC COM 30,345 -5,664 (15.73) 5,250,000
APPLE INC COM 22,945 22,945 New 230,000
VEEVA SYS INC CL A COM 21,940 -34,680 (61.25) 775,000
PRICELINE GRP INC COM NEW 18,248 18,248 New 16,543
FACEBOOK INC CL A 17,314 17,314 New 225,000
MICROSOFT CORP COM 16,530 5,510 50 375,000
BAIDU INC SPON ADR REP A 15,163 -28,161 (65) 70,000
DIREXION SHS ETF TR DLY SC BEAR3XNEW 13,782 13,782 New 815,000
GOOGLE INC CL A 12,777 12,777 New 24,000
AMAZON COM INC COM 7,655 -12,248 (61.54) 25,000
VERIZON COMMUNICATIONS INC COM 7,514 7,514 New 155,000
CIENA CORP COM NEW 6,220 -7,775 (55.56) 400,000
INTUIT COM 5,268 1,216 30 65,000
TABLEAU SOFTWARE INC CL A 5,009 -52,954 (91.36) 70,000
AGILENT TECHNOLOGIES INC COM 4,712 4,712 New 90,000
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 4,400 -10,800 (71.05) 550,000
BARCLAYS BK PLC IPATH S&P500 VIX 3,916 3,916 New 110,000
SKY-MOBI LTD SPONSORED ADS 3,231 3,231 New 450,000