EMPIRE CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 82
New Positions 25
Increased Positions 35
Decreased Positions 47
Positions with Activity 82
Sold Out Positions 42
Total Mkt Value (in $ millions) 252

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 16.6%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.21%
Technology 62.25%
Transportation
Utilities

82 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAZAARVOICE INC COM 41,883 -742 (1.74) 7,335,000
JIVE SOFTWARE INC COM 25,653 1,567 6.51 5,100,000
SONUS NETWORKS INC COM NEW 23,553 -7,676 (24.58) 2,915,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 10,732 3,998 59.38 127,500
APPLE INC COM 10,560 3,168 42.86 85,000
AMAZON COM INC COM 9,551 2,204 30 26,000
BAIDU INC SPON ADR REP A 9,245 -2,876 (23.73) 45,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A 8,754 8,754 New 140,000
BROADCOM CORP CL A 7,165 7,165 New 170,000
TOWERS WATSON & CO CL A 7,132 7,132 New 55,000
YELP INC CL A 6,857 5,257 328.57 150,000
NXP SEMICONDUCTORS N V COM 6,338 6,338 New 65,000
FACEBOOK INC CL A 4,981 4,981 New 60,000
MICROSOFT CORP COM 4,945 4,945 New 120,000
JDS UNIPHASE CORP COM PAR $0.001 4,626 4,626 New 355,000
CRITEO S A SPONS ADS 4,600 4,600 New 110,000
IPG PHOTONICS CORP COM 4,574 3,201 233.33 50,000
MELLANOX TECHNOLOGIES LTD SHS 4,462 4,462 New 100,000
ADOBE SYS INC COM 4,378 4,378 New 60,000
MOBILEYE N V AMSTELVEEN ORD SHS 4,228 3,594 566.67 100,000