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) 310

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 21.75%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.51%
Technology 60.67%
Transportation
Utilities

25 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 8,809 8,809 New 140,000
BROADCOM CORP CL A 7,852 7,852 New 170,000
TOWERS WATSON & CO CL A 7,404 7,404 New 55,000
NXP SEMICONDUCTORS N V COM 6,471 6,471 New 65,000
MICROSOFT CORP COM 5,266 5,266 New 120,000
CRITEO S A SPONS ADS 5,026 5,026 New 110,000
JDS UNIPHASE CORP COM PAR $0.001 4,903 4,903 New 355,000
ADOBE SYS INC COM 4,787 4,787 New 60,000
FACEBOOK INC CL A 4,785 4,785 New 60,000
MELLANOX TECHNOLOGIES LTD SHS 4,712 4,712 New 100,000
QLIK TECHNOLOGIES INC COM 4,237 4,237 New 130,000
QLOGIC CORP COM 3,758 3,758 New 250,000
CADENCE DESIGN SYSTEM INC COM 3,532 3,532 New 190,000
GROUPON INC COM CL A 3,455 3,455 New 425,000
LINKEDIN CORP COM CL A 3,368 3,368 New 12,500
INTERNATIONAL BUSINESS MACHS COM 3,210 3,210 New 20,000
ZYNGA INC CL A 2,668 2,668 New 1,150,000
SEAGATE TECHNOLOGY PLC SHS 1,847 1,847 New 30,000
SYNAPTICS INC COM 1,637 1,637 New 20,000
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 1,538 1,538 New 55,000