EMPIRE CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 72
New Positions 28
Increased Positions 39
Decreased Positions 33
Positions with Activity 72
Sold Out Positions 22
Total Mkt Value (in $ millions) 638

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 6.31%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0.23%
Financial 0%
Healthcare
Services 18.7%
Technology 56.76%
Transportation
Utilities

72 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SOUFUN HLDGS LTD ADR 5,100 5,100 New 425,000
YINGLI GREEN ENERGY HLDG CO LT ADR 890 -1,780 (66.67) 250,000
ERICSSON ADR B SEK 10 6,952 6,952 New 550,000
CTRIP COM INTL LTD AMERICAN DEP SHS 12,440 12,440 New 200,000
AMC NETWORKS INC CL A 1,574 1,574 New 25,000
LIBERTY MEDIA CORP DELAWARE CL A -12,011 Sold Out 0
TABLEAU SOFTWARE INC CL A 50,576 28,254 126.57 810,000
TWENTY FIRST CENTY FOX INC CL A 3,270 3,270 New 100,000
YELP INC CL A 18,893 -15,458 (45) 275,000
ZYNGA INC CL A 2,907 -306 (9.52) 950,000
VEEVA SYS INC CL A COM 47,440 25,822 119.44 2,000,000
COMCAST CORP NEW CL A SPL 2,725 2,725 New 50,000
CASTLIGHT HEALTH INC CL B 4,144 4,144 New 285,000
CBS CORP (CLASS B) CL B 9,140 2,359 34.78 155,000
ACTIVISION BLIZZARD INC COM 3,468 -8,439 (70.87) 150,000
ADTRAN INC COM 3,116 3,116 New 140,000
AMAZON COM INC COM 23,279 -5,372 (18.75) 65,000
AMERICAN TOWER CORP NEW COM -17,895 Sold Out 0
AOL INC COM 13,647 4,874 55.56 350,000
APPLE INC COM -68,033 Sold Out 0