HMI CAPITAL, LLC Information

ONE MARITIME PLAZA, SAN FRANCISCO, California, 94111, (415) 391-9500

Report Date: 09/30/2014

Position Statistics

Total Positions 10
New Positions 1
Increased Positions 8
Decreased Positions 2
Positions with Activity 10
Sold Out Positions 1
Total Mkt Value (in $ millions) 244

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 19.31%
Healthcare
Services 10.76%
Technology 69.93%
Transportation
Utilities

10 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 34,106 1,709 5.28 558,846
NICE SYS LTD SPONSORED ADR 32,280 4,576 16.52 634,938
EQUINIX INC COM NEW 29,723 745 2.57 127,700
LPL FINL HLDGS INC COM 28,499 4,712 19.81 635,000
ACI WORLDWIDE INC COM 28,143 3,219 12.92 1,355,000
ORACLE CORP COM 26,978 4,841 21.87 585,200
COMSCORE INC COM 26,262 -4,465 (14.53) 553,224
REALPAGE INC COM 19,496 19,496 New 860,000
SCHWAB CHARLES CORP NEW COM 18,643 76 .41 610,649
CLEAR CHANNEL OUTDOOR HLDGS IN CL A -9,393 Sold Out 0


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