HS MANAGEMENT PARTNERS, LLC Information

598 MADISON AVE, 14TH FLOOR, NEW YORK, New York, 10022, (212) 888-0060

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 3
Increased Positions 21
Decreased Positions 8
Positions with Activity 29
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,315

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 17.12%
Consumer/Non-Cyclical 18.8%
Energy
Financial 1.29%
Healthcare
Services 41.19%
Technology 21.24%
Transportation
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 241,784 31,093 14.76 2,457,651
TIME WARNER INC COM NEW 229,469 62,200 37.19 2,736,659
QUALCOMM INC COM 144,077 -18,180 (11.2) 1,913,120
RALPH LAUREN CORP CL A 135,738 48,246 55.14 857,310
PETSMART INC COM 130,211 40,595 45.30 1,854,059
WILLIAMS SONOMA INC COM 129,597 22,588 21.11 1,906,394
EBAY INC COM 127,541 -40,891 (24.28) 2,396,936
COCA COLA CO COM 125,613 30,996 32.76 3,113,080
UNILEVER N V N Y SHS NEW 119,374 42,713 55.72 2,789,758
DIAGEO P L C SPON ADR NEW 111,677 30,999 38.42 913,215
DISNEY WALT CO COM DISNEY 103,230 -1,812 (1.73) 1,197,561
SCRIPPS NETWORKS INTERACT INC CL A COM 96,609 5,683 6.25 1,166,632
MARRIOTT INTL INC NEW CL A 91,725 -4,897 (5.07) 1,396,337
DICKS SPORTING GOODS INC COM 69,598 24,105 52.99 1,612,565
LULULEMON ATHLETICA INC COM 65,620 19,531 42.38 1,675,258
GOOGLE INC CL A 53,345 6,050 12.79 89,814
GOOGLE INC CL C 52,596 5,965 12.79 89,814
CHEESECAKE FACTORY INC COM 51,865 6,484 14.29 1,191,208
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 40,067 9,433 30.79 365,279
STARBUCKS CORP COM 38,389 38,389 New 488,100