JETSTREAM CAPITAL LLC Information

12 CADILLAC DRIVE, SUITE 280, BRENTWOOD, Tennessee, 37027, (615) 425-3400

Report Date: 12/31/2014

Position Statistics

Total Positions 27
New Positions 16
Increased Positions 17
Decreased Positions 10
Positions with Activity 27
Sold Out Positions 7
Total Mkt Value (in $ millions) 17

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 1.75%
Financial
Healthcare 14.35%
Services 23.35%
Technology 34.82%
Transportation 0%
Utilities

27 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TABLEAU SOFTWARE INC CL A 1,856 1,856 New 20,000
SKYWORKS SOLUTIONS INC COM 1,582 651 70 17,000
MOBILEYE N V AMSTELVEEN ORD SHS 1,184 1,184 New 28,000
NXP SEMICONDUCTORS N V COM 1,170 1,170 New 12,000
FIESTA RESTAURANT GROUP INC COM 1,080 1,080 New 17,500
NETEASE INC SPONSORED ADR 1,015 1,015 New 10,000
SUNEDISON INC COM 950 -238 (20) 40,000
INFINERA CORPORATION COM 842 842 New 45,000
IPG PHOTONICS CORP COM 823 823 New 9,000
VEEVA SYS INC CL A COM 761 761 New 30,000
PHARMACYCLICS INC COM 718 718 New 2,800
DEXCOM INC COM 700 700 New 12,000
YELP INC CL A 686 -457 (40) 15,000
SALESFORCE COM INC COM 660 660 New 10,000
SPECTRANETICS CORP COM 620 620 New 18,000
SOLARCITY CORP COM 601 601 New 12,000
Q2 HLDGS INC COM 476 476 New 23,000
BIOMARIN PHARMACEUTICAL INC COM 347 347 New 3,000
HELIX ENERGY SOLUTIONS GRP INC COM 291 291 New 20,000
LIBERTY GLOBAL PLC SHS CL A 258 -774 (75) 5,000