JUVONEN RONALD Information

C/O DOWNTOWN ASSOCIATES, L.L.C., KENNETT SQUARE, Pennsylvania, 19348,

Report Date: 09/30/2014

Position Statistics

Total Positions 8
New Positions 1
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 1
Total Mkt Value (in $ millions) 34

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 12.1%
Energy
Financial 30.39%
Healthcare
Services 18.22%
Technology 39.29%
Transportation
Utilities

8 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BGC PARTNERS INC CL A -30 Sold Out 0
DREAMWORKS ANIMATION SKG INC CL A 3,614 New 156,387
GREEN DOT CORP CL A 10,453 -894 (7.88) 467,700
TILLYS INC CL A 2,653 592 28.70 352,775
FEMALE HEALTH CO COM 4,160 4,160 New 951,997
GT ADVANCED TECHNOLOGIES INC COM 364 130 55.53 867,168
MTS SYS CORP COM 5,275 New 78,014
VASCO DATA SEC INTL INC COM 7,876 -12,502 (61.35) 267,428