JUVONEN RONALD Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 8
New Positions 1
Increased Positions 3
Decreased Positions 2
Positions with Activity 5
Sold Out Positions 1
Total Mkt Value (in $ millions) 40

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 23.96%
Healthcare
Services 14.04%
Technology 61.99%
Transportation
Utilities

8 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
NETSCOUT SYS INC COM -3,369 Sold Out 0
BGC PARTNERS INC CL A 26 -6,072 (99.57) 3,500
MTS SYS CORP COM 5,200 New 78,014
DREAMWORKS ANIMATION SKG INC CL A 3,561 New 156,387
TILLYS INC CL A 2,105 2,105 New 274,100
GREEN DOT CORP CL A 9,641 1,001 11.58 507,700
GT ADVANCED TECHNOLOGIES INC COM 6,289 365 6.17 557,568
VASCO DATA SEC INTL INC COM 13,520 New 691,928