KARAMAAN GROUP, LLC Information

152 WEST 57TH STREET, 45TH FLOOR, NEW YORK, New York, 10019, (212) 542-3305

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 2
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 5
Total Mkt Value (in $ millions) 80

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 26.28%
Financial
Healthcare
Services 11.92%
Technology 36.71%
Transportation 23.47%
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DELTA AIR LINES INC DEL COM NEW 13,954 1,014 7.84 309,678
UBIQUITI NETWORKS INC COM 9,668 159 1.67 265,601
WESTERN DIGITAL CORP COM 8,491 1,808 27.05 103,799
T MOBILE US INC COM 8,041 -7,176 (47.16) 203,840
SEAGATE TECHNOLOGY PLC SHS 5,805 455 8.51 117,287
UNITED CONTL HLDGS INC COM 4,809 3,378 236 84,000
MICRON TECHNOLOGY INC COM 4,693 -3,509 (42.78) 282,859
HOLLYFRONTIER CORP COM 3,875 -117 (2.94) 82,500
CHESAPEAKE ENERGY CORP COM 3,736 1,097 41.60 502,111
PHILLIPS 66 COM 2,942 2,942 New 37,500
COMSTOCK RES INC COM NEW 2,774 324 13.22 705,783
CABOT OIL & GAS CORP COM 2,385 -2,224 (48.25) 101,880
NEWFIELD EXPL CO COM 1,940 -2,315 (54.41) 58,538
ENSCO PLC SHS CLASS A 1,882 New 115,524
TELENAV INC COM 1,490 New 216,500
EOG RES INC COM 1,472 -349 (19.15) 19,000
AMERICAN AIRLS GROUP INC COM 1,288 613 90.91 31,500
CORNING INC COM 690 690 New 40,000
ANADARKO PETE CORP COM -1,112 Sold Out 0
CONOCOPHILLIPS COM -1,156 Sold Out 0