KARAMAAN GROUP, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 8
Decreased Positions 14
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 109

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 28.97%
Financial
Healthcare
Services 8.85%
Technology 47.27%
Transportation 9.51%
Utilities

22 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WESTERN DIGITAL CORP COM 13,439 3,914 41.10 130,459
MICRON TECHNOLOGY INC COM 11,938 -898 (7) 366,200
SEAGATE TECHNOLOGY PLC SHS 9,768 -6,228 (38.94) 156,087
DELTA AIR LINES INC DEL COM NEW 7,264 2,513 52.90 183,528
NEWFIELD EXPL CO COM 7,052 -2,846 (28.75) 157,338
CHESAPEAKE ENERGY CORP COM 6,846 -734 (9.69) 251,700
APPLE INC COM 6,361 -3,408 (34.89) 62,062
SEVENTY SEVEN ENERGY INC COM 5,907 -634 (9.69) 251,700
COMSTOCK RES INC COM NEW 5,739 -610 (9.61) 235,394
CABOT OIL & GAS CORP COM 4,947 1,929 63.89 147,500
T-MOBILE US INC COM 4,319 -511 (10.59) 143,568
UBIQUITI NETWORKS INC COM 4,246 3,679 648.80 93,600
TELENAV INC COM 3,669 -308 (7.74) 532,536
SUNPOWER CORP COM 3,442 -287 (7.69) 90,064
HOLLYFRONTIER CORP COM 3,402 275 8.80 68,000
JETBLUE AIRWAYS CORP COM 3,142 -550 (14.9) 256,924
ENSCO PLC SHS CLASS A 2,739 454 19.89 54,253
LEVEL 3 COMMUNICATIONS INC COM NEW 1,692 1,130 201.08 37,635
NXP SEMICONDUCTORS N V COM 1,626 -343 (17.4) 23,730
FOREST OIL CORP COM PAR $0.01 962 962 New 590,200