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) 105

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 27.06%
Financial
Healthcare
Services 9.61%
Technology 48.07%
Transportation 9.88%
Utilities

14 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICRON TECHNOLOGY INC COM 11,544 -869 (7) 366,200
SEAGATE TECHNOLOGY PLC SHS 9,523 -6,072 (38.94) 156,087
APPLE INC COM 6,309 -3,380 (34.89) 62,062
CHESAPEAKE ENERGY CORP COM 6,270 -673 (9.69) 251,700
NEWFIELD EXPL CO COM 6,031 -2,434 (28.75) 157,338
SEVENTY SEVEN ENERGY INC COM 5,671 -608 (9.69) 251,700
COMSTOCK RES INC COM NEW 4,880 -519 (9.61) 235,394
T-MOBILE US INC COM 4,426 -524 (10.59) 143,568
TELENAV INC COM 4,021 -337 (7.74) 532,536
SUNPOWER CORP COM 3,429 -286 (7.69) 90,064
JETBLUE AIRWAYS CORP COM 3,132 -549 (14.9) 256,924
NXP SEMICONDUCTORS N V COM 1,661 -350 (17.4) 23,730
ACTUATE CORP COM 825 -2,117 (71.94) 200,847
XO GROUP INC COM -330 Sold Out 0