KARAMAAN GROUP, LLC Information

1212 SIXTH AVENUE, 11TH FLOOR, NEW YORK, New York, 10036, (212) 542-3305

Report Date: 09/30/2012

Position Statistics:

Total Positions 14
New Positions 3
Increased Positions 5
Decreased Positions 9
Positions with Activity 14
Sold Out Positions 2
Total Mkt Value
(in $ millions)
75

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 14.9%
Financial
Healthcare
Services 38.75%
Technology 46.35%
Transportation
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

9 DECREASED Positions as of 09/30/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
T-MOBILE US INC COM 20,949 -107 (0.51) 1,044,312
SEAGATE TECHNOLOGY PLC SHS 13,933 -6,840 (32.93) 330,407
WESTERN DIGITAL CORP COM 12,698 -4,101 (24.41) 210,225
NXP SEMICONDUCTORS N V COM 5,730 -192 (3.24) 195,900
CHESAPEAKE ENERGY CORP COM 4,572 -1,846 (28.76) 216,700
TELENAV INC COM 4,253 -454 (9.64) 843,909
NEUTRAL TANDEM INC COM 473 -715 (60.18) 82,550
CABOT OIL & GAS CORP COM -2,780 Sold Out 0
ENSCO PLC SHS CLASS A -281 Sold Out 0

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