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) 102

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 27.26%
Financial
Healthcare
Services 9.51%
Technology 47.66%
Transportation 9.6%
Utilities

8 INCREASED 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 12,811 3,732 41.10 130,459
DELTA AIR LINES INC DEL COM NEW 6,965 2,410 52.90 183,528
CABOT OIL & GAS CORP COM 4,795 1,869 63.89 147,500
UBIQUITI NETWORKS INC COM 3,550 3,076 648.80 93,600
HOLLYFRONTIER CORP COM 3,109 251 8.80 68,000
ENSCO PLC SHS CLASS A 2,374 394 19.89 54,253
LEVEL 3 COMMUNICATIONS INC COM NEW 1,731 1,156 201.08 37,635
FOREST OIL CORP COM PAR $0.01 838 838 New 590,200