KARAMAAN GROUP, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 16
Decreased Positions 5
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 100

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 32.21%
Financial
Healthcare
Services 16.13%
Technology 36.54%
Transportation 14.42%
Utilities

16 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
T MOBILE US INC COM 14,149 1,805 14.62 385,729
MICRON TECHNOLOGY INC COM 13,511 4,127 43.98 494,359
DELTA AIR LINES INC DEL COM NEW 12,400 1,561 14.40 287,178
UBIQUITI NETWORKS INC COM 7,957 2,222 38.75 261,230
WESTERN DIGITAL CORP COM 7,780 937 13.69 81,699
CABOT OIL & GAS CORP COM 6,910 421 6.49 196,880
SEAGATE TECHNOLOGY PLC SHS 6,030 1,478 32.48 108,087
CHESAPEAKE ENERGY CORP COM 5,340 986 22.66 354,611
ENSCO PLC SHS CLASS A 2,897 1,033 55.37 115,524
COMSTOCK RES INC COM NEW 2,388 1,503 170.06 623,376
EOG RES INC COM 2,121 2,121 New 23,500
CONOCOPHILLIPS COM 1,563 1,563 New 24,000
ANADARKO PETE CORP COM 1,379 1,379 New 16,000
UNITED CONTL HLDGS INC COM 1,342 1,342 New 25,000
CONTINENTAL RESOURCES INC COM 1,166 1,166 New 25,000
AMERICAN AIRLS GROUP INC COM 703 703 New 16,500