KARAMAAN GROUP, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 24
New Positions 3
Increased Positions 13
Decreased Positions 10
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 112

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 0%
Consumer/Non-Cyclical
Energy 28.84%
Financial
Healthcare
Services 7.91%
Technology 50.04%
Transportation 7.17%
Utilities

13 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SEAGATE TECHNOLOGY PLC SHS 15,209 268 1.79 255,607
MICRON TECHNOLOGY INC COM 13,159 2,005 17.98 393,750
APPLE INC COM 9,309 957 11.46 95,312
CHESAPEAKE ENERGY CORP COM 7,528 729 10.73 278,700
SEVENTY SEVEN ENERGY INC COM 6,745 653 10.73 278,700
DELTA AIR LINES INC DEL COM NEW 4,568 1,332 41.16 120,028
JETBLUE AIRWAYS CORP COM 3,445 2,874 503.85 301,924
ACTUATE CORP COM 3,050 125 4.28 715,847
CABOT OIL & GAS CORP COM 2,936 2,936 New 90,000
HOLLYFRONTIER CORP COM 2,876 115 4.17 62,500
ENSCO PLC SHS CLASS A 2,410 1,212 101.12 45,253
LEVEL 3 COMMUNICATIONS INC COM NEW 571 571 New 12,500
UBIQUITI NETWORKS INC COM 501 501 New 12,500