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) 111

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 28.7%
Financial
Healthcare
Services 7.97%
Technology 50.18%
Transportation 7.2%
Utilities

24 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NXP SEMICONDUCTORS N V COM 1,791 -9,445 (84.06) 28,730
WESTERN DIGITAL CORP COM 9,321 -3,912 (29.56) 92,459
T-MOBILE US INC COM 5,002 -2,367 (32.13) 160,568
DIRECTV COM -2,271 Sold Out 0
TESLA MTRS INC COM -2,214 Sold Out 0
QLOGIC CORP COM -1,130 Sold Out 0
NEWFIELD EXPL CO COM 9,717 -1,100 (10.17) 220,838
COMSTOCK RES INC COM NEW 6,333 -608 (8.76) 260,410
XO GROUP INC COM 311 -121 (28.08) 27,629
SUNPOWER CORP COM 3,762 -81 (2.11) 97,564
TELENAV INC COM 2,938 New 577,208
HOLLYFRONTIER CORP COM 2,856 114 4.17 62,500
ACTUATE CORP COM 2,956 121 4.28 715,847
SEAGATE TECHNOLOGY PLC SHS 15,114 266 1.79 255,607
UBIQUITI NETWORKS INC COM 490 490 New 12,500
LEVEL 3 COMMUNICATIONS INC COM NEW 561 561 New 12,500
SEVENTY SEVEN ENERGY INC COM 6,572 637 10.73 278,700
CHESAPEAKE ENERGY CORP COM 7,480 725 10.73 278,700
APPLE INC COM 9,438 970 11.46 95,312
ENSCO PLC SHS CLASS A 2,376 1,195 101.12 45,253