KARAMAAN GROUP, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 2
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 5
Total Mkt Value (in $ millions) 79

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 26.31%
Financial
Healthcare
Services 12.12%
Technology 36.86%
Transportation 23.15%
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ANADARKO PETE CORP COM -1,145 Sold Out 0
CONOCOPHILLIPS COM -1,180 Sold Out 0
CONTINENTAL RESOURCES INC COM -803 Sold Out 0
JETBLUE AIRWAYS CORP COM -781 Sold Out 0
SUNPOWER CORP COM -1,006 Sold Out 0
NEWFIELD EXPL CO COM 1,950 -2,327 (54.41) 58,538
CABOT OIL & GAS CORP COM 2,412 -2,249 (48.25) 101,880
T MOBILE US INC COM 8,074 -7,205 (47.16) 203,840
MICRON TECHNOLOGY INC COM 4,642 -3,471 (42.78) 282,859
EOG RES INC COM 1,488 -352 (19.15) 19,000
HOLLYFRONTIER CORP COM 3,866 -117 (2.94) 82,500
CORNING INC COM 688 688 New 40,000
ENSCO PLC SHS CLASS A 2,092 New 115,524
PHILLIPS 66 COM 2,965 2,965 New 37,500
TELENAV INC COM 1,531 New 216,500
UBIQUITI NETWORKS INC COM 9,339 154 1.67 265,601
DELTA AIR LINES INC DEL COM NEW 13,558 985 7.84 309,678
SEAGATE TECHNOLOGY PLC SHS 6,029 473 8.51 117,287
COMSTOCK RES INC COM NEW 2,153 251 13.22 705,783
WESTERN DIGITAL CORP COM 8,507 1,811 27.05 103,799