KARAMAAN GROUP, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 20
New Positions 0
Increased Positions 8
Decreased Positions 8
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 85

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 25.11%
Financial
Healthcare
Services 11.77%
Technology 43.3%
Transportation 19.73%
Utilities

20 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
NXP SEMICONDUCTORS N V COM -1,878 Sold Out 0
SEVENTY SEVEN ENERGY INC COM 78 -1,014 (92.86) 17,977
APPLE INC COM 2,473 -4,547 (64.77) 21,862
SEAGATE TECHNOLOGY PLC SHS 5,763 -3,455 (37.48) 97,587
LEVEL 3 COMMUNICATIONS INC COM NEW 1,508 -375 (19.93) 30,135
WESTERN DIGITAL CORP COM 11,285 -1,888 (14.33) 111,759
MICRON TECHNOLOGY INC COM 10,609 -751 (6.61) 342,000
SUNPOWER CORP COM 2,269 -12 (0.52) 89,594
CABOT OIL & GAS CORP COM 4,235 New 147,500
HOLLYFRONTIER CORP COM 2,333 New 68,000
JETBLUE AIRWAYS CORP COM 4,214 New 256,924
TELENAV INC COM 3,579 New 532,536
T MOBILE US INC COM 4,862 460 10.45 158,568
NEWFIELD EXPL CO COM 5,088 637 14.30 179,838
COMSTOCK RES INC COM NEW 1,274 165 14.87 270,394
CHESAPEAKE ENERGY CORP COM 6,026 957 18.87 299,200
ENSCO PLC SHS CLASS A 2,073 492 31.15 71,153
DELTA AIR LINES INC DEL COM NEW 12,464 3,260 35.42 248,528
SABINE OIL & GAS CORP COM 201 73 56.61 924,312
UBIQUITI NETWORKS INC COM 4,203 1,625 63.00 152,570

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