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) 89

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 31.29%
Financial
Healthcare
Services 18.61%
Technology 34.2%
Transportation 15.18%
Utilities

22 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERICAN AIRLS GROUP INC COM 640 640 New 16,500
ANADARKO PETE CORP COM 1,235 1,235 New 16,000
APPLE INC COM -1,122 Sold Out 0
CABOT OIL & GAS CORP COM 6,103 372 6.49 196,880
CHESAPEAKE ENERGY CORP COM 3,741 691 22.66 354,611
CONOCOPHILLIPS COM 1,441 1,441 New 24,000
CONTINENTAL RESOURCES INC COM 1,004 1,004 New 25,000
EOG RES INC COM 2,016 2,016 New 23,500
HOLLYFRONTIER CORP COM 3,737 -286 (7.1) 85,000
JETBLUE AIRWAYS CORP COM 702 -2,490 (78.01) 35,000
MICRON TECHNOLOGY INC COM 9,284 2,836 43.98 494,359
NEWFIELD EXPL CO COM 4,527 -3,401 (42.9) 128,388
SUNPOWER CORP COM 1,157 -2,422 (67.67) 41,485
T MOBILE US INC COM 14,901 1,901 14.62 385,729
TELENAV INC COM 1,719 New 216,500
UBIQUITI NETWORKS INC COM 8,466 2,365 38.75 261,230
UNITED CONTL HLDGS INC COM 1,292 1,292 New 25,000
WESTERN DIGITAL CORP COM 6,490 782 13.69 81,699
COMSTOCK RES INC COM NEW 1,658 1,044 170.06 623,376
DELTA AIR LINES INC DEL COM NEW 11,565 1,456 14.40 287,178