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) 88

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 27.51%
Financial
Healthcare
Services 19.48%
Technology 35.33%
Transportation 16.93%
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 662 662 New 16,500
ANADARKO PETE CORP COM 1,190 1,190 New 16,000
APPLE INC COM -1,075 Sold Out 0
CABOT OIL & GAS CORP COM 5,150 314 6.49 196,880
CHESAPEAKE ENERGY CORP COM 3,071 567 22.66 354,611
COMSTOCK RES INC COM NEW 785 495 170.06 623,376
CONOCOPHILLIPS COM 1,208 1,208 New 24,000
CONTINENTAL RESOURCES INC COM 835 835 New 25,000
DELTA AIR LINES INC DEL COM NEW 12,733 1,603 14.40 287,178
ENSCO PLC SHS CLASS A 1,915 683 55.37 115,524
EOG RES INC COM 1,814 1,814 New 23,500
HOLLYFRONTIER CORP COM 4,102 -314 (7.1) 85,000
JETBLUE AIRWAYS CORP COM 804 -2,853 (78.01) 35,000
MICRON TECHNOLOGY INC COM 9,151 2,795 43.98 494,359
NEWFIELD EXPL CO COM 4,210 -3,163 (42.9) 128,388
SEAGATE TECHNOLOGY PLC SHS 5,469 1,341 32.48 108,087
SUNPOWER CORP COM 1,121 -2,347 (67.67) 41,485
T MOBILE US INC COM 15,684 2,000 14.62 385,729
TELENAV INC COM 1,516 New 216,500
UBIQUITI NETWORKS INC COM 8,417 2,351 38.75 261,230