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) 82

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 25.37%
Financial
Healthcare
Services 11.91%
Technology 42.97%
Transportation 19.66%
Utilities

20 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 2,561 -4,710 (64.77) 21,862
CABOT OIL & GAS CORP COM 3,909 New 147,500
CHESAPEAKE ENERGY CORP COM 5,739 911 18.87 299,200
COMSTOCK RES INC COM NEW 1,092 141 14.87 270,394
DELTA AIR LINES INC DEL COM NEW 11,758 3,075 35.42 248,528
ENSCO PLC SHS CLASS A 1,995 474 31.15 71,153
HOLLYFRONTIER CORP COM 2,443 New 68,000
JETBLUE AIRWAYS CORP COM 4,314 New 256,924
LEVEL 3 COMMUNICATIONS INC COM NEW 1,499 -373 (19.93) 30,135
MICRON TECHNOLOGY INC COM 10,009 -708 (6.61) 342,000
NEWFIELD EXPL CO COM 5,356 670 14.30 179,838
NXP SEMICONDUCTORS N V COM -1,883 Sold Out 0
SABINE OIL & GAS CORP COM 203 74 56.61 924,312
SEAGATE TECHNOLOGY PLC SHS 5,508 -3,302 (37.48) 97,587
SEVENTY SEVEN ENERGY INC COM 71 -923 (92.86) 17,977
SUNPOWER CORP COM 2,161 -11 (0.52) 89,594
T MOBILE US INC COM 4,786 453 10.45 158,568
TELENAV INC COM 3,451 New 532,536
UBIQUITI NETWORKS INC COM 4,012 1,551 63.00 152,570
WESTERN DIGITAL CORP COM 10,866 -1,818 (14.33) 111,759

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