KARAMAAN GROUP, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 24
New Positions 3
Increased Positions 13
Decreased Positions 10
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 110

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 0%
Consumer/Non-Cyclical
Energy 28.2%
Financial
Healthcare
Services 7.99%
Technology 50.78%
Transportation 7.16%
Utilities

24 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
DIRECTV COM -2,274 Sold Out 0
QLOGIC CORP COM -1,113 Sold Out 0
TESLA MTRS INC COM -2,255 Sold Out 0
LEVEL 3 COMMUNICATIONS INC COM NEW 566 566 New 12,500
UBIQUITI NETWORKS INC COM 499 499 New 12,500
XO GROUP INC COM 311 -121 (28.08) 27,629
NXP SEMICONDUCTORS N V COM 1,821 -9,603 (84.06) 28,730
ENSCO PLC SHS CLASS A 2,358 1,186 101.12 45,253
HOLLYFRONTIER CORP COM 2,872 115 4.17 62,500
CABOT OIL & GAS CORP COM 2,985 2,985 New 90,000
WESTERN DIGITAL CORP COM 9,354 -3,926 (29.56) 92,459
APPLE INC COM 9,355 962 11.46 95,312
SUNPOWER CORP COM 3,731 -80 (2.11) 97,564
DELTA AIR LINES INC DEL COM NEW 4,542 1,324 41.16 120,028
T-MOBILE US INC COM 4,968 -2,351 (32.13) 160,568
NEWFIELD EXPL CO COM 9,160 -1,037 (10.17) 220,838
SEAGATE TECHNOLOGY PLC SHS 15,359 270 1.79 255,607
COMSTOCK RES INC COM NEW 6,153 -591 (8.76) 260,410
CHESAPEAKE ENERGY CORP COM 7,528 729 10.73 278,700
SEVENTY SEVEN ENERGY INC COM 6,460 626 10.73 278,700