KARAMAAN GROUP, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 19
New Positions 0
Increased Positions 9
Decreased Positions 10
Positions with Activity 19
Sold Out Positions 3
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 28.28%
Financial
Healthcare
Services 15.22%
Technology 39.76%
Transportation 16.74%
Utilities

19 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
LEVEL 3 COMMUNICATIONS INC COM NEW -1,648 Sold Out 0
SABINE OIL & GAS CORP COM -226 Sold Out 0
SEVENTY SEVEN ENERGY INC COM -77 Sold Out 0
APPLE INC COM 1,139 -1,671 (59.46) 8,862
COMSTOCK RES INC COM NEW 1,246 -214 (14.63) 230,826
ENSCO PLC SHS CLASS A 1,784 77 4.50 74,353
TELENAV INC COM 1,907 -2,784 (59.35) 216,500
JETBLUE AIRWAYS CORP COM 2,855 -1,754 (38.06) 159,149
HOLLYFRONTIER CORP COM 3,700 950 34.56 91,500
SUNPOWER CORP COM 4,241 1,279 43.21 128,307
CHESAPEAKE ENERGY CORP COM 4,478 -156 (3.37) 289,111
SEAGATE TECHNOLOGY PLC SHS 4,739 -929 (16.4) 81,587
CABOT OIL & GAS CORP COM 5,312 1,074 25.34 184,880
UBIQUITI NETWORKS INC COM 5,972 1,132 23.40 188,270
NEWFIELD EXPL CO COM 7,460 1,493 25.02 224,838
WESTERN DIGITAL CORP COM 7,571 -4,204 (35.7) 71,859
MICRON TECHNOLOGY INC COM 10,048 40 .40 343,359
T MOBILE US INC COM 10,998 5,816 112.23 336,529
DELTA AIR LINES INC DEL COM NEW 11,334 113 1.01 251,028