KARAMAAN GROUP, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 8
Decreased Positions 14
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 109

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 28.77%
Financial
Healthcare
Services 8.84%
Technology 47.33%
Transportation 9.65%
Utilities

22 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
XO GROUP INC COM -316 Sold Out 0
ACTUATE CORP COM 892 -2,287 (71.94) 200,847
FOREST OIL CORP COM PAR $0.01 938 938 New 590,200
NXP SEMICONDUCTORS N V COM 1,589 -335 (17.4) 23,730
LEVEL 3 COMMUNICATIONS INC COM NEW 1,676 1,119 201.08 37,635
ENSCO PLC SHS CLASS A 2,699 448 19.89 54,253
JETBLUE AIRWAYS CORP COM 3,188 -558 (14.9) 256,924
HOLLYFRONTIER CORP COM 3,419 277 8.80 68,000
SUNPOWER CORP COM 3,427 -285 (7.69) 90,064
TELENAV INC COM 3,669 -308 (7.74) 532,536
UBIQUITI NETWORKS INC COM 4,257 3,688 648.80 93,600
T-MOBILE US INC COM 4,284 -507 (10.59) 143,568
CABOT OIL & GAS CORP COM 4,922 1,919 63.89 147,500
COMSTOCK RES INC COM NEW 5,668 -602 (9.61) 235,394
SEVENTY SEVEN ENERGY INC COM 5,877 -630 (9.69) 251,700
APPLE INC COM 6,346 -3,400 (34.89) 62,062
CHESAPEAKE ENERGY CORP COM 6,791 -728 (9.69) 251,700
NEWFIELD EXPL CO COM 6,884 -2,778 (28.75) 157,338
DELTA AIR LINES INC DEL COM NEW 7,321 2,533 52.90 183,528
SEAGATE TECHNOLOGY PLC SHS 9,691 -6,179 (38.94) 156,087