LAMOND CAPITAL PARTNERS LLC Information

50 CALIFORNIA STREET, SUITE 1330, SAN FRANCISCO, California, 94111, (415) 848-2260

Report Date: 09/30/2014

Position Statistics

Total Positions 27
New Positions 9
Increased Positions 10
Decreased Positions 17
Positions with Activity 27
Sold Out Positions 15
Total Mkt Value (in $ millions) 94

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 9.84%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 14.94%
Services 0%
Technology 53.75%
Transportation
Utilities

27 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFOBLOX INC COM 15,412 -3,527 (18.63) 772,910
LINKEDIN CORP COM CL A 11,859 11,859 New 51,070
AMGEN INC COM 11,187 11,187 New 70,000
SALESFORCE COM INC COM 10,671 10,671 New 182,040
KING DIGITAL ENTMT PLC ORD SHS 9,635 -3,149 (24.63) 719,006
RALLY SOFTWARE DEV CORP COM 9,278 3,135 51.04 792,950
CIENA CORP COM NEW 8,105 8,105 New 411,650
FOUNDATION MEDICINE INC COM 6,239 6,239 New 130,053
FORTINET INC COM 4,651 4,651 New 145,650
SUNESIS PHARMACEUTICALS INC COM NEW 2,904 2,904 New 1,320,000
NIMBLE STORAGE INC COM 2,285 2,285 New 102,514
ZULILY INC CL A 2,092 2,092 New 105,230
ALLIANCE DATA SYSTEMS CORP COM -5,075 Sold Out 0
AOL INC COM -9,247 Sold Out 0
DIGITALGLOBE INC COM NEW -8,417 Sold Out 0
DISH NETWORK CORP CL A -5,745 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -16,381 Sold Out 0
GILEAD SCIENCES INC COM -18,258 Sold Out 0
GLU MOBILE INC COM -1,451 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -5,143 Sold Out 0