LAMOND CAPITAL PARTNERS LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 22
New Positions 7
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 6
Total Mkt Value (in $ millions) 186

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 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 22.75%
Healthcare
Services 7.38%
Technology 60.2%
Transportation
Utilities

22 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 33,092 2,546 8.33 525,020
INTERCONTINENTALEXCHANGE GROUP COM 14,319 4,350 43.63 70,250
FIDELITY NATL INFORMATION SVCS COM 14,266 3,216 29.11 271,690
SALESFORCE COM INC COM 14,125 14,125 New 247,460
PRICELINE GRP INC COM NEW 13,751 13,751 New 11,180
LINKEDIN CORP COM CL A 12,902 277 2.19 73,180
INFORMATICA CORP COM 12,650 -707 (5.3) 327,040
APPLE INC COM 12,335 12,335 New 23,200
RETAILMENOT INC COM SER 1 11,536 -3,026 (20.78) 348,849
GOOGLE INC CL A 11,090 3,014 37.32 20,330
GOOGLE INC CL C 10,873 2,955 37.32 20,330
MASTERCARD INC CL A 8,772 2,221 33.90 117,700
RINGCENTRAL INC CL A 6,298 6,298 New 377,825
CORNERSTONE ONDEMAND INC COM 5,148 5,148 New 128,600
CME GROUP INC COM 5,051 5,051 New 71,000
BENEFITFOCUS INC COM 186 186 New 5,000
PALO ALTO NETWORKS INC COM -29,596 Sold Out 0
QLIK TECHNOLOGIES INC COM -11,717 Sold Out 0
RALLY SOFTWARE DEV CORP COM -5,335 Sold Out 0
TIBCO SOFTWARE INC COM -6,024 Sold Out 0