LAMOND CAPITAL PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 28
New Positions 13
Increased Positions 14
Decreased Positions 14
Positions with Activity 28
Sold Out Positions 10
Total Mkt Value (in $ millions) 141

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 3.59%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 23.62%
Healthcare 14.22%
Services 9.86%
Technology 39.82%
Transportation
Utilities

14 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATL INFORMATION SVCS COM 14,564 -5,313 (26.73) 255,910
DIGITALGLOBE INC COM NEW 8,888 -4,027 (31.18) 299,650
MASTERCARD INC CL A 6,637 -3,950 (37.31) 86,870
SEACHANGE INTL INC COM 4,413 -1,977 (30.94) 596,368
CORNERSTONE ONDEMAND INC COM -11,664 Sold Out 0
GOOGLE INC CL C -10,065 Sold Out 0
GOOGLE INC CL A -10,240 Sold Out 0
INFORMATICA CORP COM -10,422 Sold Out 0
LINKEDIN CORP COM CL A -28,773 Sold Out 0
PALO ALTO NETWORKS INC COM -23,243 Sold Out 0
RETAILMENOT INC COM SER 1 -6,090 Sold Out 0
RINGCENTRAL INC CL A -10,213 Sold Out 0
SHUTTERFLY INC COM -21,173 Sold Out 0
ZYNGA INC CL A -10,811 Sold Out 0