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) 143

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 4.51%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 23.53%
Healthcare 14.65%
Services 9.54%
Technology 39.35%
Transportation
Utilities

14 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 18,599 18,599 New 173,000
INFOBLOX INC COM 14,276 10,635 292.16 949,810
KING DIGITAL ENTMT PLC ORD SHS 12,087 12,087 New 954,006
VMWARE INC CL A COM 11,508 11,508 New 122,300
RED HAT INC COM 9,737 9,737 New 175,480
AOL INC COM 8,467 8,467 New 190,700
RALLY SOFTWARE DEV CORP COM 6,468 6,468 New 525,000
NCR CORP NEW COM 6,208 6,208 New 184,750
DISH NETWORK CORP CL A 5,071 5,071 New 78,000
INTERCONTINENTAL EXCHANGE INC COM 4,632 4,632 New 23,730
ALLIANCE DATA SYSTEMS CORP COM 4,266 4,266 New 17,000
TREE COM INC COM 3,929 3,929 New 111,000
VIVUS INC COM 2,412 2,412 New 600,000
GLU MOBILE INC COM 2,156 2,156 New 412,264