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) 95

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 9.03%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 16.06%
Services 0%
Technology 53.27%
Transportation
Utilities

10 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINKEDIN CORP COM CL A 11,982 11,982 New 51,070
AMGEN INC COM 11,912 11,912 New 70,000
SALESFORCE COM INC COM 10,897 10,897 New 182,040
RALLY SOFTWARE DEV CORP COM 8,572 2,897 51.04 792,950
CIENA CORP COM NEW 7,970 7,970 New 411,650
FORTINET INC COM 4,384 4,384 New 145,650
SUNESIS PHARMACEUTICALS INC COM NEW 3,340 3,340 New 1,320,000
FOUNDATION MEDICINE INC COM 3,130 3,130 New 130,053
NIMBLE STORAGE INC COM 2,941 2,941 New 102,514
ZULILY INC CL A 2,684 2,684 New 105,230