LAMOND CAPITAL PARTNERS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 12
Decreased Positions 10
Positions with Activity 22
Sold Out Positions 7
Total Mkt Value (in $ millions) 189

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
Consumer Cyclical 10.58%
Consumer/Non-Cyclical
Energy
Financial 16%
Healthcare
Services 6.23%
Technology 57.49%
Transportation
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
FACEBOOK INC CL A -39,334 Sold Out 0
APPLE INC COM -16,081 Sold Out 0
PRICELINE GRP INC COM NEW -13,855 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -13,768 Sold Out 0
SALESFORCE COM INC COM -13,363 Sold Out 0
CME GROUP INC COM -5,335 Sold Out 0
GOOGLE INC CL A 10,273 -1,905 (15.64) 17,150
GOOGLE INC CL C 10,129 -1,878 (15.64) 17,150
INFORMATICA CORP COM 10,057 -405 (3.87) 314,386
BENEFITFOCUS INC COM -193 Sold Out 0
RETAILMENOT INC COM SER 1 8,878 3 .04 348,981
MASTERCARD INC CL A 10,558 1,590 17.73 138,570
INFOBLOX INC COM 2,933 2,933 New 242,200
FIDELITY NATL INFORMATION SVCS COM 19,755 4,388 28.56 349,270
RINGCENTRAL INC CL A 9,494 4,658 96.31 741,705
SEACHANGE INTL INC COM 6,580 6,580 New 863,568
CORNERSTONE ONDEMAND INC COM 12,430 7,192 137.31 305,180
ZYNGA INC CL A 10,498 10,498 New 3,476,160
LINKEDIN CORP COM CL A 23,633 10,607 81.43 132,770
DIGITALGLOBE INC COM NEW 11,800 11,800 New 435,410