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) 182

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 23.04%
Healthcare
Services 7.43%
Technology 60.06%
Transportation
Utilities

22 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
PALO ALTO NETWORKS INC COM -29,085 Sold Out 0
QLIK TECHNOLOGIES INC COM -11,985 Sold Out 0
VISA INC COM CL A -6,446 Sold Out 0
TIBCO SOFTWARE INC COM -5,933 Sold Out 0
RALLY SOFTWARE DEV CORP COM -5,267 Sold Out 0
RETAILMENOT INC COM SER 1 10,835 -2,842 (20.78) 348,849
INFORMATICA CORP COM 12,352 -691 (5.3) 327,040
XOOM CORP COM -564 Sold Out 0
BENEFITFOCUS INC COM 196 196 New 5,000
LINKEDIN CORP COM CL A 12,837 275 2.19 73,180
MASTERCARD INC CL A 8,725 2,209 33.90 117,700
FACEBOOK INC CL A 30,945 2,381 8.33 525,020
GOOGLE INC CL C 10,899 2,962 37.32 20,330
GOOGLE INC CL A 11,046 3,002 37.32 20,330
FIDELITY NATL INFORMATION SVCS COM 14,313 3,227 29.11 271,690
INTERCONTINENTALEXCHANGE GROUP COM 13,928 4,231 43.63 70,250
CME GROUP INC COM 4,920 4,920 New 71,000
CORNERSTONE ONDEMAND INC COM 5,055 5,055 New 128,600
RINGCENTRAL INC CL A 6,181 6,181 New 377,825
APPLE INC COM 12,179 12,179 New 23,200