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) 144

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 4.29%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 23.61%
Healthcare 14.49%
Services 9.89%
Technology 38.82%
Transportation
Utilities

28 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CORNERSTONE ONDEMAND INC COM -11,411 Sold Out 0
GOOGLE INC CL C -10,223 Sold Out 0
GOOGLE INC CL A -10,383 Sold Out 0
INFORMATICA CORP COM -10,475 Sold Out 0
LINKEDIN CORP COM CL A -28,037 Sold Out 0
PALO ALTO NETWORKS INC COM -27,024 Sold Out 0
RETAILMENOT INC COM SER 1 -6,030 Sold Out 0
RINGCENTRAL INC CL A -9,857 Sold Out 0
SHUTTERFLY INC COM -20,187 Sold Out 0
ZYNGA INC CL A -10,637 Sold Out 0
MASTERCARD INC CL A 6,713 -3,995 (37.31) 86,870
DIGITALGLOBE INC COM NEW 9,142 -4,142 (31.18) 299,650
SEACHANGE INTL INC COM 4,401 -1,972 (30.94) 596,368
FIDELITY NATL INFORMATION SVCS COM 14,653 -5,346 (26.73) 255,910
ALLIANCE DATA SYSTEMS CORP COM 4,186 4,186 New 17,000
AOL INC COM 8,089 8,089 New 190,700
DISH NETWORK CORP CL A 5,068 5,068 New 78,000
GILEAD SCIENCES INC COM 18,331 18,331 New 173,000
GLU MOBILE INC COM 2,181 2,181 New 412,264
INTERCONTINENTAL EXCHANGE INC COM 4,836 4,836 New 23,730


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