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) 188

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 10.86%
Consumer/Non-Cyclical
Energy
Financial 15.95%
Healthcare
Services 6.55%
Technology 56.46%
Transportation
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
APPLE INC COM -15,491 Sold Out 0
BENEFITFOCUS INC COM -203 Sold Out 0
CME GROUP INC COM -5,082 Sold Out 0
FACEBOOK INC CL A -34,111 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -13,130 Sold Out 0
PRICELINE GRP INC COM NEW -13,823 Sold Out 0
SALESFORCE COM INC COM -13,511 Sold Out 0
GOOGLE INC CL A 10,005 -1,855 (15.64) 17,150
GOOGLE INC CL C 9,880 -1,832 (15.64) 17,150
INFORMATICA CORP COM 10,928 -440 (3.87) 314,386
DIGITALGLOBE INC COM NEW 12,287 12,287 New 435,410
INFOBLOX INC COM 2,935 2,935 New 242,200
PALO ALTO NETWORKS INC COM 20,731 20,731 New 272,200
SEACHANGE INTL INC COM 7,004 7,004 New 863,568
SHUTTERFLY INC COM 20,370 20,370 New 424,810
ZYNGA INC CL A 10,463 10,463 New 3,476,160
RETAILMENOT INC COM SER 1 8,086 3 .04 348,981
MASTERCARD INC CL A 10,619 1,599 17.73 138,570
FIDELITY NATL INFORMATION SVCS COM 19,283 4,283 28.56 349,270
LINKEDIN CORP COM CL A 21,185 9,508 81.43 132,770