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
APPLE INC COM 12,179 12,179 New 23,200
BENEFITFOCUS INC COM 196 196 New 5,000
CME GROUP INC COM 4,920 4,920 New 71,000
CORNERSTONE ONDEMAND INC COM 5,055 5,055 New 128,600
FACEBOOK INC CL A 30,945 2,381 8.33 525,020
FIDELITY NATL INFORMATION SVCS COM 14,313 3,227 29.11 271,690
GOOGLE INC CL A 11,046 3,002 37.32 20,330
GOOGLE INC CL C 10,899 2,962 37.32 20,330
INFORMATICA CORP COM 12,352 -691 (5.3) 327,040
INTERCONTINENTALEXCHANGE GROUP COM 13,928 4,231 43.63 70,250
LINKEDIN CORP COM CL A 12,837 275 2.19 73,180
MASTERCARD INC CL A 8,725 2,209 33.90 117,700
PALO ALTO NETWORKS INC COM -29,085 Sold Out 0
PRICELINE GRP INC COM NEW 13,509 13,509 New 11,180
QLIK TECHNOLOGIES INC COM -11,985 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
RINGCENTRAL INC CL A 6,181 6,181 New 377,825
SALESFORCE COM INC COM 13,883 13,883 New 247,460
TIBCO SOFTWARE INC COM -5,933 Sold Out 0