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) 191

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 10.66%
Consumer/Non-Cyclical
Energy
Financial 15.98%
Healthcare
Services 6.27%
Technology 57.1%
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 -15,784 Sold Out 0
BENEFITFOCUS INC COM -195 Sold Out 0
CME GROUP INC COM -5,316 Sold Out 0
FACEBOOK INC CL A -37,429 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -13,876 Sold Out 0
PRICELINE GRP INC COM NEW -13,848 Sold Out 0
SALESFORCE COM INC COM -13,264 Sold Out 0
GOOGLE INC CL A 10,379 -1,925 (15.64) 17,150
GOOGLE INC CL C 10,221 -1,895 (15.64) 17,150
LINKEDIN CORP COM CL A 22,807 10,236 81.43 132,770
MASTERCARD INC CL A 10,772 1,622 17.73 138,570
INFOBLOX INC COM 2,981 2,981 New 242,200
PALO ALTO NETWORKS INC COM 22,182 22,182 New 272,200
CORNERSTONE ONDEMAND INC COM 12,232 7,077 137.31 305,180
INFORMATICA CORP COM 10,749 -433 (3.87) 314,386
RETAILMENOT INC COM SER 1 8,735 3 .04 348,981
FIDELITY NATL INFORMATION SVCS COM 19,762 4,389 28.56 349,270
SHUTTERFLY INC COM 20,378 20,378 New 424,810
DIGITALGLOBE INC COM NEW 11,978 11,978 New 435,410
RINGCENTRAL INC CL A 10,339 5,072 96.31 741,705