LAMOND CAPITAL PARTNERS LLC Information

50 CALIFORNIA STREET, SUITE 1330, SAN FRANCISCO, California, 94111, (415) 848-2260

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 12
Increased Positions 14
Decreased Positions 10
Positions with Activity 24
Sold Out Positions 9
Total Mkt Value (in $ millions) 190

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 9.57%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 28.64%
Services
Technology 26.01%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AMGEN INC COM -11,681 Sold Out 0
CIENA CORP COM NEW -8,896 Sold Out 0
FORTINET INC COM -5,033 Sold Out 0
FOUNDATION MEDICINE INC COM -6,496 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -12,496 Sold Out 0
LINKEDIN CORP COM CL A -13,129 Sold Out 0
NIMBLE STORAGE INC COM -2,542 Sold Out 0
SUNESIS PHARMACEUTICALS INC COM NEW -3,722 Sold Out 0
ZULILY INC CL A -1,578 Sold Out 0
SYNAGEVA BIOPHARMA CORP COM 1,631 1,631 New 15,390
OCULAR THERAPEUTIX INC COM 2,062 2,062 New 74,380
RINGCENTRAL INC CL A 2,756 2,756 New 161,424
ULTRAGENYX PHARMACEUTICAL INC COM 5,066 5,066 New 77,940
AOL INC COM 5,126 5,126 New 128,850
SALESFORCE COM INC COM 8,690 -3,672 (29.7) 127,970
BIOMARIN PHARMACEUTICAL INC COM 11,173 11,173 New 91,840
PUMA BIOTECHNOLOGY INC COM 12,948 12,948 New 55,005
GILEAD SCIENCES INC COM 14,041 14,041 New 135,870
GW PHARMACEUTICALS PLC ADS 14,653 14,653 New 134,230
OREXIGEN THERAPEUTICS INC COM 14,750 14,750 New 1,891,000