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) 179

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 22.92%
Healthcare
Services 7.29%
Technology 60.39%
Transportation
Utilities

22 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM -28,419 Sold Out 0
QLIK TECHNOLOGIES INC COM -11,853 Sold Out 0
RALLY SOFTWARE DEV CORP COM -4,780 Sold Out 0
TIBCO SOFTWARE INC COM -5,831 Sold Out 0
VISA INC COM CL A -6,326 Sold Out 0
XOOM CORP COM -555 Sold Out 0
BENEFITFOCUS INC COM 182 182 New 5,000
CME GROUP INC COM 4,813 4,813 New 71,000
CORNERSTONE ONDEMAND INC COM 4,955 4,955 New 128,600
RINGCENTRAL INC CL A 6,064 6,064 New 377,825
MASTERCARD INC CL A 8,492 2,150 33.90 117,700
RETAILMENOT INC COM SER 1 10,608 -2,783 (20.78) 348,849
GOOGLE INC CL C 10,906 2,964 37.32 20,330
GOOGLE INC CL A 11,155 3,032 37.32 20,330
APPLE INC COM 12,017 12,017 New 23,200
INFORMATICA CORP COM 12,035 -673 (5.3) 327,040
LINKEDIN CORP COM CL A 12,506 268 2.19 73,180
PRICELINE GRP INC COM NEW 13,078 13,078 New 11,180
INTERCONTINENTALEXCHANGE GROUP COM 13,618 4,137 43.63 70,250
SALESFORCE COM INC COM 13,667 13,667 New 247,460


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