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) 183

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 9.96%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 29.51%
Services
Technology 26.93%
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 -11,190 Sold Out 0
CIENA CORP COM NEW -7,949 Sold Out 0
FORTINET INC COM -5,090 Sold Out 0
FOUNDATION MEDICINE INC COM -6,257 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -11,533 Sold Out 0
LINKEDIN CORP COM CL A -12,760 Sold Out 0
NIMBLE STORAGE INC COM -2,287 Sold Out 0
SUNESIS PHARMACEUTICALS INC COM NEW -3,234 Sold Out 0
ZULILY INC CL A -1,367 Sold Out 0
SYNAGEVA BIOPHARMA CORP COM 1,501 1,501 New 15,390
RINGCENTRAL INC CL A 2,475 2,475 New 161,424
OCULAR THERAPEUTIX INC COM 3,123 3,123 New 74,380
ULTRAGENYX PHARMACEUTICAL INC COM 4,839 4,839 New 77,940
AOL INC COM 5,104 5,104 New 128,850
SALESFORCE COM INC COM 8,550 -3,612 (29.7) 127,970
BIOMARIN PHARMACEUTICAL INC COM 11,445 11,445 New 91,840
GW PHARMACEUTICALS PLC ADS 12,232 12,232 New 134,230
PUMA BIOTECHNOLOGY INC COM 12,987 12,987 New 55,005
GILEAD SCIENCES INC COM 13,333 13,333 New 135,870
OREXIGEN THERAPEUTICS INC COM 14,807 14,807 New 1,891,000