PARTNER INVESTMENT MANAGEMENT, L.P. Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 281-1022

Report Date: 12/31/2013

Position Statistics

Total Positions 87
New Positions 22
Increased Positions 42
Decreased Positions 45
Positions with Activity 87
Sold Out Positions 28
Total Mkt Value (in $ millions) 424

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.64%
Capital Goods 1.84%
Conglomerates 0.22%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 8.53%
Financial 2.68%
Healthcare 33.39%
Services 25.25%
Technology 24.06%
Transportation
Utilities

87 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SALESFORCE COM INC COM 10,110 23 .23 180,207
CUMMINS INC COM 7,806 -11,368 (59.29) 53,361
TIME WARNER INC COM NEW 7,696 -6,403 (45.41) 118,133
DOLLAR GEN CORP NEW COM 7,386 -10,230 (58.07) 133,245
CME GROUP INC COM 6,409 6,409 New 92,475
CABOT OIL & GAS CORP COM 6,235 6,235 New 178,548
THERMO FISHER SCIENTIFIC INC COM 5,925 -19,294 (76.51) 49,667
ENDO INTL PLC SHS 5,925 5,925 New 103,467
MARATHON PETE CORP COM 5,504 5,504 New 61,219
BAIDU INC SPON ADR REP A 5,450 -6,028 (52.52) 34,981
MCGRAW HILL FINL INC COM 5,220 5,220 New 68,082
HEALTH NET INC COM 4,501 3,497 348.13 142,891
CBS CORP (CLASS B) CL B 4,037 -10,651 (72.52) 66,569
NETFLIX INC COM 3,830 -8 (0.22) 11,079
ALLERGAN INC COM 3,727 3,727 New 27,829
WORKDAY INC CL A 3,463 3,463 New 43,393
MEDICINES CO COM 2,553 -475 (15.7) 103,974
AUXILIUM PHARMACEUTICALS INC COM 1,591 545 52.12 61,276
OREXIGEN THERAPEUTICS INC COM 1,273 327 34.51 240,221
TENET HEALTHCARE CORP COM NEW 1,172 610 108.44 29,507