PERIMETER CAPITAL PARTNERS, LLC Information

SIX CONCOURSE PARKWAY, ATLANTA, Georgia, 30328, (770) 350-8700

Report Date: 03/31/2014

Position Statistics

Total Positions 215
New Positions 35
Increased Positions 85
Decreased Positions 130
Positions with Activity 215
Sold Out Positions 36
Total Mkt Value (in $ millions) 197

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

Sector Weighting

Basic Materials 6.45%
Capital Goods 4.7%
Conglomerates 0.92%
Consumer Cyclical 5.69%
Consumer/Non-Cyclical 1.98%
Energy 6.84%
Financial 6.48%
Healthcare 12.4%
Services 18.83%
Technology 30.86%
Transportation 3.7%
Utilities

35 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETSCOUT SYS INC COM 1,686 1,686 New 38,679
SUNPOWER CORP COM 1,682 1,682 New 43,633
SUPERNUS PHARMACEUTICALS INC COM 1,646 1,646 New 156,455
CASEYS GEN STORES INC COM 1,643 1,643 New 23,846
TUTOR PERINI CORP COM 1,614 1,614 New 54,846
PARK OHIO HLDGS CORP COM 1,595 1,595 New 27,040
ULTRA PETROLEUM CORP COM 1,521 1,521 New 56,955
UNIFIRST CORP MASS COM 1,373 1,373 New 13,405
MATADOR RES CO COM 1,321 1,321 New 50,936
KOFAX LTD COM USD 1,298 1,298 New 178,324
MELLANOX TECHNOLOGIES LTD SHS 1,223 1,223 New 35,404
CLICKSOFTWARE TECHNOLOGIES LTD ORD 1,140 1,140 New 143,674
CORVEL CORP COM 1,071 1,071 New 23,743
SIZMEK INC COM 1,050 1,050 New 107,662
CYNOSURE INC CL A 1,024 1,024 New 49,115
RESTORATION HARDWARE HLDGS INC COM 1,018 1,018 New 11,948
UNISYS CORP COM NEW 1,006 1,006 New 42,221
TREEHOUSE FOODS INC COM 885 885 New 11,347
ACXIOM CORP COM 768 768 New 38,110
POPEYES LA KITCHEN INC COM 766 766 New 18,502