PIVOT POINT CAPITAL PARTNERS, LLC Information

ONE SANSOME STREET, SAN FRANCISCO, California, 94104, (415) 343-7074

Report Date: 03/31/2014

Position Statistics

Total Positions 11
New Positions 2
Increased Positions 4
Decreased Positions 3
Positions with Activity 7
Sold Out Positions 1
Total Mkt Value (in $ millions) 237

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

Sector Weighting

Basic Materials 12.62%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 19.65%
Healthcare 19.69%
Services 27.73%
Technology 18.52%
Transportation
Utilities

11 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXAMWORKS GROUP INC COM 46,687 -1,910 (3.93) 1,479,788
COMSCORE INC COM 43,591 New 1,180,357
BANKRATE INC DEL COM 30,448 5,264 20.90 1,746,892
WATTS WATER TECHNOLOGIES INC CL A 29,920 New 492,597
CLEAN HARBORS INC COM 22,165 New 373,651
ANSYS INC COM 20,994 2,983 16.56 271,700
INFORMATICA CORP COM 17,646 New 575,712
LPL FINL HLDGS INC COM 16,134 -9,563 (37.21) 328,861
REALPAGE INC COM 5,265 5,265 New 321,635
BLACKHAWK NETWORK HLDGS INC CL A 4,246 4,246 New 155,233
INSPERITY INC COM -3,036 Sold Out 0