PIVOT POINT CAPITAL PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 12
New Positions 2
Increased Positions 4
Decreased Positions 4
Positions with Activity 8
Sold Out Positions 3
Total Mkt Value (in $ millions) 246

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

Sector Weighting

Basic Materials 12.23%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 9.96%
Healthcare 22.78%
Services 27.46%
Technology 17.72%
Transportation
Utilities

12 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXAMWORKS GROUP INC COM 47,567 -511 (1.06) 1,464,065
COMSCORE INC COM 45,160 New 1,180,357
WATTS WATER TECHNOLOGIES INC CL A 30,108 New 492,597
BANKRATE INC DEL COM 24,526 New 1,746,892
BLACKHAWK NETWORK HLDGS INC CL B 24,242 24,242 New 880,551
ANSYS INC COM 22,472 564 2.58 278,700
CLEAN HARBORS INC COM 22,468 New 373,651
INFORMATICA CORP COM 21,170 1,849 9.57 630,812
HMS HLDGS CORP COM 8,526 8,526 New 372,247
BLACKHAWK NETWORK HLDGS INC CL A -4,289 Sold Out 0
LPL FINL HLDGS INC COM -15,910 Sold Out 0
REALPAGE INC COM -5,120 Sold Out 0