RAINIER INVESTMENT MANAGEMENT LLC Information

TWO UNION SQUARE, SEATTLE, Washington, 98101, (206) 464-0400

Report Date: 12/31/2014

Position Statistics

Total Positions 233
New Positions 46
Increased Positions 87
Decreased Positions 146
Positions with Activity 233
Sold Out Positions 48
Total Mkt Value (in $ millions) 5,809

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

Sector Weighting

Basic Materials 3.41%
Capital Goods 5.19%
Conglomerates
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 3.88%
Energy 3.91%
Financial 13.37%
Healthcare 15.22%
Services 21.51%
Technology 18.88%
Transportation 5.02%
Utilities 0.44%

233 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WORKDAY INC CL A 33,959 23,176 214.94 407,865
PALO ALTO NETWORKS INC COM 33,866 -3,569 (9.54) 244,310
EQUINIX INC COM PAR $0.001 33,130 -4,862 (12.8) 144,762
MICROSOFT CORP COM 32,641 -2,959 (8.31) 787,290
UNITED RENTALS INC COM 32,379 -59,811 (64.88) 363,120
BUFFALO WILD WINGS INC COM 32,324 32,324 New 177,720
QUANTA SVCS INC COM 32,084 -4,104 (11.34) 1,152,030
FORTINET INC COM 31,898 2,707 9.27 963,690
ALIBABA GROUP HLDG LTD SPONSORED ADS 31,461 8,842 39.09 375,655
SIGNET JEWELERS LIMITED SHS 30,301 2,438 8.75 237,970
CUMMINS INC COM 30,141 -24,520 (44.86) 220,390
SUNTRUST BKS INC COM 30,069 -12,237 (28.93) 741,700
LENNAR CORP CL A 29,917 -42,582 (58.74) 602,190
COSTAR GROUP INC COM 29,324 5,971 25.57 155,930
NABORS INDUSTRIES LTD SHS 28,455 7,108 33.30 2,095,340
PRIVATEBANCORP INC COM 28,426 -2,365 (7.68) 817,780
DISCOVER FINL SVCS COM 28,401 -2,808 (9) 497,040
JONES LANG LASALLE INC COM 28,335 -13,980 (33.04) 174,630
LASALLE HOTEL PPTYS COM SH BEN INT 28,207 28,207 New 729,610
ALEXION PHARMACEUTICALS INC COM 28,050 28,050 New 159,710