SEAMANS CAPITAL MANAGEMENT, LLC Information

500 BOYLSTON STREET, BOSTON, Massachusetts, 02116, (781) 890-5225

Report Date: 06/30/2014

Position Statistics

Total Positions 73
New Positions 19
Increased Positions 37
Decreased Positions 20
Positions with Activity 57
Sold Out Positions 11
Total Mkt Value (in $ millions) 67

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

Sector Weighting

Basic Materials 4.71%
Capital Goods 3.28%
Conglomerates 0.05%
Consumer Cyclical 10.22%
Consumer/Non-Cyclical 1.75%
Energy 2.34%
Financial 29.83%
Healthcare 1.14%
Services
Technology 36.25%
Transportation 3.02%
Utilities 3.6%

73 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUNEDISON INC COM 1,239 72 6.13 56,250
POTASH CORP SASK INC COM 1,222 1,222 New 34,750
ENERGY RECOVERY INC COM 1,194 45 3.88 251,854
TYSON FOODS INC CL A 1,176 1,176 New 30,900
MARATHON PETE CORP COM 1,103 New 12,125
UQM TECHNOLOGIES INC COM 1,041 10 1.02 646,600
ENERSYS COM 870 -18 (1.99) 13,525
JINKOSOLAR HLDG CO LTD SPONSORED ADR 817 New 27,950
TRINA SOLAR LIMITED SPON ADR 816 50 6.54 65,150
SPROTT PHYSICAL GOLD TRUST UNIT 810 48 6.31 75,840
CONSOLIDATED WATER CO INC ORD 752 -39 (4.92) 61,850
HORIZON PHARMA INC COM 719 719 New 69,800
TENNECO INC COM 692 New 10,800
HANWHA SOLARONE CO LTD SPONSORED ADR 674 51 8.27 307,575
IDEAL PWR INC COM 656 New 81,550
CHINA MING YANG WIND PWR GROUP SPONSORED ADR 628 New 203,200
DONALDSON INC COM 427 50 13.33 10,200
CAPSTONE TURBINE CORP COM 361 New 288,400
NAVIOS MARITIME ACQUIS CORP SHS 356 New 102,653
RF MICRODEVICES INC COM 343 343 New 27,500