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 4.7%
Capital Goods 3.24%
Conglomerates 0.05%
Consumer Cyclical 10.44%
Consumer/Non-Cyclical 1.71%
Energy 2.33%
Financial 29.73%
Healthcare 1.08%
Services
Technology 36.42%
Transportation 3.03%
Utilities 3.52%

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 1,272 74 6.13 56,250
POTASH CORP SASK INC COM 1,222 1,222 New 34,750
ENERGY RECOVERY INC COM 1,166 44 3.88 251,854
TYSON FOODS INC CL A 1,150 1,150 New 30,900
MARATHON PETE CORP COM 1,096 New 12,125
UQM TECHNOLOGIES INC COM 1,054 11 1.02 646,600
ENERSYS COM 869 -18 (1.99) 13,525
JINKOSOLAR HLDG CO LTD SPONSORED ADR 817 New 27,950
SPROTT PHYSICAL GOLD TRUST UNIT 805 48 6.31 75,840
TRINA SOLAR LIMITED SPON ADR 801 49 6.54 65,150
CONSOLIDATED WATER CO INC ORD 734 -38 (4.92) 61,850
TENNECO INC COM 690 New 10,800
HORIZON PHARMA INC COM 683 683 New 69,800
CHINA MING YANG WIND PWR GROUP SPONSORED ADR 636 New 203,200
IDEAL PWR INC COM 634 New 81,550
HANWHA SOLARONE CO LTD SPONSORED ADR 634 48 8.27 307,575
DONALDSON INC COM 415 49 13.33 10,200
CAPSTONE TURBINE CORP COM 366 New 288,400
NAVIOS MARITIME ACQUIS CORP SHS 357 New 102,653
RF MICRODEVICES INC COM 315 315 New 27,500