SELKIRK MANAGEMENT LLC Information

ONE MAIN STREET, CHATHAM, New Jersey, 07928, (973) 701-6175

Report Date: 12/31/2013

Position Statistics

Total Positions 21
New Positions 0
Increased Positions 2
Decreased Positions 3
Positions with Activity 5
Sold Out Positions 1
Total Mkt Value (in $ millions) 122

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 20.36%
Healthcare 22.33%
Services 29.49%
Technology 18.3%
Transportation 9.51%
Utilities

21 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 17,565 New 124,125
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 11,632 New 211,333
NEWSTAR FINANCIAL INC COM 10,750 149 1.41 864,811
FLEETCOR TECHNOLOGIES INC COM 10,546 New 91,739
PRICELINE GRP INC COM NEW 8,579 New 7,100
EQUINIX INC COM NEW 7,177 New 40,100
GILEAD SCIENCES INC COM 7,000 New 100,000
CARTER'S, INC. COM 5,378 New 73,000
INVESCO LTD SHS 4,952 New 140,609
INTERXION HOLDING N.V SHS 4,795 New 188,712
CHARTER COMMUNICATIONS INC DEL CL A NEW 4,313 1,602 59.13 36,600
VISA INC COM CL A 4,159 -832 (16.67) 20,000
AMERICAN TOWER CORP NEW COM 4,062 New 49,150
GOOGLE INC CL A 3,676 New 6,765
GOOGLE INC CL C 3,627 New 6,765
AMAZON COM INC COM 3,184 New 9,800
E M C CORP MASS COM 3,109 New 116,800
MASTERCARD INC CL A 2,965 -741 (20) 40,000
VALEANT PHARMACEUTICALS INTL I COM 2,746 New 22,500
BLACKROCK INC COM 2,066 New 6,700