SELKIRK MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 4
Decreased Positions 2
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value (in $ millions) 185

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 12.58%
Healthcare 33.85%
Services 30.51%
Technology 15.04%
Transportation 8.03%
Utilities

22 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 28,660 New 259,250
FLEETCOR TECHNOLOGIES INC COM 15,913 New 100,000
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 14,857 New 180,000
GILEAD SCIENCES INC COM 13,515 New 128,700
VALEANT PHARMACEUTICALS INTL I COM 12,374 New 55,484
EQUINIX INC COM PAR $0.001 10,731 350 3.37 41,453
PRICELINE GRP INC COM NEW 10,663 New 8,460
NEWSTAR FINANCIAL INC COM 9,807 New 864,811
CHARTER COMMUNICATIONS INC DEL CL A NEW 9,747 1,181 13.79 52,000
INVESCO LTD SHS 9,005 New 216,409
VIPSHOP HLDGS LTD SPONSORED ADR 8,545 615 7.76 305,500
MEDIVATION INC COM 8,064 New 64,300
INTERXION HOLDING N.V SHS 5,792 New 188,712
AMERICAN TOWER CORP NEW COM 4,595 New 49,150
AMAZON COM INC COM 4,144 New 9,800
GOOGLE INC CL A 3,729 New 6,765
ACCELERATE DIAGNOSTICS INC COM 3,622 New 165,700
ZILLOW GROUP INC CL A 2,834 2,834 New 29,000
QIHOO 360 TECHNOLOGY CO LTD ADS 2,727 New 45,000
VISA INC COM CL A 2,631 -2,631 (50) 40,000