SIGNPOST CAPITAL ADVISORS, LP Information

800 THIRD AVENUE, NEW YORK, New York, 10022, (212) 339-3680

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 9
Decreased Positions 4
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 276

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

Sector Weighting

Basic Materials 5.59%
Capital Goods 14.01%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 16.42%
Healthcare 24.83%
Services 27.71%
Technology 11.44%
Transportation
Utilities

18 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ESTERLINE TECHNOLOGIES CORP COM 38,698 2,686 7.46 344,901
ENDO INTL PLC SHS 36,381 New 412,112
AMTRUST FINL SVCS INC COM 26,042 -18,522 (41.56) 457,367
MASTERCARD INC CL A 19,316 2,528 15.06 221,082
WYNDHAM WORLDWIDE CORP COM 18,858 2,502 15.30 211,912
AMAZON COM INC COM 16,861 16,861 New 45,453
LIBERTY GLOBAL PLC SHS CL A 16,720 1,196 7.71 322,806
TIME WARNER INC COM NEW 16,237 16,237 New 190,639
BAIDU INC SPON ADR REP A 16,138 New 77,683
QIHOO 360 TECHNOLOGY CO LTD ADS 15,452 3,859 33.29 296,465
MONSANTO CO NEW COM 15,430 2,319 17.69 137,242
HCA HOLDINGS INC COM 10,440 New 138,000
ZOETIS INC CL A 9,984 9,984 New 215,782
LIBERTY GLOBAL PLC SHS CL C 7,859 New 157,095
VANDA PHARMACEUTICALS INC COM 7,451 -6,703 (47.36) 828,793
TENET HEALTHCARE CORP COM NEW 4,320 New 86,477
CYPRESS SEMICONDUCTOR CORP COM -15,744 Sold Out 0
VALERO ENERGY CORP NEW COM -17,615 Sold Out 0