SIGNPOST CAPITAL ADVISORS, LP Information

777 THIRD AVENUE, NEW YORK, New York, 10017, (212) 339-3680

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 6
Decreased Positions 5
Positions with Activity 11
Sold Out Positions 3
Total Mkt Value (in $ millions) 255

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

Sector Weighting

Basic Materials 5.49%
Capital Goods 20.98%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.68%
Energy 5.36%
Financial 13.95%
Healthcare 24.27%
Services 12.35%
Technology 12.91%
Transportation
Utilities

17 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMTRUST FINL SVCS INC COM 35,582 438 1.25 670,980
ESTERLINE TECHNOLOGIES CORP COM 33,546 107 .32 292,395
COGNIZANT TECHNOLOGY SOLUTIONS CL A 25,970 7,745 42.50 553,369
ENDO INTL PLC SHS 23,600 11,353 92.71 354,461
VANDA PHARMACEUTICALS INC COM 20,318 20,318 New 1,688,952
U S SILICA HLDGS INC COM 19,968 -851 (4.09) 403,068
DAVITA HEALTHCARE PARTNERS INC COM 17,999 New 232,000
WYNDHAM WORLDWIDE CORP COM 15,589 New 201,800
MONSANTO CO NEW COM 13,996 New 123,337
VALERO ENERGY CORP NEW COM 13,668 -12,562 (47.89) 276,181
DEAN FOODS CO NEW COM NEW 11,943 11,943 New 831,677
LIBERTY GLOBAL PLC SHS CL A 8,097 New 176,875
LIBERTY GLOBAL PLC SHS CL C 7,827 New 176,875
QIHOO 360 TECHNOLOGY CO LTD ADS 6,964 New 98,949
BAIDU INC SPON ADR REP A -13,240 Sold Out 0
REGENERON PHARMACEUTICALS COM -17,239 Sold Out 0
WHITING PETE CORP NEW COM -10,599 Sold Out 0