SIGNPOST CAPITAL ADVISORS, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 19
New Positions 5
Increased Positions 10
Decreased Positions 8
Positions with Activity 18
Sold Out Positions 4
Total Mkt Value (in $ millions) 273

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

Sector Weighting

Basic Materials 5.24%
Capital Goods 12.9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 4.99%
Financial 21.72%
Healthcare 24.08%
Services 14.13%
Technology 16.95%
Transportation
Utilities

19 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMTRUST FINL SVCS INC COM 42,466 6,059 16.64 782,648
ESTERLINE TECHNOLOGIES CORP COM 35,213 3,134 9.77 320,961
ENDO INTL PLC SHS 29,573 4,137 16.26 412,112
VANDA PHARMACEUTICALS INC COM 21,380 -1,556 (6.79) 1,574,352
BAIDU INC SPON ADR REP A 18,113 18,113 New 77,683
MASTERCARD INC CL A 16,837 16,837 New 192,143
WYNDHAM WORLDWIDE CORP COM 15,652 -1,533 (8.92) 183,800
LIBERTY GLOBAL PLC SHS CL A 15,219 6,237 69.45 299,707
SPANSION INC COM CL A NEW 15,059 15,059 New 444,073
MONSANTO CO NEW COM 14,305 -825 (5.45) 116,615
VALERO ENERGY CORP NEW COM 13,632 New 276,181
QIHOO 360 TECHNOLOGY CO LTD ADS 13,098 7,271 124.78 222,421
HCA HOLDINGS INC COM 10,350 10,350 New 138,000
LIBERTY GLOBAL PLC SHS CL C 7,706 -970 (11.18) 157,095
TENET HEALTHCARE CORP COM NEW 4,443 4,443 New 86,477
COGNIZANT TECHNOLOGY SOLUTIONS CL A -30,004 Sold Out 0
DAVITA HEALTHCARE PARTNERS INC COM -17,630 Sold Out 0
DEAN FOODS CO NEW COM NEW -15,777 Sold Out 0
U S SILICA HLDGS INC COM -11,064 Sold Out 0