SKYTOP CAPITAL MANAGEMENT LLC Information

595 MADISON AVENUE, 16TH FLOOR, NEW YORK, New York, 10022, (212) 554-2383

Report Date: 12/31/2013

Position Statistics

Total Positions 26
New Positions 4
Increased Positions 8
Decreased Positions 18
Positions with Activity 26
Sold Out Positions 7
Total Mkt Value (in $ millions) 200

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

Sector Weighting

Basic Materials 3.55%
Capital Goods 12.83%
Conglomerates
Consumer Cyclical 14.48%
Consumer/Non-Cyclical 2.68%
Energy 10.89%
Financial 15.43%
Healthcare
Services 13.94%
Technology 11.14%
Transportation 7.18%
Utilities 1.5%

26 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENCORP INC COM 25,637 -924 (3.48) 1,478,509
SEMGROUP CORP CL A 21,749 -4,466 (17.04) 328,883
AMERICAN INTL GROUP INC COM NEW 15,885 -459 (2.81) 315,236
ERA GROUP INC COM 14,334 -906 (5.94) 511,930
LIBERTY INTERACTIVE CORP INT COM SER A 13,972 -2,786 (16.63) 475,739
FTD COS INC COM 12,765 12,644 10,440.81 407,824
ALLISON TRANSMISSION HLDGS INC COM 12,416 7,861 172.63 419,301
LIBERTY GLOBAL PLC SHS CL C 12,156 -2,032 (14.32) 318,556
EQUINIX INC COM NEW 10,690 8,562 402.31 59,473
OCWEN FINL CORP COM NEW 9,772 -1,520 (13.46) 249,233
GOODYEAR TIRE & RUBR CO COM 9,516 -7,461 (43.95) 353,507
MICRON TECHNOLOGY INC COM 7,897 7,897 New 351,274
GRACE W R & CO DEL NEW COM 7,092 -205 (2.81) 71,575
REALD INC COM 6,993 6,993 New 680,291
DEAN FOODS CO NEW COM NEW 5,351 -1,146 (17.64) 341,500
AMBAC FINL GROUP INC COM NEW 5,177 5,177 New 180,010
SUNEDISON INC COM 3,665 3,665 New 208,000
KINDER MORGAN INC DEL WT EXP 052517 2,988 333 12.52 1,624,181
REALOGY HLDGS CORP COM 1,712 -1,049 (37.98) 40,818
ACCURIDE CORP NEW COM NEW -1,360 Sold Out 0