TREMBLANT CAPITAL GROUP Information

767 FIFTH AVENUE, NEW YORK, New York, 10153, (212) 303-7373

Report Date: 12/31/2014

Position Statistics

Total Positions 37
New Positions 4
Increased Positions 13
Decreased Positions 24
Positions with Activity 37
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,517

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

Sector Weighting

Basic Materials 2.91%
Capital Goods 9.44%
Conglomerates 3.6%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.43%
Energy
Financial 2.86%
Healthcare
Services 57.24%
Technology 12.1%
Transportation 1.48%
Utilities 0.08%

37 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DUNKIN BRANDS GROUP INC COM 121,686 -9,635 (7.34) 2,543,596
AMAZON COM INC COM 117,308 -9,212 (7.28) 316,229
CBS CORP (CLASS B) CL B 110,981 4,659 4.38 1,804,272
ELLIE MAE INC COM 90,124 -23,202 (20.47) 1,694,387
CHARTER COMMUNICATIONS INC DEL CL A NEW 79,574 -8,318 (9.46) 434,833
RED HAT INC COM 73,422 17,423 31.11 1,072,643
TRANSDIGM GROUP INC COM 56,748 -14,403 (20.24) 265,177
TILE SHOP HLDGS INC COM 56,144 -131 (0.23) 4,835,832
IMAX CORP COM 56,142 -10,360 (15.58) 1,654,649
TIME WARNER INC COM NEW 55,465 55,465 New 651,225
CYRUSONE INC COM 54,556 5,132 10.38 1,749,142
WYNDHAM WORLDWIDE CORP COM 53,050 -12,076 (18.54) 596,139
HOMEINNS HOTEL GROUP SPONSORED ADR 50,392 4,616 10.09 2,066,934
NORWEGIAN CRUISE LINE HLDGS LT SHS 50,044 -49,701 (49.83) 978,368
REALOGY HLDGS CORP COM 48,932 4,425 9.94 1,093,944
NOODLES & CO CL A 48,245 6,273 14.95 2,707,372
COMMSCOPE HLDG CO INC COM 46,201 1,005 2.22 1,560,316
AIR PRODS & CHEMS INC COM 44,185 -16,968 (27.75) 293,275
AON PLC SHS CL A 43,359 -13,860 (24.22) 451,891
ALIBABA GROUP HLDG LTD SPONSORED ADS 40,620 40,620 New 485,012