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%

24 DECREASED 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
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
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
WYNDHAM WORLDWIDE CORP COM 53,050 -12,076 (18.54) 596,139
NORWEGIAN CRUISE LINE HLDGS LT SHS 50,044 -49,701 (49.83) 978,368
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
EXPRESS SCRIPTS HLDG CO COM 37,450 -37,473 (50.02) 448,774
ROYAL CARIBBEAN CRUISES LTD COM 31,146 -101,965 (76.6) 413,622
UNION PAC CORP COM 22,475 -21,937 (49.4) 202,807
OSI SYSTEMS INC COM 20,089 -30,723 (60.46) 278,242
PROCTER & GAMBLE CO COM 6,478 -44,133 (87.2) 78,038
RE MAX HLDGS INC CL A 2,017 -2,619 (56.49) 62,862
KINDER MORGAN INC DEL WT EXP 052517 1,148 -79 (6.41) 294,441
FACEBOOK INC CL A -47,622 Sold Out 0
FORTINET INC COM -69,900 Sold Out 0