TREMBLANT CAPITAL GROUP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 46
New Positions 6
Increased Positions 26
Decreased Positions 19
Positions with Activity 45
Sold Out Positions 5
Total Mkt Value (in $ millions) 2,210

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

Sector Weighting

Basic Materials 2.12%
Capital Goods 8.94%
Conglomerates
Consumer Cyclical 4.84%
Consumer/Non-Cyclical 4.28%
Energy
Financial 6.6%
Healthcare 3.55%
Services 42.47%
Technology 19.07%
Transportation 4.01%
Utilities 0.02%

26 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MTRS CO COM 107,045 46,422 76.58 3,150,225
EXPRESS SCRIPTS HLDG CO COM 97,949 6,689 7.33 1,354,948
FORTINET INC COM 83,678 13,398 19.06 3,866,823
UNION PAC CORP COM 81,977 19,831 31.91 432,389
IMAX CORP COM 80,977 13,480 19.97 2,896,184
TRANSDIGM GROUP INC COM 77,777 1,793 2.36 429,709
CBS CORP (CLASS B) CL B 74,621 13,817 22.72 1,230,562
CHARTER COMMUNICATIONS INC DEL CL A NEW 74,490 15,827 26.98 632,181
WYNDHAM WORLDWIDE CORP COM 73,911 7,149 10.71 1,028,404
ZOETIS INC CL A 58,563 935 1.62 2,047,659
ELLIE MAE INC COM 56,446 8,894 18.70 2,233,701
THE ADT CORPORATION COM 54,832 9,976 22.24 1,814,420
TILE SHOP HLDGS INC COM 52,728 25,394 92.90 3,700,217
SBA COMMUNICATIONS CORP COM 51,171 264 .52 561,275
AON PLC SHS CL A 47,338 1,101 2.38 576,312
AIR PRODS & CHEMS INC COM 46,834 1,017 2.22 397,102
SODASTREAM INTERNATIONAL LTD USD SHS 45,482 1,890 4.34 1,137,344
COMMSCOPE HLDG CO INC COM 44,854 44,854 New 1,807,880
NORWEGIAN CRUISE LINE HLDGS LT SHS 43,205 38,907 905.28 1,406,406
EQUINIX INC COM NEW 37,352 37,352 New 208,704