TREMBLANT CAPITAL GROUP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 3
Increased Positions 25
Decreased Positions 19
Positions with Activity 44
Sold Out Positions 7
Total Mkt Value (in $ millions) 2,019

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

Sector Weighting

Basic Materials 4.41%
Capital Goods 7.34%
Conglomerates 0.9%
Consumer Cyclical 4.5%
Consumer/Non-Cyclical 4.63%
Energy
Financial 3.97%
Healthcare 2.12%
Services 53.05%
Technology 12.87%
Transportation 3.37%
Utilities 0.05%

25 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ROYAL CARIBBEAN CRUISES LTD COM 143,691 10,155 7.60 2,122,463
AMAZON COM INC COM 96,379 61,975 180.14 297,009
CBS CORP (CLASS B) CL B 90,829 12,642 16.17 1,662,931
DUNKIN BRANDS GROUP INC COM 89,952 24,389 37.20 2,033,264
TRANSDIGM GROUP INC COM 85,745 2,657 3.20 458,385
SBA COMMUNICATIONS CORP COM 79,692 4,132 5.47 726,716
RED HAT INC COM 76,703 13,027 20.46 1,353,498
NORWEGIAN CRUISE LINE HLDGS LT SHS 68,700 2,279 3.43 1,867,347
EXPRESS SCRIPTS HLDG CO COM 68,142 21,623 46.48 935,754
HOME INNS & HOTELS MGMT INC SPON ADR 61,203 14,550 31.19 2,011,268
AON PLC SHS CL A 55,768 4,176 8.10 644,721
LIONS GATE ENTMNT CORP COM NEW 47,769 2,647 5.87 1,492,779
MELCO CROWN ENTMT LTD ADR 43,905 6,537 17.49 1,661,816
TILE SHOP HLDGS INC COM 42,577 5,681 15.40 4,166,080
COMMSCOPE HLDG CO INC COM 39,302 2,997 8.25 1,622,042
REALOGY HLDGS CORP COM 37,117 30,044 424.73 956,634
FIDELITY NATIONAL FINANCIAL IN CL A 24,367 6,264 34.61 743,815
TOWERS WATSON & CO CL A 20,049 1,569 8.49 196,467
TAYLOR MORRISON HOME CORP CL A 19,826 1,502 8.20 1,091,727
CYRUSONE INC COM 18,163 18,163 New 737,733