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) 2,054

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

Sector Weighting

Basic Materials 4.3%
Capital Goods 7.52%
Conglomerates 0.95%
Consumer Cyclical 4.58%
Consumer/Non-Cyclical 4.47%
Energy
Financial 3.91%
Healthcare 2.04%
Services 52.67%
Technology 13.24%
Transportation 3.23%
Utilities 0.06%

44 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIONS GATE ENTMNT CORP COM NEW 48,724 2,700 5.87 1,492,779
MELCO CROWN ENTMT LTD ADR 48,243 7,183 17.49 1,661,816
TILE SHOP HLDGS INC COM 47,535 6,343 15.40 4,166,080
OSI SYSTEMS INC COM 42,594 -44,378 (51.03) 626,111
COMMSCOPE HLDG CO INC COM 42,303 3,225 8.25 1,622,042
REALOGY HLDGS CORP COM 39,059 31,616 424.73 956,634
ZOETIS INC CL A 27,773 -33,686 (54.81) 796,029
FIDELITY NATIONAL FINANCIAL IN CL A 24,367 6,264 34.61 743,815
TAYLOR MORRISON HOME CORP CL A 22,195 1,682 8.20 1,091,727
TOWERS WATSON & CO CL A 21,572 1,688 8.49 196,467
CYRUSONE INC COM 19,506 19,506 New 737,733
NOODLES & CO CL A 15,833 2,135 15.59 715,111
SIRONA DENTAL SYSTEMS INC COM 14,155 -31,904 (69.27) 176,633
RE MAX HLDGS INC CL A 4,428 404 10.03 143,641
INFOBLOX INC COM 2,459 2,459 New 198,656
NEW YORK & CO INC COM 1,680 73 4.53 515,225
KINDER MORGAN INC DEL WT EXP 052517 1,131 1,131 New 264,253
EQUINIX INC COM NEW -38,284 Sold Out 0
FACEBOOK INC CL A -58,124 Sold Out 0
FLEETMATICS GROUP PLC COM -25,231 Sold Out 0