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) 1,951

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

Sector Weighting

Basic Materials 4.42%
Capital Goods 7.01%
Conglomerates 0.95%
Consumer Cyclical 4.22%
Consumer/Non-Cyclical 4.75%
Energy
Financial 3.9%
Healthcare 2.14%
Services 52.6%
Technology 13.66%
Transportation 3.41%
Utilities 0.04%

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 44,888 2,488 5.87 1,492,779
MELCO CROWN ENTMT LTD ADR 42,459 6,322 17.49 1,661,816
OSI SYSTEMS INC COM 38,681 -40,301 (51.03) 626,111
TILE SHOP HLDGS INC COM 37,078 4,947 15.40 4,166,080
COMMSCOPE HLDG CO INC COM 35,977 2,743 8.25 1,622,042
REALOGY HLDGS CORP COM 35,606 28,820 424.73 956,634
ZOETIS INC CL A 28,187 -34,188 (54.81) 796,029
FIDELITY NATIONAL FINANCIAL IN CL A 24,367 6,264 34.61 743,815
TOWERS WATSON & CO CL A 20,326 1,591 8.49 196,467
TAYLOR MORRISON HOME CORP CL A 19,476 1,476 8.20 1,091,727
CYRUSONE INC COM 18,524 18,524 New 737,733
NOODLES & CO CL A 16,204 2,186 15.59 715,111
SIRONA DENTAL SYSTEMS INC COM 13,585 -30,618 (69.27) 176,633
RE MAX HLDGS INC CL A 4,523 412 10.03 143,641
INFOBLOX INC COM 2,855 2,855 New 198,656
NEW YORK & CO INC COM 1,520 66 4.53 515,225
KINDER MORGAN INC DEL WT EXP 052517 861 861 New 264,253
EQUINIX INC COM NEW -34,877 Sold Out 0
FACEBOOK INC CL A -59,979 Sold Out 0
FLEETMATICS GROUP PLC COM -23,523 Sold Out 0