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) 1,545

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

Sector Weighting

Basic Materials 2.85%
Capital Goods 9.65%
Conglomerates 3.5%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.42%
Energy
Financial 2.81%
Healthcare
Services 56.76%
Technology 12.59%
Transportation 1.42%
Utilities 0.09%

37 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
FACEBOOK INC CL A -46,390 Sold Out 0
FORTINET INC COM -71,199 Sold Out 0
GENERAL MTRS CO COM -51,429 Sold Out 0
LIONS GATE ENTMNT CORP COM NEW -39,680 Sold Out 0
TOWERS WATSON & CO CL A -22,215 Sold Out 0
YAHOO INC COM -72,618 Sold Out 0
PROCTER & GAMBLE CO COM 6,440 -43,878 (87.2) 78,038
ROYAL CARIBBEAN CRUISES LTD COM 32,689 -107,016 (76.6) 413,622
OSI SYSTEMS INC COM 20,860 -31,901 (60.46) 278,242
RE MAX HLDGS INC CL A 2,111 -2,740 (56.49) 62,862
EXPRESS SCRIPTS HLDG CO COM 38,393 -38,416 (50.02) 448,774
NORWEGIAN CRUISE LINE HLDGS LT SHS 51,081 -50,731 (49.83) 978,368
UNION PAC CORP COM 21,988 -21,462 (49.4) 202,807
AIR PRODS & CHEMS INC COM 43,947 -16,877 (27.75) 293,275
AON PLC SHS CL A 43,458 -13,892 (24.22) 451,891
ELLIE MAE INC COM 94,360 -24,292 (20.47) 1,694,387
TRANSDIGM GROUP INC COM 58,175 -14,765 (20.24) 265,177
WYNDHAM WORLDWIDE CORP COM 53,247 -12,121 (18.54) 596,139
IMAX CORP COM 59,551 -10,989 (15.58) 1,654,649
CHARTER COMMUNICATIONS INC DEL CL A NEW 81,201 -8,488 (9.46) 434,833