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) 2,062

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

Sector Weighting

Basic Materials 4.29%
Capital Goods 7.64%
Conglomerates 0.93%
Consumer Cyclical 4.59%
Consumer/Non-Cyclical 4.45%
Energy
Financial 3.9%
Healthcare 2.05%
Services 52.59%
Technology 13.33%
Transportation 3.21%
Utilities 0.05%

44 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 47,827 7,121 17.49 1,661,816
FACEBOOK INC CL A -59,208 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A 24,367 6,264 34.61 743,815
NOODLES & CO CL A 14,538 1,961 15.59 715,111
RE MAX HLDGS INC CL A 4,418 403 10.03 143,641
TAYLOR MORRISON HOME CORP CL A 21,922 1,661 8.20 1,091,727
TOWERS WATSON & CO CL A 21,611 1,691 8.49 196,467
ZOETIS INC CL A 27,964 -33,918 (54.81) 796,029
CHARTER COMMUNICATIONS INC DEL CL A NEW 85,800 -23,068 (21.19) 552,583
CBS CORP (CLASS B) CL B 99,809 13,892 16.17 1,662,931
AIR PRODS & CHEMS INC COM 88,432 -8,278 (8.56) 662,911
AMAZON COM INC COM 101,527 65,285 180.14 297,009
COMMSCOPE HLDG CO INC COM 41,946 3,198 8.25 1,622,042
CYRUSONE INC COM 19,203 19,203 New 737,733
DUNKIN BRANDS GROUP INC COM 89,057 24,146 37.20 2,033,264
ELLIE MAE INC COM 85,790 -114 (0.13) 2,430,308
EXPRESS SCRIPTS HLDG CO COM 70,256 22,294 46.48 935,754
FLEETMATICS GROUP PLC COM -25,531 Sold Out 0
FORTINET INC COM 59,577 -18,644 (23.84) 2,302,506
GENERAL MTRS CO COM 94,687 -23,962 (20.2) 2,716,982