TREMBLANT CAPITAL GROUP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 2
Increased Positions 14
Decreased Positions 25
Positions with Activity 39
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,933

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

Sector Weighting

Basic Materials 3.05%
Capital Goods 6.83%
Conglomerates 2.26%
Consumer Cyclical 2.34%
Consumer/Non-Cyclical 2.8%
Energy
Financial 2.84%
Healthcare 0%
Services 57.38%
Technology 14.96%
Transportation 2.54%
Utilities 0.07%

39 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 35,253 -7,439 (17.42) 1,372,265
FACEBOOK INC CL A 43,435 43,435 New 574,307
FIDELITY NATIONAL FINANCIAL IN CL A -24,367 Sold Out 0
NOODLES & CO CL A 56,882 39,612 229.37 2,355,365
RE MAX HLDGS INC CL A 4,782 27 .58 144,471
TAYLOR MORRISON HOME CORP CL A 22,061 412 1.90 1,112,494
TOWERS WATSON & CO CL A 19,340 -2,824 (12.74) 171,437
ZOETIS INC CL A -34,954 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 80,688 -12,146 (13.08) 480,287
CBS CORP (CLASS B) CL B 94,464 3,585 3.94 1,728,524
AIR PRODS & CHEMS INC COM 58,998 -37,356 (38.77) 405,902
AMAZON COM INC COM 114,269 14,760 14.83 341,062
COMMSCOPE HLDG CO INC COM 33,871 -2,123 (5.9) 1,526,389
CYRUSONE INC COM 43,608 23,306 114.79 1,584,607
DUNKIN BRANDS GROUP INC COM 130,497 33,836 35.00 2,744,994
ELLIE MAE INC COM 87,567 -12,318 (12.33) 2,130,590
EXPRESS SCRIPTS HLDG CO COM 73,191 -3,092 (4.05) 897,823
FORTINET INC COM 57,704 -5,212 (8.28) 2,111,777
GENERAL MTRS CO COM 45,239 -42,329 (48.34) 1,403,631
IMAX CORP COM 61,426 -12,891 (17.35) 1,959,980