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) 1,937

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 6.62%
Conglomerates 2.2%
Consumer Cyclical 2.38%
Consumer/Non-Cyclical 2.9%
Energy
Financial 2.98%
Healthcare 0%
Services 56.5%
Technology 15.64%
Transportation 2.45%
Utilities 0.06%

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATIONAL FINANCIAL IN CL A -24,367 Sold Out 0
INFOBLOX INC COM -3,943 Sold Out 0
NEW YORK & CO INC COM -1,252 Sold Out 0
SBA COMMUNICATIONS CORP COM -82,228 Sold Out 0
SIRONA DENTAL SYSTEMS INC COM -15,870 Sold Out 0
ZOETIS INC CL A -34,635 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 1,227 196 19.05 314,597
RE MAX HLDGS INC CL A 4,947 28 .58 144,471
TOWERS WATSON & CO CL A 19,491 -2,846 (12.74) 171,437
TAYLOR MORRISON HOME CORP CL A 20,225 378 1.90 1,112,494
MELCO CROWN ENTMT LTD ADR 32,838 -6,929 (17.42) 1,372,265
COMMSCOPE HLDG CO INC COM 34,313 -2,150 (5.9) 1,526,389
LIONS GATE ENTMNT CORP COM NEW 40,325 -6,354 (13.61) 1,289,570
TILE SHOP HLDGS INC COM 42,218 5,931 16.35 4,847,077
CYRUSONE INC COM 42,515 22,722 114.79 1,584,607
REALOGY HLDGS CORP COM 43,214 1,667 4.01 995,022
FACEBOOK INC CL A 45,876 45,876 New 574,307
GENERAL MTRS CO COM 46,053 -43,091 (48.34) 1,403,631
UNION PAC CORP COM 47,478 -26,739 (36.03) 400,763
OSI SYSTEMS INC COM 50,495 5,572 12.40 703,764