TURNER INVESTMENTS, L.P. Information

1205 WESTLAKES DR, BERWYN, Pennsylvania, 19312, (484) 329-2300

Report Date: 12/31/2013

Position Statistics

Total Positions 695
New Positions 113
Increased Positions 277
Decreased Positions 391
Positions with Activity 668
Sold Out Positions 112
Total Mkt Value (in $ millions) 5,491

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

Sector Weighting

Basic Materials 5.62%
Capital Goods 4.98%
Conglomerates 0.38%
Consumer Cyclical 6.97%
Consumer/Non-Cyclical 4.19%
Energy 5.06%
Financial 11.03%
Healthcare 12.12%
Services 17.55%
Technology 27.03%
Transportation 3.4%
Utilities 0.34%

277 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOMEAWAY INC COM 60,880 1,791 3.03 1,684,098
AON PLC SHS CL A 54,452 40,743 297.21 662,916
SHUTTERFLY INC COM 40,809 3,835 10.37 969,115
MIDDLEBY CORP COM 38,701 16,810 76.79 146,724
MONOLITHIC PWR SYS INC COM 34,320 707 2.11 944,678
RITE AID CORP COM 30,295 6,086 25.14 4,231,177
PORTFOLIO RECOVERY ASSOCS INC COM 30,152 538 1.82 509,145
ACTAVIS PLC SHS 29,435 28,979 6,347.13 149,122
VITAMIN SHOPPE INC COM 29,030 8,615 42.20 627,008
KODIAK OIL & GAS CORP COM 28,204 8,142 40.58 2,063,240
ALEXION PHARMACEUTICALS INC COM 25,706 1,360 5.59 171,600
COOPER COS INC COM NEW 24,412 2,826 13.09 189,744
CROWN HOLDINGS INC COM 23,162 11,037 91.03 497,140
PAREXEL INTL CORP COM 23,028 20,556 831.88 459,174
PVH CORP COM 22,624 6,244 38.12 184,549
CORNERSTONE ONDEMAND INC COM 22,385 4,591 25.80 569,438
ON ASSIGNMENT INC COM 22,251 2,511 12.72 620,158
YELP INC CL A 22,011 2,299 11.66 339,309
TELEFLEX INC COM 20,327 2,394 13.35 199,594
INTERNATIONAL FLAVORS&FRAGRANC COM 19,588 674 3.56 205,885