UNION POINT ADVISORS, LLC Information

155 BOVET ROAD, SUITE 500, SAN MATEO, California, 94402, (650) 425-6033

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 9
Increased Positions 14
Decreased Positions 18
Positions with Activity 32
Sold Out Positions 13
Total Mkt Value (in $ millions) 211

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

Sector Weighting

Basic Materials 5.86%
Capital Goods
Conglomerates
Consumer Cyclical 16.64%
Consumer/Non-Cyclical
Energy
Financial 5.05%
Healthcare
Services 11.06%
Technology 54.49%
Transportation
Utilities

32 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARM HLDGS PLC SPONSORED ADR 23,818 23,818 New 480,303
WHIRLPOOL CORP COM 19,825 416 2.14 98,613
SALESFORCE COM INC COM 16,296 -227 (1.37) 243,774
BORGWARNER INC COM 15,331 5,137 50.39 250,917
APPLE INC COM 14,132 889 6.71 111,828
SERVICENOW INC COM 13,420 13,420 New 168,931
CROWN CASTLE INTL CORP NEW COM 13,181 13,181 New 156,191
APPLIED MATLS INC COM 12,790 5,405 73.19 561,697
PRECISION CASTPARTS CORP COM 12,374 12,374 New 58,483
MAXIM INTEGRATED PRODS INC COM 11,865 11,865 New 339,244
MASTERCARD INC CL A 10,680 10,680 New 121,819
COMCAST CORP NEW CL A 10,189 -4,746 (31.78) 179,981
FREESCALE SEMICONDUCTOR LTD SHS 9,561 9,561 New 230,498
FACEBOOK INC CL A 9,290 -9,259 (49.92) 111,666
ALIBABA GROUP HLDG LTD SPONSORED ADS 7,057 2,982 73.17 84,117
PATTERN ENERGY GROUP INC CL A 5,523 -2,382 (30.14) 194,188
SOLARCITY CORP COM 3,964 -6,480 (62.05) 78,380
VIVINT SOLAR INC COM 1,534 1,534 New 129,931
GOPRO INC CL A 481 481 New 11,026
AMTECH SYS INC COM PAR $0.01N -324 Sold Out 0


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