VICTORIA 1522 INVESTMENTS, LP Information

244 CALIFORNIA, SUITE 610, SAN FRANCISCO, California, 94111, (415) 228-3233

Report Date: 09/30/2014

Position Statistics

Total Positions 11
New Positions 1
Increased Positions 2
Decreased Positions 9
Positions with Activity 11
Sold Out Positions 3
Total Mkt Value (in $ millions) 9

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

Sector Weighting

Basic Materials 7.85%
Capital Goods
Conglomerates
Consumer Cyclical 16.23%
Consumer/Non-Cyclical 13.37%
Energy
Financial
Healthcare
Services 40.86%
Technology 21.68%
Transportation
Utilities

2 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 1,416 204 16.86 7,070
POSCO SPONSORED ADR 262 262 New 4,800


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