WHITE ELM CAPITAL, LLC Information

537 STEAMBOAT ROAD, GREENWICH, Connecticut, 06830, (203) 742-6000

Report Date: 03/31/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 15
Decreased Positions 13
Positions with Activity 28
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,152

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

Sector Weighting

Basic Materials
Capital Goods 4.03%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 22.7%
Healthcare
Services 46.94%
Technology 19.15%
Transportation 3.26%
Utilities

32 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OCWEN FINL CORP COM NEW 102,805 44,467 76.22 2,828,186
CHARTER COMMUNICATIONS INC DEL CL A NEW 101,310 24,189 31.36 621,040
ALTISOURCE PORTFOLIO SOLNS SA REG SHS 74,888 28,462 61.31 663,316
CROWN CASTLE INTL CORP COM 73,437 15,879 27.59 958,702
SBA COMMUNICATIONS CORP COM 72,983 -7,827 (9.69) 698,466
FACEBOOK INC CL A 65,654 -5,632 (7.9) 920,944
LIBERTY GLOBAL PLC SHS CL C 55,494 -6,862 (11) 1,335,589
LIBERTY INTERACTIVE CORP INT COM SER A 52,848 3,938 8.05 1,802,465
CARTER'S, INC. COM 48,155 -8,536 (15.06) 658,038
TRANSDIGM GROUP INC COM 46,420 -17,165 (27) 270,195
ALTISOURCE ASSET MGMT CORP COM 45,187 -4,780 (9.57) 64,553
DISCOVERY COMMUNICATNS NEW COM SER C 39,962 39,962 New 490,993
GOLAR LNG LTD BERMUDA SHS 37,509 -25,428 (40.4) 611,095
SALESFORCE COM INC COM 37,091 19,239 107.76 692,004
ZYNGA INC CL A 34,502 19,043 123.19 11,275,322
DOLLAR TREE INC COM 29,384 3,240 12.39 539,554
GUIDEWIRE SOFTWARE INC COM 29,368 New 772,227
AMTRUST FINL SVCS INC COM 25,276 25,276 New 610,385
MASTERCARD INC CL A 25,235 New 324,610
PRICELINE GRP INC COM NEW 22,296 -5,946 (21.05) 18,000