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Institutional Investment Manager
PICTON MAHONEY ASSET MANAGEMENT
PICTON MAHONEY ASSET MANAGEMENT (CIK: 0001539041), located at 33 Yonge Street, Suite 320, Toronto, A6. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001539041-14-000005) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
201 Aaron's Inc 206,400 5,020 0.27% SH
202 GENERAL DYNAMICS CORP 40,000 5,083 0.27% SH
203 MASCO CORP 214,500 5,131 0.28% SH
204 ELLIE MAE INCORPORATED 159,500 5,199 0.28% SH
205 MOTORCAR PTS AMER INC 191,217 5,202 0.28% SH
206 CONAGRA BRANDS INC 166,800 5,511 0.30% SH
207 MATERIALISE NV 510,700 5,735 0.31% SH
208 LEAR CORP 66,500 5,746 0.31% SH
209 AMDOCS LTD 126,800 5,818 0.31% SH
210 AGILENT TECHNOLOGIES INC 109,200 6,222 0.34% SH
211 ASSURED GUARANTY LTD COM 282,900 6,269 0.34% SH
212 EDISON INTL 112,800 6,307 0.34% SH
213 QUANTA SVCS INC 173,900 6,312 0.34% SH
214 CEDAR FAIR L P 135,800 6,420 0.35% SH
215 HCA HOLDINGS INC 97,700 6,889 0.37% SH
216 TOWERS WATSON & CO 72,600 7,224 0.39% SH
217 NELNET INC 168,575 7,264 0.39% SH
218 NEXTERA ENERGY INC 77,800 7,304 0.39% SH
219 LAZARD LTD 145,300 7,366 0.40% SH
220 BANK MARIN BANCORP 436,800 7,448 0.40% SH
221 SALESFORCE COM INC 130,900 7,531 0.41% SH
222 BIG LOTS INC 192,500 8,288 0.45% SH
223 BUNGE LIMITED 100,300 8,449 0.46% SH
224 AON PLC 96,900 8,495 0.46% SH
225 RAYMOND JAMES FINANC 160,400 8,595 0.46% SH
226 ELEMENTS S&P COMMODITY TRENDS INDICATOR -- TOTAL RETURN ETN 400,000 8,765 0.47% SH
227 REGIONS FINANCIAL CORP NEW 895,400 8,989 0.49% SH
228 SPANSION INC 407,403 9,284 0.50% SH
229 IHS INC A 76,000 9,516 0.51% SH
230 CBRE GROUP INC 322,100 9,578 0.52% SH
231 VERIZON COMMUNICATIONS INC 192,200 9,609 0.52% SH
232 SPRINGLEAF HLDGS INC 304,857 9,735 0.53% SH
233 HFF INC 344,500 9,974 0.54% SH
234 XL Group plc 307,000 10,184 0.55% SH
235 TIME WARNER INC 92,300 10,384 0.56% SH
236 Nielsen Holdings B.V. 235,900 10,458 0.57% SH
237 PROGRESSIVE CORP OHIO 417,900 10,564 0.57% SH
238 E M C CORP MASS COM 361,300 10,572 0.57% SH
239 BLOCK H & R INC 349,600 10,842 0.59% SH
240 Patterson UTI Energy Inc Com 354,100 11,518 0.62% SH
241 SKYWORKS SOLUTIONS INC 200,900 11,663 0.63% SH
242 CHARLES RIV LABS INTL INC 196,500 11,740 0.63% SH
243 ALLISON TRANSMISSION HLDGS INC COM 414,000 11,795 0.64% SH
244 GRAPHIC PACKAGING HLDG CO 974,800 12,117 0.65% SH
245 CELGENE CORP 128,300 12,160 0.66% SH
246 CIT GROUP INC 266,600 12,253 0.66% SH
247 CVS HEALTH CORP 160,200 12,750 0.69% SH
248 CARDINAL HEALTH INC 171,500 12,850 0.69% SH
249 SOUTHWEST AIRLS CO 392,000 13,237 0.72% SH
250 TE CONNECTIVITY LTD 242,800 13,424 0.73% SH
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