SCFF MANAGEMENT LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (10 quarters reported)

$169M $31.6M

Q2 13 Q4 13 Q2 14 Q4 14 Q2 15 Q3 15

$84.9M in Q2 2013 → $31.6M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2015. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
BN Barracuda Networks Inc	46.2%	Unchanged	938,591	$14.6M
Green Dot Corp.	39.7%	Unchanged	712,969	$12.5M
C Cafepress Inc	14.1%	Unchanged	1,036,709	$4.45M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2015 · filed November 13, 2015

No position changes this quarter.

quarter ended June 30, 2015 · filed August 13, 2015

Company	Action	Shares changed	Value of change	% of portfolio
BN Barracuda Networks Inc	Trimmed	−375,438	−$14.9M	67.0%

quarter ended March 31, 2015 · filed May 13, 2015

No position changes this quarter.

quarter ended December 31, 2014 · filed February 11, 2015

Company	Action	Shares changed	Value of change	% of portfolio
Green Dot Corp.	Trimmed	−1,413,851	−$29M	22.8%

quarter ended September 30, 2014 · filed November 04, 2014

Company	Action	Shares changed	Value of change	% of portfolio
Amazon.com Inc	Exited	−79,032	−$25.7M	—
BN Barracuda Networks Inc	Trimmed	−187,719	−$4.82M	41.1%

quarter ended June 30, 2014 · filed August 08, 2014

No position changes this quarter.

quarter ended March 31, 2014 · filed May 05, 2014

Company	Action	Shares changed	Value of change	% of portfolio
Green Dot Corp.	Trimmed	−700,929	−$13.7M	33.1%

quarter ended December 31, 2013 · filed February 12, 2014

Company	Action	Shares changed	Value of change	% of portfolio
BN Barracuda Networks Inc	New	+1,501,748	+$59.6M	35.3%
Amazon.com Inc	Trimmed	−2	−$798	18.7%

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