Q1 2014 Holdings
Filed 2014-05-15 | 12 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avis Budget Group(CAR) | COM | 053774105 | $487.0K | 10,000,000 | 24.0% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $447.1K | 4,489,493 | 22.0% |
| Facebook Inc(META) | CL A | 30303M102 | $301.2K | 5,000,000 | 14.8% |
| Hertz Global Holdings Inc | COM | 42805T105 | $213.1K | 8,000,000 | 10.5% |
| Solarwinds Inc | COM | 83416B109 | $149.2K | 3,500,000 | 7.3% |
| Solarcity Corp | COM | 83416T100 | $125.2K | 2,000,000 | 6.2% |
| Sunedison Inc | COM | 86732Y109 | $108.3K | 5,750,000 | 5.3% |
| American Rlty Cap Pptys Inc | COM | 02917T104 | $76.6K | 5,464,498 | 3.8% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $40.9K | 596,418 | 2.0% |
| Gamestop Corp New(GME)Put | CL A | 36467W109 | $36.2K | 1,092,300 | 1.8% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $29.6K | 500,000 | 1.5% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $17.8K | 595,831 | 0.9% |