Q2 2013 Holdings
Filed 2013-08-14 | 36 holdings | $501.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ebay Inc(EBAY)Call | COM | 278642103 | $46.5K | 900,000 | 9.3% |
| Linkedin CorpCall | COM CL A | 53578A108 | $35.7K | 200,000 | 7.1% |
| Google IncCall | CL A | 38259P508 | $35.2K | 40,000 | 7.0% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $27.8K | 100,000 | 5.5% |
| Visa Inc(V)Call | COM CL A | 92826C839 | $27.4K | 150,000 | 5.5% |
| Comcast Corp New(CMCSA)Call | CL A | 20030N101 | $25.1K | 600,000 | 5.0% |
| American Tower Corp New(AMT)Call | COM | 03027X100 | $23.4K | 320,000 | 4.7% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $19.9K | 600,000 | 4.0% |
| Liberty Global PLCCall | SHS CL A | G5480U104 | $18.5K | 250,000 | 3.7% |
| Bally Technologies Inc | COM | 05874B107 | $17.0K | 300,600 | 3.4% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $16.9K | 320,100 | 3.4% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $15.8K | 250,500 | 3.2% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $15.2K | 84,200 | 3.0% |
| News Corp | CL A | 65248E104 | $14.7K | 450,000 | 2.9% |
| Starwood Hotels&resorts Wrld | COM | 85590A401 | $14.2K | 225,234 | 2.8% |
| AOL Inc | COM | 00184X105 | $14.0K | 385,000 | 2.8% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $13.3K | 407,600 | 2.7% |
| Linkedin Corp | COM CL A | 53578A108 | $10.7K | 60,000 | 2.1% |
| Google Inc | CL A | 38259P508 | $10.6K | 12,000 | 2.1% |
| NCR Corp New(VYX) | COM | 62886E108 | $10.2K | 310,121 | 2.0% |
| Shfl Entmt Inc | COM | 78423R105 | $9.8K | 554,000 | 2.0% |
| Sothebys | COM | 835898107 | $9.5K | 250,000 | 1.9% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $9.3K | 151,440 | 1.9% |
| Digitalglobe Inc | COM NEW | 25389M877 | $9.3K | 300,000 | 1.9% |
| Dreamworks Animation SKG Inc | CL A | 26153C103 | $9.0K | 350,700 | 1.8% |
| American Tower Corp New(AMT) | COM | 03027X100 | $8.5K | 116,284 | 1.7% |
| Perfect World Co LTD | SPON ADR REP B | 71372U104 | $7.0K | 400,000 | 1.4% |
| Wyndham Worldwide CorpCall | COM | 98310W108 | $6.3K | 110,000 | 1.3% |
| Yahoo Inc | COM | 984332106 | $6.3K | 250,000 | 1.3% |
| Responsys Inc | COM | 761248103 | $4.2K | 295,698 | 0.8% |
| Soufun Hldgs LTD | ADR | 836034108 | $2.4K | 97,000 | 0.5% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $2.4K | 1,138,840 | 0.5% |
| Groupon Inc | COM CL A | 399473107 | $2.2K | 260,805 | 0.4% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $2.0K | 176,496 | 0.4% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $602 | 10,000 | 0.1% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $260 | 9,700 | 0.1% |