Q2 2013 Holdings
Filed 2013-08-14 | 24 holdings | $189.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD)Call | GOLD SHS | 78463V107 | $41.7K | 350,000 | 22.0% |
| Soufun Hldgs LTD | ADR | 836034108 | $19.4K | 780,000 | 10.2% |
| Giant Interactive Group Inc | ADR | 374511103 | $10.8K | 1,350,000 | 5.7% |
| Linkedin CorpPut | COM CL A | 53578A108 | $9.8K | 55,000 | 5.2% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $9.4K | 351,700 | 5.0% |
| Mercadolibre Inc(MELI)Put | COM | 58733R102 | $7.8K | 72,000 | 4.1% |
| Tivo Inc | COM | 888706108 | $7.7K | 700,000 | 4.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $7.7K | 550,000 | 4.1% |
| Proshares TR(TBT) | PSHS ULTSH 20YRS | 74347B201 | $7.2K | 100,000 | 3.8% |
| Halcon RES Corp | COM NEW | 40537Q209 | $7.1K | 1,250,000 | 3.7% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $6.7K | 350,000 | 3.5% |
| Amazon COM Inc(AMZN)Put | COM | 023135106 | $5.6K | 20,000 | 2.9% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $5.5K | 48,000 | 2.9% |
| Companhia de Bebidas DAS AME | SPON ADR PFD | 20441W203 | $5.2K | 140,000 | 2.8% |
| Kinder Morgan Inc del | *W EXP 05/25/201 | 49456B119 | $5.1K | 1,000,000 | 2.7% |
| Dice Hldgs Inc | COM | 253017107 | $5.1K | 554,474 | 2.7% |
| Ascent Cap Group Inc(ASCMA) | COM SER A | 043632108 | $4.7K | 60,600 | 2.5% |
| Time Warner Cable Inc | COM | 88732J207 | $4.5K | 40,000 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $4.0K | 10,000 | 2.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $3.9K | 132,594 | 2.0% |
| Ishares TR(EEM)Put | MSCI EMERG MKT | 464287234 | $3.9K | 100,000 | 2.0% |
| Quiksilver Inc | COM | 74838C106 | $3.4K | 535,000 | 1.8% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $2.2K | 70,850 | 1.1% |
| Bazaarvoice Inc | COM | 073271108 | $1.4K | 150,000 | 0.7% |