Q2 2013 Holdings
Filed 2013-08-14 | 30 holdings | $132.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carter Inc(CRI) | COM | 146229109 | $30.4K | 409,900 | 22.9% |
| Block H & R Inc(HRB) | COM | 093671105 | $20.1K | 725,000 | 15.2% |
| Block H & R Inc(HRB)Call | COM | 093671105 | $13.9K | 500,000 | 10.5% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $13.6K | 157,500 | 10.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $10.7K | 18,587 | 8.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $8.5K | 124,500 | 6.4% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $7.4K | 210,000 | 5.6% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $6.5K | 185,900 | 4.9% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $5.9K | 47,500 | 4.4% |
| Wisdomtree Trust(DXJ) | JAPN HEDGE EQT | 97717W851 | $5.5K | 120,000 | 4.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.7K | 20,000 | 2.8% |
| Colfax Corp | COM | 194014106 | $2.9K | 55,000 | 2.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $2.4K | 39,230 | 1.8% |
| The ADT Corporation | COM | 00101J106 | $1.4K | 35,000 | 1.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $143 | 5,000 | 0.1% |