Q4 2013 Holdings
Filed 2014-02-13 | 78 holdings | $187.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $20.5K | 375,000 | 11.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $14.6K | 125,000 | 7.8% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $14.5K | 250,000 | 7.7% |
| Endo Health Solutions Inc | COM | 29264F205 | $13.5K | 200,000 | 7.2% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $13.2K | 375,000 | 7.0% |
| Liberty Global PLC | SHS CL A | G5480U104 | $11.1K | 125,000 | 5.9% |
| Yahoo Inc | COM | 984332106 | $10.1K | 250,000 | 5.4% |
| Rockwood Hldgs Inc | COM | 774415103 | $9.0K | 125,000 | 4.8% |
| Pandora Media Inc | COM | 698354107 | $6.7K | 250,000 | 3.6% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $6.6K | 100,000 | 3.5% |
| Carter Inc(CRI) | COM | 146229109 | $6.3K | 87,500 | 3.4% |
| Priceline COM Inc | COM NEW | 741503403 | $5.8K | 5,000 | 3.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.6K | 25,000 | 3.0% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $5.3K | 75,000 | 2.8% |
| General Mtrs Co(GM) | COM | 37045V100 | $5.1K | 125,000 | 2.7% |
| Restoration Hardware Hldgs I | COM | 761283100 | $5.0K | 75,000 | 2.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.0K | 12,500 | 2.7% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $4.8K | 62,500 | 2.6% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $4.4K | 37,500 | 2.4% |
| Liberty Global PLC | SHS CL C | G5480U120 | $4.2K | 50,000 | 2.3% |
| Yelp Inc(YELP) | CL A | 985817105 | $3.4K | 50,000 | 1.8% |
| Harbinger Group Inc | COM | 41146A106 | $3.0K | 250,000 | 1.6% |
| Whitewave Foods Co | COM CL A | 966244105 | $2.9K | 125,000 | 1.5% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $2.5K | 62,500 | 1.3% |
| Envision Healthcare Hldgs in | COM | 29413U103 | $2.2K | 62,500 | 1.2% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $1.9K | 62,500 | 1.0% |