Q4 2013 Holdings
Filed 2014-02-14 | 30 holdings | $224.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Soufun Hldgs LTD | ADR | 836034108 | $27.2K | 330,100 | 12.1% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $18.2K | 600,000 | 8.1% |
| Spdr Series Trust(XRT)Put | S&P RETAIL ETF | 78464A714 | $17.6K | 200,000 | 7.8% |
| Time Warner Cable Inc | COM | 88732J207 | $12.2K | 90,000 | 5.4% |
| Giant Interactive Group Inc | ADR | 374511103 | $11.2K | 1,000,000 | 5.0% |
| Select Sector Spdr TR(XLK)Put | TECHNOLOGY | 81369Y803 | $10.7K | 300,000 | 4.8% |
| Mercadolibre Inc(MELI)Put | COM | 58733R102 | $9.9K | 92,000 | 4.4% |
| Morgan Stanley(MS)Call | COM NEW | 617446448 | $9.4K | 300,000 | 4.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $8.9K | 50,000 | 4.0% |
| Time Warner Inc | COM NEW | 887317303 | $8.4K | 120,000 | 3.7% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $7.8K | 220,000 | 3.5% |
| Ishares(FXI)Put | CHINA LG-CAP ETF | 464287184 | $7.7K | 200,000 | 3.4% |
| Quiksilver Inc | COM | 74838C106 | $7.3K | 835,000 | 3.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $7.3K | 125,000 | 3.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $5.5K | 65,900 | 2.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $5.5K | 100,000 | 2.4% |
| Youku Tudou IncCall | SPONSORED ADR | 98742U100 | $5.5K | 180,300 | 2.4% |
| Questcor Pharmaceuticals IncPut | COM | 74835Y101 | $5.4K | 100,000 | 2.4% |
| Linkedin CorpPut | COM CL A | 53578A108 | $5.4K | 25,000 | 2.4% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $5.1K | 700,000 | 2.3% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $4.8K | 80,000 | 2.1% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $4.6K | 48,000 | 2.1% |
| Proshares TR(TBT) | PSHS ULTSH 20YRS | 74347B201 | $4.0K | 50,000 | 1.8% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $3.8K | 50,000 | 1.7% |
| Ascent Cap Group Inc(ASCMA) | COM SER A | 043632108 | $3.3K | 37,994 | 1.4% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $3.2K | 82,600 | 1.4% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $2.5K | 50,000 | 1.1% |
| Google Inc | CL A | 38259P508 | $2.2K | 2,000 | 1.0% |
| Vince Hldg Corp | COM | 92719W108 | $153 | 5,000 | 0.1% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $37 | 1,000 | 0.0% |