Q2 2014 Holdings
Filed 2014-08-14 | 9 holdings | $676.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $342.5K | 1,750,000 | 50.7% |
| Liberty Global PLC | SHS CL C | G5480U120 | $84.0K | 1,985,000 | 12.4% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $76.1K | 1,048,250 | 11.3% |
| Scripps Networks Interact in | CL A COM | 811065101 | $50.7K | 625,000 | 7.5% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $32.4K | 955,000 | 4.8% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $30.4K | 225,000 | 4.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $25.1K | 150,000 | 3.7% |
| Popeyes LA Kitchen Inc | COM | 732872106 | $18.6K | 425,000 | 2.7% |
| Rockwood Hldgs Inc | COM | 774415103 | $16.3K | 215,000 | 2.4% |