Q3 2014 Holdings
Filed 2014-11-14 | 20 holdings | $82.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Soufun Hldgs LTD | ADR | 836034108 | $8.0K | 800,000 | 9.7% |
| Time Warner Inc | COM NEW | 887317303 | $7.5K | 100,000 | 9.1% |
| Google Inc | CL A | 38259P508 | $5.9K | 10,000 | 7.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $5.5K | 25,000 | 6.6% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $4.9K | 275,000 | 6.0% |
| Tesla Mtrs Inc(TSLA)Put | COM | 88160R101 | $4.9K | 20,000 | 5.9% |
| Trinet Group Inc(TNET) | COM | 896288107 | $4.8K | 185,037 | 5.8% |
| Youku Tudou IncCall | SPONSORED ADR | 98742U100 | $4.5K | 250,000 | 5.4% |
| Time Warner Cable Inc | COM | 88732J207 | $4.3K | 30,000 | 5.2% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $3.6K | 125,000 | 4.4% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $3.5K | 150,000 | 4.3% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $3.3K | 50,000 | 4.0% |
| Ascent Cap Group Inc(ASCMA) | COM SER A | 043632108 | $3.2K | 53,000 | 3.9% |
| Restoration Hardware Hldgs I | COM | 761283100 | $3.2K | 40,000 | 3.9% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $3.1K | 480,000 | 3.8% |
| Tubemogul Inc | COM | 898570106 | $2.9K | 250,000 | 3.5% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $2.8K | 50,000 | 3.4% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $2.5K | 20,000 | 3.0% |
| Kinder Morgan Inc del | *W EXP 05/25/201 | 49456B119 | $2.2K | 600,000 | 2.7% |
| Atmel Corp | COM | 049513104 | $1.8K | 225,000 | 2.2% |