Q3 2014 Holdings
Filed 2014-11-14 | 22 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | COM | 761283100 | $149.2K | 1,875,000 | 12.1% |
| Kate Spade & Co | COM | 485865109 | $136.4K | 5,200,000 | 11.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $120.8K | 2,150,000 | 9.8% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $118.7K | 835,000 | 9.6% |
| Liberty Global PLC | SHS CL A | G5480U104 | $74.4K | 1,750,000 | 6.0% |
| Avis Budget Group(CAR) | COM | 053774105 | $68.6K | 1,250,000 | 5.6% |
| Priceline GRP Inc | COM NEW | 741503403 | $63.7K | 55,000 | 5.2% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $60.5K | 400,000 | 4.9% |
| Liberty Global PLC | SHS CL C | G5480U120 | $60.3K | 1,470,000 | 4.9% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $58.7K | 310,400 | 4.8% |
| Avanir Pharmaceuticals Inc | CL A NEW | 05348P401 | $49.6K | 4,160,000 | 4.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $46.5K | 1,800,000 | 3.8% |
| Facebook Inc(META) | CL A | 30303M102 | $39.5K | 500,000 | 3.2% |
| Liberty Interactive Corp | LBT VENT COM A | 53071M880 | $38.0K | 1,000,000 | 3.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $33.0K | 400,000 | 2.7% |
| Linkedin Corp | COM CL A | 53578A108 | $31.2K | 150,000 | 2.5% |
| Solarcity Corp | COM | 83416T100 | $26.8K | 450,000 | 2.2% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $25.8K | 750,000 | 2.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $20.0K | 225,000 | 1.6% |
| Shire PLC | SPONSORED ADR | 82481R106 | $7.8K | 30,000 | 0.6% |
| Accelerate Diagnostics Inc | COM | 00430H102 | $5.4K | 250,000 | 0.4% |
| Radioshack Corp | COM | 750438103 | $347 | 350,000 | 0.0% |