Q3 2014 Holdings
Filed 2014-11-14 | 10 holdings | $627.5K | 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 | $295.5K | 1,500,000 | 47.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $88.2K | 2,150,000 | 14.1% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $64.7K | 1,735,000 | 10.3% |
| Scripps Networks Interact in | CL A COM | 811065101 | $50.8K | 650,000 | 8.1% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $35.0K | 1,080,000 | 5.6% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $26.1K | 200,000 | 4.2% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $24.9K | 135,000 | 4.0% |
| Realogy Hldgs Corp | COM | 75605Y106 | $21.4K | 575,000 | 3.4% |
| Popeyes LA Kitchen Inc | COM | 732872106 | $17.2K | 425,000 | 2.7% |
| Rockwood Hldgs Inc | COM | 774415103 | $3.8K | 50,000 | 0.6% |