Q2 2015 Holdings
Filed 2015-08-13 | 57 holdings | $155.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $23.9K | 700,000 | 15.4% |
| Madison Square Garden Co | CL A | 55826P100 | $18.8K | 225,000 | 12.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.9K | 25,000 | 7.0% |
| Facebook Inc(META) | CL A | 30303M102 | $10.7K | 125,000 | 6.9% |
| Macquarie Infrastructure COR | COM | 55608B105 | $10.3K | 125,000 | 6.6% |
| Terraform PWR Inc | CL A COM | 88104R100 | $9.5K | 250,000 | 6.1% |
| Impax Laboratories Inc | COM | 45256B101 | $9.2K | 200,000 | 5.9% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $7.7K | 50,000 | 5.0% |
| Sunedison Inc | COM | 86732Y109 | $7.5K | 250,000 | 4.8% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $6.9K | 87,500 | 4.4% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $6.9K | 300,000 | 4.4% |
| CDK Global Inc(CDK) | COM | 12508E101 | $6.7K | 125,000 | 4.3% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $6.3K | 75,000 | 4.1% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $5.5K | 50,000 | 3.5% |
| Arris Group Inc New | COM | 04270V106 | $5.4K | 175,000 | 3.4% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $4.8K | 25,000 | 3.1% |
| IHS Inc | CL A | 451734107 | $3.2K | 25,000 | 2.1% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $936 | 25,000 | 0.6% |
| SFX Entmt IncPut | COM | 784178303 | $448 | 100,000 | 0.3% |