Q1 2015 Holdings
Filed 2015-05-18 | 272 holdings | $15.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $22.6K | 184,250 | 0.1% |
| Mosaic Co New(MOS)Call | COM | 61945C103 | $26.9K | 585,000 | 0.2% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $29.1K | 251,375 | 0.2% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $30.9K | 508,637 | 0.2% |
| Deere & Co(DE)Call | COM | 244199105 | $36.2K | 412,500 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $37.2K | 299,000 | 0.2% |
| Monster Beverage CorpCall | COM | 611740101 | $45.7K | 330,000 | 0.3% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $62.7K | 303,700 | 0.4% |
| Ishares TR(IWM)Put | RUSSELL 2000 ETF | 464287655 | $86.4K | 695,000 | 0.6% |
| Adma Biologics Inc(ADMA) | COM | 000899104 | $1.2M | 121,300 | 7.7% |
| Conmed Corp(CNMD) | COM | 207410101 | $3.4M | 67,239 | 22.1% |
| Accuray Inc(ARAY) | COM | 004397105 | $3.7M | 400,000 | 24.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.4M | 685,000 | 35.5% |