Q3 2013 Holdings
Filed 2013-11-12 | 20 holdings | $29.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $28.7M | 1,770,000 | 96.2% |
| Ishares Msci Emerging Markets ETF(EEM)Put | COM | 464287234 | $142.6K | 3,500,000 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $123.2K | 258,431 | 0.4% |
| Liberty Global PLC | SHS CL A | G5480U104 | $81.3K | 1,024,348 | 0.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $77.3K | 498,360 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $77.3K | 1,539,035 | 0.3% |
| Google Inc | CL A | 38259P508 | $76.9K | 87,749 | 0.3% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $69.3K | 698,912 | 0.2% |
| Priceline COM Inc | COM NEW | 741503403 | $64.6K | 63,922 | 0.2% |
| Questcor Pharmaceuticals IncPut | COM | 74835Y101 | $57.1K | 984,700 | 0.2% |
| L Brands Inc | COM | 501797104 | $56.1K | 918,618 | 0.2% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $50.3K | 2,377,845 | 0.2% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $47.9K | 435,000 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $47.0K | 245,773 | 0.2% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $36.6K | 1,310,000 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $36.1K | 1,150,000 | 0.1% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $35.1K | 361,485 | 0.1% |
| Questcor Pharmaceuticals Inc | COM | 74835Y101 | $30.8K | 531,568 | 0.1% |
| Dineequity Inc(DIN) | COM | 254423106 | $19.8K | 286,428 | 0.1% |
| Radioshack Corp | COM | 750438103 | $7.3K | 2,140,000 | 0.0% |