Q4 2014 Holdings
Filed 2015-02-13 | 11 holdings | $1.1M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-02-24) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Target Corp(TGT)Put | COM | 87612E106 | $159.3K | 2,097,900 | 13.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $145.2K | 2,653,835 | 13.8% |
| Liberty Global PLC | SHS CL A | G5480U104 | $144.9K | 2,886,440 | 13.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $139.0K | 447,925 | 13.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $115.0K | 1,335,042 | 10.9% |
| Kate Spade & Co | COM | 485865109 | $93.2K | 2,911,423 | 8.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $89.3K | 261,441 | 8.5% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $87.6K | 1,173,301 | 8.3% |
| Monster Beverage Corp | COM | 611740101 | $84.3K | 777,955 | 8.0% |
| Mcgraw Hill Financial Inc | COM | 580645109 | $76.8K | 863,005 | 7.3% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $52.4K | 1,441,203 | 5.0% |
| Zillow Inc | CL A | 98954A107 | $26.3K | 248,192 | 2.5% |