Q3 2013 Holdings
Filed 2013-11-14 | 20 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $112.0K | 3,281,914 | 11.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $87.9K | 1,807,100 | 8.7% |
| Avis Budget Group(CAR) | COM | 053774105 | $82.1K | 2,847,200 | 8.1% |
| Groupon Inc | COM CL A | 399473107 | $74.7K | 6,663,543 | 7.4% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $67.2K | 1,152,000 | 6.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $65.4K | 384 | 6.4% |
| Facebook Inc(META) | CL A | 30303M102 | $60.0K | 1,194,250 | 5.9% |
| Endo Health Solutions Inc | COM | 29264F205 | $59.3K | 1,306,000 | 5.8% |
| Colfax Corp | COM | 194014106 | $58.5K | 1,035,000 | 5.8% |
| Google Inc | CL A | 38259P508 | $51.6K | 58,900 | 5.1% |
| Intercontinentalexchange Inc | COM | 45865V100 | $48.8K | 269,000 | 4.8% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $46.0K | 4,392,000 | 4.5% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $36.0K | 362,400 | 3.5% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $33.9K | 510,000 | 3.3% |
| Liberty Global PLC | SHS CL A | G5480U104 | $30.5K | 383,900 | 3.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $30.3K | 98,000 | 3.0% |
| Hertz Global Holdings Inc | COM | 42805T105 | $25.2K | 1,137,000 | 2.5% |
| Liberty Global PLC | SHS CL C | G5480U120 | $20.8K | 276,300 | 2.1% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $13.6K | 106,000 | 1.3% |
| Apple Inc(AAPL)Call | COM | 037833100 | $11.9K | 25,000 | 1.2% |