Location
New York, NY
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
37
Total value ($000)
$219,519
Net value change ($000)
+30,937 (16.4%)
New positions
4
Sold out positions
4
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHUTTERFLY INC 26,407 73.5%
WORLD WRESTLING ENTERTAINMENT, LLC 6,637 45.5%
Xoom Corporation 5,839 53.3%
BLACKHAWK NETWORK HOLDING INC 4,996 69.4%
EBAY 3,438 179.1%
ACTG 3,209 NEW
PETSMART 2,067 NEW
OPLN 1,821 NEW
GDOT 1,595 28.8%
HSN INC COM 1,195 NEW
Top Reduces (Value $000, Stocks/ETFs)
OUTERWALL INC R0 -11,846 -66.4%
COACH INC -3,648 -100.0%
WU -3,297 -22.4%
WTW -1,910 -100.0%
NFLX -1,841 -100.0%
Alphabet Inc. Class C -1,705 -28.2%
AAPL -1,496 -20.5%
ALSN -1,381 -100.0%
NUVEEN MUNICIPAL OPPORTUNITY -230 -24.2%
WESTERN ASSET MUNICIPAL PARTNERS FUND INC. -207 -26.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type