| 1 |
TIME WARNER INC NEW |
736,500 |
101,033 |
17.15% |
|
|
| 2 |
TWENTY FIRST CENTY FOX INC |
2,919,354 |
90,850 |
15.42% |
|
|
| 3 |
MICROSOFT CORP |
1,563,800 |
64,100 |
10.88% |
|
|
| 4 |
SCHWAB CHARLES CORP |
2,109,000 |
57,639 |
9.78% |
|
|
| 5 |
RSX - Market Vectors Russia ETF |
2,000,000 |
47,980 |
8.14% |
Put |
|
| 6 |
POST HLDGS INC |
861,911 |
47,509 |
8.06% |
|
|
| 7 |
VISA INC |
205,804 |
44,425 |
7.54% |
|
|
| 8 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
37,875 |
42,212 |
7.16% |
|
|
| 9 |
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR |
1,712,470 |
38,325 |
6.51% |
|
|
| 10 |
MICROSOFT CORP |
800,000 |
32,792 |
5.57% |
Call |
|
| 11 |
WASTE CONNECTIONS INC |
880,372 |
22,282 |
3.78% |
|
|
