| 1 |
AKAMAI TECHNOLOGIES INC |
261,252 |
18,241 |
4.38% |
|
|
| 2 |
Acxiom Corp |
146,800 |
2,581 |
0.62% |
|
|
| 3 |
COPART INC |
542,400 |
19,244 |
4.62% |
|
|
| 4 |
CTRIP COM INTL LTD |
39,761 |
2,887 |
0.69% |
|
|
| 5 |
EBAY INC |
220,400 |
13,277 |
3.19% |
|
|
| 6 |
EHEALTH INC COM |
448,494 |
5,691 |
1.37% |
|
|
| 7 |
EZCORP INC CL A NON VTG |
2,607,831 |
19,376 |
4.66% |
|
|
| 8 |
INSULET CORPORATION |
150,613 |
4,667 |
1.12% |
|
|
| 9 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
75,000 |
40,503 |
9.73% |
|
|
| 10 |
JUNIPER NETWORKS |
293,468 |
7,621 |
1.83% |
|
|
| 11 |
KENNAMETAL INC |
542,655 |
18,515 |
4.45% |
|
|
| 12 |
LIVEPERSON INC |
3,949,177 |
38,741 |
9.31% |
|
|
| 13 |
MALLINCKRODT PUB LTD CO |
200,000 |
23,544 |
5.66% |
Put |
|
| 14 |
MICROSOFT CORP |
400,000 |
17,660 |
4.24% |
|
|
| 15 |
PHILIP MORRIS INTL INC |
601,100 |
48,190 |
11.58% |
|
|
| 16 |
RALPH LAUREN CORP |
22,200 |
2,938 |
0.71% |
|
|
| 17 |
REPROS THERAPEUTICS INC |
329,030 |
2,353 |
0.57% |
|
|
| 18 |
STRATASYS LTD |
1,100,000 |
38,423 |
9.23% |
|
|
| 19 |
STRATASYS LTD |
200,000 |
6,986 |
1.68% |
Call |
|
| 20 |
TRUECAR INC |
1,033,115 |
12,387 |
2.98% |
|
|
| 21 |
TWENTY FIRST CENTY FOX INC |
1,250,000 |
40,275 |
9.68% |
|
|
| 22 |
WEBMD HEALTH CORP |
278,644 |
12,338 |
2.96% |
|
|
| 23 |
ZYNGA INC |
6,892,518 |
19,713 |
4.74% |
|
|
