| 1 |
PHILIP MORRIS INTL INC |
561,000 |
44,504 |
13.09% |
|
|
| 2 |
X21ST CENTURY FOX B |
1,120,515 |
30,332 |
8.92% |
|
|
| 3 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
45,000 |
28,727 |
8.45% |
|
|
| 4 |
STRATASYS LTD |
1,078,400 |
28,567 |
8.40% |
|
|
| 5 |
LIVEPERSON INC |
3,385,135 |
25,592 |
7.53% |
|
|
| 6 |
COPART INC |
542,400 |
17,845 |
5.25% |
|
|
| 7 |
MICROSOFT CORP |
400,000 |
17,704 |
5.21% |
|
|
| 8 |
WebMD Health Corp |
391,000 |
15,577 |
4.58% |
|
|
| 9 |
KENNAMETAL INC |
542,655 |
13,507 |
3.97% |
|
|
| 10 |
MALLINCKRODT PUB LTD CO SHS |
200,000 |
12,788 |
3.76% |
Put |
|
| 11 |
ARAMARK |
374,724 |
11,107 |
3.27% |
|
|
| 12 |
ZYNGA INC |
4,593,691 |
10,474 |
3.08% |
|
|
| 13 |
Acxiom Corp |
528,198 |
10,437 |
3.07% |
|
|
| 14 |
AKAMAI TECH |
144,870 |
10,005 |
2.94% |
|
|
| 15 |
AIR PRODS & CHEMS INC |
70,000 |
8,931 |
2.63% |
|
|
| 16 |
NETSCOUT SYS INC |
250,053 |
8,844 |
2.60% |
|
|
| 17 |
VERINT SYS INC COM |
187,614 |
8,096 |
2.38% |
|
|
| 18 |
STRATASYS LTD |
300,000 |
7,947 |
2.34% |
Call |
|
| 19 |
EZCORP INC CL A NON VTG |
1,234,570 |
7,617 |
2.24% |
|
|
| 20 |
JUNIPER NETWORKS |
243,368 |
6,257 |
1.84% |
|
|
| 21 |
EBAY INC |
220,400 |
5,387 |
1.58% |
|
|
| 22 |
EHEALTH INC COM |
195,894 |
2,509 |
0.74% |
|
|
| 23 |
REPROS THERAPEUTICS INC |
329,030 |
2,445 |
0.72% |
|
|
| 24 |
TRUECAR INC |
436,314 |
2,273 |
0.67% |
|
|
| 25 |
ROVI CORP COM EXCHANGEDFOR CU |
150,000 |
1,574 |
0.46% |
Call |
|
| 26 |
SOTHEBYS |
29,726 |
951 |
0.28% |
|
|
