ANTIPODEAN ADVISORS LLC Information

499 PARK AVENUE, 21ST FLOOR, NEW YORK, New York, 10022, (212) 339-5202

Report Date: 03/31/2015

Position Statistics

Total Positions 27
New Positions 7
Increased Positions 12
Decreased Positions 15
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,104

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.25%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.12%
Energy 7%
Financial
Healthcare 17.85%
Services 26.93%
Technology 9.9%
Transportation 1.53%
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALGREENS BOOTS ALLIANCE INC COM 131,228 -16,382 (11.1) 1,530,000
VALEANT PHARMACEUTICALS INTL I COM 128,780 -6,619 (4.89) 564,232
TABLEAU SOFTWARE INC CL A 114,842 -14,739 (11.38) 981,724
CONSTELLATION BRANDS INC CL A 83,737 -12,644 (13.12) 721,869
CHENIERE ENERGY INC COM NEW 77,287 -11,340 (12.8) 1,124,500
DOLLAR TREE INC COM 72,318 -9,533 (11.65) 902,736
AIR PRODS & CHEMS INC COM 68,983 20,639 42.69 498,000
RESTAURANT BRANDS INTL INC COM 66,410 6,243 10.38 1,679,577
THORATEC CORP COM NEW 50,982 21,872 75.14 1,152,400
WORKDAY INC CL A 49,626 15,530 45.55 653,834
NETFLIX INC COM 42,604 42,604 New 65,000
KRAFT FOODS GROUP INC COM 39,029 39,029 New 442,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 36,913 1,476 4.16 212,642
UNIVERSAL DISPLAY CORP COM 26,259 26,259 New 509,000
PLATFORM SPECIALTY PRODS CORP COM 24,066 -13,948 (36.69) 938,969
IAC INTERACTIVECORP COM PAR $.001 18,009 18,009 New 225,000
PACIRA PHARMACEUTICALS INC COM 17,319 -5,740 (24.89) 247,413
UNITED CONTL HLDGS INC COM 16,851 16,851 New 326,000
ILLUMINA INC COM 15,448 -25,599 (62.37) 70,000
NORTHSTAR RLTY FIN CORP COM NEW 14,301 14,301 New 900,000