ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,181

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

Sector Weighting

Basic Materials 4.44%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.14%
Energy 8.44%
Financial
Healthcare 15.3%
Services 25.33%
Technology 10.5%
Transportation
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALGREENS BOOTS ALLIANCE INC COM 147,972 7,308 5.20 1,721,000
VALEANT PHARMACEUTICALS INTL I COM 124,828 -11,642 (8.53) 593,232
TABLEAU SOFTWARE INC CL A 113,431 64,381 131.26 1,107,724
CHENIERE ENERGY INC COM NEW 99,665 -71,686 (41.84) 1,289,500
CONSTELLATION BRANDS INC CL A 96,082 15,134 18.70 830,869
DOLLAR TREE INC COM 82,904 37,406 82.21 1,021,736
AMERICAN AIRLS GROUP INC COM 77,213 77,213 New 1,465,000
RESTAURANT BRANDS INTL INC COM 63,256 63,256 New 1,521,677
AIR PRODS & CHEMS INC COM 52,371 New 349,000
PLATFORM SPECIALTY PRODS CORP COM 40,313 40,313 New 1,483,169
WORKDAY INC CL A 39,770 -3,541 (8.18) 449,224
CHARTER COMMUNICATIONS INC DEL CL A NEW 37,919 4,644 13.96 204,142
ILLUMINA INC COM 35,264 -10,333 (22.66) 186,000
DISH NETWORK CORP CL A 30,271 30,271 New 433,000
PACIRA PHARMACEUTICALS INC COM 28,023 18,460 193.04 329,413
THORATEC CORP COM NEW 27,840 27,840 New 658,000
SANDISK CORP COM 24,629 -14,832 (37.59) 362,622
MICRON TECHNOLOGY INC COM 24,294 -34,106 (58.4) 832,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 24,018 7,019 41.29 284,000
KLX INC COM 10,563 10,563 New 253,000