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) 1,172

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

Sector Weighting

Basic Materials 4.65%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.17%
Energy 8.96%
Financial
Healthcare 15.14%
Services 25.19%
Technology 11.04%
Transportation
Utilities

13 INCREASED 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 143,204 7,073 5.20 1,721,000
TABLEAU SOFTWARE INC CL A 104,403 59,257 131.26 1,107,724
CONSTELLATION BRANDS INC CL A 95,675 15,070 18.70 830,869
DOLLAR TREE INC COM 80,881 36,493 82.21 1,021,736
AMERICAN AIRLS GROUP INC COM 71,448 71,448 New 1,465,000
RESTAURANT BRANDS INTL INC COM 66,376 66,376 New 1,521,677
PLATFORM SPECIALTY PRODS CORP COM 38,889 38,889 New 1,483,169
CHARTER COMMUNICATIONS INC DEL CL A NEW 38,166 4,674 13.96 204,142
DISH NETWORK CORP CL A 32,843 32,843 New 433,000
PACIRA PHARMACEUTICALS INC COM 30,945 20,385 193.04 329,413
THORATEC CORP COM NEW 26,241 26,241 New 658,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 23,169 6,771 41.29 284,000
KLX INC COM 10,353 10,353 New 253,000