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) 1,159

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

Sector Weighting

Basic Materials 5.59%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.25%
Energy 6.21%
Financial
Healthcare 19.85%
Services 27.55%
Technology 9.67%
Transportation 1.59%
Utilities

27 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 84,047 -12,691 (13.12) 721,869
DISH NETWORK CORP CL A -28,149 Sold Out 0
GOPRO INC CL A 10,880 10,880 New 175,000
TABLEAU SOFTWARE INC CL A 125,111 -16,057 (11.38) 981,724
WORKDAY INC CL A 54,000 16,899 45.55 653,834
CHARTER COMMUNICATIONS INC DEL CL A NEW 39,196 1,567 4.16 212,642
AIR PRODS & CHEMS INC COM 64,770 19,379 42.69 498,000
AMERICAN AIRLS GROUP INC COM -58,058 Sold Out 0
DOLLAR TREE INC COM 70,892 -9,345 (11.65) 902,736
ILLUMINA INC COM 15,477 -25,648 (62.37) 70,000
KLX INC COM -9,968 Sold Out 0
KRAFT HEINZ CO COM 33,773 33,773 New 442,000
MICRON TECHNOLOGY INC COM -15,259 Sold Out 0
NETFLIX INC COM 49,750 49,750 New 455,000
PACIRA PHARMACEUTICALS INC COM 15,416 -5,109 (24.89) 247,413
PLATFORM SPECIALTY PRODS CORP COM 21,230 -12,304 (36.69) 938,969
RESTAURANT BRANDS INTL INC COM 67,334 6,330 10.38 1,679,577
SANDISK CORP COM -22,425 Sold Out 0
UNITED CONTL HLDGS INC COM 18,416 18,416 New 326,000
UNIVERSAL DISPLAY CORP COM 24,188 24,188 New 509,000