ANTIPODEAN ADVISORS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 33
New Positions 6
Increased Positions 10
Decreased Positions 23
Positions with Activity 33
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,129

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.86%
Energy 16.18%
Financial 0.9%
Healthcare 16.25%
Services 36.33%
Technology 18.03%
Transportation
Utilities

33 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AERCAP HOLDINGS NV SHS -95,368 Sold Out 0
AMTRUST FINL SVCS INC COM -8,472 Sold Out 0
BEST BUY INC COM -18,861 Sold Out 0
FACEBOOK INC CL A -40,607 Sold Out 0
GOOGLE INC CL A -6,051 Sold Out 0
GOOGLE INC CL C -5,951 Sold Out 0
GRACE W R & CO DEL NEW COM -34,251 Sold Out 0
HERBALIFE LTD COM USD SHS -52,980 Sold Out 0
LOWES COS INC COM -30,885 Sold Out 0
MEDIVATION INC COM -37,023 Sold Out 0
MONDELEZ INTL INC CL A -12,237 Sold Out 0
MYRIAD GENETICS INC COM -11,130 Sold Out 0
NU SKIN ENTERPRISES INC CL A -18,277 Sold Out 0
PANDORA MEDIA INC COM -30,900 Sold Out 0
SIRIUS XM HLDGS INC COM -12,728 Sold Out 0
LANDS END INC NEW COM 3,226 2,988 1,256.15 85,668
UNILIFE CORP NEW COM 4,763 4,227 787.56 1,784,000
BOFI HLDG INC COM 10,165 10,165 New 140,000
SEARS HLDGS CORP COM 10,993 10,183 1,256.19 284,800
ZULILY INC CL A 13,076 -6,553 (33.39) 366,383