CASCABEL MANAGEMENT LP Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-6780

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 10
Increased Positions 13
Decreased Positions 13
Positions with Activity 26
Sold Out Positions 5
Total Mkt Value (in $ millions) 145

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 3.74%
Consumer/Non-Cyclical 0%
Energy 4.61%
Financial 7.03%
Healthcare
Services 31.84%
Technology 43.44%
Transportation
Utilities

13 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SOUFUN HLDGS LTD ADR 22,397 2,042 10.03 1,650,500
YOUKU TUDOU INC SPONSORED ADR 15,612 2,602 20 600,000
GIANT INTERACTIVE GROUP INC ADR 11,690 1,169 11.11 1,000,000
VIPSHOP HLDGS LTD SPONSORED ADR 9,801 9,801 New 65,900
JPMORGAN CHASE & CO COM 6,903 6,903 New 125,000
ROWAN COMPANIES PLC SHS CL A 6,684 6,684 New 220,000
EBAY INC COM 5,497 5,497 New 100,000
MASONITE INTL CORP NEW COM 4,405 4,405 New 80,000
58 COM INC SPON ADR REP A 3,554 3,554 New 82,600
GOOGLE INC CL A 1,087 1,087 New 2,000
GOOGLE INC CL C 1,072 1,072 New 2,000
VINCE HLDG CORP COM 131 131 New 5,000
AUTOHOME INC SP ADR RP CL A 35 35 New 1,000