CIBELLI MARIO Information

6 EAST 43RD STREET, NEW YORK, New York, 10017,

Report Date: 09/30/2013

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 5
Decreased Positions 12
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 182

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 0.28%
Consumer Cyclical 14.13%
Consumer/Non-Cyclical
Energy 0%
Financial 5.07%
Healthcare
Services 67.27%
Technology 8.71%
Transportation
Utilities

17 Activity Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OUTERWALL INC COM 43,365 -27,062 (38.43) 665,000
SHUTTERFLY INC COM 18,401 -3,973 (17.76) 440,000
WESTERN UN CO COM 15,514 -394 (2.48) 985,000
LIBERTY INTERACTIVE CORP INT COM SER A 12,393 -729 (5.56) 425,000
EXPEDIA INC DEL COM NEW 9,929 6,064 156.88 140,000
XOOM CORP COM 5,609 -407 (6.77) 303,000
TRIPADVISOR INC COM 4,540 -458 (9.17) 54,500
SKULLCANDY INC COM 4,145 -912 (18.03) 500,000
BLACKHAWK NETWORK HLDGS INC CL A 4,105 3,483 560 165,000
WEIGHT WATCHERS INTL INC NEW COM 3,829 1,350 54.47 190,000
SAFEWAY INC COM NEW 3,761 3,761 New 110,000
GREEN DOT CORP CL A 3,620 -419 (10.38) 190,000
GOOGLE INC CL A 2,963 -329 (10) 5,400
GOOGLE INC CL C 2,897 -322 (10) 5,400
NETFLIX INC COM 1,631 -1,794 (52.38) 5,000
BLACKHAWK NETWORK HLDGS INC CL B 443 443 New 18,072
PANHANDLE OIL AND GAS INC CL A -978 Sold Out 0


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