CIBELLI MARIO Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 24
New Positions 4
Increased Positions 10
Decreased Positions 8
Positions with Activity 18
Sold Out Positions 0
Total Mkt Value
(in $ millions)
177

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 26.2%
Consumer/Non-Cyclical
Energy 0.5%
Financial 4.55%
Healthcare
Services 63.56%
Technology 5.04%
Transportation
Utilities

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

24 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 2,400 -12,662 (84.07) 10,500
PANDORA MEDIA INC COM 379 -585 (60.68) 23,000
SHUTTERFLY INC COM 40,471 -20,580 (33.71) 833,600
EXPEDIA INC DEL COM NEW 3,317 -1,557 (31.95) 57,500
TRIPADVISOR INC COM 4,330 -1,907 (30.57) 70,400
GOOGLE INC CL A 5,683 -1,393 (19.69) 6,389
ACACIA RESH CORP ACACIA TCH COM 590 -118 (16.67) 25,000
FACEBOOK INC CL A 1,416 -252 (15.08) 56,300
APPLE INC COM 1,465 1,465 New 3,320
BARCLAYS BK PLC IPATH S&P500 VIX 279 279 New 15,000
COACH INC COM 2,539 2,539 New 43,000
DECKERS OUTDOOR CORP COM 1,097 New 20,000
DIRECTV COM 960 960 New 15,000
GREEN DOT CORP CL A 4,057 New 222,400
LIBERTY INTERACTIVE CORP LBT VENT COM A 3,434 New 43,199
PANHANDLE OIL AND GAS INC CL A 878 New 30,000
SPDR GOLD TRUST GOLD SHS 3,417 New 25,900
WAL-MART STORES INC COM 277 New 3,600
LIBERTY INTERACTIVE CORP INT COM SER A 10,715 2 .02 467,900
WORLD WRESTLING ENTMT INC CL A 7,751 181 2.39 857,400

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