MIURA GLOBAL MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-8822

Report Date: 03/31/2015

Position Statistics

Total Positions 29
New Positions 8
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,555

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 5.57%
Consumer/Non-Cyclical 12.39%
Energy 0.65%
Financial
Healthcare 7.12%
Services 58.66%
Technology 3.38%
Transportation
Utilities

29 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RESTORATION HARDWARE HLDGS INC COM 130,997 -57,163 (30.38) 1,336,700
CHARTER COMMUNICATIONS INC DEL CL A NEW 130,193 52,077 66.67 750,000
DOLLAR TREE INC COM 120,165 120,165 New 1,500,000
LIBERTY GLOBAL PLC SHS CL A 103,493 13,618 15.15 1,900,000
FLEETCOR TECHNOLOGIES INC COM 99,054 -25,738 (20.63) 635,000
CONSTELLATION BRANDS INC CL A 90,480 41,180 83.53 780,000
KATE SPADE & CO COM 86,604 -36,345 (29.56) 4,015,000
GRUBHUB INC COM 85,034 85,034 New 2,685,000
LIBERTY GLOBAL PLC SHS CL C 84,826 36,281 74.74 1,660,000
ALLERGAN PLC SHS 76,234 76,234 New 248,391
JD COM INC SPON ADR CL A 66,500 -8,313 (11.11) 2,000,000
VIPSHOP HLDGS LTD SPONSORED ADR 60,024 10,651 21.57 2,705,000
KRAFT FOODS GROUP INC COM 52,980 52,980 New 600,000
WALGREENS BOOTS ALLIANCE INC COM 49,318 49,318 New 575,000
WHITEWAVE FOODS CO COM 49,240 17,234 53.85 1,000,000
TIME WARNER CABLE INC COM 47,109 47,109 New 260,000
AVIS BUDGET GROUP COM 44,100 -4,410 (9.09) 1,000,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 42,911 New 1,100,000
ZOES KITCHEN INC COM 38,713 28,525 280 950,000
LINKEDIN CORP COM CL A 37,433 New 180,000