MIURA GLOBAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 14
Decreased Positions 10
Positions with Activity 24
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,399

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 18.19%
Consumer/Non-Cyclical 5.63%
Energy
Financial
Healthcare 0%
Services 59.76%
Technology 10.22%
Transportation
Utilities

25 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KATE SPADE & CO COM 193,629 16,985 9.62 5,700,000
RESTORATION HARDWARE HLDGS INC COM 176,429 4,135 2.40 1,920,000
FLEETCOR TECHNOLOGIES INC COM 129,792 -5,678 (4.19) 800,000
LIBERTY GLOBAL PLC SHS CL A 87,203 -5,285 (5.71) 1,650,000
PRICELINE GRP INC COM NEW 86,316 18,496 27.27 70,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 83,588 9,288 12.50 450,000
JD COM INC SPON ADR CL A 78,120 15,624 25 2,250,000
FACEBOOK INC CL A 65,224 24,459 60 800,000
VIPSHOP HLDGS LTD SPONSORED ADR 64,414 -25,447 (28.32) 2,225,000
AVIS BUDGET GROUP COM 61,248 -8,352 (12) 1,100,000
TEMPUR SEALY INTL INC COM 60,940 -70,081 (53.49) 1,000,000
SIX FLAGS ENTMT CORP NEW COM 51,080 12,770 33.33 1,000,000
CONSTELLATION BRANDS INC CL A 49,147 49,147 New 425,000
LIBERTY GLOBAL PLC SHS CL C 48,403 -26,494 (35.37) 950,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 47,729 4,339 10 1,100,000
LINKEDIN CORP COM CL A 46,971 7,829 20 180,000
WHITEWAVE FOODS CO COM 29,640 29,640 New 650,000
BAIDU INC SPON ADR REP A 20,606 20,606 New 95,000
ACCELERATE DIAGNOSTICS INC COM 10,223 4,348 74 435,000
ZOES KITCHEN INC COM 8,668 8,668 New 250,000