MIURA GLOBAL MANAGEMENT, LLC
101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-8832
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 41 |
| New Positions | 7 |
| Increased Positions | 15 |
| Decreased Positions | 23 |
| Positions with Activity | 38 |
| Sold Out Positions | 11 |
| Total Mkt Value (in $ millions) |
725 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 1.18% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | 1.97% |
| Healthcare | 16.1% |
| Services | 74.34% |
| Technology | 6.42% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
41 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ULTA SALON COSMETCS & FRAG INC | COM | 81,568 | -43,068 | (34.56) | 875,000 |
| ZOETIS INC | CL A | 62,396 | 62,396 | New | 1,900,000 |
| CHARTER COMMUNICATIONS INC DEL | CL A NEW | 56,770 | 5,677 | 11.11 | 500,000 |
| EBAY INC | COM | 54,480 | New | 1,000,000 | |
| LIBERTY GLOBAL INC | COM SER A | 47,898 | 9,729 | 25.49 | 640,000 |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 42,768 | 42,768 | New | 535,000 |
| RESTORATION HARDWARE HLDGS INC | COM | 41,705 | -3,406 | (7.55) | 762,706 |
| PRICELINE COM INC | COM NEW | 32,144 | -12,054 | (27.27) | 40,000 |
| GROUPON INC | COM CL A | 32,085 | 6,417 | 25 | 4,500,000 |
| LIBERTY MEDIA CORP DELAWARE | CL A | 30,196 | -4,930 | (14.04) | 245,000 |
| EXPRESS SCRIPTS HLDG CO | COM | 28,296 | -1,572 | (5.26) | 450,000 |
| ILLUMINA INC | COM | 24,167 | 4,194 | 21.00 | 340,000 |
| GRIFOLS S A | SP ADR REP B NVT | 22,942 | -11,066 | (32.54) | 850,000 |
| INTUITIVE SURGICAL INC | COM NEW | 21,531 | 2,392 | 12.50 | 45,000 |
| APPLE INC | COM | 18,570 | -13,264 | (41.67) | 42,000 |
| NETFLIX INC | COM | 16,964 | 16,964 | New | 75,000 |
| LIBERTY GLOBAL INC | COM SER C | 14,458 | 4,727 | 48.57 | 208,000 |
| MASTERCARD INC | CL A | 14,243 | -5,697 | (28.57) | 25,000 |
| FRESH MKT INC | COM | 13,722 | -26,529 | (65.91) | 300,000 |
| DISCOVERY COMMUNICATNS NEW | COM SER A | 13,164 | 13,164 | New | 165,000 |
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