MIURA GLOBAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 28
New Positions 3
Increased Positions 11
Decreased Positions 14
Positions with Activity 25
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,323

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 20.52%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 5.81%
Services 60.61%
Technology 9.86%
Transportation
Utilities

28 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RESTORATION HARDWARE HLDGS INC COM 181,069 -1,487 (0.82) 1,875,000
KATE SPADE & CO COM 155,376 64,391 70.77 5,200,000
FLEETCOR TECHNOLOGIES INC COM 123,630 19,988 19.29 835,000
TEMPUR SEALY INTL INC COM 115,993 37,765 48.28 2,150,000
LIBERTY GLOBAL PLC SHS CL A 84,683 4,839 6.06 1,750,000
AVIS BUDGET GROUP COM 72,038 20,171 38.89 1,250,000
AVANIR PHARMACEUTICALS INC CL A NEW 70,387 70,387 New 4,160,000
LIBERTY GLOBAL PLC SHS CL C 68,723 New 1,470,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 64,900 -16,225 (20) 400,000
PRICELINE GRP INC COM NEW 59,144 16,130 37.50 55,000
VIPSHOP HLDGS LTD SPONSORED ADR 59,131 -3,734 (5.94) 3,104,000
JD COM INC SPON ADR CL A 42,300 9,400 28.57 1,800,000
FACEBOOK INC CL A 38,055 -30,444 (44.44) 500,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 36,230 15,579 75.44 1,000,000
LINKEDIN CORP COM CL A 32,967 -34,066 (50.82) 150,000
WORKDAY INC CL A 32,248 -20,155 (38.46) 400,000
SIX FLAGS ENTMT CORP NEW COM 31,395 -6,279 (16.67) 750,000
SOLARCITY CORP COM 22,667 New 450,000
DISNEY WALT CO COM DISNEY 20,561 -43,406 (67.86) 225,000
SHIRE PLC SPONSORED ADR 6,458 6,458 New 30,000