2014-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alibaba Group Holding Limited US01609W1027	+3.9M	4.1M	BUY
Amazon.com, Inc. US0231351067	+24M	26M	BUY	$11.03–$13.54
American Airlines Group Inc. US02376R1023	+115K	2.4M	BUY
Apple Inc. US0378331005	-6.6M	15M	SELL	$18.71–$23.91
Banco Santander, S.A. US05964H1059	+2.3K	110K	BUY
Bank of America Corporation US0605051046	-11K	4.1M	SELL	$12.16–$14.85
Best Buy Co., Inc. US0865161014	-2.7K	1.2M	SELL
Boyd Gaming Corporation US1033041013	-15K	3.8M	SELL
Citigroup Inc. US1729674242	-2.9K	1.1M	SELL
Delta Air Lines, Inc. US2473617023	-126K	2.4M	SELL
eBay Inc. US2786421030	-562K	2M	SELL
Genworth Financial, Inc. US37247D1063	+4.8M	10M	BUY
Gilead Sciences, Inc. US3755581036	-1.6K	689K	SELL
KB Home US48666K1097	+664K	2.7M	BUY
Lennar Corporation US5260571048	+738K	1.9M	BUY
MGIC Investment Corporation US5528481030	-27K	8.8M	SELL
Netflix, Inc. US64110L1061	-2.4K	1M	SELL
PulteGroup, Inc. US7458671010	+849K	4.1M	BUY
QUALCOMM Incorporated US7475251036	-2.4K	1M	SELL
Taylor Morrison Home Corporation US87724P1066	+35K	1.9M	BUY
TriplePoint Venture Growth BDC Corp. US89677Y1001	+20K	110K	BUY
United Airlines Holdings, Inc. US9100471096	-6.7K	1.7M	SELL