2015-Q3

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alibaba Group Holding Limited US01609W1027	+1.2M	3.4M	BUY
Amazon.com, Inc. US0231351067	-94K	21M	SELL	$19.35–$25.77
Apple Inc. US0378331005	-63K	14M	SELL	$22.29–$30.45
BGC Partners, Inc. US05541T1016	+47K	352K	BUY
GameStop Corp. US36467W1099	-132K	6.2M	SELL
General Motors Company US37045V1008	+121K	1.2M	BUY
Genworth Financial, Inc. US37247D1063	+1.7M	12M	BUY
Green Brick Partners, Inc. US3927091013	+29K	1.8M	BUY
JD.com, Inc. US47215P1066	+327K	1.1M	BUY
KB Home US48666K1097	+242K	3.1M	BUY
Lennar Corporation US5260571048	+91K	2M	BUY
Netflix, Inc. US64110L1061	-85K	757K	SELL
New Residential Investment Corp. US64828T2015	+30K	174K	BUY
PulteGroup, Inc. US7458671010	+237K	4.4M	BUY
QUALCOMM Incorporated US7475251036	-136K	718K	SELL
Tri Pointe Homes, Inc. US87265H1095	+725K	1.9M	BUY
Taylor Morrison Home Corporation US87724P1066	+211K	2.1M	BUY
Twitter, Inc. (delisted) US90184L1026	+11M	13M	BUY