ALYDAR PARTNERS LLC [Rocket]

Holdings

ALYDAR PARTNERS LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SUNPOWER CORP	SPWR	Common	320,000	-210,000	10,019,000	-3,846,000	5.43		Hist	03/31/2015
Meta Platforms, Inc.	FB	Common	110,000	-516,000	9,044,000	-22,400,000	4.90		Hist	03/31/2015
Tesla, Inc.	TSLA	COM	46,000	13,000	8,683,000	2,302,000	4.71		Hist	03/31/2015
TWITTER, INC.	TWTR	COM	150,000	150,000	7,512,000	7,512,000	4.07		Hist	03/31/2015
TWITTER, INC.	TWTR	PUT	150,000	150,000	7,512,000	7,512,000	4.07		Hist	03/31/2015
ELLIE MAE INC	ELLI	COM	109,000	109,000	6,029,000	6,029,000	3.27		Hist	03/31/2015
Horizon Therapeutics Public Ltd Co	HZNP	SHS	220,000	220,000	5,713,000	5,713,000	3.10		Hist	03/31/2015
NETFLIX INC	NFLX	Call	13,000	13,000	5,417,000	5,417,000	2.94		Hist	03/31/2015
AMAG PHARMACEUTICALS, INC.	AMAG	Common	95,000	95,000	5,193,000	5,193,000	2.81		Hist	03/31/2015
SUNEDISON, INC.	SUNEQ	Common	200,000	-180,000	4,800,000	1,771,000	2.60		Hist	03/31/2015
Apple Inc.	AAPL	Common	35,000	35,000	4,355,000	4,355,000	2.36		Hist	03/31/2015
Vulcan Materials CO	VMC	Common	50,000	50,000	4,215,000	4,215,000	2.28		Hist	03/31/2015
ROYAL CARIBBEAN CRUISES LTD	RCL		50,000	50,000	4,093,000	4,093,000	2.22		Hist	03/31/2015
HARMAN INTERNATIONAL INDUSTRIES INC /DE/	HAR	Common	30,000	30,000	4,009,000	4,009,000	2.17		Hist	03/31/2015
PULTEGROUP INC/MI/	PHM	Common	180,000	180,000	4,001,000	4,001,000	2.17		Hist	03/31/2015
Papa Murphy's Holdings, Inc.	FRSH	COMMON STOCK	214,600	214,600	3,893,000	3,893,000	2.11		Hist	03/31/2015
AMC Networks Inc.	AMCX	Common	50,000	50,000	3,832,000	3,832,000	2.08		Hist	03/31/2015
Fidelity National Financial, Inc.	FNF	Common	95,000	95,000	3,492,000	3,492,000	1.89		Hist	03/31/2015
LITHIA MOTORS INC	LAD	CL A	35,000	-65,000	3,479,000	-3,817,000	1.89		Hist	03/31/2015
MASCO CORP /DE/	MAS	Common	130,000	130,000	3,471,000	3,471,000	1.88		Hist	03/31/2015
HOME DEPOT, INC.	HD	Common	30,000	30,000	3,408,000	3,408,000	1.85		Hist	03/31/2015
ENCORE CAPITAL GROUP INC	ECPG	Common	80,000	80,000	3,327,000	3,327,000	1.80	0.31	Hist	03/31/2015
SOLAREDGE TECHNOLOGIES, INC.	SEDG	Common	150,000	150,000	3,290,000	3,290,000	1.78		Hist	03/31/2015
American Water Works Company, Inc.	AWK	COM	60,000	0	3,253,000	776,000	1.76		Hist	03/31/2015
Hannon Armstrong Sustainable Infrastructure Capital, Inc.	HASI	Common	160,000	-40,000	2,925,000	645,000	1.59		Hist	03/31/2015
AMSURG CORP	AMSG	Common	45,000	45,000	2,768,000	2,768,000	1.50		Hist	03/31/2015
RetailMeNot, Inc.	SALE	COM SER 1	150,000	150,000	2,702,000	2,702,000	1.46		Hist	03/31/2015
UNITED NATURAL FOODS INC	UNFI	Common	35,000	35,000	2,696,000	2,696,000	1.46		Hist	03/31/2015
First American Financial Corp	FAF	COMMON STOCK	75,000	75,000	2,676,000	2,676,000	1.45	0.07	Hist	03/31/2015
Dine Brands Global, Inc.	DIN	COM	25,000	25,000	2,675,000	2,675,000	1.45		Hist	03/31/2015
Guidewire Software, Inc.	GWRE	COM	50,000	-474,000	2,631,000	-22,055,000	1.43		Hist	03/31/2015
NEXTERA ENERGY PARTNERS, LP	NEP	Common	60,000	60,000	2,629,000	2,629,000	1.42		Hist	03/31/2015
QUINENCO SA	LQ	COM	110,000	110,000	2,605,000	2,605,000	1.41		Hist	03/31/2015
Cheniere Energy, Inc.	LNG	Common	30,000	30,000	2,322,000	2,322,000	1.26		Hist	03/31/2015
GOLAR LNG LTD	GLNG	Common	65,000	65,000	2,163,000	2,163,000	1.17		Hist	03/31/2015
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