DJ CFA SOURCE: SEC 13F-HR
FILER: Kingdon Capital Management LLC
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
Up to 200 of the largest purchases of Kingdon Capital Management
LLC are listed below, ordered by the number of shares bought during
the three months ended Sep. 30.
Company Name Value Holdings Change
CANADIAN SOLAR INC COM $19,198,700 1,130,000 1,130,000
AMARIN CORP PLC ADR $10,536,369 1,667,147 825,000
GOODRICH PETROLEUM CORP COM $16,274,300 670,000 670,000
PATTERSON COMPANIES INC COM $26,120,250 650,000 650,000
BROCADE COMMUNICATIONS SYSTEMS $4,830,000 600,000 600,000
TIBCO SOFTWARE INC COM $14,345,754 560,600 560,600
ADT CORP COM $32,528,000 800,000 550,000
INTRALINKS HOLDINGS INC COM $4,719,994 536,363 536,363
MACYS INC COM $20,566,404 475,304 475,304
GRAY TELEVISION INC COM $3,532,500 450,000 450,000
AEROPOSTALE COM $4,721,394 502,276 425,786
HORIZON PHARMA INC COM $3,931,989 1,173,728 425,100
VANDA PHARMACEUTICALS INC COM $9,292,718 848,650 402,800
EXCO RESOURCES INC COM $4,718,000 700,000 400,000
CEMEX SAB ADR REP 10 PC 2A/1B $5,170,750 462,500 400,000
XOMA CORP COM $6,062,829 1,350,296 375,296
UNWIRED PLANET INC COM $9,022,549 5,215,346 365,346
ADVANCED ENERGY INDUSTRIES INC $6,109,992 348,943 348,943
BOISE CASCADE CO COM $8,085,000 300,000 300,000
LIN MEDIA LLC CL A $6,087,000 300,000 300,000
NXP SEMICONDUCTORS NV COM $22,698,100 610,000 290,000
WHITING PETROLEUM CORP COM $17,356,500 290,000 290,000
BOEING CO COM $34,010,375 289,450 289,450
BEST BUY INC COM $12,640,875 337,090 274,100
TESCO CORP COM $4,352,650 263,000 263,000
VULCAN MATERIALS CO COM $12,952,500 250,000 250,000
ADTRAN INC COM $6,576,936 246,882 246,882
NQ MOBILE INC ADR A $5,338,550 245,000 245,000
MELCO CROWN ENTERTAINMENT LTD $14,323,500 450,000 231,000
NEWELL RUBBERMAID INC COM $12,944,250 470,700 230,000
SALESFORCE COM INC COM $11,835,480 228,000 228,000
SCHLUMBERGER NV COM $19,881,000 225,000 225,000
WEYERHAEUSER CO COM $6,441,750 225,000 225,000
ONEOK PARTNERS LP COM $11,662,200 220,000 220,000
F5 NETWORKS INC COM $18,877,760 220,000 220,000
CITRIX SYSTEMS INC COM $14,122,000 200,000 200,000
JOHNSON CONTROLS INC COM $8,300,000 200,000 200,000
MAGNACHIP SEMICONDUCTOR DPT S $4,299,756 199,710 199,710
BROADSOFT INC COM $7,057,176 195,598 195,598
PERRIGO CO COM $24,096,114 195,300 195,300
BERRY PLASTICS GROUP INC COM $5,507,626 275,795 165,000
LAM RESEARCH CORP COM $8,299,674 162,103 162,103
ARMSTRONG WORLD INDUSTRIES INC $12,366,000 225,000 160,000
EAGLE MATERIALS INC COM $11,245,250 155,000 155,000
AVIS BUDGET GROUP INC COM $11,698,176 405,764 150,007
GENERAL MOTORS CO COM $16,186,500 450,000 150,000
NRG YIELD INC CL A $4,543,500 150,000 150,000
HOME DEPOT INC COM $25,612,800 337,677 148,000
PEPSICO INC COM $11,527,500 145,000 145,000
MEDIA GENERAL INC CL A $2,046,766 143,532 143,532
ACCENTURE PLC CL A $9,492,196 128,900 128,900
NATIONAL OILWELL VARCO INC CO $9,763,750 125,000 125,000
MASONITE INTERNATIONAL CORP C $6,116,250 125,000 125,000
ASSURED GUARANTY LTD COM $9,093,750 485,000 110,000
REALOGY HOLDINGS CORP COM $4,302,000 100,000 100,000
GOODYEAR TIRE & RUBBERR PFD 5 $6,368,000 100,000 100,000
W R GRACE & CO COM $8,740,000 100,000 100,000
FRANKS INTERNATIONAL NV COM $2,993,000 100,000 100,000
EATON CORP PLC COM $6,884,000 100,000 100,000
CVS CAREMARK CORP COM $6,526,250 115,000 97,430
LULULEMON ATHLETICA INC COM $6,435,440 88,000 88,000
REGAL BELOIT CORP COM $5,943,875 87,500 87,500
ANTARES PHARMA INC COM $2,334,500 575,000 75,000
BED BATH & BEYOND INC COM $5,415,200 70,000 70,000
UNITED CONTINENTAL HOLDINGS IN $9,857,910 321,000 69,750
ADVENT SOFTWARE INC COM $1,905,000 60,000 60,000
CONCHO RESOURCES INC COM $17,409,600 160,000 60,000
JARDEN CORP COM $2,662,000 55,000 55,000
TYSON FOODS INC CL A $4,242,000 150,000 51,780
HERBALIFE LTD COM $3,488,500 50,000 50,000
USG CORP COM $5,716,000 200,000 50,000
OWENS CORNING COM $1,899,000 50,000 50,000
TRIUMPH GROUP INC COM $2,949,240 42,000 42,000
SALIX PHARMACEUTICALS LTD COM $6,601,056 98,700 40,000
AGILENT TECHNOLOGIES INC COM $2,050,000 40,000 40,000
KOHLS CORP COM $1,811,250 35,000 35,000
GRACO INC COM $2,439,462 32,939 32,939
INTERCONTINENTALEXCHANGE GRO $33,109,150 182,500 32,250
SAGENT PHARMACEUTICALS INC CO $510,000 25,000 25,000
TIMKEN CO COM $7,550,000 125,000 25,000
ACTAVIS PLC ORD $0 57,000 25,000
ISHARES MSCI MEXICO CAPPED ETF $1,597,250 25,000 25,000
AMGEN INC COM $2,238,500 20,000 20,000
CELGENE CORP COM $2,400,838 15,576 15,576
HAIN CELESTIAL GROUP INC COM $4,234,428 54,907 12,407
MEDIVATION INC COM $16,903,080 282,000 9,806
13F data provided by: FactSet Research Systems Inc.; Please send
questions to lionsharesinfo@factset.com. Copyright, FactSet
Research Systems, 2013. All Rights Reserved.
