Discovery Capital Management’s Ulta Beauty ULTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-25,795	Closed	-$2.51M	–	149
2014 Q1	$2.51M	Sell	25,795 -371,705	-94%	-$36.2M	0.02%	123
2013 Q4	$38.4M	Buy	+397,500	New	+$38.4M	0.29%	64