Miura Global Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400,000	Closed	-$33M	–	24
2014 Q3	$33M	Sell	400,000 -250,000	-38%	-$20.6M	2.67%	15
2014 Q2	$58.4M	Buy	650,000 +460,000	+242%	+$41.3M	4.51%	11
2014 Q1	$17.4M	Buy	+190,000	New	+$17.4M	1.66%	20