0001012975-14-000522.txt : 20140814 0001012975-14-000522.hdr.sgml : 20140814 20140814162833 ACCESSION NUMBER: 0001012975-14-000522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Southpoint Capital Advisors LP CENTRAL INDEX KEY: 0001319998 IRS NUMBER: 200975910 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11745 FILM NUMBER: 141043323 BUSINESS ADDRESS: STREET 1: 1114 AVENUE OF THE AMERICAS STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212.692.6350 MAIL ADDRESS: STREET 1: 1114 AVENUE OF THE AMERICAS STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001319998 XXXXXXXX 06-30-2014 06-30-2014 Southpoint Capital Advisors LP

1114 AVENUE OF THE AMERICAS 22ND FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-11745 N John S. Clark II 212-692-6350 /s/ John S. Clark II New York NY 08-14-2014 4 33 1541456 false 1 0001378377 028-13948 Southpoint Capital Advisors LLC 2 0001378376 028-13953 Southpoint GP, LP 3 0001378378 028-13952 Southpoint GP, LLC 4 0001378379 028-13950 Clark John Smith II INFORMATION TABLE 2 southpoint.xml ADOBE SYS INC COM 00724F101 86832 1200000 SH SOLE NONE 1200000 0 0 ALTISOURCE ASSET MGMT CORP COM 02153X108 14461 20000 SH SOLE NONE 20000 0 0 APPLIED MATLS INC COM 038222105 74415 3300000 SH SOLE NONE 3300000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 60626 650000 SH SOLE NONE 650000 0 0 BLACKHAWK NETWORK HLDGS INC CL B 09238E203 31117 1158937 SH SOLE NONE 1158937 0 0 CARTER INC COM 146229109 62037 900000 SH SOLE NONE 900000 0 0 CF INDS HLDGS INC COM 125269100 48106 200000 SH SOLE NONE 200000 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 132875 6250000 SH SOLE NONE 6250000 0 0 ENDO INTL PLC SHS G30401106 24507 350000 SH SOLE NONE 350000 0 0 ENPRO INDS INC COM 29355X107 29264 400000 SH SOLE NONE 400000 0 0 EXTERRAN HLDGS INC COM 30225X103 22495 500000 SH SOLE NONE 500000 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 3397 100000 SH SOLE NONE 100000 0 0 GOOGLE INC CL C 38259P706 46022 80000 SH SOLE NONE 80000 0 0 GRAHAM HLDGS CO COM 384637104 51704 72000 SH SOLE NONE 72000 0 0 GULFPORT ENERGY CORP COM NEW 402635304 29830 475000 SH SOLE NONE 475000 0 0 LAMAR ADVERTISING CO CL A 512815101 87447 1649950 SH SOLE NONE 1649950 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 78896 1864703 SH SOLE NONE 1864703 0 0 LULULEMON ATHLETICA INC COM 550021109 20240 500005 SH SOLE NONE 500005 0 0 METHANEX CORP COM 59151K108 71047 1150000 SH SOLE NONE 1150000 0 0 MICRON TECHNOLOGY INC COM 595112103 16475 500000 SH SOLE NONE 500000 0 0 MOODYS CORP COM 615369105 87660 1000000 SH SOLE NONE 1000000 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 56771 1100000 SH SOLE NONE 1100000 0 0 NICHOLAS FINANCIAL INC COM NEW 65373J209 14880 1036220 SH SOLE NONE 1036220 0 0 NORTHSTAR RLTY FIN CORP COM 66704R100 140778 8100000 SH SOLE NONE 8100000 0 0 PLATFORM SPECIALTY PRODS COR COM 72766Q105 11212 400000 SH SOLE NONE 400000 0 0 RCS CAP CORP COM CL A 74937W102 86950 4095600 SH SOLE NONE 4095600 0 0 RICE ENERGY INC COM 762760106 31211 1025000 SH SOLE NONE 1025000 0 0 SALESFORCE COM INC COM 79466L302 11616 200000 SH SOLE NONE 200000 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 51345 1500000 SH SOLE NONE 1500000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 17575 500000 SH SOLE NONE 500000 0 0 UNITED STATES STL CORP NEW COM 912909108 14335 550500 SH Call SOLE NONE 550500 0 0 WESTERN REFNG INC COM 959319104 7510 200000 SH SOLE NONE 200000 0 0 YANDEX N V SHS CLASS A N97284108 17820 500000 SH SOLE NONE 500000 0 0