-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, WGuTBCqgaDtBxNDLgjSB3RJh46wZWkbPjgjU1TxsYxSeyVnACUQwQsgEArgkKjzs 3TI+T2E4uyv8TFt2zVkELQ== 0000919574-08-003314.txt : 20080515 0000919574-08-003314.hdr.sgml : 20080515 20080515144342 ACCESSION NUMBER: 0000919574-08-003314 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080515 DATE AS OF CHANGE: 20080515 EFFECTIVENESS DATE: 20080515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Miura Global Management, LLC CENTRAL INDEX KEY: 0001352272 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12333 FILM NUMBER: 08836526 BUSINESS ADDRESS: STREET 1: 780 THIRD AVENUE, 45TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-833-9940 MAIL ADDRESS: STREET 1: 780 THIRD AVENUE, 45TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 d883909_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F Cover Page Report for the Calendar Year or Quarter Ended: March 31, 2008 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Miura Global Management, LLC Address: 101 Park Avenue - 21st Floor New York, New York 10178 13F File Number: 028-12333 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Gregory Heyman Title: Chief Compliance Officer Phone: (212) 984-8825 Signature, Place and Date of Signing: /s/ Gregory Heyman New York, New York May 15, 2008 - ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 86 Form 13F Information Table Value Total: $1,654,327 (thousands) List of Other Included Managers: NONE FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COL 7 COLUMN 8 VALUE SHS OR SH/ PUT/ INVSTMNT OTHR VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCERTN MGRS SOLE SHARED NONE -------------- -------------- ----- -------- ------- --- ---- -------- ---- ---- ------ ---- ABERCROMBIE & FITCH CO CL A 002896207 8,046 110,000 SH SOLE NONE 110,000 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 19,004 400,000 SH SOLE NONE 400,000 0 0 ALTRIA GROUP INC COM 02209S103 55,500 2,500,000 SH SOLE NONE 2,500,000 0 0 AMBAC FINL GROUP INC COM 023139108 11,016 1,915,700 SH SOLE NONE 1,915,700 0 0 APPLE INC COM 037833100 53,095 370,000 SH SOLE NONE 370,000 0 0 ASSURED GUARANTY LTD COM G0585R106 15,458 651,116 SH SOLE NONE 651,116 0 0 AVENTINE RENEWABLE ENERGY COM 05356X403 6,760 1,300,000 SH SOLE NONE 1,300,000 0 0 BAIDU COM INC SPON ADR REP A 056752108 29,954 125,000 SH SOLE NONE 125,000 0 0 BARE ESCENTUALS INC COM 067511105 22,834 975,000 SH SOLE NONE 975,000 0 0 BUNGE LIMITED COM G16962105 19,113 220,000 SH SOLE NONE 220,000 0 0 CENTEX CORP COM 152312104 9,684 400,000 SH SOLE NONE 400,000 0 0 CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 28,633 550,000 SH SOLE NONE 550,000 0 0 CHINA SUNERGY CO LTD SPON ADR 16942X104 2,681 367,300 SH SOLE NONE 367,300 0 0 COACH INC COM 189754104 15,075 500,000 SH SOLE NONE 500,000 0 0 COUNTRYWIDE FINANCIAL CORP COM 222372104 34,766 6,321,100 SH SOLE NONE 6,321,100 0 0 CREE INC COM 225447101 1,398 50,000 SH SOLE NONE 50,000 0 0 CROCS INC COM 227046109 41,158 2,355,950 SH SOLE NONE 2,355,950 0 0 DEALERTRACK HLDGS INC COM 242309102 2,932 145,000 SH SOLE NONE 145,000 0 0 DRYSHIPS INC SHS Y2109Q101 8,987 150,000 SH SOLE NONE 150,000 0 0 DUPONT FABROS TECHNOLOGY INC COM 26613Q106 52,924 3,209,500 SH SOLE NONE 3,209,500 0 0 E TRADE FINANCIAL CORP COM 269246104 22,989 5,955,589 SH SOLE NONE 5,955,589 0 0 EARTHLINK INC COM 270321102 4,530 600,000 SH SOLE NONE 600,000 0 0 EASTMAN KODAK CO COM 277461109 1,324 74,900 SH SOLE NONE 74,900 0 0 ELAN PLC ADR 284131208 18,774 900,000 SH SOLE NONE 900,000 0 0 EXTERRAN HLDGS INC COM 30225X103 72,265 1,119,700 SH SOLE NONE 1,119,700 0 0 FIRSTFED FINL CORP COM 337907109 16,290 600,000 SH SOLE NONE 600,000 0 0 FIRST SOLAR INC COM 336433107 23,576 102,000 SH SOLE NONE 102,000 0 0 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 52,430 1,491,600 SH SOLE NONE 1,491,600 0 0 FTI CONSULTING INC COM 302941109 10,656 150,000 SH SOLE NONE 150,000 0 0 GENENTECH INC COM NEW 368710406 52,767 650,000 SH SOLE NONE 650,000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 23,155 140,000 PUT SOLE NONE 140,000 0 0 GREENHILL & CO INC COM 395259104 14,956 215,000 SH SOLE NONE 215,000 0 0 HNI CORP COM 404251100 4,033 150,000 SH SOLE NONE 150,000 0 0 HOVNANIAN ENTERPRISES INC CL A 442487203 22,154 2,090,000 SH SOLE NONE 2,090,000 0 0 INDYMAC BANCORP INC COM 456607100 7,861 1,585,000 SH SOLE NONE 1,585,000 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 6,418 250,000 SH SOLE NONE 250,000 0 0 INTEROIL CORP COM 460951106 3,294 200,000 SH SOLE NONE 200,000 0 0 J2 GLOBAL COMMUNICATIONS INC COM NEW 46626E205 5,580 250,000 SH SOLE NONE 250,000 0 0 JA SOLAR HOLDINGS CO LTD SPON ADR 466090107 74,541 4,007,599 SH SOLE NONE 4,007,599 0 0 KB HOME COM 48666K109 2,720 110,000 SH SOLE NONE 110,000 0 0 LDK SOLAR CO LTD SPONSORED ADR 50183L107 23,801 881,509 SH SOLE NONE 881,509 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 41,149 883,035 SH SOLE NONE 883,035 0 0 LEHMAN BROS HLDGS INC COM 524908100 46,700 1,240,700 SH SOLE NONE 1,240,700 0 0 LEHMAN BROS HLDGS INC COM 524908100 10,163 270,000 PUT SOLE NONE 270,000 0 0 LENNAR CORP CL A 526057104 19,468 1,035,000 SH SOLE NONE 1,035,000 0 0 MBIA INC COM 55262C100 7,699 630,000 SH SOLE NONE 630,000 0 0 MELCO PBL ENTMNT LTD ADR 585464100 11,949 1,050,000 SH SOLE NONE 1,050,000 0 0 MEMC ELECTR MATLS INC COM 552715104 5,318 75,000 SH SOLE NONE 75,000 0 0 MERRILL LYNCH & CO INC COM 590188108 5,704 140,000 PUT SOLE NONE 140,000 0 0 MOHAWK INDS INC COM 608190104 51,345 717,000 SH SOLE NONE 717,000 0 0 MOODYS CORP COM 615369105 5,225 150,000 SH SOLE NONE 150,000 0 0 MYRIAD GENETICS INC COM 62855J104 36,261 900,000 SH SOLE NONE 900,000 0 0 NUTRI SYS INC NEW COM 67069D108 17,858 1,185,000 SH SOLE NONE 1,185,000 0 0 NVR INC COM 62944T105 4,182 7,000 SH SOLE NONE 7,000 0 0 OFFICE DEPOT INC COM 676220106 6,630 600,000 SH SOLE NONE 600,000 0 0 OFFICEMAX INC DEL COM 67622P101 1,914 100,000 SH SOLE NONE 100,000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 75,448 738,900 SH SOLE NONE 738,900 0 0 PMI GROUP INC COM 69344M101 3,638 625,000 SH SOLE NONE 625,000 0 0 POPULAR INC COM 733174106 12,243 1,050,000 SH SOLE NONE 1,050,000 0 0 PREMIER EXIBITIONS INC COM 74051E102 3,492 578,000 SH SOLE NONE 578,000 0 0 PRICELINE COM INC COM NEW 741503403 54,387 450,000 SH SOLE NONE 450,000 0 0 RADIAN GROUP INC COM 750236101 10,353 1,575,700 SH SOLE NONE 1,575,700 0 0 RAM HOLDINGS LTD SHS G7368R104 114 50,000 SH SOLE NONE 50,000 0 0 REDWOOD TR INC COM 758075402 27,975 769,614 SH SOLE NONE 769,614 0 0 RESEARCH IN MOTION LTD COM 760975102 44,829 399,441 SH SOLE NONE 399,441 0 0 RYLAND GROUP INC COM 783764103 4,111 125,000 SH SOLE NONE 125,000 0 0 SEARS HLDGS CORP COM 812350106 15,314 150,000 SH SOLE NONE 150,000 0 0 SECURITY CAPITAL ASSURANCE COM G8018D107 199 381,800 SH SOLE NONE 381,800 0 0 SELECT COMFORT CORP COM 81616X103 2,034 565,000 SH SOLE NONE 565,000 0 0 SIRF TECHNOLOGY HLDGS INC COM 82967H101 3,334 655,000 SH SOLE NONE 655,000 0 0 SOLARFUN POWER HOLDINGS CO L SPONSORED ADR 83415U108 2,368 196,326 SH SOLE NONE 196,326 0 0 STANDARD PAC CORP NEW COM 85375C101 6,075 1,250,000 SH SOLE NONE 1,250,000 0 0 SYNOVUS FINL CORP COM 87161C105 3,993 361,000 SH SOLE NONE 361,000 0 0 TEMPUR PEDIC INTL INC COM 88023U101 10,032 912,000 SH SOLE NONE 912,000 0 0 KNOT INC COM 499184109 3,525 300,000 SH SOLE NONE 300,000 0 0 TIFFANY & CO NEW COM 886547108 14,644 350,000 SH SOLE NONE 350,000 0 0 TRANSDIGM GROUP INC COM 893641100 25,935 700,000 SH SOLE NONE 700,000 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 11,647 378,899 SH SOLE NONE 378,899 0 0 URBAN OUTFITTERS INC COM 917047102 17,556 560,000 SH SOLE NONE 560,000 0 0 USEC INC COM 90333E108 6,031 1,630,000 SH SOLE NONE 1,630,000 0 0 UTSTARCOM INC COM 918076100 9,512 3,349,199 SH SOLE NONE 3,349,199 0 0 VERASUN ENERGY CORP COM 92336G106 8,085 1,100,000 SH SOLE NONE 1,100,000 0 0 VERIFONE HLDGS INC COM 92342Y109 25,788 1,625,000 SH SOLE NONE 1,625,000 0 0 WEBSENSE INC COM 947684106 1,699 90,600 SH SOLE NONE 90,600 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 14,840 381,000 SH SOLE NONE 381,000 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 60,430 3,533,908 SH SOLE NONE 3,533,908 0 0
SK 22168 0001 883909
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