-----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, C5Dgpf0j11hRwtxrpCUGNmKP/kBxzstHsIXzsVIz9i/irMf2NFyIJXIYI2Brj4eI 2Z3z1RtbLd4rAQNUUKmZMg== 0000919574-08-008465.txt : 20081114 0000919574-08-008465.hdr.sgml : 20081114 20081114165613 ACCESSION NUMBER: 0000919574-08-008465 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081114 DATE AS OF CHANGE: 20081114 EFFECTIVENESS DATE: 20081114 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: 081192534 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 d938236_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: September 30, 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 November 14, 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: 57 Form 13F Information Table Value Total: $1,010,922 (thousands) List of Other Included Managers: NONE FORM 13F INFORMATION TABLE SEPTEMBER 30, 2008
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 AMOUNT AND MARKET TYPE OF SECURITY VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP ($1000) PRN AMT PRN CALL DISCRETION MANGRS SOLE SHARED NONE AMBAC FINL GROUP INC COM 023139108 478 205,000 SH SOLE NONE 205,000 0 0 AMERICAN INTL GROUP INC COM 026874107 5,661 1,700,000 SH SOLE NONE 1,700,000 0 0 APPLE INC COM 037833100 31,973 281,300 SH SOLE NONE 281,300 0 0 BAIDU COM INC SPON ADR REP A 056752108 32,418 130,600 SH SOLE NONE 130,600 0 0 BARE ESCENTUALS INC COM 067511105 12,772 1,175,000 SH SOLE NONE 1,175,000 0 0 BB&T CORP COM 054937107 61,700 1,632,300 SH SOLE NONE 1,632,300 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 43,769 1,652,300 SH SOLE NONE 1,652,300 0 0 BUNGE LIMITED COM G16962105 51,233 810,900 SH SOLE NONE 810,900 0 0 CHINA SUNERGY CO LTD SPON ADR 16942X104 8,643 1,219,200 SH SOLE NONE 1,219,200 0 0 COACH INC COM 189754104 16,276 650,000 SH SOLE NONE 650,000 0 0 COMSTOCK RES INC COM NEW 205768203 86,111 1,720,500 SH SOLE NONE 1,720,500 0 0 CONTINENTAL RESOURCES INC COM 212015101 58,692 1,496,097 SH SOLE NONE 1,496,097 0 0 FIRST SOLAR INC COM 336433107 10,503 55,600 SH SOLE NONE 55,600 0 0 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 45,188 1,585,000 SH SOLE NONE 1,585,000 0 0 GENENTECH INC COM NEW 368710406 21,150 238,500 SH SOLE NONE 238,500 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 39,040 305,000 SH SOLE NONE 305,000 0 0 GT SOLAR INTL INC COM 3623E0209 534 49,300 SH SOLE NONE 49,300 0 0 J CREW GROUP INC COM 46612H402 19,856 695,000 SH SOLE NONE 695,000 0 0 JA SOLAR HOLDINGS CO LTD SPON ADR 466090107 6,851 650,000 SH SOLE NONE 650,000 0 0 JPMORGAN & CHASE & CO COM 46625H100 14,010 300,000 SH SOLE NONE 300,000 0 0 LDK SOLAR CO LTD SPONSORED ADR 50183L107 60,956 2,030,550 SH SOLE NONE 2,030,550 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 34,554 906,935 SH SOLE NONE 906,935 0 0 LEHMAN BROS HLDGS INC COM 524908100 276 2,127,000 SH SOLE NONE 2,127,000 0 0 LEHMAN BROS HLDGS INC COM 524908100 0 33,000 CALL SOLE NONE 33,000 0 0 LINDSAY CORP COM 535555106 1,891 26,000 SH SOLE NONE 26,000 0 0 LKQ CORP COM 501889208 2,545 150,000 SH SOLE NONE 150,000 0 0 MBIA INC COM 55262C100 15,292 1,285,100 SH SOLE NONE 1,285,100 0 0 MELCO PBL ENTMNT LTD ADR 585464100 4,189 1,050,000 SH SOLE NONE 1,050,000 0 0 MEMC ELECTR MATLS INC COM 552715104 11,538 408,300 SH SOLE NONE 408,300 0 0 MERRILL LYNCH & CO INC COM 590188108 17,710 700,000 SH SOLE NONE 700,000 0 0 NEWS CORP CL A 65248E104 6,595 550,000 SH SOLE NONE 550,000 0 0 NUTRI SYS INC NEW COM 67069D108 7,035 397,000 SH SOLE NONE 397,000 0 0 PHILIP MORRIS INTL INC COM 718172109 42,836 951,200 SH SOLE NONE 951,200 0 0 POPULAR INC COM 733174106 8,705 1,050,000 SH SOLE NONE 1,050,000 0 0 PRICELINE COM INC COM NEW 741503403 15,055 225,000 SH SOLE NONE 225,000 0 0 QUALCOMM INC COM 747525103 34,147 862,500 SH SOLE NONE 862,500 0 0 REDWOOD TR INC COM 758075402 869 40,000 SH SOLE NONE 40,000 0 0 RESEARCH IN MOTION LTD COM 760975102 15,013 229,600 SH SOLE NONE 229,600 0 0 SEARS HLDGS CORP COM 812350106 14,025 150,000 SH SOLE NONE 150,000 0 0 SELECT COMFORT CORP COM 81616X103 932 565,000 SH SOLE NONE 565,000 0 0 SOLARFUN POWER HOLDINGS CO L SPONSORED ADR 83415U108 5,972 674,000 SH SOLE NONE 674,000 0 0 SUNPOWER CORP COM CL A 867652109 4,556 75,000 SH SOLE NONE 75,000 0 0 SUNTRUST BKS INC COM 867914103 3,374 75,000 SH SOLE NONE 75,000 0 0 SYNOVUS FINL CORP COM 87161C105 23,288 2,250,000 SH SOLE NONE 2,250,000 0 0 TATA MTRS LTD SPONSORED ADR 876568502 1,532 200,000 SH SOLE NONE 200,000 0 0 TEMPUR PEDIC INTL INC COM 88023U101 10,725 912,000 SH SOLE NONE 912,000 0 0 TRANSDIGM GROUP INC COM 893641100 18,097 528,700 SH SOLE NONE 528,700 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 19,530 985,676 SH SOLE NONE 985,676 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 15,643 155,000 SH SOLE NONE 155,000 0 0 UNITED STATES NATL GAS FUND LP UNIT 912318102 2,766 83,000 SH SOLE NONE 83,000 0 0 USEC INC COM 90333E108 7,466 1,380,000 SH SOLE NONE 1,380,000 0 0 UTSTARCOM INC COM 918076100 1,988 590,000 SH SOLE NONE 590,000 0 0 WACHOVIA CORP NEW COM 929903102 6,825 1,982,700 SH SOLE NONE 1,982,700 0 0 WARNACO GROUP INC COM NEW 934390402 4,529 100,000 SH SOLE NONE 100,000 0 0 WASHINGTON MUT INC COM 939322103 224 1,399,000 SH SOLE NONE 1,399,000 0 0 YINGLI GREEN ENERGY HLD CO ADR 98584B103 18,064 1,639,200 SH SOLE NONE 1,639,200 0 0 ZIONS BANCORPORATION COM 989701107 5,322 137,523 SH SOLE NONE 137,523 0 0
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