Woodbine Capital Dumps All Of Its Google And Netflix, While Cranking Up Bets On Emerging Markets

Woodbine Capital, a fund started by two former Soros managers, is out with its latest 13-F.
What stands out are some big bets on emerging markets:
- iShares FTSE China 25 IDX -- 128,000 shares
- Market Fectors ETF Russia -- 425,000 shares
- Call options on MSCI iShares (Emerging Markets)
- Mosaic -- 30,000 shares
Notably absent from its last 13-F: Google, Netflix, Coinstar, and jetBLue.
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