13F-HR 1 d1354640_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 December 31, 2012 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Mario Cibelli Address: 6 East 43rd Street, 23rd Floor New York, New York 10017 13F File Number: 028-11689 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: Mario D. Cibelli Title: Managing Member Phone: (212) 490-0399 Signature, Place and Date of Signing: /s/ Mario D. Cibelli New York, New York February 14, 2013 ----------------------- -------------------------- ---------------------- [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: 3 Form 13F Information Table Entry Total: 21 Form 13F Information Table Value Total: $154,892 (thousands) List of Other Included Managers: No. Form 13F File Number Name 1. 028-11767 Cibelli Capital Management, L.L.C. 2. 028-11691 Marathon Partners L.P. 3. 028-14390 Robotti & Company Advisors, LLC FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X1000) PRN AMT PRN CALL DISCRETION MANGRS SOLE SHARED NONE ACACIA RESH CORP ACACIA TCH COM 003881307 770 30,000 SH SHARED 1, 2 30,000 ALLISON TRANSMISSION HLDGS I COM 01973R101 511 25,000 SH SHARED 1, 2 25,000 COINSTAR INC COM 19259P300 50,663 974,100 SH SHARED 1, 2, 3 974,100 DECKERS OUTDOOR CORP COM 243537107 805 20,000 SH SHARED 1, 2 20,000 EXPEDIA INC DEL COM NEW 30212P303 5,192 84,500 SH SHARED 1, 2, 3 84,500 FACEBOOK INC CL A 30303M102 1,765 66,300 SH SHARED 1, 2, 3 66,300 GOOGLE INC CL A 38259P508 5,627 7,955 SH SHARED 1, 2, 3 7,955 GREEN DOT CORP CL A 39304D102 2,713 222,400 SH SHARED 1, 2, 3 222,400 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 9,206 467,800 SH SHARED 1, 2, 3 467,800 LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 2,927 43,199 SH SHARED 1, 2, 3 43,199 NETFLIX INC COM 64110L106 6,102 65,900 SH SHARED 1, 2, 3 65,900 PANDORA MEDIA INC COM 698354107 537 58,500 SH SHARED 1, 2, 3 58,500 PANHANDLE OIL AND GAS INC CL A 698477106 847 30,000 SH SHARED 1, 2 30,000 SHUTTERFLY INC COM 82568P304 37,562 1,257,500 SH SHARED 1, 2, 3 1,257,500 SKULLCANDY INC COM 83083J104 2,815 361,300 SH SHARED 1, 2, 3 361,300 SPDR GOLD TRUST GOLD SHS 78463V107 4,196 25,900 SH SHARED 1, 2, 3 25,900 TRIPADVISOR INC COM 896945201 4,251 101,400 SH SHARED 1, 2, 3 101,400 WAL-MART STORES INC COM 931142103 246 3,600 SH SHARED 3 3,600 WESTERN UN CO COM 959802109 10,175 747,600 SH SHARED 1, 2, 3 747,600 WORLD WRESTLING ENTMT INC CL A 98156Q108 6,607 837,400 SH SHARED 1, 2, 3 837,400 ZIPCAR INC COM 98974X103 1,377 167,100 SH SHARED 1, 2, 3 167,100 SK 03366 0001 1354640