Q2 2013 Holdings
Filed 2013-08-14 | 79 holdings | $5.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netapp Inc(NTAP) | COM | 64110D104 | $52.4K | 1,386,206 | 0.9% |
| Radware LTD(RDWR) | ORD | M81873107 | $54.3K | 3,935,804 | 0.9% |
| Liberty Global PLC | SHS CL C | G5480U120 | $58.0K | 855,000 | 1.0% |
| Equinix Inc | COM NEW | 29444U502 | $79.8K | 431,960 | 1.4% |
| Sodastream International LTD | USD SHS | M9068E105 | $80.3K | 1,105,581 | 1.4% |
| Rockwood Hldgs Inc | COM | 774415103 | $86.4K | 1,350,000 | 1.5% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $86.5K | 10,703,681 | 1.5% |
| Comscore Inc(SCOR1EUR) | COM | 20564W105 | $88.4K | 3,622,616 | 1.5% |
| Yahoo Inc | COM | 984332106 | $89.6K | 3,565,000 | 1.5% |
| Logmein Inc | COM | 54142L109 | $90.1K | 3,683,282 | 1.6% |
| Westlake Chem Corp(WLK)Put | COM | 960413102 | $91.6K | 950,000 | 1.6% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $95.6K | 2,694,541 | 1.6% |
| Informatica Corp | COM | 45666Q102 | $97.6K | 2,789,194 | 1.7% |
| PTC Inc(PTC) | COM | 69370C100 | $97.7K | 3,982,800 | 1.7% |
| Google Inc | CL A | 38259P508 | $111.1K | 126,206 | 1.9% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $143.7K | 3,240,147 | 2.5% |
| General Cable Corp del New | COM | 369300108 | $148.8K | 4,839,452 | 2.6% |
| Tesla Mtrs Inc(TSLA)Put | COM | 88160R101 | $161.0K | 1,500,000 | 2.8% |
| Pmc-Sierra Inc | COM | 69344F106 | $171.4K | 26,970,150 | 3.0% |
| NCR Corp New(VYX) | COM | 62886E108 | $203.8K | 6,178,665 | 3.5% |
| E M C Corp Mass | COM | 268648102 | $233.4K | 9,881,972 | 4.0% |
| Altera Corp | COM | 021441100 | $259.3K | 7,859,400 | 4.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.5M | 75,000 | 43.9% |