Q2 2013 Holdings
Filed 2013-08-14 | 20 holdings | $28.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $28.2M | 1,450,000 | 99.3% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $63.8K | 7,250,000 | 0.2% |
| Open Text Corp(OTEX)Put | COM | 683715106 | $41.6K | 608,200 | 0.1% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $18.5K | 1,090,000 | 0.1% |
| SAP AG(SAP)Put | SPON ADR | 803054204 | $9.1K | 125,200 | 0.0% |
| Atmel CorpPut | COM | 049513104 | $8.8K | 1,200,000 | 0.0% |
| Spreadtrum Communications in | ADR | 849415203 | $6.6K | 250,000 | 0.0% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $5.5K | 400,000 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $4.6K | 190,000 | 0.0% |
| Broadsoft Inc | COM | 11133B409 | $4.1K | 150,000 | 0.0% |
| Logmein Inc | COM | 54142L109 | $3.7K | 150,000 | 0.0% |
| Rudolph Technologies Inc | COM | 781270103 | $3.6K | 325,000 | 0.0% |
| Research in Motion LTDPut | COM | 760975102 | $3.1K | 300,000 | 0.0% |
| Cogo Group Inc | ORD SHS | G22538105 | $3.1K | 1,525,000 | 0.0% |
| Garmin LTD(GRMN)Call | SHS | H2906T109 | $3.0K | 83,600 | 0.0% |
| Spreadtrum Communications inCall | ADR | 849415203 | $2.6K | 100,000 | 0.0% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $2.5K | 355,000 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $2.0K | 155,000 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $1.8K | 50,000 | 0.0% |
| Sigma Designs Inc | COM | 826565103 | $1.3K | 250,000 | 0.0% |