Q3 2013 Holdings
Filed 2013-11-14 | 27 holdings | $5.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $5.0M | 200,000 | 94.9% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $93.5K | 7,250,000 | 1.8% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $35.1K | 1,550,000 | 0.7% |
| Open Text Corp(OTEX)Put | COM | 683715106 | $26.9K | 359,900 | 0.5% |
| Take-Two Interactive Softwar(TTWO)Put | COM | 874054109 | $21.1K | 1,162,900 | 0.4% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $12.2K | 142,500 | 0.2% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $8.6K | 680,100 | 0.2% |
| Netapp Inc(NTAP)Put | COM | 64110D104 | $8.5K | 200,000 | 0.2% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $5.8K | 191,200 | 0.1% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $5.5K | 53,000 | 0.1% |
| Activision Blizzard Inc(ATVIEUR)Put | COM | 00507V109 | $5.0K | 300,000 | 0.1% |
| Logmein Inc | COM | 54142L109 | $4.7K | 150,000 | 0.1% |
| Audience Inc | COM | 05070J102 | $4.5K | 400,000 | 0.1% |
| Broadsoft Inc | COM | 11133B409 | $4.3K | 120,000 | 0.1% |
| Rudolph Technologies Inc | COM | 781270103 | $4.0K | 352,500 | 0.1% |
| Broadsoft IncCall | COM | 11133B409 | $3.6K | 100,000 | 0.1% |
| Cogo Group Inc | ORD SHS | G22538105 | $3.4K | 1,465,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $3.3K | 288,700 | 0.1% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.3K | 400,000 | 0.1% |
| Symantec CorpPut | COM | 871503108 | $3.2K | 130,000 | 0.1% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $3.2K | 70,000 | 0.1% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $2.9K | 200,000 | 0.1% |
| Qlik Technologies Inc | COM | 74733T105 | $2.7K | 80,000 | 0.1% |
| Alcatel-Lucent | SPONSORED ADR | 013904305 | $1.8K | 500,000 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $1.7K | 100,000 | 0.0% |
| Intersil Corp | CL A | 46069S109 | $1.1K | 100,000 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $619 | 10,092 | 0.0% |