Q4 2013 Holdings
Filed 2014-02-14 | 25 holdings | $328.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $96.9K | 7,250,000 | 29.5% |
| Qlik Technologies IncCall | COM | 74733T105 | $40.9K | 1,537,200 | 12.4% |
| Synaptics Inc(SYNA)Call | COM | 87157D109 | $31.1K | 600,000 | 9.5% |
| Qlik Technologies Inc | COM | 74733T105 | $28.0K | 1,050,000 | 8.5% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $20.7K | 400,000 | 6.3% |
| Maxim Integrated Prods Inc(MXIM)Put | COM | 57772K101 | $19.5K | 700,000 | 5.9% |
| Take-Two Interactive Softwar(TTWO)Put | COM | 874054109 | $12.7K | 730,900 | 3.9% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $10.6K | 700,000 | 3.2% |
| Invensense IncCall | COM | 46123D205 | $7.3K | 350,000 | 2.2% |
| Audience Inc | COM | 05070J102 | $6.9K | 589,000 | 2.1% |
| Logmein Inc | COM | 54142L109 | $6.7K | 200,000 | 2.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $6.6K | 191,400 | 2.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $5.3K | 100,000 | 1.6% |
| Cavium IncPut | COM | 14964U108 | $5.2K | 150,000 | 1.6% |
| Gamestop Corp New(GME)Put | CL A | 36467W109 | $4.9K | 100,000 | 1.5% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $4.8K | 200,000 | 1.5% |
| Rudolph Technologies Inc | COM | 781270103 | $3.6K | 310,000 | 1.1% |
| Aruba Networks Inc | COM | 043176106 | $3.6K | 200,000 | 1.1% |
| Allot Communications LTD(ALLT)Call | SHS | M0854Q105 | $3.3K | 220,000 | 1.0% |
| Logmein IncCall | COM | 54142L109 | $2.2K | 65,300 | 0.7% |
| Applied Micro Circuits CorpCall | COM NEW | 03822W406 | $2.1K | 156,400 | 0.6% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $2.1K | 200,000 | 0.6% |
| Ruckus Wireless Inc | COM | 781220108 | $1.4K | 100,000 | 0.4% |
| Spansion Inc | COM CL A NEW | 84649R200 | $1.4K | 100,000 | 0.4% |
| Invensense Inc | COM | 46123D205 | $1.0K | 50,000 | 0.3% |