Q1 2014 Holdings
Filed 2014-05-15 | 25 holdings | $536.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $114.0K | 5,000 | 21.2% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $66.3K | 6,700,000 | 12.4% |
| Maxim Integrated Prods Inc(MXIM)Put | COM | 57772K101 | $49.7K | 1,500,000 | 9.3% |
| Qlik Technologies IncCall | COM | 74733T105 | $47.7K | 1,792,200 | 8.9% |
| International Business Machs(IBM)Put | COM | 459200101 | $43.3K | 225,000 | 8.1% |
| Take-Two Interactive Softwar(TTWO)Put | COM | 874054109 | $36.6K | 1,668,600 | 6.8% |
| Qlik Technologies Inc | COM | 74733T105 | $27.1K | 1,020,000 | 5.1% |
| Micron Technology Inc(MU)Put | COM | 595112103 | $26.0K | 1,100,000 | 4.8% |
| Synaptics Inc(SYNA)Call | COM | 87157D109 | $24.8K | 413,100 | 4.6% |
| Synnex Corp(SNX)Put | COM | 87162W100 | $15.2K | 250,000 | 2.8% |
| Cognizant Technology Solutio(CTSH)Put | CL A | 192446102 | $12.7K | 250,000 | 2.4% |
| Logmein Inc | COM | 54142L109 | $12.4K | 276,757 | 2.3% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $9.1K | 677,357 | 1.7% |
| Audience Inc | COM | 05070J102 | $7.5K | 601,499 | 1.4% |
| Applied Micro Circuits CorpCall | COM NEW | 03822W406 | $6.9K | 700,000 | 1.3% |
| Allot Communications LTD(ALLT)Call | SHS | M0854Q105 | $6.4K | 473,600 | 1.2% |
| Nokia Corp(NOK)Call | SPONSORED ADR | 654902204 | $5.4K | 739,200 | 1.0% |
| Jive Software IncCall | COM | 47760A108 | $5.0K | 630,000 | 0.9% |
| Ciena Corp(CIEN)Call | COM NEW | 171779309 | $4.5K | 200,000 | 0.8% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $4.5K | 115,000 | 0.8% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $3.0K | 50,000 | 0.6% |
| Jive Software Inc | COM | 47760A108 | $2.6K | 322,700 | 0.5% |
| Broadcom CorpCall | CL A | 111320107 | $2.5K | 77,900 | 0.5% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $1.9K | 200,000 | 0.4% |
| Rudolph Technologies Inc | COM | 781270103 | $1.6K | 140,000 | 0.3% |