Q4 2015 Holdings
Filed 2016-02-16 | 16 holdings | $8.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $5.5M | 266,600 | 63.9% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $3.0M | 100,000 | 34.2% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $50.4K | 7,913,000 | 0.6% |
| Immersion Corp(IMMR) | COM | 452521107 | $18.4K | 1,574,498 | 0.2% |
| Universal Display Corp(OLED) | COM | 91347P105 | $12.7K | 233,600 | 0.1% |
| Marvell Technology Group LTD(MRVL)Call | ORD | G5876H105 | $12.1K | 1,377,300 | 0.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $12.0K | 576,800 | 0.1% |
| Qlik Technologies Inc | COM | 74733T105 | $11.9K | 376,600 | 0.1% |
| Immersion Corp(IMMR)Call | COM | 452521107 | $11.1K | 953,500 | 0.1% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $9.9K | 421,400 | 0.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $8.4K | 100,000 | 0.1% |
| ARM Hldgs PLC | SPONSORED ADR | 042068106 | $5.7K | 125,200 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $5.4K | 612,000 | 0.1% |
| Oclaro Inc | COM NEW | 67555N206 | $5.3K | 1,515,290 | 0.1% |
| Rubicon Proj Inc | COM | 78112V102 | $3.7K | 225,500 | 0.0% |
| Nanometrics Inc | COM | 630077105 | $2.5K | 164,417 | 0.0% |