Q2 2016 Holdings
Filed 2016-08-15 | 17 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $938.0K | 50,000 | 82.2% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $50.8K | 7,913,000 | 4.4% |
| Check Point Software Tech LT(CHKP)Put | ORD | M22465104 | $34.9K | 438,000 | 3.1% |
| Broadcom LTD(AVGO)Call | SHS | Y09827109 | $23.3K | 150,000 | 2.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $16.4K | 994,800 | 1.4% |
| Universal Display Corp(OLED) | COM | 91347P105 | $13.6K | 201,100 | 1.2% |
| Universal Display Corp(OLED)Call | COM | 91347P105 | $13.6K | 200,000 | 1.2% |
| Immersion Corp(IMMR) | COM | 452521107 | $13.5K | 1,838,600 | 1.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $10.9K | 200,500 | 1.0% |
| Immersion Corp(IMMR)Call | COM | 452521107 | $5.5K | 753,300 | 0.5% |
| Integrated Device Technology | COM | 458118106 | $4.4K | 220,000 | 0.4% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $3.8K | 400,000 | 0.3% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $3.1K | 20,205 | 0.3% |
| Silicon Motion Technology Co(SIMO) | COM | 82706C108 | $2.6K | 55,000 | 0.2% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $2.5K | 50,000 | 0.2% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $2.4K | 101,000 | 0.2% |
| Nanometrics Inc | COM | 630077105 | $2.4K | 115,093 | 0.2% |