Q2 2013 Holdings
Filed 2013-08-14 | 60 holdings | $33.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $14.8M | 760,000 | 44.6% |
| Corning Inc(GLW) | COM | 219350105 | $7.5M | 525,000 | 22.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.2M | 170,000 | 21.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.9M | 700,000 | 8.6% |
| Sonus Networks Inc | COM | 835916107 | $116.2K | 38,595,000 | 0.4% |
| Jive Software Inc | COM | 47760A108 | $73.3K | 4,035,000 | 0.2% |
| Keynote Systems Inc | COM | 493308100 | $43.5K | 2,200,000 | 0.1% |
| Citrix Systems Inc Call Option(CTXSEUR)Call | COM | 177376100 | $36.2K | 600,000 | 0.1% |
| Google Inc | CL A | 38259P508 | $35.2K | 40,000 | 0.1% |
| Bazaarvoice Inc | COM | 07327108 | $32.1K | 3,400,000 | 0.1% |
| Ishares TR Call Option(EEM)Call | MSCI EMERG MKT | 464287234 | $27.0K | 700,000 | 0.1% |
| RED HAT Inc Call OptionCall | COM | 756577102 | $26.3K | 550,000 | 0.1% |
| Jive Software Inc Call OptionCall | COM | 47760A108 | $21.8K | 1,200,000 | 0.1% |
| Equinix Inc | COM NEW | 29444U502 | $18.5K | 100,000 | 0.1% |
| Liberty Global PLC | SHS CL A | G5480U104 | $18.4K | 250,000 | 0.1% |
| First Solar Inc(FSLR) | COM | 336433107 | $16.7K | 372,500 | 0.1% |
| Baidu Inc(BIDUN) | SPN ADR REP A | 056752108 | $16.1K | 170,000 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $15.8K | 340,000 | 0.0% |
| Citrix Systems Inc(CTXSEUR) | COM | 177376100 | $14.2K | 235,000 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $14.1K | 370,000 | 0.0% |
| Microstrategy Inc Call Option(MSTR)Call | CL A NEW | 594972408 | $14.0K | 161,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $13.7K | 340,000 | 0.0% |
| Yandex N V(NBIS) | SHS CL A | N97284108 | $13.7K | 495,000 | 0.0% |
| Equinix Inc Call OptionCall | COM NEW | 29444U502 | $12.0K | 65,000 | 0.0% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $11.9K | 1,350,000 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $11.5K | 260,000 | 0.0% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $11.5K | 800,000 | 0.0% |
| Sprint Nextel Corp Call OptionCall | COM SER 1 | 852061100 | $10.9K | 1,550,000 | 0.0% |
| Salesforce.com Inc Call Option(CRM)Call | COM | 79466L302 | $10.7K | 280,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.2K | 295,000 | 0.0% |
| Himax Technologies Inc(HIMX) | SPN ADR | 43289P106 | $9.5K | 1,825,000 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $9.3K | 275,000 | 0.0% |
| Intuit Call Option(INTU)Call | COM | 461202103 | $9.1K | 150,000 | 0.0% |
| Invensense Inc Call OptionCall | COM | 46123D205 | $8.8K | 575,000 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $8.4K | 200,000 | 0.0% |
| Sina Corp | ORD | G81477104 | $8.4K | 150,000 | 0.0% |
| IAC Ractivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $8.3K | 175,000 | 0.0% |
| JDS Uniphase Corp Call OptionCall | COM PAR $0.001 | 46612J507 | $8.3K | 575,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $7.8K | 180,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $6.8K | 160,000 | 0.0% |
| Opentable Inc | COM | 68372A104 | $6.4K | 100,000 | 0.0% |
| ARM Hldgs PLC | SPN ADR | 042068106 | $5.6K | 155,000 | 0.0% |
| Atmel Corp | COM | 049513104 | $5.5K | 750,000 | 0.0% |
| Broadsoft Inc Call OptionCall | COM | 11133B409 | $5.2K | 190,000 | 0.0% |
| LSI Corporation | COM | 502161102 | $5.2K | 725,000 | 0.0% |
| Digitalglobe Inc | COM NEW | 25389M877 | $3.9K | 125,000 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $3.8K | 135,000 | 0.0% |
| Netease Inc(NTES) | SPN ADR | 64110W102 | $3.8K | 60,000 | 0.0% |
| TW Telecom Inc | COM | 87311L104 | $3.5K | 125,000 | 0.0% |
| Trina Solar Limited | SPN ADR | 89628E104 | $3.3K | 550,000 | 0.0% |