Q2 2013 Holdings
Filed 2013-08-09 | 44 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $2.6M | 256,797 | 55.5% |
| Corning Inc(GLW) | COM | 219350105 | $2.0M | 140,000 | 42.6% |
| Proshares TR | PSHS ULSHT SP500 | 74347B300 | $6.1K | 150,000 | 0.1% |
| Proshares TR | PSHS ULSHRUS2000 | 74348A202 | $5.3K | 295,000 | 0.1% |
| Formfactor Inc(FORM) | COM | 346375108 | $4.9K | 725,000 | 0.1% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.5K | 503,612 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0K | 7,500 | 0.1% |
| Harmonic Inc(HLIT) | COM | 413160102 | $2.7K | 430,000 | 0.1% |
| Aviat Networks Inc | COM | 05366Y102 | $2.7K | 1,034,985 | 0.1% |
| LSI Corporation | COM | 502161102 | $2.7K | 375,000 | 0.1% |
| RF Microdevices Inc | COM | 749941100 | $2.7K | 500,000 | 0.1% |
| Fusion-Io Inc | COM | 36112J107 | $2.4K | 170,000 | 0.1% |
| Proshares TR | PSHS ULTSHRT QQQ | 74347X237 | $2.4K | 100,000 | 0.1% |
| Shoretel Inc | COM | 825211105 | $2.3K | 580,000 | 0.1% |
| O2micro International LTD | SPONS ADR | 67107W100 | $2.3K | 686,317 | 0.0% |
| Anadigics Inc | COM | 032515108 | $2.2K | 1,000,000 | 0.0% |
| Altera Corp | COM | 021441100 | $2.1K | 65,000 | 0.0% |
| Integrated Silicon Solution | COM | 45812P107 | $2.1K | 193,980 | 0.0% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.1K | 250,000 | 0.0% |
| Meru Networks Inc | COM | 59047Q103 | $2.0K | 497,993 | 0.0% |
| Emulex Corp | COM NEW | 292475209 | $2.0K | 300,000 | 0.0% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $1.9K | 534,100 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $1.9K | 150,000 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.9K | 45,000 | 0.0% |
| Spansion Inc | COM CL A NEW | 84649R200 | $1.9K | 150,000 | 0.0% |
| Cohu Inc(COHU) | COM | 192576106 | $1.8K | 141,551 | 0.0% |
| Supertex Inc | COM | 868532102 | $1.5K | 63,212 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.5K | 60,000 | 0.0% |
| Qlogic Corp | COM | 747277101 | $1.4K | 150,000 | 0.0% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.4K | 225,000 | 0.0% |
| Planar SYS Inc | COM | 726900103 | $1.4K | 845,000 | 0.0% |
| Mattersight Corp | COM | 577097108 | $1.4K | 500,000 | 0.0% |
| Rubicon Technology Inc | COM | 78112T107 | $1.4K | 175,000 | 0.0% |
| Sigma Designs Inc | COM | 826565103 | $1.4K | 274,312 | 0.0% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $1.3K | 150,000 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $1.2K | 35,000 | 0.0% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $1.1K | 175,396 | 0.0% |
| Oclaro Inc | COM NEW | 67555N206 | $944 | 800,000 | 0.0% |
| Peregrine Semiconductor Corp | COM | 71366R703 | $789 | 72,337 | 0.0% |
| Novatel Wireless Inc | COM NEW | 66987M604 | $751 | 190,000 | 0.0% |
| Falconstor Software Inc | COM | 306137100 | $747 | 545,600 | 0.0% |
| Oplink Communications Inc | COM NEW | 68375Q403 | $708 | 40,772 | 0.0% |
| Ltx-Credence Corp | COM NEW | 502403207 | $649 | 108,427 | 0.0% |
| Tellabs Inc | COM | 879664100 | $590 | 298,600 | 0.0% |