Q3 2013 Holdings
Filed 2013-11-14 | 40 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $852.0K | 66,900 | 73.6% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $227.0K | 10,000 | 19.6% |
| Proshares TR | PSHS ULSHRUS2000 | 74348A202 | $6.8K | 470,100 | 0.6% |
| Proshares TR | PSHS ULSHT SP500 | 74347B300 | $4.9K | 135,000 | 0.4% |
| Broadcom Corp | CL A | 111320107 | $4.7K | 180,000 | 0.4% |
| Formfactor Inc(FORM) | COM | 346375108 | $4.2K | 611,300 | 0.4% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.5K | 422,494 | 0.3% |
| Shoretel Inc | COM | 825211105 | $3.5K | 574,800 | 0.3% |
| Proshares TR | PSHS ULTSHRT QQQ | 74347X237 | $3.3K | 175,000 | 0.3% |
| Harmonic Inc(HLIT) | COM | 413160102 | $3.1K | 405,388 | 0.3% |
| Tellabs Inc | COM | 879664100 | $2.8K | 1,224,100 | 0.2% |
| LSI Corporation | COM | 502161102 | $2.3K | 300,000 | 0.2% |
| Aviat Networks Inc | COM | 05366Y102 | $2.3K | 896,400 | 0.2% |
| Anadigics Inc | COM | 032515108 | $2.3K | 1,150,000 | 0.2% |
| Supertex Inc | COM | 868532102 | $2.2K | 85,000 | 0.2% |
| O2micro International LTD | SPONS ADR | 67107W100 | $2.1K | 686,317 | 0.2% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.1K | 300,000 | 0.2% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $2.0K | 205,877 | 0.2% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $1.9K | 430,000 | 0.2% |
| Mattersight Corp | COM | 577097108 | $1.9K | 500,000 | 0.2% |
| Meru Networks Inc | COM | 59047Q103 | $1.9K | 575,000 | 0.2% |
| Spansion Inc | COM CL A NEW | 84649R200 | $1.9K | 185,000 | 0.2% |
| RF Microdevices Inc | COM | 749941100 | $1.8K | 320,000 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 50,000 | 0.1% |
| Oplink Communications Inc | COM NEW | 68375Q403 | $1.6K | 85,000 | 0.1% |
| Planar SYS Inc | COM | 726900103 | $1.6K | 845,000 | 0.1% |
| Emulex Corp | COM NEW | 292475209 | $1.6K | 200,000 | 0.1% |
| Fusion-Io Inc | COM | 36112J107 | $1.5K | 115,000 | 0.1% |
| Cree Inc | COM | 225447101 | $1.5K | 25,000 | 0.1% |
| Sigma Designs Inc | COM | 826565103 | $1.5K | 260,000 | 0.1% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $1.4K | 198,800 | 0.1% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.2K | 175,000 | 0.1% |
| Falconstor Software Inc | COM | 306137100 | $720 | 545,600 | 0.1% |
| Quantum Corp | COM DSSG | 747906204 | $690 | 500,000 | 0.1% |
| Peregrine Semiconductor Corp | COM | 71366R703 | $663 | 73,888 | 0.1% |
| Cohu Inc(COHU) | COM | 192576106 | $655 | 60,000 | 0.1% |
| Mellanox Technologies LTD | SHS | M51363113 | $570 | 14,998 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $496 | 29,478 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $383 | 40,984 | 0.0% |
| Ltx-Credence Corp | COM NEW | 502403207 | $322 | 48,829 | 0.0% |