Q4 2013 Holdings
Filed 2014-02-14 | 36 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $1.1M | 110,000 | 93.7% |
| Proshares TR | PSHS ULTSHRT QQQ | 74347X237 | $6.0K | 400,000 | 0.5% |
| Broadcom Corp | CL A | 111320107 | $4.7K | 159,700 | 0.4% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $4.2K | 404,900 | 0.4% |
| Spansion Inc | COM CL A NEW | 84649R200 | $4.0K | 284,781 | 0.3% |
| Formfactor Inc(FORM) | COM | 346375108 | $3.9K | 642,300 | 0.3% |
| LSI Corporation | COM | 502161102 | $3.0K | 275,000 | 0.3% |
| Harmonic Inc(HLIT) | COM | 413160102 | $3.0K | 400,288 | 0.3% |
| Ruckus Wireless Inc | COM | 781220108 | $2.8K | 200,000 | 0.3% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.6K | 350,000 | 0.2% |
| Supertex Inc | COM | 868532102 | $2.5K | 100,000 | 0.2% |
| Meru Networks Inc | COM | 59047Q103 | $2.5K | 575,000 | 0.2% |
| Mattersight Corp | COM | 577097108 | $2.3K | 487,500 | 0.2% |
| Aviat Networks Inc | COM | 05366Y102 | $2.3K | 1,000,000 | 0.2% |
| Fusion-Io Inc | COM | 36112J107 | $2.1K | 240,000 | 0.2% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $2.0K | 396,400 | 0.2% |
| Rackspace Hosting Inc | COM | 750086100 | $2.0K | 50,000 | 0.2% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $1.9K | 225,000 | 0.2% |
| Planar SYS Inc | COM | 726900103 | $1.9K | 755,406 | 0.2% |
| Shoretel Inc | COM | 825211105 | $1.9K | 200,000 | 0.2% |
| O2micro International LTD | SPONS ADR | 67107W100 | $1.8K | 653,149 | 0.2% |
| Anadigics Inc | COM | 032515108 | $1.6K | 879,409 | 0.1% |
| Emulex Corp | COM NEW | 292475209 | $1.4K | 200,000 | 0.1% |
| Enernoc Inc | COM | 292764107 | $1.2K | 70,000 | 0.1% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.1K | 175,000 | 0.1% |
| Quantum Corp | COM DSSG | 747906204 | $1.0K | 862,820 | 0.1% |
| Falconstor Software Inc | COM | 306137100 | $933 | 690,912 | 0.1% |
| Mellanox Technologies LTD | SHS | M51363113 | $900 | 22,514 | 0.1% |
| Trina Solar Limited | SPON ADR | 89628E104 | $889 | 65,000 | 0.1% |
| Silver Spring Networks Inc | COM | 82817Q103 | $840 | 40,000 | 0.1% |
| Altera Corp | COM | 021441100 | $813 | 25,000 | 0.1% |
| Sigma Designs Inc | COM | 826565103 | $798 | 168,989 | 0.1% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $603 | 60,093 | 0.1% |
| Cohu Inc(COHU) | COM | 192576106 | $601 | 57,249 | 0.1% |
| Mattson Technology Inc | COM | 577223100 | $467 | 170,350 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $362 | 20,000 | 0.0% |