Q1 2014 Holdings
Filed 2014-05-14 | 40 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $1.9M | 225,000 | 95.6% |
| Proshares TR | ULTSHRT QQQ | 74348A426 | $9.1K | 155,000 | 0.5% |
| Spansion Inc | COM CL A NEW | 84649R200 | $4.8K | 275,000 | 0.2% |
| Proshares TR | ULTSHT RUSS2000 | 74348A319 | $4.6K | 100,000 | 0.2% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.8K | 404,900 | 0.2% |
| Formfactor Inc(FORM) | COM | 346375108 | $3.8K | 600,000 | 0.2% |
| Supertex Inc | COM | 868532102 | $3.3K | 100,000 | 0.2% |
| Broadcom Corp | CL A | 111320107 | $3.1K | 100,000 | 0.2% |
| LSI Corporation | COM | 502161102 | $3.0K | 275,000 | 0.2% |
| Ruckus Wireless Inc | COM | 781220108 | $2.9K | 240,000 | 0.1% |
| Mattersight Corp | COM | 577097108 | $2.9K | 419,696 | 0.1% |
| Harmonic Inc(HLIT) | COM | 413160102 | $2.9K | 401,279 | 0.1% |
| Infoblox Inc | COM | 45672H104 | $2.5K | 125,000 | 0.1% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.5K | 350,000 | 0.1% |
| Meru Networks Inc | COM | 59047Q103 | $2.4K | 535,094 | 0.1% |
| Aruba Networks Inc | COM | 043176106 | $2.3K | 120,000 | 0.1% |
| Cohu Inc(COHU) | COM | 192576106 | $2.1K | 200,000 | 0.1% |
| O2micro International LTD | SPONS ADR | 67107W100 | $2.1K | 653,149 | 0.1% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $2.0K | 396,400 | 0.1% |
| Fusion-Io Inc | COM | 36112J107 | $2.0K | 190,000 | 0.1% |
| Altera Corp | COM | 021441100 | $2.0K | 55,000 | 0.1% |
| Rackspace Hosting Inc | COM | 750086100 | $1.8K | 55,000 | 0.1% |
| Mattson Technology Inc | COM | 577223100 | $1.8K | 775,000 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.7K | 24,000 | 0.1% |
| Emulex Corp | COM NEW | 292475209 | $1.7K | 225,000 | 0.1% |
| Planar SYS Inc | COM | 726900103 | $1.6K | 800,000 | 0.1% |
| Aviat Networks Inc | COM | 05366Y102 | $1.6K | 1,000,000 | 0.1% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $1.5K | 177,500 | 0.1% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.5K | 195,000 | 0.1% |
| Enernoc Inc | COM | 292764107 | $1.4K | 65,000 | 0.1% |
| Silicon Graphics Intl Corp | COM | 82706L108 | $1.4K | 115,000 | 0.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $1.2K | 20,000 | 0.1% |
| Quantum Corp | COM DSSG | 747906204 | $1.1K | 862,820 | 0.1% |
| Trina Solar Limited | SPON ADR | 89628E104 | $942 | 70,000 | 0.0% |
| Micrel Inc | COM | 594793101 | $886 | 80,000 | 0.0% |
| Falconstor Software Inc | COM | 306137100 | $848 | 536,483 | 0.0% |
| Cyan Inc | COM | 23247W104 | $769 | 180,000 | 0.0% |
| Sigma Designs Inc | COM | 826565103 | $762 | 160,000 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $394 | 20,000 | 0.0% |
| Shoretel Inc | COM | 825211105 | $258 | 30,000 | 0.0% |