Q2 2014 Holdings
Filed 2014-08-12 | 33 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Inc(CALX) | COM | 13100M509 | $1.8M | 225,000 | 95.9% |
| Proshares TR | ULTSHRT QQQ | 74348A426 | $9.0K | 180,000 | 0.5% |
| Proshares TR | PSHS ULSHT SP500 | 74347B300 | $7.0K | 275,000 | 0.4% |
| Proshares TR | ULTSHT RUSS2000 | 74348A319 | $4.9K | 115,000 | 0.3% |
| Formfactor Inc(FORM) | COM | 346375108 | $4.6K | 550,000 | 0.2% |
| Spansion Inc | COM CL A NEW | 84649R200 | $4.2K | 200,000 | 0.2% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $4.1K | 403,946 | 0.2% |
| Broadcom Corp | CL A | 111320107 | $3.2K | 85,000 | 0.2% |
| Harmonic Inc(HLIT) | COM | 413160102 | $3.0K | 401,279 | 0.2% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.7K | 380,000 | 0.1% |
| Ruckus Wireless Inc | COM | 781220108 | $2.5K | 210,000 | 0.1% |
| Cohu Inc(COHU) | COM | 192576106 | $2.4K | 225,000 | 0.1% |
| O2micro International LTD | SPONS ADR | 67107W100 | $2.2K | 653,149 | 0.1% |
| Mattersight Corp | COM | 577097108 | $2.2K | 413,797 | 0.1% |
| Meru Networks Inc | COM | 59047Q103 | $2.1K | 580,686 | 0.1% |
| Aruba Networks Inc | COM | 043176106 | $2.0K | 115,000 | 0.1% |
| Planar SYS Inc | COM | 726900103 | $2.0K | 816,257 | 0.1% |
| Micrel Inc | COM | 594793101 | $1.9K | 165,621 | 0.1% |
| Aviat Networks Inc | COM | 05366Y102 | $1.8K | 1,389,428 | 0.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $1.6K | 180,000 | 0.1% |
| Sonus Networks Inc | COM | 835916107 | $1.6K | 451,800 | 0.1% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $1.6K | 391,300 | 0.1% |
| Emulex Corp | COM NEW | 292475209 | $1.6K | 275,000 | 0.1% |
| Infoblox Inc | COM | 45672H104 | $1.5K | 115,000 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.4K | 25,000 | 0.1% |
| Quantum Corp | COM DSSG | 747906204 | $1.2K | 1,000,000 | 0.1% |
| Microsemi Corp | COM | 595137100 | $1.2K | 45,000 | 0.1% |
| Mattson Technology Inc | COM | 577223100 | $1.2K | 540,000 | 0.1% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.1K | 140,000 | 0.1% |
| Trina Solar Limited | SPON ADR | 89628E104 | $962 | 75,000 | 0.1% |
| Falconstor Software Inc | COM | 306137100 | $850 | 500,000 | 0.0% |
| Sigma Designs Inc | COM | 826565103 | $733 | 160,000 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $413 | 20,000 | 0.0% |