Q3 2014 Holdings
Filed 2014-11-14 | 38 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 | $977.0K | 102,122 | 92.4% |
| Proshares TR | ULTSHRT QQQ | 74348A426 | $7.1K | 160,000 | 0.7% |
| Proshares TR | PSHS ULSHT SP500 | 74347B300 | $6.8K | 275,000 | 0.6% |
| Proshares TR | ULTSHT RUSS2000 | 74348A319 | $5.7K | 115,000 | 0.5% |
| Formfactor Inc(FORM) | COM | 346375108 | $3.9K | 550,000 | 0.4% |
| Cohu Inc(COHU) | COM | 192576106 | $3.1K | 255,000 | 0.3% |
| Spansion Inc | COM CL A NEW | 84649R200 | $3.0K | 132,500 | 0.3% |
| Aviat Networks Inc | COM | 05366Y102 | $2.7K | 1,500,000 | 0.3% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $2.7K | 390,000 | 0.3% |
| Broadcom Corp | CL A | 111320107 | $2.6K | 65,000 | 0.2% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $2.5K | 358,456 | 0.2% |
| Aruba Networks Inc | COM | 043176106 | $2.4K | 110,000 | 0.2% |
| Rocket Fuel Inc | COM | 773111109 | $2.4K | 150,000 | 0.2% |
| Meru Networks Inc | COM | 59047Q103 | $2.3K | 616,105 | 0.2% |
| Silver Spring Networks Inc | COM | 82817Q103 | $2.3K | 235,000 | 0.2% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $2.2K | 391,300 | 0.2% |
| Ruckus Wireless Inc | COM | 781220108 | $2.1K | 157,275 | 0.2% |
| Mattson Technology Inc | COM | 577223100 | $2.0K | 825,000 | 0.2% |
| Infoblox Inc | COM | 45672H104 | $1.9K | 130,000 | 0.2% |
| Harmonic Inc(HLIT) | COM | 413160102 | $1.9K | 294,718 | 0.2% |
| Pmc-Sierra Inc | COM | 69344F106 | $1.9K | 250,000 | 0.2% |
| O2micro International LTD | SPONS ADR | 67107W100 | $1.7K | 652,849 | 0.2% |
| Mattersight Corp | COM | 577097108 | $1.7K | 320,874 | 0.2% |
| Shoretel Inc | COM | 825211105 | $1.7K | 258,520 | 0.2% |
| Atmel Corp | COM | 049513104 | $1.4K | 175,000 | 0.1% |
| Emulex Corp | COM NEW | 292475209 | $1.4K | 275,000 | 0.1% |
| Silicon Graphics Intl Corp | COM | 82706L108 | $1.3K | 137,983 | 0.1% |
| PDF Solutions Inc(PDFS) | COM | 693282105 | $1.3K | 100,000 | 0.1% |
| Planar SYS Inc | COM | 726900103 | $1.2K | 320,000 | 0.1% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $1.2K | 130,000 | 0.1% |
| Quantum Corp | COM DSSG | 747906204 | $1.2K | 1,000,000 | 0.1% |
| Limelight Networks Inc | COM | 53261M104 | $1.2K | 495,063 | 0.1% |
| Trina Solar Limited | SPON ADR | 89628E104 | $905 | 75,000 | 0.1% |
| Sigma Designs Inc | COM | 826565103 | $582 | 135,000 | 0.1% |
| Falconstor Software Inc | COM | 306137100 | $575 | 500,000 | 0.1% |
| Micrel Inc | COM | 594793101 | $481 | 40,000 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $371 | 20,000 | 0.0% |
| Microsemi Corp | COM | 595137100 | $323 | 12,700 | 0.0% |