Q4 2014 Holdings
Filed 2015-02-11 | 37 holdings | $94.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Proshares TR | ULTSHT RUSS2000 | 74348A319 | $7.1K | 180,000 | 7.5% |
| Proshares TR | PSHS ULSHT SP500 | 74347B300 | $6.1K | 275,000 | 6.4% |
| Formfactor Inc(FORM) | COM | 346375108 | $4.6K | 535,000 | 4.9% |
| Silver Spring Networks Inc | COM | 82817Q103 | $4.2K | 500,000 | 4.5% |
| Groupon Inc | COM CL A | 399473107 | $4.1K | 500,000 | 4.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $3.6K | 100,000 | 3.8% |
| Mattson Technology Inc | COM | 577223100 | $3.4K | 987,696 | 3.6% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $3.2K | 100,000 | 3.3% |
| Internap Corp | COM PAR $.001 | 45885A300 | $3.0K | 375,000 | 3.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $2.7K | 50,000 | 2.9% |
| Broadcom Corp | CL A | 111320107 | $2.7K | 62,500 | 2.9% |
| Microsemi Corp | COM | 595137100 | $2.7K | 95,000 | 2.9% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $2.7K | 45,000 | 2.8% |
| Planar SYS Inc | COM | 726900103 | $2.5K | 300,000 | 2.7% |
| Pmc-Sierra Inc | COM | 69344F106 | $2.5K | 270,000 | 2.6% |
| Rocket Fuel Inc | COM | 773111109 | $2.4K | 150,000 | 2.6% |
| Shoretel Inc | COM | 825211105 | $2.4K | 325,000 | 2.5% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $2.3K | 90,000 | 2.5% |
| Infoblox Inc | COM | 45672H104 | $2.3K | 115,000 | 2.5% |
| Limelight Networks Inc | COM | 53261M104 | $2.3K | 828,431 | 2.4% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $2.3K | 245,500 | 2.4% |
| Quantum Corp | COM DSSG | 747906204 | $2.2K | 1,240,000 | 2.3% |
| Aviat Networks Inc | COM | 05366Y102 | $2.1K | 1,400,000 | 2.2% |
| King Digital Entmt PLC | ORD SHS | G5258J109 | $2.1K | 135,000 | 2.2% |
| Cohu Inc(COHU) | COM | 192576106 | $2.1K | 172,500 | 2.2% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $2.0K | 275,000 | 2.2% |
| Silicon Graphics Intl Corp | COM | 82706L108 | $2.0K | 177,500 | 2.1% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $2.0K | 379,471 | 2.1% |
| Meru Networks Inc | COM | 59047Q103 | $2.0K | 533,833 | 2.1% |
| Dragonwave Inc | COM | 26144M103 | $1.9K | 2,000,000 | 2.0% |
| Spansion Inc | COM CL A NEW | 84649R200 | $1.5K | 44,700 | 1.6% |
| Mattersight Corp | COM | 577097108 | $1.4K | 229,100 | 1.5% |
| Harmonic Inc(HLIT) | COM | 413160102 | $1.3K | 190,000 | 1.4% |
| Anadigics Inc | COM | 032515108 | $1.1K | 1,483,907 | 1.2% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $563 | 74,731 | 0.6% |
| Axcelis Technologies Inc | COM | 054540109 | $540 | 210,764 | 0.6% |
| Entropic Communications Inc | COM | 29384R105 | $468 | 184,898 | 0.5% |