Q2 2013 Holdings
Filed 2013-08-16 | 23 holdings | $240.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Infoblox Inc | COMM | 45672H104 | $32.3K | 1,103,600 | 13.4% |
| Zynga Inc(ZNGAEUR) | COMM | 98986T108 | $25.0K | 8,994,539 | 10.4% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $22.6K | 2,499,309 | 9.4% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $17.6K | 1,319,074 | 7.3% |
| Gentherm Inc(THRM) | COMM | 37253A103 | $14.9K | 800,000 | 6.2% |
| Imax Corp(IMAX) | COMM | 45245E109 | $12.5K | 501,000 | 5.2% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $11.3K | 1,175,000 | 4.7% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $10.8K | 444,700 | 4.5% |
| Shfl Entertainment Inc | COMM | 78423R105 | $10.2K | 575,000 | 4.2% |
| Wageworks Inc(WAGE) | COMM | 930427109 | $9.5K | 275,000 | 3.9% |
| Barnes Group Inc(BUSD) | COMM | 067806109 | $8.2K | 271,800 | 3.4% |
| Coherent Inc(COHREUR) | COMM | 192479103 | $7.9K | 144,000 | 3.3% |
| Netscout Systems Inc(NTCT) | COMM | 64115T104 | $7.6K | 325,000 | 3.1% |
| Atmel Corp | COMM | 049513104 | $7.3K | 1,000,000 | 3.0% |
| Ceragon Networks LTD(CRNT) | COMM | M22013102 | $7.1K | 2,270,829 | 3.0% |
| Channeladvisor Corp(ECOM1USD) | COMM | 159179100 | $7.1K | 450,000 | 2.9% |
| Ipass Inc | COMM | 46261V108 | $6.6K | 3,489,749 | 2.7% |
| Rimage Corp | COMM | 766721104 | $6.3K | 758,414 | 2.6% |
| Cognex Corp(CGNX) | COMM | 192422103 | $5.9K | 130,500 | 2.4% |
| Rackspace Hosting Inc | COMM | 750086100 | $5.7K | 150,000 | 2.4% |
| Cimatron LTD | COMM | M23798107 | $2.9K | 484,326 | 1.2% |
| American Electric Technologies | COMM | 025576109 | $961 | 134,723 | 0.4% |
| Rubicon Technology Inc | COMM | 78112T107 | $797 | 100,000 | 0.3% |