Q3 2013 Holdings
Filed 2013-11-13 | 26 holdings | $276.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Infoblox Inc | COMM | 45672H104 | $28.2K | 675,000 | 10.2% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $21.4K | 2,410,000 | 7.7% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $20.5K | 1,485,426 | 7.4% |
| Imax Corp(IMAX) | COMM | 45245E109 | $18.9K | 625,000 | 6.8% |
| Extreme Networks Inc(EXTR) | COMM | 30226D106 | $12.5K | 2,400,000 | 4.5% |
| Coherent Inc(COHREUR) | COMM | 192479103 | $12.2K | 198,700 | 4.4% |
| Power Solutions International(PSIX) | COMM | 73933G202 | $11.8K | 200,000 | 4.3% |
| Ceragon Networks LTD(CRNT) | COMM | M22013102 | $11.8K | 2,800,000 | 4.3% |
| GT Advanced Technologies Inc | COMM | 36191U106 | $11.1K | 1,300,000 | 4.0% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $10.5K | 697,200 | 3.8% |
| Barnes Group Inc(BUSD) | COMM | 067806109 | $10.5K | 300,000 | 3.8% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $10.1K | 315,000 | 3.7% |
| Wageworks Inc(WAGE) | COMM | 930427109 | $10.1K | 200,000 | 3.7% |
| Verifone Holdings Inc | COMM | 92342Y109 | $9.6K | 420,000 | 3.5% |
| Qumu Corporation | COMM | 749063103 | $9.4K | 758,414 | 3.4% |
| Ipass Inc | COMM | 46261V108 | $7.8K | 3,876,579 | 2.8% |
| Atmel Corp | COMM | 049513104 | $7.4K | 1,000,000 | 2.7% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $7.3K | 401,500 | 2.6% |
| Neonode Inc | COMM | 64051M402 | $7.2K | 1,122,848 | 2.6% |
| Channeladvisor Corp(ECOM1USD) | COMM | 159179100 | $6.8K | 185,000 | 2.5% |
| Rofin-Sinar Technologies Inc | COMM | 775043102 | $6.4K | 265,000 | 2.3% |
| Rubicon Technology Inc | COMM | 78112T107 | $6.1K | 500,000 | 2.2% |
| American Electric Technologies | COMM | 025576109 | $5.4K | 762,480 | 2.0% |
| Cimatron LTD | COMM | M23798107 | $5.3K | 910,683 | 1.9% |
| Himax Technologies Inc(HIMX) | ADRS | 43289P106 | $4.6K | 464,800 | 1.7% |
| Ixys Corporation | COMM | 46600W106 | $3.3K | 338,568 | 1.2% |