Q4 2013 Holdings
Filed 2014-02-14 | 22 holdings | $244.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Infoblox Inc | COMM | 45672H104 | $27.2K | 825,000 | 11.1% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $19.7K | 2,000,000 | 8.1% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $19.0K | 1,457,197 | 7.8% |
| Imax Corp(IMAX) | COMM | 45245E109 | $14.0K | 475,000 | 5.7% |
| Himax Technologies Inc(HIMX) | ADRS | 43289P106 | $13.2K | 900,000 | 5.4% |
| Wageworks Inc(WAGE) | COMM | 930427109 | $11.8K | 198,500 | 4.8% |
| Verifone Holdings Inc | COMM | 92342Y109 | $11.8K | 438,800 | 4.8% |
| Power Solutions International(PSIX) | COMM | 73933G202 | $11.7K | 155,925 | 4.8% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $11.6K | 350,000 | 4.8% |
| Qumu Corporation | COMM | 749063103 | $10.5K | 820,938 | 4.3% |
| Control4 Corp(CTRL) | COMM | 21240D107 | $9.9K | 562,000 | 4.1% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $9.8K | 420,400 | 4.0% |
| Channeladvisor Corp(ECOM1USD) | COMM | 159179100 | $8.3K | 200,000 | 3.4% |
| Unisys Corp(UIS) | COMM | 909214306 | $8.2K | 245,000 | 3.4% |
| Neonode Inc | COMM | 64051M402 | $7.9K | 1,254,636 | 3.2% |
| Ixys Corporation | COMM | 46600W106 | $7.8K | 605,000 | 3.2% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $7.7K | 755,100 | 3.2% |
| Kofax LTD | COMM | G5307C105 | $7.6K | 1,025,100 | 3.1% |
| Cimatron LTD | COMM | M23798107 | $7.2K | 794,172 | 2.9% |
| Maxlinear Inc(MXL) | COMM | 57776J100 | $6.8K | 654,408 | 2.8% |
| American Electric Technologies | COMM | 025576109 | $6.4K | 645,410 | 2.6% |
| Ipass Inc | COMM | 46261V108 | $5.9K | 3,785,488 | 2.4% |