Q1 2014 Holdings
Filed 2014-05-15 | 23 holdings | $181.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kofax LTD | COMM | G5307C105 | $15.2K | 1,750,000 | 8.4% |
| Qumu Corporation | COMM | 749063103 | $13.8K | 859,400 | 7.6% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $11.8K | 900,000 | 6.5% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $11.2K | 1,000,000 | 6.2% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $11.0K | 423,200 | 6.1% |
| Control4 Corp(CTRL) | COMM | 21240D107 | $10.6K | 500,000 | 5.9% |
| Verifone Holdings Inc | COMM | 92342Y109 | $10.1K | 300,000 | 5.6% |
| Infoblox Inc | COMM | 45672H104 | $10.0K | 500,000 | 5.5% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $9.3K | 249,600 | 5.1% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $8.8K | 1,250,000 | 4.9% |
| Himax Technologies Inc(HIMX) | ADRS | 43289P106 | $8.1K | 700,000 | 4.5% |
| Esco Technologies Inc(ESE) | COMM | 296315104 | $7.1K | 200,500 | 3.9% |
| Mattson Technology Inc | COMM | 577223100 | $6.9K | 2,990,600 | 3.8% |
| Maxlinear Inc(MXL) | COMM | 57776J100 | $6.8K | 714,202 | 3.7% |
| Fusion-Io Inc | COMM | 36112J107 | $6.5K | 615,000 | 3.6% |
| Qlogic Corp | COMM | 747277101 | $6.4K | 500,000 | 3.5% |
| Tibco Software Inc | COMM | 88632Q103 | $6.1K | 300,000 | 3.4% |
| Datawatch Corp | COMM | 237917208 | $5.7K | 210,000 | 3.1% |
| Ixys Corporation | COMM | 46600W106 | $4.7K | 415,000 | 2.6% |
| Netlist Inc(NLST) | COMM | 64118P109 | $3.8K | 2,000,000 | 2.1% |
| Rubicon Technology Inc | COMM | 78112T107 | $3.4K | 300,000 | 1.9% |
| Neophotonics Corp | COMM | 64051T100 | $3.0K | 380,000 | 1.7% |
| Amber Road Inc(AMBRUSD) | COMM | 02318Y108 | $813 | 52,800 | 0.4% |