Q2 2014 Holdings
Filed 2014-08-14 | 22 holdings | $191.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verifone Holdings Inc | COMM | 92342Y109 | $14.7K | 400,000 | 7.7% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $13.8K | 500,500 | 7.2% |
| Infoblox Inc | COMM | 45672H104 | $13.2K | 1,000,000 | 6.9% |
| Control4 Corp(CTRL) | COMM | 21240D107 | $12.7K | 650,700 | 6.6% |
| Qumu Corporation | COMM | 749063103 | $12.0K | 859,725 | 6.3% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $11.7K | 900,000 | 6.1% |
| Rubicon Technology Inc | COMM | 78112T107 | $10.9K | 1,250,000 | 5.7% |
| Kofax LTD | COMM | G5307C105 | $10.8K | 1,250,000 | 5.6% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $10.3K | 275,000 | 5.4% |
| Atmel Corp | COMM | 049513104 | $9.8K | 1,050,000 | 5.1% |
| Dycom Industries Inc(DY) | COMM | 267475101 | $9.4K | 300,000 | 4.9% |
| Turtle Beach Corporation | COMM | 900450107 | $8.8K | 950,000 | 4.6% |
| Cyrusone Inc(CONE1EUR) | REIT | 23283R100 | $8.7K | 350,000 | 4.5% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $8.5K | 1,250,000 | 4.4% |
| Esco Technologies Inc(ESE) | COMM | 296315104 | $7.8K | 225,000 | 4.1% |
| Mattson Technology Inc | COMM | 577223100 | $6.6K | 3,000,000 | 3.4% |
| Ruckus Wireless Inc | COMM | 781220108 | $6.6K | 550,000 | 3.4% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $6.3K | 525,000 | 3.3% |
| Tower Semiconductor LTD(TSEM) | COMM | M87915274 | $3.5K | 385,000 | 1.8% |
| Arotech Corp | COMM | 042682203 | $3.1K | 693,487 | 1.6% |
| Capstone Turbine Corp | COMM | 14067D102 | $1.4K | 950,000 | 0.7% |
| Netlist Inc(NLST) | COMM | 64118P109 | $1.3K | 979,002 | 0.7% |