Q3 2014 Holdings
Filed 2014-11-14 | 23 holdings | $165.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Infoblox Inc | COMM | 45672H104 | $19.9K | 1,350,037 | 12.1% |
| Control4 Corp(CTRL) | COMM | 21240D107 | $10.3K | 798,751 | 6.3% |
| Tower Semiconductor LTD(TSEM) | COMM | M87915274 | $9.6K | 939,900 | 5.8% |
| Qumu Corporation | COMM | 749063103 | $9.6K | 735,261 | 5.8% |
| Turtle Beach Corporation | COMM | 900450107 | $9.5K | 1,246,600 | 5.8% |
| Kofax LTD | COMM | G5307C105 | $9.5K | 1,231,000 | 5.8% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $9.3K | 824,252 | 5.7% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $8.5K | 340,500 | 5.2% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $8.1K | 218,900 | 4.9% |
| Verifone Holdings Inc | COMM | 92342Y109 | $7.9K | 230,000 | 4.8% |
| Dycom Industries Inc(DY) | COMM | 267475101 | $7.3K | 237,000 | 4.4% |
| Mattson Technology Inc | COMM | 577223100 | $7.0K | 2,850,700 | 4.3% |
| Ruckus Wireless Inc | COMM | 781220108 | $6.7K | 500,000 | 4.0% |
| Extreme Networks Inc(EXTR) | COMM | 30226D106 | $5.6K | 1,163,178 | 3.4% |
| FEI Company | COMM | 30241L109 | $5.5K | 73,000 | 3.3% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $5.4K | 905,522 | 3.3% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $5.3K | 490,300 | 3.2% |
| Esco Technologies Inc(ESE) | COMM | 296315104 | $4.9K | 142,000 | 3.0% |
| Euronet Worldwide Inc(EEFT) | COMM | 298736109 | $4.8K | 100,000 | 2.9% |
| Adept Technology Inc | COMM | 006854202 | $2.9K | 342,329 | 1.7% |
| Veeco Instruments Inc(VECO) | COMM | 922417100 | $2.6K | 75,000 | 1.6% |
| Capstone Turbine Corp | COMM | 14067D102 | $2.5K | 2,293,650 | 1.5% |
| Telenav Inc | COMM | 879455103 | $2.3K | 350,000 | 1.4% |