Q4 2014 Holdings
Filed 2015-02-17 | 22 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calix Networks Inc(CALX) | COMM | 13100M509 | $6.0M | 600,000 | 97.8% |
| Infoblox Inc | COMM | 45672H104 | $17.4K | 863,215 | 0.3% |
| Tower Semiconductor LTD(TSEM) | COMM | M87915274 | $11.5K | 860,550 | 0.2% |
| Mattson Technology Inc | COMM | 577223100 | $9.9K | 2,900,000 | 0.2% |
| KVH Industries Inc(KVHI) | COMM | 482738101 | $9.2K | 726,479 | 0.1% |
| Proofpoint Inc(PFPT) | COMM | 743424103 | $7.2K | 150,000 | 0.1% |
| Verifone Holdings Inc | COMM | 92342Y109 | $7.0K | 187,800 | 0.1% |
| Control4 Corp(CTRL) | COMM | 21240D107 | $6.9K | 450,000 | 0.1% |
| ARC Document Solutions Inc COM | COMM | 00191G103 | $6.3K | 615,000 | 0.1% |
| Qumu Corporation | COMM | 749063103 | $6.2K | 451,340 | 0.1% |
| Comscore Inc(SCOR1EUR) | COMM | 20564W105 | $5.6K | 120,000 | 0.1% |
| Pitney Bowes Inc(PBI) | COMM | 724479100 | $5.4K | 220,500 | 0.1% |
| Immersion Corporation(IMMR) | COMM | 452521107 | $5.3K | 560,000 | 0.1% |
| Nova Measuring Instruments(NVMI) | COMM | M7516K103 | $5.1K | 492,000 | 0.1% |
| Telenav Inc | COMM | 879455103 | $4.9K | 736,900 | 0.1% |
| Kofax LTD | COMM | G5307C105 | $4.8K | 681,000 | 0.1% |
| Dycom Industries Inc(DY) | COMM | 267475101 | $4.7K | 134,000 | 0.1% |
| Acxiom Corp | COMM | 005125109 | $4.7K | 230,000 | 0.1% |
| Adept Technology Inc | COMM | 006854202 | $4.4K | 506,128 | 0.1% |
| Egain Corporation(EGAN) | COMM | 28225C806 | $4.3K | 833,000 | 0.1% |
| Ruckus Wireless Inc | COMM | 781220108 | $4.0K | 331,000 | 0.1% |
| Turtle Beach Corporation | COMM | 900450107 | $3.5K | 1,100,000 | 0.1% |