Q2 2013 Holdings
Filed 2013-08-14 | 81 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ceva Inc(CEVA) | COM | 157210105 | $6.2M | 318,382 | 77.5% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $860.0K | 20,200 | 10.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $724.0K | 50,000 | 9.1% |
| Advent Software Inc | COM | 007974108 | $15.8K | 450,000 | 0.2% |
| Atmi Inc | COM | 00207R101 | $14.2K | 600,000 | 0.2% |
| Actuate Corp | COM | 00508B102 | $10.6K | 1,594,100 | 0.1% |
| Radware LTD ORD(RDWR) | COM | M81873107 | $9.3K | 676,000 | 0.1% |
| Mellanox Technologies LTD SHS | COM | M51363113 | $8.8K | 178,400 | 0.1% |
| Viasat Inc(VSAT) | COM | 92552V100 | $7.1K | 100,000 | 0.1% |
| Tessera Technologies Inc | COM | 88164L100 | $7.0K | 334,200 | 0.1% |
| WEB Group Inc | COM | 94733A104 | $6.4K | 250,000 | 0.1% |
| Silicon Motion Technology Co Sponsored(SIMO) | ADR | 82706C108 | $6.4K | 600,000 | 0.1% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $6.3K | 550,000 | 0.1% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $6.3K | 190,500 | 0.1% |
| Cavium Inc | COM | 14964U108 | $5.6K | 157,500 | 0.1% |
| Keynote SYS Inc | COM | 493308100 | $5.3K | 270,000 | 0.1% |
| Mentor Graphics Corp | COM | 587200106 | $4.9K | 250,000 | 0.1% |
| Support Inc | COM | 86858W101 | $4.8K | 1,047,100 | 0.1% |
| Yelp Inc CL A(YELP) | COM | 985817105 | $4.5K | 130,000 | 0.1% |
| Epiq SYS Inc | COM | 26882D109 | $4.0K | 300,000 | 0.1% |
| Alliance Fiber Optic Prods I | COM | 018680306 | $3.8K | 188,474 | 0.0% |
| Hydrogenics Corp New(HYGS) | COM | 448883207 | $3.7K | 255,000 | 0.0% |
| Mosys Inc | COM | 619718109 | $3.7K | 920,000 | 0.0% |
| Peregrine Semiconductor Corp | COM | 71366R703 | $3.6K | 330,000 | 0.0% |
| Netscout SYS Inc(NTCT) | COM | 64115T104 | $3.5K | 150,000 | 0.0% |
| Micros SYS Inc | COM | 594901100 | $3.5K | 80,000 | 0.0% |
| Supertex Inc | COM | 868532102 | $3.1K | 130,000 | 0.0% |
| Anadigics Inc | COM | 032515108 | $3.0K | 1,360,000 | 0.0% |
| Mindspeed Technologies Inc | COM | 602682205 | $2.9K | 889,800 | 0.0% |
| SPS M Inc(SPSC) | COM | 78463M107 | $2.8K | 50,000 | 0.0% |
| PLX Technology Inc | COM | 693417107 | $2.4K | 500,000 | 0.0% |
| Brightcove Inc(BCOVUSD) | COM | 10921T101 | $2.2K | 250,997 | 0.0% |
| Novadaq Technologies Inc | COM | 66987G102 | $2.2K | 152,623 | 0.0% |
| Fabrinet SHS(FN) | COM | G3323L100 | $2.0K | 140,000 | 0.0% |
| Emulex Corp | COM | 292475209 | $2.0K | 300,000 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $1.9K | 240,000 | 0.0% |
| Guidance Software Inc | COM | 401692108 | $1.7K | 200,000 | 0.0% |
| Silicom LTD ORD(SILC) | COM | M84116108 | $1.7K | 50,000 | 0.0% |
| Vasco Data SEC Intl Inc | COM | 92230Y104 | $1.7K | 200,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 3,845 | 0.0% |
| Spansion Inc CL A | COM | 84649R200 | $1.5K | 121,200 | 0.0% |
| Checkpoint SYS Inc | COM | 162825103 | $1.4K | 29,000 | 0.0% |
| Google Inc CL A | COM | 38259P508 | $1.4K | 1,620 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $1.4K | 35,000 | 0.0% |
| 51Job Inc SP REP(JOBSUSD) | ADR | 316827104 | $1.4K | 20,000 | 0.0% |
| Keyw Hldg Corp | COM | 493723100 | $1.3K | 100,000 | 0.0% |
| Qualm Inc(QCOM) | COM | 747525103 | $1.2K | 20,200 | 0.0% |
| Chipmos Tech Bermuda LTD(IMOS) | COM | G2110R114 | $1.1K | 55,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $921 | 38,000 | 0.0% |
| Lantronix Inc(LTRX) | COM | 516548203 | $895 | 566,666 | 0.0% |