Q3 2013 Holdings
Filed 2013-11-14 | 82 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $1.0M | 20,200 | 53.6% |
| Cadence Design SYS Inc(CDNS) | COM | 127387108 | $675.0K | 50,000 | 34.7% |
| Atmi Inc | COM | 00207R101 | $15.9K | 600,000 | 0.8% |
| Advent Software Inc | COM | 007974108 | $14.4K | 446,588 | 0.7% |
| Actuate Corp | COM | 00508B102 | $11.4K | 1,594,100 | 0.6% |
| Radware LTD(RDWR) | COM | M81873107 | $9.5K | 676,000 | 0.5% |
| Yelp Inc(YELP) | COM | 985817105 | $8.5K | 130,000 | 0.4% |
| Web.com Group Inc | COM | 94733A104 | $7.9K | 250,000 | 0.4% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $7.5K | 190,500 | 0.4% |
| AVG Technologies | COM | N07831105 | $6.9K | 300,000 | 0.4% |
| Tessera Technologies Inc | COM | 88164L100 | $6.6K | 334,200 | 0.3% |
| Viasat Inc(VSAT) | COM | 92552V100 | $6.5K | 100,000 | 0.3% |
| Descartes Systems GRP(DSGX) | COM | 249906108 | $6.2K | 550,000 | 0.3% |
| Support.com Inc | COM | 86858W101 | $6.1K | 1,047,100 | 0.3% |
| Silicon Motion Technol(SIMO) | ADR | 82706C108 | $6.1K | 600,000 | 0.3% |
| Mellanox Technologies LTD | COM | M51363113 | $5.9K | 178,400 | 0.3% |
| Cavium Inc | COM | 14964U108 | $5.7K | 157,500 | 0.3% |
| Mentor Graphics Corp | COM | 587200106 | $5.7K | 250,000 | 0.3% |
| Ceva Inc(CEVA) | COM | 157210105 | $5.2K | 318,382 | 0.3% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $5.0K | 660,000 | 0.3% |
| Micros Systems Inc | COM | 594901100 | $4.0K | 80,000 | 0.2% |
| Epiq Systems Inc | COM | 26882D109 | $4.0K | 300,000 | 0.2% |
| Netscout Systems Inc(NTCT) | COM | 64115T104 | $4.0K | 150,000 | 0.2% |
| Alliance Fiber Optic Product | COM | 018680306 | $3.6K | 168,474 | 0.2% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $3.5K | 50,000 | 0.2% |
| Mosys Inc | COM | 619718109 | $3.3K | 920,000 | 0.2% |
| Supertex Inc | COM | 868532102 | $3.3K | 130,000 | 0.2% |
| Peregrine Semiconductor Corp | COM | 71366R703 | $3.1K | 330,000 | 0.2% |
| Hydrogenics Corp(HYGS) | COM | 448883207 | $2.9K | 255,000 | 0.1% |
| PLX Technology Inc | COM | 693417107 | $2.6K | 475,000 | 0.1% |
| Mindspeed Technologies Inc | COM | 602682205 | $2.5K | 889,800 | 0.1% |
| Anadigics Inc | COM | 032515108 | $2.4K | 1,360,000 | 0.1% |
| Brightcove(BCOVUSD) | COM | 10921T101 | $2.4K | 250,997 | 0.1% |
| Novadaq Technologies Inc | COM | 66987G102 | $2.3K | 152,623 | 0.1% |
| Emulex Corp | COM | 292475209 | $2.1K | 300,000 | 0.1% |
| Bottomline Technologies (de)(EPAYEUR) | COM | 101388106 | $2.1K | 67,000 | 0.1% |
| Fabrinet(FN) | COM | G3323L100 | $2.1K | 140,000 | 0.1% |
| Integrated Device Tech Inc | COM | 458118106 | $2.0K | 240,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.8K | 3,845 | 0.1% |
| Power Integrations Inc(POWI) | COM | 739276103 | $1.8K | 35,000 | 0.1% |
| Silicom LTD(SILC) | COM | M84116108 | $1.7K | 50,000 | 0.1% |
| NQ Mobile Inc | ADR | 64118U108 | $1.7K | 75,000 | 0.1% |
| Guidance Software Inc | COM | 401692108 | $1.7K | 200,000 | 0.1% |
| Chipmos Technologies Bermuda(IMOS) | COM | G2110R114 | $1.6K | 105,000 | 0.1% |
| Planet Payment Inc | COM | U72603118 | $1.6K | 1,082,000 | 0.1% |
| Vasco Data Security Intl | COM | 92230Y104 | $1.6K | 200,000 | 0.1% |
| 51Job Inc(JOBSUSD) | ADR | 316827104 | $1.4K | 20,000 | 0.1% |
| Google Inc | COM | 38259P508 | $1.4K | 1,620 | 0.1% |
| Check Point Software Tech | COM | 162825103 | $1.4K | 24,750 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.4K | 20,200 | 0.1% |