| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLIED MICRO CIRCUITS CORP | 7,913,000 | 51,118,000 | 21.27% | ||
| 2 | BROADCOM LTD | 150,000 | 23,175,000 | 9.64% | Call | |
| 3 | UNIVERSAL DISPLAY CORP | 300,000 | 16,230,000 | 6.75% | Call | |
| 4 | IMMERSION CORP | 1,836,400 | 15,169,000 | 6.31% | ||
| 5 | CREE INC | 500,000 | 14,550,000 | 6.05% | Put | |
| 6 | MARVELL TECHNOLOGY GROUP LTD | 130,000 | 13,403,000 | 5.58% | Call | |
| 7 | BROADCOM LTD | 75,205 | 11,619,000 | 4.83% | ||
| 8 | WORKDAY A | 150,000 | 11,526,000 | 4.79% | Put | |
| 9 | SPLUNK | 224,200 | 10,970,000 | 4.56% | Call | |
| 10 | SPLUNK | 200,500 | 9,810,000 | 4.08% | ||
| 11 | UNIVERSAL DISPLAY CORP | 176,100 | 9,527,000 | 3.96% | ||
| 12 | FIREEYE INC | 503,800 | 9,063,000 | 3.77% | ||
| 13 | FIREEYE INC | 500,000 | 8,995,000 | 3.74% | Call | |
| 14 | QLIK TECHNOLOGIES INC COM | 300,000 | 8,676,000 | 3.61% | ||
| 15 | NXP SEMICONDUCTORS N V | 100,000 | 8,107,000 | 3.37% | ||
| 16 | RUBICON PROJ INC | 200,200 | 3,660,000 | 1.52% | ||
| 17 | 3-D SYS CORP DEL | 191,000 | 2,955,000 | 1.23% | Put | |
| 18 | QLIK TECHNOLOGIES INC COM | 100,000 | 2,892,000 | 1.20% | Call | |
| 19 | NANOMETRICS INC | 164,417 | 2,604,000 | 1.08% | ||
| 20 | VARONIS SYS INC COM | 102,000 | 1,862,000 | 0.77% | ||
| 21 | OCLARO INC | 302,500 | 1,634,000 | 0.68% | ||
| 22 | CIENA CORP COM NEW | 75,000 | 1,427,000 | 0.59% | ||
| 23 | IMMERSION CORP | 86,600 | 715,000 | 0.30% | Call | |
| 24 | OVERSTOCK COM INC DEL COM | 47,951 | 690,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-013249, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
