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Institutional Investment Manager
WESTERLY CAPITAL MANAGEMENT, LLC
WESTERLY CAPITAL MANAGEMENT, LLC (CIK: 0001546172) incorporated in Delaware, located at 201 Mission Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Original 13F HR (0001172661-15-001160) filed in 2015.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 CISCO SYS INC 450,000 12,389 12.82% Call
2 INTRALINKS HLDGS INC 450,000 4,653 4.82%
3 Internap Network Services Corp 430,000 4,399 4.55%
4 A10 NETWORKS INC 1,000,000 4,330 4.48%
5 MARKETO INC COM 155,000 3,971 4.11%
6 FIREEYE INC 100,000 3,925 4.06%
7 DATAWATCH CORP 540,000 3,667 3.80%
8 E M C CORP MASS COM 140,000 3,578 3.70%
9 ELECTRO SCIENTIFIC INDS 548,280 3,388 3.51%
10 EXFO INC 801,478 3,030 3.14%
11 HOMEAWAY INC 100,000 3,017 3.12%
12 QUALITY SYS INC 187,000 2,988 3.09%
13 AUTODESK INC 50,000 2,932 3.03%
14 ARM HOLDINGS PLC ADR 55,000 2,712 2.81%
15 MODEL N INCORPORATED 225,000 2,691 2.79%
16 INPHI CORPORATION 150,000 2,675 2.77%
17 REALPAGE INC COM 130,000 2,618 2.71%
18 CORNERSTONE ONDEMAND INC 85,000 2,456 2.54%
19 YELP INC 50,000 2,368 2.45%
20 EXAR CORPORATION 200,000 2,010 2.08%
21 CONTAINER STORE GROUP INC 100,000 1,905 1.97%
22 WIX COM LTD 90,000 1,724 1.78%
23 AEHR TEST SYSTEMS 712,000 1,666 1.72%
24 PICO HLDGS INC 98,918 1,603 1.66%
25 INFOBLOX INC 63,735 1,521 1.57%
26 XILINX INC 35,000 1,481 1.53%
27 ULTRATECH INC COM 85,000 1,474 1.53%
28 JDS UNIPHASE CORP COM PAR $0.001 110,000 1,443 1.49%
29 MICREL INC 86,000 1,297 1.34%
30 PAYLOCITY HOLDING CORPORATION COM 45,000 1,289 1.33%
31 NORTHWEST PIPE CO 51,000 1,170 1.21%
32 ATMEL CORP 125,000 1,029 1.06%
33 GUIDANCE SOFTWARE INC 175,000 947 0.98%
34 HANSEN MEDICAL INC 1,000,000 870 0.90%
35 CHECK POINT SOFTWARE TECH LT 10,000 820 0.85% Put
36 SHUTTERFLY INC 16,706 756 0.78%
37 GIGPEAK INC 540,000 653 0.68%
38 BOTTOMLINE TECH DEL INC COM 23,662 648 0.67%
39 PMC-SIERRA INC 35,000 325 0.34%
40 ULTRA CLEAN HLDGS INC 28,711 205 0.21%