Cavalry Management Group

Cavalry Management as of Dec. 31, 2012

Portfolio Holdings for Cavalry Management

Cavalry Management holds 25 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 14.3 $70M 2.6M 26.62
Western Digital (WDC) 14.0 $69M 1.6M 42.49
Microsoft Corporation (MSFT) 10.9 $53M 2.0M 26.71
Verizon Communications (VZ) 9.3 $45M 1.1M 43.27
Workday Inc cl a (WDAY) 8.2 $40M 732k 54.50
Telefonaktiebolaget LM Ericsson (ERIC) 7.8 $38M 3.8M 10.10
eBay (EBAY) 5.1 $25M 487k 51.00
Qualcomm (QCOM) 4.9 $24M 389k 61.86
Citrix Systems 4.5 $22M 332k 65.62
Yahoo! 3.8 $19M 939k 19.90
Agrium 2.8 $14M 138k 99.87
Arch Coal 2.8 $14M 1.9M 7.32
CF Industries Holdings (CF) 2.7 $13M 66k 203.16
Cavium 2.4 $12M 382k 31.21
Oasis Petroleum 1.6 $8.0M 253k 31.80
Danaher Corporation (DHR) 1.6 $7.7M 137k 55.90
Broadcom Corporation 1.0 $4.8M 144k 33.21
Linkedin Corp 0.7 $3.5M 31k 114.83
PowerShares QQQ Trust, Series 1 0.5 $2.5M 39k 65.14
priceline.com Incorporated 0.3 $1.4M 2.2k 620.18
Canadian Solar (CSIQ) 0.2 $1.2M 362k 3.40
Giant Interactive 0.2 $1.1M 197k 5.41
Bazaarvoice 0.1 $495k 53k 9.34
Servicesource 0.1 $293k 50k 5.86
Yelp Inc cl a (YELP) 0.0 $72k 3.8k 18.79