Invicta Capital Management

Invicta Capital Management as of Sept. 30, 2011

Portfolio Holdings for Invicta Capital Management

Invicta Capital Management holds 15 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Silicon Motion Technology (SIMO) 15.2 $18M 1.6M 11.56
Dycom Industries (DY) 14.1 $17M 1.1M 15.30
Chart Industries (GTLS) 7.6 $9.1M 215k 42.18
Higher One Holdings 7.5 $8.9M 550k 16.27
Imax Corp Cad (IMAX) 7.4 $8.9M 616k 14.48
Ceragon Networks (CRNT) 6.7 $8.0M 839k 9.55
NOVA MEASURING Instruments L (NVMI) 6.2 $7.5M 1.4M 5.37
Atmi 6.2 $7.4M 470k 15.82
Allot Communications (ALLT) 5.6 $6.7M 687k 9.75
TeleCommunication Systems 5.2 $6.3M 1.8M 3.45
Mindspeed Technologies 4.8 $5.8M 1.1M 5.20
Towerstream Corporation 4.5 $5.4M 2.1M 2.56
iPass 3.5 $4.2M 3.5M 1.23
Cascade Microtech 3.4 $4.1M 1.1M 3.63
Calix (CALX) 2.1 $2.5M 325k 7.80