Invicta Capital Management as of Dec. 31, 2011
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 18 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology (SIMO) | 20.5 | $32M | 1.5M | 20.48 | |
| Imax Corp Cad (IMAX) | 13.1 | $20M | 1.1M | 18.33 | |
| Dycom Industries (DY) | 8.1 | $13M | 600k | 20.92 | |
| NOVA MEASURING Instruments L (NVMI) | 8.1 | $13M | 1.7M | 7.37 | |
| Bally Technologies | 6.4 | $9.9M | 250k | 39.56 | |
| Rovi Corporation | 4.6 | $7.1M | 290k | 24.58 | |
| Allot Communications (ALLT) | 4.6 | $7.1M | 465k | 15.20 | |
| Callidus Software | 4.2 | $6.4M | 1.0M | 6.42 | |
| Ceragon Networks (CRNT) | 3.9 | $6.0M | 776k | 7.70 | |
| Supertex | 3.7 | $5.7M | 300k | 18.88 | |
| InterNAP Network Services | 3.7 | $5.6M | 950k | 5.94 | |
| Neonode | 3.4 | $5.2M | 1.1M | 4.75 | |
| Chart Industries (GTLS) | 3.3 | $5.1M | 95k | 54.07 | |
| Rogers Corporation (ROG) | 3.3 | $5.1M | 139k | 36.86 | |
| iPass | 3.2 | $5.0M | 3.5M | 1.42 | |
| Calix (CALX) | 2.7 | $4.2M | 650k | 6.47 | |
| Towerstream Corporation | 2.1 | $3.2M | 1.5M | 2.12 | |
| Maxwell Technologies | 1.2 | $1.8M | 110k | 16.24 |
