Invicta Capital Management as of June 30, 2014
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 22 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VeriFone Systems | 7.7 | $15M | 400k | 36.75 | |
| Pitney Bowes (PBI) | 7.2 | $14M | 501k | 27.62 | |
| Infoblox | 6.8 | $13M | 1.0M | 13.15 | |
| Control4 | 6.6 | $13M | 651k | 19.56 | |
| Qumu | 6.3 | $12M | 860k | 13.99 | |
| KVH Industries (KVHI) | 6.1 | $12M | 900k | 13.03 | |
| Rubicon Technology | 5.7 | $11M | 1.3M | 8.75 | |
| Kofax | 5.6 | $11M | 1.3M | 8.60 | |
| Proofpoint | 5.4 | $10M | 275k | 37.46 | |
| Atmel Corporation | 5.1 | $9.8M | 1.1M | 9.37 | |
| Dycom Industries (DY) | 4.9 | $9.4M | 300k | 31.31 | |
| Turtle Beach | 4.6 | $8.8M | 950k | 9.24 | |
| Cyrusone | 4.5 | $8.7M | 350k | 24.90 | |
| eGain Communications Corporation (EGAN) | 4.4 | $8.5M | 1.3M | 6.77 | |
| ESCO Technologies (ESE) | 4.1 | $7.8M | 225k | 34.64 | |
| Mattson Technology | 3.4 | $6.6M | 3.0M | 2.19 | |
| Ruckus Wireless | 3.4 | $6.6M | 550k | 11.91 | |
| NOVA MEASURING Instruments L (NVMI) | 3.3 | $6.3M | 525k | 12.01 | |
| Tower Semiconductor (TSEM) | 1.8 | $3.5M | 385k | 9.08 | |
| Arotech Corporation | 1.6 | $3.1M | 694k | 4.46 | |
| Capstone Turbine Corporation | 0.8 | $1.4M | 950k | 1.51 | |
| Netlist (NLST) | 0.7 | $1.3M | 979k | 1.29 |
