Invicta Capital Management as of Sept. 30, 2014
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 23 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Infoblox | 12.1 | $20M | 1.4M | 14.75 | |
| Control4 | 6.2 | $10M | 799k | 12.93 | |
| Tower Semiconductor (TSEM) | 5.8 | $9.6M | 940k | 10.17 | |
| Qumu | 5.8 | $9.6M | 735k | 13.00 | |
| Turtle Beach | 5.8 | $9.5M | 1.2M | 7.65 | |
| Kofax | 5.8 | $9.5M | 1.2M | 7.74 | |
| KVH Industries (KVHI) | 5.7 | $9.3M | 824k | 11.32 | |
| Pitney Bowes (PBI) | 5.2 | $8.5M | 341k | 24.99 | |
| Proofpoint | 4.9 | $8.1M | 219k | 37.14 | |
| VeriFone Systems | 4.8 | $7.9M | 230k | 34.38 | |
| Dycom Industries (DY) | 4.4 | $7.3M | 237k | 30.71 | |
| Mattson Technology | 4.3 | $7.0M | 2.9M | 2.47 | |
| Ruckus Wireless | 4.0 | $6.7M | 500k | 13.36 | |
| Extreme Networks (EXTR) | 3.4 | $5.6M | 1.2M | 4.79 | |
| FEI Company | 3.3 | $5.5M | 73k | 75.42 | |
| eGain Communications Corporation (EGAN) | 3.3 | $5.4M | 906k | 6.00 | |
| NOVA MEASURING Instruments L (NVMI) | 3.2 | $5.3M | 490k | 10.80 | |
| ESCO Technologies (ESE) | 3.0 | $4.9M | 142k | 34.78 | |
| Euronet Worldwide (EEFT) | 2.9 | $4.8M | 100k | 47.79 | |
| Adept Technology | 1.7 | $2.9M | 342k | 8.41 | |
| Veeco Instruments (VECO) | 1.6 | $2.6M | 75k | 34.95 | |
| Capstone Turbine Corporation | 1.5 | $2.5M | 2.3M | 1.07 | |
| TeleNav | 1.4 | $2.3M | 350k | 6.70 |
