Invicta Capital Management as of Sept. 30, 2012
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 19 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology (SIMO) | 13.3 | $32M | 2.2M | 14.78 | |
| Bally Technologies | 10.7 | $26M | 525k | 49.39 | |
| Imax Corp Cad (IMAX) | 8.1 | $20M | 983k | 19.91 | |
| KVH Industries (KVHI) | 8.0 | $19M | 1.4M | 13.49 | |
| NetScout Systems (NTCT) | 5.7 | $14M | 540k | 25.51 | |
| Ceragon Networks (CRNT) | 5.1 | $12M | 2.2M | 5.70 | |
| iPass | 4.9 | $12M | 5.4M | 2.20 | |
| Quanta Services (PWR) | 4.8 | $12M | 470k | 24.70 | |
| Eloqua | 4.7 | $12M | 580k | 19.75 | |
| NOVA MEASURING Instruments L (NVMI) | 4.7 | $11M | 1.5M | 7.80 | |
| Rogers Corporation (ROG) | 4.2 | $10M | 241k | 42.36 | |
| Gentherm (THRM) | 4.1 | $9.9M | 795k | 12.44 | |
| Ii-vi | 3.9 | $9.5M | 500k | 19.02 | |
| Inphi Corporation | 3.8 | $9.2M | 865k | 10.66 | |
| FormFactor (FORM) | 3.6 | $8.8M | 1.6M | 5.59 | |
| Calix (CALX) | 3.3 | $8.0M | 1.3M | 6.40 | |
| Towerstream Corporation | 3.2 | $7.7M | 1.9M | 4.06 | |
| Qlik Technologies | 3.1 | $7.5M | 334k | 22.39 | |
| Emcore Corp | 0.6 | $1.4M | 250k | 5.65 |
