Invicta Capital Management as of Dec. 31, 2010
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 18 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allot Communications (ALLT) | 13.6 | $12M | 985k | 11.64 | |
| Stec | 13.1 | $11M | 625k | 17.65 | |
| DemandTec | 7.4 | $6.2M | 575k | 10.84 | |
| NOVA MEASURING Instruments L (NVMI) | 7.2 | $6.1M | 738k | 8.31 | |
| Entropic Communications | 6.0 | $5.1M | 420k | 12.08 | |
| Rovi Corporation | 5.8 | $4.9M | 79k | 62.01 | |
| NetScout Systems (NTCT) | 5.0 | $4.3M | 185k | 23.01 | |
| Towerstream Corporation | 4.6 | $3.9M | 963k | 4.06 | |
| Silicon Motion Technology (SIMO) | 4.6 | $3.9M | 914k | 4.25 | |
| Chart Industries (GTLS) | 4.5 | $3.8M | 111k | 33.78 | |
| Maxwell Technologies | 3.9 | $3.3M | 175k | 18.89 | |
| Global Traffic Network | 3.9 | $3.3M | 355k | 9.30 | |
| Dycom Industries (DY) | 3.8 | $3.2M | 215k | 14.75 | |
| Quantum Corporation | 3.6 | $3.0M | 815k | 3.72 | |
| ValueClick | 3.5 | $3.0M | 187k | 16.03 | |
| O2Micro International | 3.5 | $3.0M | 479k | 6.18 | |
| VASCO Data Security International | 3.0 | $2.5M | 503k | 5.04 | |
| Aviat Networks | 3.0 | $2.5M | 500k | 5.07 |
