Invicta Capital Management as of June 30, 2011
Portfolio Holdings for Invicta Capital Management
Invicta Capital Management holds 18 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 12.3 | $20M | 1.2M | 16.34 | |
| Allot Communications (ALLT) | 8.3 | $14M | 745k | 18.29 | |
| Quantum Corporation | 8.2 | $14M | 4.1M | 3.30 | |
| NOVA MEASURING Instruments L (NVMI) | 8.2 | $13M | 1.3M | 10.12 | |
| Mindspeed Technologies | 8.1 | $13M | 1.6M | 8.00 | |
| Chart Industries (GTLS) | 7.8 | $13M | 235k | 53.98 | |
| Silicon Motion Technology (SIMO) | 7.2 | $12M | 1.1M | 10.72 | |
| Rovi Corporation | 5.3 | $8.7M | 152k | 57.36 | |
| Atmi | 4.6 | $7.5M | 368k | 20.43 | |
| Global Traffic Network | 4.2 | $6.8M | 595k | 11.49 | |
| Cascade Microtech | 3.9 | $6.4M | 1.1M | 5.72 | |
| Stec | 3.8 | $6.2M | 363k | 17.01 | |
| Procera Networks | 3.4 | $5.6M | 524k | 10.73 | |
| Datalink Corporation | 3.2 | $5.3M | 760k | 6.95 | |
| Towerstream Corporation | 3.2 | $5.3M | 1.1M | 4.99 | |
| Amerigon Incorporated | 3.1 | $5.1M | 295k | 17.38 | |
| VASCO Data Security International | 3.0 | $4.9M | 391k | 12.45 | |
| iPass | 2.2 | $3.6M | 2.4M | 1.52 |
