13F-HR filing

VALIDATED

Holdings period 2010-03-31 · Filed 2010-05-12 · Accession 0001387322-10-000007

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	A H BELO CORP	COM CL A · 001282102	LONG	320,659	$2.3 million
2	AKAMAI TECHNOLOGIES INC	COM · 00971T101	LONG	365,320	$11.5 million
3	APPLE INC	COM · 037833100	LONG	129,611	$30.5 million
4	BAIDU INC	SPON ADR REP A · 056752108	LONG	1,000	$597,000
5	BALLANTYNE STRONG INC	COM · 058516105	LONG	200,000	$1.1 million
6	BIG LOTS INC	COM · 089302103	LONG	125,923	$4.6 million
7	CBS CORP NEW	CL B · 124857202	LONG	309,144	$4.3 million
8	CERAGON NETWORKS LTD	ORD · M22013102	LONG	221,910	$2.4 million
9	CHECK POINT SOFTWARE TECH LT	ORD · M22465104	LONG	274,632	$9.6 million
10	CIENA CORP	COM NEW · 171779309	LONG	703,734	$10.7 million
11	DILLARDS INC	CL A · 254067101	LONG	466,841	$11.0 million
12	ELECTRONICS FOR IMAGING INC	COM · 286082102	LONG	435,128	$5.1 million
13	ETHAN ALLEN INTERIORS INC	COM · 297602104	LONG	194,367	$4.0 million
14	EXFO INC	COM · 302046107	LONG	458,921	$2.8 million
15	EXPEDIA INC DEL	COM · 30212P105	LONG	447,117	$11.2 million
16	EXPEDIA INC DEL	COM · 30212P105	CALL	345,000	$8.6 million
17	FINISAR CORP	COM NEW · 31787A507	LONG	609,029	$9.5 million
18	FINISH LINE INC	CL A · 317923100	LONG	703,920	$11.5 million
19	GAYLORD ENTMT CO NEW	COM · 367905106	LONG	310,447	$9.1 million
20	GOOGLE INC	CL A · 38259P508	LONG	23,000	$13.0 million
21	GSI COMMERCE INC	COM · 36238G102	LONG	32,772	$908,000
22	HEWLETT PACKARD CO	COM · 428236103	LONG	457,395	$24.3 million
23	IMAX CORP	COM · 45245E109	LONG	515,013	$9.3 million
24	IXIA	COM · 45071R109	LONG	370,814	$3.4 million
25	KULICKE & SOFFA INDS INC	COM · 501242101	LONG	1,528,499	$11.1 million
26	LIN TV CORP	CL A · 532774106	LONG	37,412	$215,000
27	LORAL SPACE & COMMUNICATNS I	COM · 543881106	LONG	74,626	$2.6 million
28	MARVELL TECHNOLOGY GROUP LTD	ORD · G5876H105	LONG	420,203	$8.6 million
29	MATTEL INC	COM · 577081102	LONG	607,266	$13.8 million
30	MATTEL INC	COM · 577081102	CALL	820,700	$18.7 million
31	MATTSON TECHNOLOGY INC	COM · 577223100	LONG	158,095	$722,000
32	MCCLATCHY CO	CL A · 579489105	LONG	1,563,476	$7.7 million
33	MELLANOX TECHNOLOGIES LTD	SHS · M51363113	LONG	721,261	$17.0 million
34	MICROSOFT CORP	COM · 594918104	CALL	594,000	$17.4 million
35	MICROSTRATEGY INC	CL A NEW · 594972408	LONG	31,521	$2.7 million
36	MIPS TECHNOLOGIES INC	COM · 604567107	LONG	512,566	$2.3 million
37	NETEZZA CORP	COM · 64111N101	LONG	521,782	$6.7 million
38	OCLARO INC	COM · 67555N107	LONG	544,720	$1.5 million
39	OFFICEMAX INC DEL	COM · 67622P101	LONG	296,801	$4.9 million
40	ORACLE CORP	COM · 68389X105	LONG	568,915	$14.6 million
41	PIER 1 IMPORTS INC	COM · 720279108	LONG	294,344	$1.9 million
42	RADIOSHACK CORP	COM · 750438103	LONG	1,068,792	$24.2 million
43	REGAL ENTMT GROUP	CL A · 758766109	LONG	921,102	$16.2 million
44	SALARY COM INC	COM · 794006106	LONG	25,500	$74,000
45	SAPIENT CORP	COM · 803062108	LONG	118,778	$1.1 million
46	SCRIPPS E W CO OHIO	CL A NEW · 811054402	LONG	1,494,235	$12.6 million
47	TECHTARGET INC	COM · 87874R100	LONG	341,353	$1.8 million
48	TELLABS INC	COM · 879664100	LONG	1,128,495	$8.5 million
49	TRIQUINT SEMICONDUCTOR INC	COM · 89674K103	LONG	47,400	$332,000
50	UNIVERSAL DISPLAY CORP	COM · 91347P105	LONG	395,170	$4.7 million
51	VIASAT INC	COM · 92552V100	LONG	124,848	$4.3 million
52	VOLTAIRE LTD	ORD SHS · M97613109	LONG	228,068	$1.2 million
53	ZIPREALTY INC	COM · 98974V107	LONG	403,832	$2.0 million