Invicta Capital Management

Invicta Capital Management as of March 31, 2012

Portfolio Holdings for Invicta Capital Management

Invicta Capital Management holds 18 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Imax Corp Cad (IMAX) 11.2 $22M 891k 24.44
Silicon Motion Technology (SIMO) 10.5 $20M 1.1M 19.37
Rovi Corporation 8.7 $17M 515k 32.55
Rogers Corporation (ROG) 7.6 $15M 379k 38.75
Bally Technologies 7.2 $14M 300k 46.75
Ceragon Networks (CRNT) 6.6 $13M 1.3M 9.49
iPass 6.5 $13M 4.9M 2.60
Calix (CALX) 5.3 $10M 1.2M 8.53
Dycom Industries (DY) 5.1 $9.9M 425k 23.36
Allot Communications (ALLT) 4.4 $8.5M 365k 23.25
KVH Industries (KVHI) 4.3 $8.4M 797k 10.50
Towerstream Corporation 4.2 $8.2M 1.7M 4.75
InterNAP Network Services 3.7 $7.3M 986k 7.36
Amerigon Incorporated 3.5 $6.9M 425k 16.18
Callidus Software 3.5 $6.7M 855k 7.81
NOVA MEASURING Instruments L (NVMI) 3.5 $6.7M 745k 8.96
Ellie Mae 2.3 $4.4M 396k 11.16
Neonode 1.9 $3.6M 994k 3.63