BRIGHTFIELD CAPITAL MANAGEMENT LLC Information

780 THIRD AVE, NEW YORK, New York, 10017, (212) 833-9965

Report Date: 06/30/2014

Position Statistics

Total Positions 41
New Positions 4
Increased Positions 16
Decreased Positions 20
Positions with Activity 36
Sold Out Positions 8
Total Mkt Value (in $ millions) 82

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 24.45%
Healthcare
Services 9.33%
Technology 66.22%
Transportation
Utilities 0%

41 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BROADCOM CORP CL A 3,423 -604 (15) 85,000
MAXLINEAR INC CL A 2,937 -7 (0.24) 403,946
ALTERA CORP COM -1,984 Sold Out 0
ARUBA NETWORKS INC COM 2,568 -112 (4.17) 115,000
AVIAT NETWORKS INC COM 2,348 658 38.94 1,389,428
CALIX INC COM 2,106 New 225,000
COHU INC COM 2,743 305 12.50 225,000
CYAN INC COM -594 Sold Out 0
ENERNOC INC COM -1,169 Sold Out 0
FALCONSTOR SOFTWARE INC COM 610 -45 (6.8) 500,000
FIREEYE INC COM -662 Sold Out 0
FORMFACTOR INC COM 3,966 -361 (8.33) 550,000
HARMONIC INC COM 2,600 New 401,279
INFOBLOX INC COM 1,553 -135 (8) 115,000
MATTERSIGHT CORP COM 2,247 -32 (1.41) 413,797
MATTSON TECHNOLOGY INC COM 1,409 -613 (30.32) 540,000
MERU NETWORKS INC COM 2,160 170 8.52 580,686
MICREL INC COM 2,040 1,055 107.03 165,621
MICROSEMI CORP COM 1,143 1,143 New 45,000
ON SEMICONDUCTOR CORP COM 1,728 1,728 New 180,000