BRIGHTFIELD CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 41
New Positions 8
Increased Positions 15
Decreased Positions 17
Positions with Activity 32
Sold Out Positions 3
Total Mkt Value (in $ millions) 80

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 21.55%
Healthcare
Services 7.72%
Technology 70.73%
Transportation
Utilities

41 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BROADCOM CORP CL A 2,741 -844 (23.53) 65,000
MAXLINEAR INC CL A 2,602 -330 (11.26) 358,456
ARUBA NETWORKS INC COM 2,070 -94 (4.35) 110,000
ATMEL CORP COM 1,362 1,362 New 175,000
AVIAT NETWORKS INC COM 2,175 160 7.96 1,500,000
CALIX INC COM 1,069 -1,287 (54.61) 102,122
COHU INC COM 2,920 344 13.33 255,000
FALCONSTOR SOFTWARE INC COM 515 New 500,000
FORMFACTOR INC COM 4,532 New 550,000
HARMONIC INC COM 2,013 -728 (26.56) 294,718
INFOBLOX INC COM 2,124 245 13.04 130,000
LIMELIGHT NETWORKS INC COM 1,342 1,342 New 495,063
MATTERSIGHT CORP COM 2,057 -596 (22.46) 320,874
MATTSON TECHNOLOGY INC COM 2,211 764 52.78 825,000
MERU NETWORKS INC COM 2,298 132 6.10 616,105
MICREL INC COM 509 -1,598 (75.85) 40,000
MICROSEMI CORP COM 338 -859 (71.78) 12,700
ON SEMICONDUCTOR CORP COM -1,551 Sold Out 0
PDF SOLUTIONS INC COM 1,339 1,339 New 100,000
PLANAR SYS INC COM 2,333 -3,618 (60.8) 320,000


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