INVICTA CAPITAL MANAGEMENT, LLC Information

60 EAST 42ND STREET, NEW YORK, New York, 10165, (212) 585-0100

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 7
Increased Positions 12
Decreased Positions 16
Positions with Activity 28
Sold Out Positions 6
Total Mkt Value (in $ millions) 105

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 17.46%
Technology 78.97%
Transportation
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFOBLOX INC COM 12,271 -7,738 (38.67) 529,400
TOWER SEMICONDUCTOR LTD SHS NEW 7,889 -3,031 (27.76) 621,700
INCONTACT INC COM 6,492 6,492 New 709,500
PROOFPOINT INC COM 6,279 -3,312 (34.53) 98,200
QLIK TECHNOLOGIES INC COM 6,083 6,083 New 150,000
VERIFONE SYS INC COM 5,600 -483 (7.93) 172,900
KVH INDS INC COM 5,288 -3,538 (40.09) 435,252
MATTSON TECHNOLOGY INC COM 5,111 -2,690 (34.48) 1,900,000
TELENAV INC COM 4,987 -53 (1.06) 729,112
ADEPT TECHNOLOGY INC COM NEW 4,880 1,110 29.43 655,100
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 4,798 4,798 New 200,000
MONSTER WORLDWIDE INC COM 4,573 4,573 New 639,593
COMSCORE INC COM 4,545 -2,520 (35.67) 77,200
RUCKUS WIRELESS INC COM 4,173 204 5.14 348,000
ACXIOM CORP COM 4,151 80 1.96 234,500
CONTROL4 CORP COM 3,734 98 2.69 462,100
EGAIN CORP COM NEW 3,570 -178 (4.75) 793,400
SILICON GRAPHICS INTL CORP COM 3,107 3,107 New 650,000
QUMU CORP COM 2,557 192 8.13 488,039
TURTLE BEACH CORP COM 2,185 -147 (6.32) 1,030,534