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) 100

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 17.73%
Technology 78.11%
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 10,540 -6,646 (38.67) 529,400
TOWER SEMICONDUCTOR LTD SHS NEW 7,641 -2,935 (27.76) 621,700
QLIK TECHNOLOGIES INC COM 5,733 5,733 New 150,000
PROOFPOINT INC COM 5,569 -2,938 (34.53) 98,200
VERIFONE SYS INC COM 5,491 -473 (7.93) 172,900
INCONTACT INC COM 5,421 5,421 New 709,500
MATTSON TECHNOLOGY INC COM 5,396 -2,840 (34.48) 1,900,000
TELENAV INC COM 5,140 -55 (1.06) 729,112
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 5,086 5,086 New 200,000
ACXIOM CORP COM 4,960 95 1.96 234,500
KVH INDS INC COM 4,862 -3,253 (40.09) 435,252
MONSTER WORLDWIDE INC COM 4,503 4,503 New 639,593
ADEPT TECHNOLOGY INC COM NEW 4,501 1,023 29.43 655,100
CONTROL4 CORP COM 4,145 109 2.69 462,100
COMSCORE INC COM 4,127 -2,288 (35.67) 77,200
RUCKUS WIRELESS INC COM 3,901 191 5.14 348,000
SILICON GRAPHICS INTL CORP COM 3,179 3,179 New 650,000
EGAIN CORP COM NEW 2,888 -144 (4.75) 793,400
TURTLE BEACH CORP COM 2,236 -151 (6.32) 1,030,534
QUMU CORP COM 2,186 164 8.13 488,039