INVICTA CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 14
Decreased Positions 16
Positions with Activity 30
Sold Out Positions 8
Total Mkt Value (in $ millions) 219

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

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.28%
Technology 82.14%
Transportation
Utilities

30 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NOVA MEASURING INSTRUMENTS LTD COM 20,280 -4,157 (17.01) 2,000,000
KVH INDS INC COM 19,541 -379 (1.9) 1,457,197
INFOBLOX INC COM 16,385 2,979 22.22 825,000
VERIFONE SYS INC COM 14,327 614 4.48 438,800
IMAX CORP COM 13,281 -4,194 (24) 475,000
POWER SOLUTIONS INTL INC COM NEW 12,435 -3,515 (22.04) 155,925
QUMU CORP COM 11,920 908 8.24 820,938
PITNEY BOWES INC COM 10,661 479 4.71 420,400
CONTROL4 CORP COM 10,509 10,509 New 562,000
PROOFPOINT INC COM 10,364 1,036 11.11 350,000
WAGEWORKS INC COM 9,230 -70 (0.75) 198,500
HIMAX TECHNOLOGIES INC SPONSORED ADR 8,208 3,969 93.63 900,000
KOFAX LTD COM USD 7,945 7,945 New 1,025,100
NEONODE INC COM NEW 7,139 750 11.74 1,254,636
UNISYS CORP COM NEW 7,105 7,105 New 245,000
IXYS CORP COM 6,637 2,923 78.69 605,000
IPASS INC COM 6,170 -148 (2.35) 3,785,488
CHANNELADVISOR CORP COM 6,098 457 8.11 200,000
MAXLINEAR INC CL A 5,824 5,824 New 654,408
CIMATRON LTD ORD 5,480 -804 (12.79) 794,172