MARXE AUSTIN W & GREENHOUSE DAVID M Information

C/O SPECIAL SITUATIONS FUNDS, NEW YORK, New York, 10022, (212) 207-6500

Report Date: 03/31/2013

Position Statistics:

Total Positions 135
New Positions 13
Increased Positions 36
Decreased Positions 37
Positions with Activity 73
Sold Out Positions 10
Total Mkt Value
(in $ millions)
662

Sector Weighting

Basic Materials 2.8%
Capital Goods 13.46%
Conglomerates 1.51%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 0.08%
Energy 3.33%
Financial 1.29%
Healthcare 18.95%
Services 11.01%
Technology 46.66%
Transportation 0.24%
Utilities

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

135 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PARKERVISION INC COM 30,857 874 2.92 6,752,060
ERICKSON AIR-CRANE INC COM 25,056 -208 (0.82) 951,244
KOPIN CORP COM 21,265 65 .31 6,041,147
CEVA INC COM 20,596 3,103 17.74 1,270,582
PACIRA PHARMACEUTICALS INC COM 19,763 -367 (1.83) 694,889
ENTROPIC COMMUNICATIONS INC COM 18,495 222 1.22 4,165,446
ULTRA CLEAN HLDGS INC COM 15,842 New 2,640,275
POWER SOLUTIONS INTL INC COM NEW 15,197 -5,383 (26.16) 435,451
POWERSECURE INTL INC COM 14,437 -142 (0.98) 1,020,305
SANGAMO BIOSCIENCES INC COM 13,861 -904 (6.12) 1,763,503
OMNIVISION TECHNOLOGIES INC COM 13,818 New 961,607
BROADWIND ENERGY INC COM NEW 13,702 New 2,921,544
ENDOCYTE INC COM 13,205 New 932,559
KMG CHEMICALS INC COM 12,675 -1,720 (11.95) 603,582
REPLIGEN CORP COM 12,336 New 1,417,928
SUPPORT COM INC COM 11,528 -286 (2.42) 2,416,724
MICROFINANCIAL INC COM 11,372 -335 (2.86) 1,498,272
INCONTACT INC COM 10,794 469 4.54 1,380,324
PFSWEB INC COM NEW 10,614 New 2,441,165
SEACHANGE INTL INC COM 10,506 -1,875 (15.15) 921,581

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