0000919574-12-006396.txt : 20121114 0000919574-12-006396.hdr.sgml : 20121114 20121114143421 ACCESSION NUMBER: 0000919574-12-006396 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001423686 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 121203413 BUSINESS ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-792-8800 MAIL ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 d1334030_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F Cover Page Report for the Calendar Year or Quarter Ended September 30, 2012 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Cadian Capital Management, LLC Address: 535 Madison Ave. 36th Floor New York, New York 10022 13F File Number: 028-12842 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Graham Quigley Title: Chief Financial Officer Phone: (212) 792-8800 Signature, Place and Date of Signing: /s/ Graham Quigley New York, New York November 14, 2012 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 65 Form 13F Information Table Value Total: $2,926,315 (thousands) List of Other Included Managers: No. Form 13F File Number Name 1. 028-12841 Cadian Fund LP 2. 028-12845 Cadian Offshore Fund Ltd. FORM 13F INFORMATION TABLE Cadian Capital Management, LLC September 30, 2012
COL 1 COL 2 COL 3 COL 4 COL 5 COL 6 COL 7 COL 8 TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE -------------- --------- ------ --------- -------- --- ---- ----------- ---- ----- ------ ---- ALTERA CORP COM 021441100 66,450 1,954,400 SH DEFINED 1,2 1,954,400 AMDOCS LTD ORD G02602103 65,353 1,980,983 SH DEFINED 1,2 1,980,983 AMKOR TECHNOLOGY INC COM 031652100 44,805 10,148,373 SH DEFINED 1,2 10,148,373 AUTODESK INC COM 052769106 82,853 2,484,340 SH DEFINED 1,2 2,484,340 CAREFUSION CORP COM 14170T101 105,210 3,705,894 SH DEFINED 1,2 3,705,894 CAVIUM INC COM 14964U108 833 25,000 SH DEFINED 1,2 25,000 COMSCORE INC COM 20564W105 46,096 3,022,676 SH DEFINED 1,2 3,022,676 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 27,036 4,396,158 SH DEFINED 1,2 4,396,158 DUPONT FABROS TECHNOLOGY INC COM 26613Q106 1,894 75,000 SH DEFINED 1,2 75,000 E M C CORP MASS COM 268648102 14,317 525,000 SH DEFINED 1,2 525,000 EASTMAN CHEM CO COM 277432100 115,591 2,027,550 SH DEFINED 1,2 2,027,550 ENVIVIO INC COM 29413T106 55 25,000 SH DEFINED 1,2 25,000 EXPRESS SCRIPTS HLDG CO COM 30219G108 188,829 3,015,000 SH DEFINED 1,2 3,015,000 F5 NETWORKS INC COM 315616102 21,046 201,125 SH DEFINED 1,2 201,125 FUSION-IO INC COM 36112J107 10,443 345,000 SH DEFINED 1,2 345,000 GENERAL CABLE CORP DEL NEW COM 369300108 145,284 4,945,000 SH DEFINED 1,2 4,945,000 GEORGIA GULF CORP COM PAR$0.01 NEW 373200302 9,077 250,600 SH DEFINED 1,2 250,600 INFOBLOX INC COM 45672H104 3,415 146,887 SH DEFINED 1,2 146,887 INVENSENSE INC COM 46123D205 14,191 1,187,500 SH DEFINED 1,2 1,187,500 ISHARES TR RUSSELL 2000 464287655 25,032 300,000 PUT DEFINED 1,2 300,000 JOHNSON CTLS INC COM 478366107 14,111 515,000 SH DEFINED 1,2 515,000 KEMET CORP COM NEW 488360207 19,472 4,425,400 SH DEFINED 1,2 4,425,400 LATTICE SEMICONDUCTOR CORP COM 518415104 40,704 10,600,100 SH DEFINED 1,2 10,600,100 LIFE TECHNOLOGIES CORP COM 53217V109 99,699 2,040,722 SH DEFINED 1,2 2,040,722 LOGMEIN INC COM 54142L109 32,591 1,452,990 SH DEFINED 1,2 1,452,990 LTX-CREDENCE CORP COM NEW 502403207 18,532 3,222,902 SH DEFINED 1,2 3,222,902 NATIONAL CINEMEDIA INC COM 635309107 4,911 300,000 SH DEFINED 1,2 300,000 NCR CORP NEW COM 62886E108 167,453 7,183,739 SH DEFINED 1,2 7,183,739 NETAPP INC COM 64110D104 167,103 5,082,210 SH DEFINED 1,2 5,082,210 NETSCOUT SYS INC COM 64115T104 26,206 1,027,285 SH DEFINED 1,2 1,027,285 NICE SYS LTD SPONSORED ADR 653656108 73,986 2,227,150 SH DEFINED 1,2 2,227,150 OI S.A. SPN ADR REP PFD 670851203 2,412 600,000 SH DEFINED 1,2 600,000 ON SEMICONDUCTOR CORP COM 682189105 138,245 22,387,901 SH DEFINED 1,2 22,387,901 ON SEMICONDUCTOR CORP COM 682189105 3,088 500,000 CALL DEFINED 1,2 500,000 ON SEMICONDUCTOR CORP COM 682189105 11,115 1,800,000 CALL DEFINED 1,2 1,800,000 PANDORA MEDIA INC COM 698354107 8,213 750,000 SH DEFINED 1,2 750,000 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 25,906 1,190,000 SH DEFINED 1,2 1,190,000 PMC-SIERRA INC COM 69344F106 127,732 22,788,900 SH DEFINED 1,2 22,788,900 POLYPORE INTL INC COM 73179V103 2,651 75,000 SH DEFINED 1,2 75,000 RADWARE LTD ORD M81873107 37,537 1,042,115 SH DEFINED 1,2 1,042,115 ROCK-TENN CO CL A 772739207 74,345 1,030,000 SH DEFINED 1,2 1,030,000 ROCKWOOD HLDGS INC COM 774415103 63,222 1,356,700 SH DEFINED 1,2 1,356,700 RPX CORP COM 74972G103 27,394 2,447,105 SH DEFINED 1,2 2,447,105 SERVICENOW INC COM 81762P102 7,736 200,000 SH DEFINED 1,2 200,000 SHUTTERFLY INC COM 82568P304 32,975 1,059,595 SH DEFINED 1,2 1,059,595 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 60,620 1,547,625 SH DEFINED 1,2 1,547,625 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 3,917 100,000 CALL DEFINED 1,2 100,000 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 15,668 400,000 CALL DEFINED 1,2 400,000 STEC INC COM 784774101 8,009 1,186,566 SH DEFINED 1,2 1,186,566 TERADYNE INC COM 880770102 16,353 1,150,000 SH DEFINED 1,2 1,150,000 TESLA MTRS INC COM 88160R101 6,734 230,000 SH DEFINED 1,2 230,000 TESLA MTRS INC COM 88160R101 11,419 390,000 PUT DEFINED 1,2 390,000 TESLA MTRS INC COM 88160R101 32,208 1,100,000 PUT DEFINED 1,2 1,100,000 TESLA MTRS INC COM 88160R101 16,104 550,000 PUT DEFINED 1,2 550,000 THORATEC CORP COM NEW 885175307 187,171 5,409,575 SH DEFINED 1,2 5,409,575 TW TELECOM INC COM 87311L104 20,220 775,000 SH DEFINED 1,2 775,000 UNISYS CORP COM NEW 909214306 13,872 666,278 SH DEFINED 1,2 666,278 UNIVERSAL DISPLAY CORP COM 91347P105 12,161 354,243 SH DEFINED 1,2 354,243 VERINT SYS INC COM 92343X100 106,532 3,882,377 SH DEFINED 1,2 3,882,377 VIRNETX HLDG CORP COM 92823T108 8,835 347,414 SH DEFINED 1,2 347,414 VIRNETX HLDG CORP COM 92823T108 1,272 50,000 PUT DEFINED 1,2 50,000 VIRNETX HLDG CORP COM 92823T108 8,265 325,000 PUT DEFINED 1,2 325,000 WEBMD HEALTH CORP COM 94770V102 702 50,000 SH DEFINED 1,2 50,000 WESTLAKE CHEM CORP COM 960413102 36,530 500,000 PUT DEFINED 1,2 500,000 YAHOO INC COM 984332106 144,574 9,050,000 SH DEFINED 1,2 9,050,000
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