13F-HR 1 barai40.txt BARAI CAPITAL MANAGEMENT 13F 4Q 2010 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2010 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Barai Capital Management, LP Address: 655 Third Avenue 18th Floor New York, New York 10017 13F File Number: 28- 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: Jeffrey Wilkins Title: Chief Financial Officer Phone: 212.446.1443 Signature, Place, and Date of Signing: /S/ Jeffrey Wilkins New York, New York/USA February 14, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 69 Form13F Information Table Value Total: $112,960 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACTIVISION BLIZZARD INC COM 00507V109 1057 85000 SH SOLE 85000 ADVANCED MICRO DEVICES INC COM 007903107 2786 340560 SH SOLE 340560 APPLE INC COM 037833100 5663 17556 SH SOLE 17556 APPLIED MATLS INC COM 038222105 1405 100000 SH SOLE 100000 ATMEL CORP COM 049513104 1236 100300 SH SOLE 100300 AVAGO TECHNOLOGIES LTD SHS Y0486S104 1178 41458 SH SOLE 41458 AXCELIS TECHNOLOGIES INC COM 054540109 6060 1751577 SH SOLE 1751577 BANK OF AMERICA CORPORATION COM 060505104 800 60000 SH SOLE 60000 BOSTON SCIENTIFIC CORP COM 101137107 76 10000 SH SOLE 10000 BROADCOM CORP CL A 111320107 871 20000 SH SOLE 20000 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 1111 210000 SH SOLE 210000 CAPSTONE TURBINE CORP COM 14067D102 961 1000847 SH SOLE 1000847 CIENA CORP COM NEW 171779309 2583 122700 SH SOLE 122700 CISCO SYS INC COM 17275R102 1879 92900 SH SOLE 92900 CITIGROUP INC COM 172967101 1419 300000 SH SOLE 300000 CITRIX SYS INC COM 177376100 368 5378 SH SOLE 5378 COMMVAULT SYSTEMS INC COM 204166102 1088 38005 SH SOLE 38005 CONVIO INC COM 21257W105 29 3467 SH SOLE 3467 CORNING INC COM 219350105 3369 174381 SH SOLE 174381 CRAY INC COM NEW 225223304 973 135767 SH SOLE 135767 DAQO NEW ENERGY CORP SPONSORED ADR 23703Q104 206 20300 SH SOLE 20300 DELL INC COM 24702R101 2168 160000 SH SOLE 160000 ELECTRONIC ARTS INC COM 285512109 983 60000 SH SOLE 60000 ENTEGRIS INC COM 29362U104 569 76141 SH SOLE 76141 ENTROPIC COMMUNICATIONS INC COM 29384R105 3736 309271 SH SOLE 309271 EXPEDIA INC DEL COM 30212P105 2 15000 SH CALL SOLE 15000 EZCHIP SEMICONDUCTOR LIMITED ORD M4146Y108 767 27300 SH SOLE 27300 FSI INTL INC COM 302633102 5241 1185662 SH SOLE 1185662 GOOGLE INC CL A 38259P508 2675 4504 SH SOLE 4504 HOLOGIC INC COM 436440101 858 45600 SH SOLE 45600 HOLOGIC INC COM 436440101 162 55000 SH CALL SOLE 55000 INPHI CORP COM 45772F107 331 16500 SH SOLE 16500 INTEL CORP COM 458140100 4778 227177 SH SOLE 227177 JDS UNIPHASE CORP COM PAR $0.001 46612J507 2269 156675 SH SOLE 156675 LATTICE SEMICONDUCTOR CORP COM 518415104 1815 299549 SH SOLE 299549 LAWSON SOFTWARE INC NEW COM 52078P102 463 50000 SH SOLE 50000 MEMC ELECTR MATLS INC COM 552715104 1376 122238 SH SOLE 122238 MICROSOFT CORP COM 594918104 2484 89000 SH SOLE 89000 NETSCOUT SYS INC COM 64115T104 982 42682 SH SOLE 42682 NVIDIA CORP COM 67066G104 2858 185600 SH SOLE 185600 OCLARO INC COM NEW 67555N206 5236 398195 SH SOLE 398195 OMNIVISION TECHNOLOGIES INC COM 682128103 1868 63100 SH SOLE 63100 ON SEMICONDUCTOR CORP COM 682189105 1235 125000 SH SOLE 125000 POWER ONE INC NEW COM 73930R102 510 50000 SH SOLE 50000 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 162 400000 SH PUT SOLE 400000 QUALCOMM INC COM 747525103 4135 83550 SH SOLE 83550 QUEST SOFTWARE INC COM 74834T103 583 21000 SH SOLE 21000 RED HAT INC COM 756577102 913 20000 SH SOLE 20000 SANDISK CORP COM 80004C101 1874 37589 SH SOLE 37589 SANMINA SCI CORP COM NEW 800907206 3998 348290 SH SOLE 348290 SAPIENT CORP COM 803062108 920 76000 SH SOLE 76000 SEAGATE TECHNOLOGY PLC SHS G7945M107 2805 186600 SH SOLE 186600 SEMICONDUCTOR HLDRS TR DEP RCPT 816636203 99 220000 SH PUT SOLE 220000 SHUTTERFLY INC COM 82568P304 1605 46000 SH SOLE 46000 SIGMA DESIGNS INC COM 826565103 3879 273714 SH SOLE 273714 SILICON GRAPHICS INTL CORP COM 82706L108 584 64626 SH SOLE 64626 SILICON IMAGE INC COM 82705T102 441 60000 SH SOLE 60000 SILICON LABORATORIES INC COM 826919102 690 15000 SH SOLE 15000 SMITH MICRO SOFTWARE INC COM 832154108 1890 120100 SH SOLE 120100 SONIC SOLUTIONS COM 835460106 654 43588 SH SOLE 43588 SOURCEFIRE INC COM 83616T108 1037 40000 SH SOLE 40000 SPS COMM INC COM 78463M107 618 39117 SH SOLE 39117 STEC INC COM 784774101 1412 80000 SH SOLE 80000 SYNAPTICS INC COM 87157D109 1322 45000 SH SOLE 45000 TEXAS INSTRS INC COM 882508104 995 30600 SH SOLE 30600 TRAVELZOO INC COM 89421Q106 786 19000 SH SOLE 19000 VISHAY INTERTECHNOLOGY INC COM 928298108 220 15000 SH SOLE 15000 WESTERN DIGITAL CORP COM 958102105 2678 79000 SH SOLE 79000 ZORAN CORP COM 98975F101 176 20000 SH SOLE 20000