0000919574-11-004868.txt : 20110815 0000919574-11-004868.hdr.sgml : 20110815 20110815161036 ACCESSION NUMBER: 0000919574-11-004868 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001423686 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 111036395 BUSINESS ADDRESS: STREET 1: 461 FIFTH AVENUE STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-792-8811 MAIL ADDRESS: STREET 1: 461 FIFTH AVENUE STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 d1219454_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 June 30, 2011 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: 461 Fifth Avenue 24th Floor New York, New York 10017 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 August 15, 2011 ----------------------- -------------------------- ---------------------- [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: 57 Form 13F Information Table Value Total: $2,460,674 (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 June 30, 2011
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MNGRS SOLE SHARED NONE 21VIANET GROUP INC SPONSORED ADR 90138A103 344 25,000 SH DEFINED 1, 2 25,000 ABERCROMBIE & FITCH CO CL A 002896207 3,346 50,000 SH DEFINED 1, 2 50,000 ADECOAGRO S A COM L00849106 3,552 318,251 SH DEFINED 1, 2 318,251 AIXTRON SE SPONSORED ADR 009606104 6,483 190,000 PUT DEFINED 1, 2 190,000 AIXTRON SE SPONSORED ADR 009606104 2,047 60,000 PUT DEFINED 1, 2 60,000 AIXTRON SE SPONSORED ADR 009606104 3,412 100,000 PUT DEFINED 1, 2 100,000 AMKOR TECHNOLOGY INC COM 031652100 95,400 15,461,953 SH DEFINED 1, 2 15,461,953 ASPEN TECHNOLOGY INC COM 045327103 75,692 4,405,808 SH DEFINED 1, 2 4,405,808 CAREFUSION CORP COM 14170T101 53,932 1,985,000 SH DEFINED 1, 2 1,985,000 CHARLES RIV LABS INTL INC COM 159864107 33,140 815,240 SH DEFINED 1, 2 815,240 CHINA MED TECHNOLOGIES INC SPONSORED ADR 169483104 3,662 475,000 SH DEFINED 1, 2 475,000 COGO GROUP INC COM 192448108 18,819 3,524,089 SH DEFINED 1, 2 3,524,089 DEMAND MEDIA INC COM 24802N109 955 70,495 SH DEFINED 1, 2 70,495 E M C CORP MASS COM 268648102 18,596 675,000 SH DEFINED 1, 2 675,000 EQUINIX INC COM NEW 29444U502 103,370 1,023,262 SH DEFINED 1, 2 1,023,262 EXPEDIA INC DEL COM 30212P105 41,456 1,430,000 SH DEFINED 1, 2 1,430,000 EXPRESS SCRIPTS INC COM 302182100 98,562 1,825,906 SH DEFINED 1, 2 1,825,906 GENERAL CABLE CORP DEL NEW COM 369300108 84,881 1,993,459 SH DEFINED 1, 2 1,993,459 GNC HLDGS INC COM CL A 36191G107 567 26,010 SH DEFINED 1, 2 26,010 KEMET CORP COM NEW 488360207 45,085 3,155,000 SH DEFINED 1, 2 3,155,000 LATTICE SEMICONDUCTOR CORP COM 518415104 50,322 7,718,151 SH DEFINED 1, 2 7,718,151 LIFE TECHNOLOGIES CORP COM 53217V109 35,147 675,000 SH DEFINED 1, 2 675,000 MASTERCARD INC CL A 57636Q104 17,749 58,900 SH DEFINED 1, 2 58,900 MF GLOBAL HLDGS LTD COM 55277J108 78,795 10,180,286 SH DEFINED 1, 2 10,180,286 NATIONAL CINEMEDIA INC COM 635309107 10,766 636,662 SH DEFINED 1, 2 636,662 NCR CORP NEW COM 62886E108 183,768 9,728,335 SH DEFINED 1, 2 9,728,335 NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 5,208 600,000 CALL DEFINED 1, 2 600,000 NETAPP INC COM 64110D104 113,899 2,158,000 SH DEFINED 1, 2 2,158,000 NETGEAR INC COM 64111Q104 4,582 104,798 SH DEFINED 1, 2 104,798 NETSCOUT SYS INC COM 64115T104 87,669 4,196,674 SH DEFINED 1, 2 4,196,674 NICE SYS LTD SPONSORED ADR 653656108 70,007 1,925,390 SH DEFINED 1, 2 1,925,390 NXP SEMICONDUCTORS N V COM N6596X109 50,881 1,903,500 SH DEFINED 1, 2 1,903,500 ON SEMICONDUCTOR CORP COM 682189105 18,846 1,800,000 CALL DEFINED 1, 2 1,800,000 ON SEMICONDUCTOR CORP COM 682189105 30,630 2,925,500 CALL DEFINED 1, 2 2,925,500 ON SEMICONDUCTOR CORP COM 682189105 170,822 16,315,390 SH DEFINED 1, 2 16,315,390 OPEN TEXT CORP COM 683715106 10,883 170,000 PUT DEFINED 1, 2 170,000 PMC-SIERRA INC COM 69344F106 68,417 9,037,883 SH DEFINED 1, 2 9,037,883 QUALITY SYS INC COM 747582104 32,301 370,000 PUT DEFINED 1, 2 370,000 QUALITY SYS INC COM 747582104 17,460 200,000 PUT DEFINED 1, 2 200,000 QUALITY SYS INC COM 747582104 4,365 50,000 PUT DEFINED 1, 2 50,000 RADWARE LTD ORD M81873107 41,493 1,190,947 SH DEFINED 1, 2 1,190,947 RESPONSYS INC COM 761248103 709 40,000 SH DEFINED 1, 2 40,000 SERVICESOURCE INTL LLC COM 81763U100 2,691 121,100 SH DEFINED 1, 2 121,100 SIERRA WIRELESS INC COM 826516106 4,842 414,224 SH DEFINED 1, 2 414,224 SKECHERS U S A INC CL A 830566105 25,906 1,789,111 SH DEFINED 1, 2 1,789,111 SOLUTIA INC COM NEW 834376501 139,088 6,087,004 SH DEFINED 1, 2 6,087,004 STANDARD MICROSYSTEMS CORP COM 853626109 30,909 1,145,219 SH DEFINED 1, 2 1,145,219 TALEO CORP CL A 87424N104 67,993 1,836,169 SH DEFINED 1, 2 1,836,169 TERADYNE INC COM 880770102 4,810 325,000 SH DEFINED 1, 2 325,000 THORATEC CORP COM NEW 885175307 109,598 3,339,355 SH DEFINED 1, 2 3,339,355 TOLL BROTHERS INC COM 889478103 87,911 4,238,700 SH DEFINED 1, 2 4,238,700 TRAVELZOO INC COM 89421Q106 23,962 370,702 SH DEFINED 1, 2 370,702 ULTRATECH INC COM 904034105 760 25,000 SH DEFINED 1, 2 25,000 VERIGY LTD SHS Y93691106 3,099 207,042 SH DEFINED 1, 2 207,042 VERINT SYS INC COM 92343X100 64,659 1,745,655 SH DEFINED 1, 2 1,745,655 WATSCO INC COM 942622200 58,074 854,159 SH DEFINED 1, 2 854,159 YAHOO INC COM 984332106 38,352 2,550,000 SH DEFINED 1, 2 2,550,000
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