0000919574-13-003441.txt : 20130515 0000919574-13-003441.hdr.sgml : 20130515 20130515124141 ACCESSION NUMBER: 0000919574-13-003441 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 13845103 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/A 1 d1378205a_13f-hra.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 March 31, 2013 Check here if Amendment: |X|; Amendment Number: 1 This Amendment (Check only one): |X| 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: Carl Lesaca Title: Chief Financial Officer Phone: (212) 792-8800 Signature, Place and Date of Signing: /s/ Carl Lesaca New York, New York May 15, 2013 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] -------- * Valuations for the following securities were corrected: VIRNETX HLDG CORP, CUSIP 92823T108 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: 69 Form 13F Information Table Value Total: $3,606,494 (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 March 31, 2013
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- -------- ----- -------- ------- --- ---- ---------- -------- ---- ------ ---- AUTODESK INC COM 052769106 113,617 2,754,340 SH DEFINED 1,2 2,754,340 ALTERA CORP COM 021441100 141,287 3,984,400 SH DEFINED 1,2 3,984,400 AMKOR TECHNOLOGY INC COM 031652100 9,653 2,413,145 SH DEFINED 1,2 2,413,145 AXIALL CORP COM 05463D100 88,230 1,419,400 SH DEFINED 1,2 1,419,400 ACUITY BRANDS INC COM 00508Y102 6,242 90,000 SH DEFINED 1,2 90,000 RESEARCH IN MOTION LTD COM 760975102 49,474 3,425,000 SH DEFINED 1,2 3,425,000 BOISE CASCADE CO DEL COM 09739D100 3,394 100,000 SH DEFINED 1,2 100,000 GENERAL CABLE CORP DEL NEW COM 369300108 181,135 4,945,000 SH DEFINED 1,2 4,945,000 INFOBLOX INC COM 45672H104 15,882 731,887 SH DEFINED 1,2 731,887 CAREFUSION CORP COM 14170T101 20,828 595,257 SH DEFINED 1,2 595,257 CHECK POINT SOFTWARE TECH LT ORD M22465104 1,175 25,000 SH DEFINED 1,2 25,000 CIENA CORP COM NEW 171779309 8,405 525,000 SH DEFINED 1,2 525,000 DISH NETWORK CORP CL A 25470M109 29,385 775,334 SH DEFINED 1,2 775,334 AMDOCS LTD ORD G02602103 82,142 2,265,983 SH DEFINED 1,2 2,265,983 DAVITA HEALTCARE PARTNERS I COM 23918K108 12,571 106,000 SH DEFINED 1,2 106,000 ELECTRONICS FOR IMAGING INC COM 286082102 26,154 1,031,300 SH DEFINED 1,2 1,031,300 E M C CORP MASS COM 268648102 204,819 8,573,440 SH DEFINED 1,2 8,573,440 EASTMAN CHEM CO COM 277432100 42,312 605,578 SH DEFINED 1,2 605,578 F5 NETWORKS INC COM 315616102 45,280 508,312 SH DEFINED 1,2 508,312 FORTINET INC COM 34959E109 4,381 185,000 SH DEFINED 1,2 185,000 GOOGLE INC CL A 38259P508 116,909 147,206 SH DEFINED 1,2 147,206 GREEN PLAINS RENEWABLE ENERG COM 393222104 2,288 200,000 SH DEFINED 1,2 200,000 HORNBECK OFFSHORE SVCS INC N COM 440543106 13,706 295,000 SH DEFINED 1,2 295,000 INTERNATIONAL BUSINESS MACHS COM 459200101 2,773 13,000 SH DEFINED 1,2 13,000 INFORMATICA CORP COM 45666Q102 96,344 2,795,000 SH DEFINED 1,2 2,795,000 INVENSENSE INC COM 46123D205 320 30,000 SH DEFINED 1,2 30,000 JOHNSON CTLS INC COM 478366107 41,032 1,170,000 SH DEFINED 1,2 1,170,000 KEMET CORP COM NEW 488360207 27,659 4,425,400 SH DEFINED 1,2 4,425,400 LIBERTY GLOBAL INC COM SER C 530555309 10,295 150,000 SH DEFINED 1,2 150,000 LOGMEIN INC COM 54142L109 70,504 3,668,282 SH DEFINED 1,2 3,668,282 LAM RESEARCH CORP COM 512807108 91,633 2,210,147 SH DEFINED 1,2 2,210,147 LATTICE SEMICONDUCTOR CORP COM 518415104 51,995 9,531,608 SH DEFINED 1,2 9,531,608 LTX-CREDENCE CORP COM NEW 502403207 9,891 1,637,634 SH DEFINED 1,2 1,637,634 MOODYS CORP COM 615369105 3,732 70,000 SH DEFINED 1,2 70,000 NATIONAL CINEMEDIA INC COM 635309107 4,734 300,000 SH DEFINED 1,2 300,000 NCR CORP NEW COM 62886E108 219,328 7,958,200 SH DEFINED 1,2 7,958,200 NICE SYS LTD SPONSORED ADR 653656108 9,289 252,211 SH DEFINED 1,2 252,211 NETAPP INC COM 64110D104 133,245 3,900,620 SH DEFINED 1,2 3,900,620 NETSCOUT SYS INC COM 64115T104 13,321 542,153 SH DEFINED 1,2 542,153 ON SEMICONDUCTOR CORP COM 682189105 159,703 19,299,401 SH DEFINED 1,2 19,299,401 PANDORA MEDIA INC COM 698354107 37,878 2,675,000 SH DEFINED 1,2 2,675,000 PALO ALTO NETWORKS INC COM 697435105 16,437 290,400 SH DEFINED 1,2 290,400 PMC-SIERRA INC COM 69344F106 165,329 24,348,850 SH DEFINED 1,2 24,348,850 PTC INC COM 69370C100 83,538 3,277,300 SH DEFINED 1,2 3,277,300 RADWARE LTD ORD M81873107 71,331 1,890,552 SH DEFINED 1,2 1,890,552 ROCK-TENN CO CL A 772739207 51,035 550,000 SH DEFINED 1,2 550,000 ROCKWOOD HLDGS INC COM 774415103 147,397 2,252,406 SH DEFINED 1,2 2,252,406 RPX CORP COM 74972G103 46,601 3,302,718 SH DEFINED 1,2 3,302,718 COMSCORE INC COM 20564W105 60,707 3,617,805 SH DEFINED 1,2 3,617,805 SHUTTERFLY INC COM 82568P304 11,966 270,912 SH DEFINED 1,2 270,912 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 62,815 1,265,401 SH DEFINED 1,2 1,265,401 STEC INC COM 784774101 11,588 2,621,750 SH DEFINED 1,2 2,621,750 THORATEC CORP COM NEW 885175307 99,401 2,650,840 SH DEFINED 1,2 2,650,840 TIVO INC COM 888706108 16,355 1,320,000 SH DEFINED 1,2 1,320,000 TESLA MTRS INC COM 88160R101 400 10,550 SH DEFINED 1,2 10,550 TESLA MTRS INC COM 88160R101 35,996 950,000 PUT DEFINED 1,2 950,000 TESLA MTRS INC COM 88160R101 7,578 200,000 PUT DEFINED 1,2 200,000 TESLA MTRS INC COM 88160R101 18,945 500,000 PUT DEFINED 1,2 500,000 TESLA MTRS INC COM 88160R101 11,367 300,000 PUT DEFINED 1,2 300,000 VIRNETX HLDG CORP COM 92823T108 7,983 416,446 SH DEFINED 1,2 416,446 VIRNETX HLDG CORP COM 92823T108 1,917 100,000 PUT DEFINED 1,2 100,000 VIRNETX HLDG CORP COM 92823T108 22,046 1,150,000 PUT DEFINED 1,2 1,150,000 VIRNETX HLDG CORP COM 92823T108 383 20,000 PUT DEFINED 1,2 20,000 VMWARE INC CL A COM 928563402 68,472 868,051 SH DEFINED 1,2 868,051 VERINT SYS INC COM 92343X100 156,089 4,270,568 SH DEFINED 1,2 4,270,568 WATERS CORP COM 941848103 27,703 295,000 SH DEFINED 1,2 295,000 WESTLAKE CHEM CORP COM 960413102 70,125 750,000 PUT DEFINED 1,2 750,000 YELP INC CL A 985817105 6,165 260,000 SH DEFINED 1,2 260,000 YAHOO INC COM 984332106 123,880 5,265,000 SH DEFINED 1,2 5,265,000
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