0000919574-13-006430.txt : 20131114 0000919574-13-006430.hdr.sgml : 20131114 20131114095211 ACCESSION NUMBER: 0000919574-13-006430 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 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: 131217206 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 primary_doc.xml 13F-HR LIVE false true false 0001423686 XXXXXXXX 09-30-2013 09-30-2013 false CADIAN CAPITAL MANAGEMENT, LLC

535 MADISON AVENUE, 36TH FLOOR New York NY 10022

13F HOLDINGS REPORT 028-12842 N Carl Lesaca 212-792-8800 /s/ Carl Lesaca New York NY 11-14-2013 2 81 3412845 1 0001420604 028-12841 CADIAN FUND LP 2 0001420605 028-12845 Cadian Offshore Fund Ltd. 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HEALTH SYS INC NEW COM 203668108 8300 200000 SH DFND 1,2 200000 0 0 COMSCORE INC COM 20564W105 94948 3277448 SH DFND 1,2 3277448 0 0 DICKS SPORTING GOODS INC COM 253393102 27624 517500 SH DFND 1,2 517500 0 0 DISH NETWORK CORP CL A 25470M109 29846 663106 SH DFND 1,2 663106 0 0 DOLLAR TREE INC COM 256746108 24550 429500 SH DFND 1,2 429500 0 0 E M C CORP MASS COM 268648102 178332 6976989 SH DFND 1,2 6976989 0 0 ELECTRONICS FOR IMAGING INC COM 286082102 60512 1910088 SH DFND 1,2 1910088 0 0 EQUINIX INC COM NEW 29444U502 177353 965710 SH DFND 1,2 965710 0 0 F5 NETWORKS INC COM 315616102 74743 871050 SH DFND 1,2 871050 0 0 GENERAL CABLE CORP DEL NEW COM 369300108 153653 4839452 SH DFND 1,2 4839452 0 0 GENMARK DIAGNOSTICS INC COM 372309104 5524 455000 SH DFND 1,2 455000 0 0 GILEAD SCIENCES INC COM 375558103 18861 300000 SH DFND 1,2 300000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 32554 1450000 SH DFND 1,2 1450000 0 0 GREEN PLAINS RENEWABLE ENERG COM 393222104 45903 2860000 SH DFND 1,2 2860000 0 0 HARLEY DAVIDSON INC COM 412822108 16959 264000 SH DFND 1,2 264000 0 0 INFORMATICA CORP COM 45666Q102 81102 2081141 SH DFND 1,2 2081141 0 0 INVENSENSE INC COM 46123D205 21021 1193000 SH DFND 1,2 1193000 0 0 INVENSENSE INC COM 46123D205 12510 710000 SH Put DFND 1,2 710000 0 0 INVENSENSE INC COM 46123D205 3524 200000 SH Put DFND 1,2 200000 0 0 KEMET CORP COM NEW 488360207 17244 4125400 SH DFND 1,2 4125400 0 0 LAM RESEARCH CORP COM 512807108 136477 2665564 SH DFND 1,2 2665564 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 2599 582738 SH DFND 1,2 582738 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 89385 1185000 SH DFND 1,2 1185000 0 0 LOGMEIN INC COM 54142L109 83064 2675171 SH DFND 1,2 2675171 0 0 LOWES COS INC COM 548661107 7332 154000 SH DFND 1,2 154000 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 11500 1000000 SH Put DFND 1,2 1000000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 15373 206300 SH DFND 1,2 206300 0 0 MICRON TECHNOLOGY INC COM 595112103 28737 1645000 SH DFND 1,2 1645000 0 0 MOHAWK INDS INC COM 608190104 11071 85000 SH DFND 1,2 85000 0 0 NCR CORP NEW COM 62886E108 161162 4068720 SH DFND 1,2 4068720 0 0 NETSCOUT SYS INC COM 64115T104 13970 547198 SH DFND 1,2 547198 0 0 NICE SYS LTD SPONSORED ADR 653656108 4669 112851 SH DFND 1,2 112851 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 12608 98820 SH DFND 1,2 98820 0 0 OLIN CORP COM PAR $1 680665205 5768 250000 SH DFND 1,2 250000 0 0 ON SEMICONDUCTOR CORP COM 682189105 118511 16214388 SH DFND 1,2 16214388 0 0 PALO ALTO NETWORKS INC COM 697435105 3666 80000 SH DFND 1,2 80000 0 0 PMC-SIERRA INC COM 69344F106 178542 26970150 SH DFND 1,2 26970150 0 0 POLYPORE INTL INC COM 73179V103 3793 92573 SH DFND 1,2 92573 0 0 PTC INC COM 69370C100 92586 3253200 SH DFND 1,2 3253200 0 0 QLIK TECHNOLOGIES INC COM 74733T105 44499 1300000 SH DFND 1,2 1300000 0 0 QUANTA SVCS INC COM 74762E102 39890 1450000 SH DFND 1,2 1450000 0 0 RADWARE LTD ORD M81873107 55044 3945804 SH DFND 1,2 3945804 0 0 ROCKWOOD HLDGS INC COM 774415103 91319 1365000 SH DFND 1,2 1365000 0 0 ROSS STORES INC COM 778296103 21913 301000 SH DFND 1,2 301000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 25096 655600 SH DFND 1,2 655600 0 0 SHERWIN WILLIAMS CO COM 824348106 23538 129200 SH DFND 1,2 129200 0 0 SILVER BAY RLTY TR CORP COM 82735Q102 783 50000 SH DFND 1,2 50000 0 0 SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 82027 1315275 SH DFND 1,2 1315275 0 0 SOHU COM INC COM 83408W103 4730 60000 SH DFND 1,2 60000 0 0 SONIC CORP COM 835451105 15944 898231 SH DFND 1,2 898231 0 0 STARBUCKS CORP COM 855244109 4817 62587 SH DFND 1,2 62587 0 0 SYMANTEC CORP COM 871503108 11138 450000 SH DFND 1,2 450000 0 0 THE ADT CORPORATION COM 00101J106 94360 2320703 SH DFND 1,2 2320703 0 0 TOLL BROTHERS INC COM 889478103 21566 665000 SH DFND 1,2 665000 0 0 TRACTOR SUPPLY CO COM 892356106 19176 285482 SH DFND 1,2 285482 0 0 TRIMBLE NAVIGATION LTD COM 896239100 23322 785000 SH DFND 1,2 785000 0 0 TUESDAY MORNING CORP COM NEW 899035505 7197 471000 SH DFND 1,2 471000 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 20622 275000 SH DFND 1,2 275000 0 0 UNWIRED PLANET INC NEW COM 91531F103 1668 964150 SH DFND 1,2 964150 0 0 VERINT SYS INC COM 92343X100 115766 3123741 SH DFND 1,2 3123741 0 0 VIRNETX HLDG CORP COM 92823T108 3664 179588 SH DFND 1,2 179588 0 0 VIRNETX HLDG CORP COM 92823T108 2040 100000 SH Put DFND 1,2 100000 0 0 VIRNETX HLDG CORP COM 92823T108 23460 1150000 SH Put DFND 1,2 1150000 0 0 VIRNETX HLDG CORP COM 92823T108 408 20000 SH Put DFND 1,2 20000 0 0 WATERS CORP COM 941848103 21338 200902 SH DFND 1,2 200902 0 0 YAHOO INC COM 984332106 86740 2615000 SH DFND 1,2 2615000 0 0 ZIMMER HLDGS INC COM 98956P102 20535 250000 SH DFND 1,2 250000 0 0