-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, MbHpUlAjZ7UTUfNtawaiCw+OAd7E5zLHNsPmC7E7wTcwBF9lTseZ4AwVp5ky4lm6 zq2yJpjQd+YBXy10LlrZBg== 0001484165-10-000004.txt : 20101112 0001484165-10-000004.hdr.sgml : 20101111 20101112113038 ACCESSION NUMBER: 0001484165-10-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101112 DATE AS OF CHANGE: 20101112 EFFECTIVENESS DATE: 20101112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cavalry Management Group, LLC CENTRAL INDEX KEY: 0001484165 IRS NUMBER: 753092973 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13913 FILM NUMBER: 101184313 BUSINESS ADDRESS: STREET 1: ONE CALIFORNIA STREET, SUITE 3000 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-439-7013 MAIL ADDRESS: STREET 1: ONE CALIFORNIA STREET, SUITE 3000 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 s13f-201009.txt 09.30.10 13F FILING UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13-F FORM 13-F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 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: Cavalry Management Group, LLC Address: One California Street, Suite 3000, San Francisco, CA 94111 Form 13F File Number: 028-13913 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 submission. Person Signing this Report on Behalf of Reporting Manager: Name: William Bindeman Title: Chief Financial Officer Phone: 415-439-7013 Signature, Place, and Date of Signing: /s/: William Bindeman San Francisco, CA November 8, 2010 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: N/A FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 52 Form 13F Information Table Value Total: $1,123,214 List of Other Included Managers: NONE TITLE OF VALUE SHARES /SH / PUT / INVSTMT OTHER VOTING AUTHORITY ISSUER CLASS CUSIP (x$1000)PRN AMT PRN CALL DSCRETN MGRS SOLE SHARED NONE AKAMAI TECHNOLOGIES INC COM 00971T101 23077 459878 SH SOLE 459878 0 0 AMAZON COM INC COM 023135106 43688 278159 SH SOLE 278159 0 0 ANCESTRY.COM INC COM 032803108 11836 520034 SH SOLE 520034 0 0 APPLE COMPUTER INC COM 037833100 146216 515298 SH SOLE 515298 0 0 ARRIS GROUP INC COM 04269Q100 383 39205 SH SOLE 39205 0 0 ATMEL CORP COM 049513104 16716 2100000 SH SOLE 2100000 0 0 CANADIAN SOLAR INC COM 136635109 10399 638000 SH SOLE 638000 0 0 CAVIUM NETWORKS INC COM 14965A101 47413 1648588 SH SOLE 1648588 0 0 CITRIX SYSTEMS INC COM 177376100 30504 447004 SH SOLE 447004 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CCL A 192446102 1977 30658 SH SOLE 30658 0 0 COMMSCOPE INC COM 203372107 13188 555500 SH SOLE 555500 0 0 CTRIP.COM INTERNATIONAL LTD ADR ADR 22943F100 38904 814742 SH SOLE 814742 0 0 CHINACACHE INTERNAT-SPON ADR SP ADR 16950M107 487 35000 SH SOLE 35000 0 0 DIGITAL RIVER INC COM 25388B104 9021 265000 SH SOLE 265000 0 0 DOLBY LABORATORIES INC CL A COM 25659T107 16901 297509 SH SOLE 297509 0 0 FINISAR CORP COM NEW 31787A507 63637 3386752 SH SOLE 3386752 0 0 FABRINET ORDER MINES LTDCOM COM G3323L100 4092 258641 SH SOLE 258641 0 0 GOOGLE INC CL A 38259P508 26290 50000 SH SOLE 50000 0 0 HARMONIC INC COM 413160102 26274 3818911 SH SOLE 3818911 0 0 EZCHIP SEMICONDUCTOR LTD ORD M4146Y108 303 12000 SH SOLE 12000 0 0 IXIA COM 45071R109 10211 823471 SH SOLE 823471 0 0 INFINERA CORP COM 45667G103 20594 1764731 SH SOLE 1764731 0 0 LOGMEIN INC COM 54142L109 8635 240000 SH SOLE 240000 0 0 MAKEMYTRIP LTD SHS V5633W109 1775 45767 SH SOLE 45767 0 0 MERCADOLIBRE INC COM 58733R102 18065 250274 SH SOLE 250274 0 0 MICROSOFT CORP COM 594918104 24490 1000000 SH SOLE 1000000 0 0 NETFLIX INC COM 64110L106 73116 450891 SH SOLE 450891 0 0 NETEASE COM INC ADR SP ADR 64110W102 3944 100000 SH SOLE 100000 0 0 NXP SEMICONDUCTORS NV COM N6596X109 1268 102348 SH SOLE 102348 0 0 OPENTABLE INC COM 68372A104 413 6061 SH SOLE 6061 0 0 PRICELINE COM INC COM NEW 741503403 23007 66048 SH SOLE 66048 0 0 QUALCOMM INC COM 747525103 73107 1619829 SH SOLE 1619829 0 0 REALD INC COM 75604L105 23191 1254272 SH SOLE 1254272 0 0 RED HAT INC COM 756577102 25305 617200 SH SOLE 617200 0 0 RIVERBED TECH INC COM 768573107 8092 177534 SH SOLE 177534 0 0 SINA CORP ORD G81477104 9181 181509 SH SOLE 181509 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 7857 380104 SH SOLE 380104 0 0 SOHU.COM INC COM 83408W103 9184 159396 SH SOLE 159396 0 0 SUCCESSFACTORS INC COM 864596101 19998 796424 SH SOLE 796424 0 0 SYNAPTICS INC COM 87157D109 17819 633227 SH SOLE 633227 0 0 TALEO CORP CL A 87424N104 8977 309650 SH SOLE 309650 0 0 TRIDENT MICROSYSTEMS COM 895919108 10946 6401062 SH SOLE 6401062 0 0 TRINA SOLAR LTD SPON ADR89628E104 20262 671360 SH SOLE 671360 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 20964 892069 SH SOLE 892069 0 0 BAIDU COM (UKM LISTING) SPON ADR056752108 39392 383859 SH SOLE 383859 0 0 RENESOLA LTD SPONS AD75971T103 11402 912147 SH SOLE 912147 0 0 AIXTRON AG (GFR LISTING) SPONSORE009606104 316 10612 SH SOLE 10612 0 0 PERFECT WORLD CO LTD SPON ADR71372U104 6415 250000 SH SOLE 250000 0 0 VANCEINFO TECHNOLOGIES INC ADR 921564100 11289 349067 SH SOLE 349067 0 0 HISOFT TECHNOLOGY INTERNATIONAL COM 43358R108 14898 605853 SH SOLE 605853 0 0 CAMELOT INFORMATION SYS ADS RP O13322V105 21300 1212290 SH SOLE 1212290 0 0 LONGTOP FINANCIAL TECH ADR 54318P108 46495 1181578 SH SOLE 1181578 0 0 -----END PRIVACY-ENHANCED MESSAGE-----