OAKTOP CAPITAL MANAGEMENT II, L.P. Q1 2019 Filing

Filed May 10, 2019

Portfolio Value

$478.8B

Holdings

18

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (18 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CELGCELGENE CORP COM	2,075,800	$195.8B	40.90%
2	LRCXEURLAM RESEARCH CORP COM	316,504	$56.7B	11.83%
3	KLACKLA-TENCOR CORP COM	400,750	$47.9B	9.99%
4	MXIMMAXIM INTEGRATED PRO COM	717,375	$38.1B	7.97%
5	PRGSPROGRESS SOFTWARE CO COM	612,526	$27.2B	5.68%
6	EGANEGAIN CORP COM NEW	2,536,843	$26.5B	5.54%
7	CEVACEVA INC COM	793,836	$21.4B	4.47%
8	VMWEURVMWARE INC CL A COM	92,500	$16.7B	3.49%
9	—AMBER RD INC COM	1,398,791	$12.1B	2.53%
10	PETSPETMED EXPRESS INC COM	373,675	$8.5B	1.78%
11	DELLDELL TECHNOLOGIES IN CL C	140,619	$8.3B	1.72%
12	ASPNASPEN AEROGELS INC COM	2,593,272	$6.6B	1.38%
13	XLESELECT SECTOR SPDR T ENERGY	100,000	$6.6B	1.38%
14	—ACCELERATE DIAGNOSTI COM	155,000	$3.3B	0.68%
15	INTCINTEL CORP COM	33,010	$1.8B	0.37%
16	—NEUROTROPE INC COM NEW	116,845	$637.0M	0.13%
17	OVEROVERSTOCK COM INC DE COM	24,662	$410.0M	0.09%
18	ANIKANIKA THERAPEUTICS I COM	12,500	$378.0M	0.08%