0001484165-11-000002.txt : 20110513 0001484165-11-000002.hdr.sgml : 20110513 20110513122829 ACCESSION NUMBER: 0001484165-11-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110513 DATE AS OF CHANGE: 20110513 EFFECTIVENESS DATE: 20110513 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: 11839207 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-201103.txt 03.31.11 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: March 31, 2011 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: Two Embarcadero Center, Suite 600, 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 April 25, 2011 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: 43 Form 13F Information Table Value Total: $919,759 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 ADTRAN INC COM 00738A106 658 15500 SH SOLE 15500 0 0 APPLE COMPUTER INC COM 037833100 28604 82077 SH SOLE 82077 0 0 ATMEL CORP COM 049513104 12829 941237 SH SOLE 941237 0 0 BAIDU COM (UKM LISTING) SPON ADR056752108 25896 187909 SH SOLE 187909 0 0 CAVIUM NETWORKS INC COM 14965A101 14296 318187 SH SOLE 318187 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CCL A 192446102 248 3050 SH SOLE 3050 0 0 CREE INC COM 225447101 7506 162609 SH SOLE 162609 0 0 EBAY INC COM 278642103 86726 2794006 SH SOLE 2794006 0 0 EXPEDIA INC DEL COM 30212P105 4532 200000 SH SOLE 200000 0 0 GOOGLE INC CL A 38259P508 126524 215631 SH SOLE 215631 0 0 HARMONIC INC COM 413160102 17555 1871566 SH SOLE 1871566 0 0 IXIA COM 45071R109 7649 481691 SH SOLE 481691 0 0 INPHI CORP COM 45772F107 2007 95510 SH SOLE 95510 0 0 LOGMEIN INC COM 54142L109 9973 236552 SH SOLE 236552 0 0 MAKEMYTRIP LTD SHS V5633W109 1376 46944 SH SOLE 46944 0 0 MERCADOLIBRE INC COM 58733R102 20915 256215 SH SOLE 256215 0 0 MICROSOFT CORP COM 594918104 23429 922755 SH SOLE 922755 0 0 NETFLIX INC COM 64110L106 64061 269412 SH SOLE 269412 0 0 NXP SEMICONDUCTORS NV COM N6596X109 11859 395776 SH SOLE 395776 0 0 OMNIVISION TECHNOLOGIES INC COM 682128103 25803 726243 SH SOLE 726243 0 0 OPENTABLE INC COM 68372A104 662 6222 SH SOLE 6222 0 0 PRICELINE COM INC COM NEW 741503403 94511 186618 SH SOLE 186618 0 0 QUALCOMM INC COM 747525103 73800 1345979 SH SOLE 1345979 0 0 REALD INC COM 75604L105 28231 1031819 SH SOLE 1031819 0 0 RED HAT INC COM 756577102 9257 203941 SH SOLE 203941 0 0 SINA CORP ORD G81477104 10070 94079 SH SOLE 94079 0 0 SERVICESOURCE INTERNATIONAL COM 81763U100 8279 679735 SH SOLE 679735 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 11070 341670 SH SOLE 341670 0 0 SOHU.COM INC COM 83408W103 7446 83330 SH SOLE 83330 0 0 SUNTECH POWER (GFR LISTING) ADR 86800C104 11697 1186351 SH SOLE 1186351 0 0 SYMANTEC CORP COM 871503108 667 36000 SH SOLE 36000 0 0 TECH DATA CORP COM 878237106 17114 336496 SH SOLE 336496 0 0 TRIDENT MICROSYSTEMS COM 895919108 2454 2134130 SH SOLE 2134130 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 53119 965097 SH SOLE 965097 0 0 TRINA SOLAR LTD SPON ADR89628E104 24149 801758 SH SOLE 801758 0 0 HISOFT TECHNOLOGY INTERNATIONAL COM 43358R108 1298 69309 SH SOLE 69309 0 0 AUTONAVI HOLDINGS LTD (UNLISTED SPON ADR05330F106 1142 64467 SH SOLE 64467 0 0 CAMELOT INFORMATION SYS ADS RP O13322V105 23350 1407498 SH SOLE 1407498 0 0 RDA MICROELECTRONICS INC SPON ADR749394102 2158 150699 SH SOLE 150699 0 0 YOUKU.COM INC (UNLISTED ADR UL) SPON ADR98742U100 346 7277 SH SOLE 7277 0 0 E-COMMERCE CHINA DANDANG, INC CLSPN ADS 26833A105 735 35605 SH SOLE 35605 0 0 ISOFTSTONE HOLDINGS ADR SPON ADR46489B108 5661 305852 SH SOLE 305852 0 0 LONGTOP FINANCIAL TECH ADR 54318P108 40097 1276161 SH SOLE 1276161 0 0