0001484165-11-000004.txt : 20110812 0001484165-11-000004.hdr.sgml : 20110812 20110811180621 ACCESSION NUMBER: 0001484165-11-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110812 DATE AS OF CHANGE: 20110811 EFFECTIVENESS DATE: 20110812 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: 111028755 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-201106.txt 06.30.11 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: June 30, 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 July 14, 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: 42 Form 13F Information Table Value Total: $802,854 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 ANCESTRY.COM INC COM 032803108 14244 344143 SH SOLE 344143 0 0 ATMEL CORP COM 049513104 21021 1494000 SH SOLE 1494000 0 0 BAIDU COM (UKM LISTING) SPON ADR056752108 25223 180000 SH SOLE 180000 0 0 CAVIUM INC COM 14964U108 9309 213558 SH SOLE 213558 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CCL A 192446102 224 3050 SH SOLE 3050 0 0 CORNING INC COM 219350105 599 33000 SH SOLE 33000 0 0 EBAY INC COM 278642103 111148 3444319 SH SOLE 3444319 0 0 FUSION-IO INC COM 36112J107 625 20763 SH SOLE 20763 0 0 GIANT INTERCTIVE ADR 374511103 17983 2443338 SH SOLE 2443338 0 0 GOOGLE INC CL A 38259P508 37765 74578 SH SOLE 74578 0 0 INPHI CORP COM 45772F107 6912 397262 SH SOLE 397262 0 0 LINKEDIN CORP COM CL A53578A108 3391 37639 SH SOLE 37639 0 0 MERCADOLIBRE INC COM 58733R102 27565 347434 SH SOLE 347434 0 0 MICROSOFT CORP COM 594918104 20020 770000 SH SOLE 770000 0 0 NETFLIX INC COM 64110L106 87316 332392 SH SOLE 332392 0 0 NETLOGIC MICROSYSTEMS INC COM 64118B100 8290 205087 SH SOLE 205087 0 0 NXP SEMICONDUCTORS NV COM N6596X109 13390 500936 SH SOLE 500936 0 0 OPENTABLE INC COM 68372A104 666 8008 SH SOLE 8008 0 0 PANDORA MEDIA INC COM 698354107 10139 536195 SH SOLE 536195 0 0 PRICELINE COM INC COM NEW 741503403 60431 118045 SH SOLE 118045 0 0 QUALCOMM INC COM 747525103 44805 788968 SH SOLE 788968 0 0 REALD INC COM 75604L105 23130 988865 SH SOLE 988865 0 0 RED HAT INC COM 756577102 487 10600 SH SOLE 10600 0 0 ROVI CORPORATION COM 779376102 10904 190100 SH SOLE 190100 0 0 SEAGATE TECHNOLOGY SHS G7945M107 20038 1240000 SH SOLE 1240000 0 0 SINA CORP ORD G81477104 9369 90000 SH SOLE 90000 0 0 SERVICESOURCE INTERNATIONAL COM 81763U100 19083 858836 SH SOLE 858836 0 0 TTM TECHNOLOGIES INC COM 87305R109 14999 936297 SH SOLE 936297 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 29013 826815 SH SOLE 826815 0 0 VIRNETX HOLDING CORP COM 92823T108 318 11000 SH SOLE 11000 0 0 WESTERN DIGITAL CORP COM 958102105 30620 841675 SH SOLE 841675 0 0 YANDEX NV-A SHS CLASN97284108 2292 64544 SH SOLE 64544 0 0 SEQUANS COMMUNICATIONS SA SPONSORE817323108 15031 1054808 SH SOLE 1054808 0 0 TRINA SOLAR LTD SPON ADR89628E104 16465 734397 SH SOLE 734397 0 0 JINKOSOLAR HLDG CO LTD SPONSORE47759T100 28515 1075211 SH SOLE 1075211 0 0 AUTONAVI HOLDINGS LTD SPON ADR05330F106 12851 865365 SH SOLE 865365 0 0 CAMELOT INFORMATION SYS ADS RP O13322V105 26984 1804960 SH SOLE 1804960 0 0 YOUKU.COM INC SPON ADR98742U100 322 9364 SH SOLE 9364 0 0 E-COMMERCE CHINA DANDANG, INC CLSPN ADS 26833A105 529 45635 SH SOLE 45635 0 0 ISOFTSTONE HOLDINGS ADR SPON ADR46489B108 11661 761668 SH SOLE 761668 0 0 RENREN INC - ADR SPONSORE759892102 3006 339688 SH SOLE 339688 0 0 LONGTOP FINANCIAL TECH ADR 54318P108 6171 1542664 SH SOLE 1542664 0 0