0001140361-11-053235.txt : 20111114 0001140361-11-053235.hdr.sgml : 20111111 20111114142319 ACCESSION NUMBER: 0001140361-11-053235 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111114 DATE AS OF CHANGE: 20111114 EFFECTIVENESS DATE: 20111114 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: 111200994 BUSINESS ADDRESS: STREET 1: TWO EMBARCADERO CENTER, SUITE 600 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-439-7000 MAIL ADDRESS: STREET 1: TWO EMBARCADERO CENTER, SUITE 600 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2011 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. Persons 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 10/6/2011 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 41 Form 13F Information Table Value Total: $ 1,097,724 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------------- -------------- --------- -------- ----------------- ---------- -------- ------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ---- AMAZON COM INC COM 023135106 19028 88000 SH SOLE 88000 0 0 ANCESTRY.COM INC COM 032803108 28789 1225047 SH SOLE 1225047 0 0 APPLE COMPUTER INC COM 037833100 140494 368440 SH SOLE 368440 0 0 BAIDU COM (UKM LISTING) SPON ADR REP A 056752108 19244 180000 SH SOLE 180000 0 0 CAVIUM INC COM 14964U108 15897 588550 SH SOLE 588550 0 0 CITRIX SYSTEMS INC COM 177376100 31900 585000 SH SOLE 585000 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 23237 370600 SH SOLE 370600 0 0 CORNING INC COM 219350105 408 33000 SH SOLE 33000 0 0 COVANTA HOLDING CORPDELAWARE COM 22282E102 10830 712941 SH SOLE 712941 0 0 CTRIP.COM INTERNATIONAL LTD ADR ADR 22943F100 6431 200000 SH SOLE 200000 0 0 EBAY INC COM 278642103 78180 2651074 SH SOLE 2651074 0 0 ELECTRONIC ARTS COM 285512109 24867 1216000 SH SOLE 1216000 0 0 FIRST SOLAR INC COM 336433107 8609 136200 SH SOLE 136200 0 0 GIANT INTERCTIVE ADR 374511103 5066 1521185 SH SOLE 1521185 0 0 GOOGLE INC CL A 38259P508 38628 75000 SH SOLE 75000 0 0 EZCHIP SEMICONDUCTOR LTD ORD M4146Y108 781 23500 SH SOLE 23500 0 0 INPHI CORP COM 45772F107 5131 585058 SH SOLE 585058 0 0 JUNIPER NETWORKS INC COM 48203R104 37163 2153100 SH SOLE 2153100 0 0 LINKEDIN CORP COM CL A 53578A108 2733 35000 SH SOLE 35000 0 0 MERCADOLIBRE INC COM 58733R102 18017 335203 SH SOLE 335203 0 0 MICROSOFT CORP COM 594918104 99759 4008000 SH SOLE 4008000 0 0 NETFLIX INC COM 64110L106 89823 793000 SH SOLE 793000 0 0 NETEASE COM INC ADR SP ADR 64110W102 15008 393300 SH SOLE 393300 0 0 NETLOGIC MICROSYSTEMS INC COM 64118B100 3070 63796 SH SOLE 63796 0 0 OPENTABLE INC COM 68372A104 387 8416 SH SOLE 8416 0 0 PANDORA MEDIA INC COM 698354107 8041 548840 SH SOLE 548840 0 0 PRICELINE COM INC COM NEW 741503403 63374 141000 SH SOLE 141000 0 0 QUALCOMM INC COM 747525103 123343 2536352 SH SOLE 2536352 0 0 REALD INC COM 75604L105 20126 2152541 SH SOLE 2152541 0 0 RED HAT INC COM 756577102 448 10600 SH SOLE 10600 0 0 ROVI CORPORATION COM 779376102 1519 35337 SH SOLE 35337 0 0 SANDISK CORP COM 80004C101 63559 1575000 SH SOLE 1575000 0 0 SERVICESOURCE INTERNATIONAL COM 81763U100 6005 454582 SH SOLE 454582 0 0 TTM TECHNOLOGIES INC COM 87305R109 29560 3108263 SH SOLE 3108263 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 53551 1117040 SH SOLE 1117040 0 0 VIRNETX HOLDING CORP COM 92823T108 165 11000 SH SOLE 11000 0 0 YANDEX NV-A SHS CLASS A N97284108 1363 66628 SH SOLE 66628 0 0 AUTONAVI HOLDINGS LTD SPON ADR 05330F106 68 5000 SH SOLE 5000 0 0 YOUKU.COM INC SPON ADR 98742U100 161 9822 SH SOLE 9822 0 0 ISOFTSTONE HOLDINGS ADR SPON ADR 46489B108 1680 258926 SH SOLE 258926 0 0 RENREN INC - ADR SPONSORED ADR 759892102 1281 251122 SH SOLE 251122 0 0