0001140361-12-036223.txt : 20120810 0001140361-12-036223.hdr.sgml : 20120810 20120810115804 ACCESSION NUMBER: 0001140361-12-036223 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120810 DATE AS OF CHANGE: 20120810 EFFECTIVENESS DATE: 20120810 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: 121023458 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: 6/30/2012 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: John F. Milani Title: General Counsel and Chief Compliance Officer Phone: 415-439-7165 Signature, Place, and Date of Signing: /s/ John F. Milani San Francisco, CA 8/10/2012 --------------------------------- --------------------------------- ---------- [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: 31 Form 13F Information Table Value Total: $ 339,073 -------------- (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 ---------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ---- AGRIUM INC CAD NPV COM (USD) COM 008916108 12553 141894 SH SOLE 141894 0 0 APPLE COMPUTER INC COM 037833100 15494 26530 SH SOLE 26530 0 0 BAZAARVOICE INC COM 073271108 1080 59364 SH SOLE 59364 0 0 CANADIAN SOLAR INC COM 136635109 2701 750220 SH SOLE 750220 0 0 CIENA CORP COM NEW 171779309 14092 860827 SH SOLE 860827 0 0 COVANTA HOLDING CORPDELAWARE COM 22282E102 4618 269293 SH SOLE 269293 0 0 DANAHER CORP COM 235851102 8745 167917 SH SOLE 167917 0 0 ERICSSON B ADR B SEK 10 294821608 21676 2374140 SH SOLE 2374140 0 0 FACEBOOK INC CL A 30303M102 3687 118577 SH SOLE 118577 0 0 FINISAR CORP COM NEW 31787A507 9412 629167 SH SOLE 629167 0 0 GIANT INTERCTIVE ADR 374511103 8081 1673172 SH SOLE 1673172 0 0 JABIL CIRCUIT INC COM 466313103 14015 689381 SH SOLE 689381 0 0 LINKEDIN CORP COM CL A 53578A108 3649 34339 SH SOLE 34339 0 0 MICROSOFT CORP COM 594918104 31275 1022388 SH SOLE 1022388 0 0 MICRON TECHNOLOGY INC COM 595112103 726 115000 SH SOLE 115000 0 0 POWERSHARES QQQ NASDAQ 100 UNIT SER 1 73935A104 7083 110400 SH SOLE 110400 0 0 PRICELINE COM INC COM NEW 741503403 17579 26453 SH SOLE 26453 0 0 QUALCOMM INC COM 747525103 9843 176775 SH SOLE 176775 0 0 REALD INC COM 75604L105 18708 1250540 SH SOLE 1250540 0 0 SEAGATE TECHNOLOGY SHS G7945M107 13668 552696 SH SOLE 552696 0 0 SALESFORCE COM INC COM 79466L302 15068 108985 SH SOLE 108985 0 0 SERVICESOURCE INTERNATIONAL COM 81763U100 693 50000 SH SOLE 50000 0 0 SPLUNK INC COM 848637104 3448 122710 SH SOLE 122710 0 0 SYNAPTICS INC COM 87157D109 8541 298333 SH SOLE 298333 0 0 TTM TECHNOLOGIES INC COM 87305R109 12306 1311196 SH SOLE 1311196 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 53709 1494402 SH SOLE 1494402 0 0 WALTER ENERGY COM 93317Q105 10366 234746 SH SOLE 234746 0 0 WESTERN DIGITAL CORP COM 958102105 7309 239800 SH SOLE 239800 0 0 YELP INC CL A 985817105 100 4389 SH SOLE 4389 0 0 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 4424 441514 SH SOLE 441514 0 0 CHANGYOU.COM LTD (UNLISTED) ADS REP CL A 15911M107 4424 209567 SH SOLE 209567 0 0