0001140361-13-006249.txt : 20130213 0001140361-13-006249.hdr.sgml : 20130213 20130213120541 ACCESSION NUMBER: 0001140361-13-006249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130213 DATE AS OF CHANGE: 20130213 EFFECTIVENESS DATE: 20130213 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: 13601122 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: 12/31/2012 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: 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 2/9/2013 --------------------------------- --------------------------------- ---------- [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: 25 Form 13F Information Table Value Total: $ 488,434 -------------- (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 13822 138400 SH SOLE 138400 0 0 ARCH COAL INC COM 039380100 13670 1867500 SH SOLE 1867500 0 0 BAZAARVOICE INC COM 073271108 495 52988 SH SOLE 52988 0 0 BROADCOM CORP CLASS A CL A 111320107 4766 143500 SH SOLE 143500 0 0 CF INDS HLDGS INC COM 125269100 13303 65480 SH SOLE 65480 0 0 CANADIAN SOLAR INC COM 136635109 1231 362000 SH SOLE 362000 0 0 CAVIUM INC COM 14964U108 11913 381701 SH SOLE 381701 0 0 CITRIX SYSTEMS INC COM 177376100 21786 332000 SH SOLE 332000 0 0 DANAHER CORP COM 235851102 7666 137133 SH SOLE 137133 0 0 EBAY INC COM 278642103 24821 486700 SH SOLE 486700 0 0 ERICSSON B ADR B SEK 10 294821608 38342 3796275 SH SOLE 3796275 0 0 FACEBOOK INC CL A 30303M102 69730 2619480 SH SOLE 2619480 0 0 GIANT INTERCTIVE ADR 374511103 1064 196644 SH SOLE 196644 0 0 LINKEDIN CORP COM CL A 53578A108 3539 30819 SH SOLE 30819 0 0 MICROSOFT CORP COM 594918104 53350 1997417 SH SOLE 1997417 0 0 OASIS PETROLEUM INC COM 674215108 8045 253000 SH SOLE 253000 0 0 POWERSHARES QQQ NASDAQ 100 UNIT SER 1 73935A104 2521 38700 SH SOLE 38700 0 0 PRICELINE COM INC COM NEW 741503403 1383 2230 SH SOLE 2230 0 0 QUALCOMM INC COM 747525103 24057 388900 SH SOLE 388900 0 0 SERVICESOURCE INTERNATIONAL COM 81763U100 293 50000 SH SOLE 50000 0 0 VERIZON COMMUNICATIONS COM 92343V104 45450 1050372 SH SOLE 1050372 0 0 WESTERN DIGITAL CORP COM 958102105 68553 1613400 SH SOLE 1613400 0 0 WORKDAY INC WDAY 98138H101 39886 731850 SH SOLE 731850 0 0 YAHOO INC COM 984332106 18676 938500 SH SOLE 938500 0 0 YELP INC CL A 985817105 72 3832 SH SOLE 3832 0 0