OAKTOP CAPITAL MANAGEMENT II, L.P. Q2 2017 Filing

Filed August 8, 2017

Portfolio Value

$546.1M

Holdings

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (21 positions)

#	Stock	Shares	Value	% Portfolio
1	CELGCELGENE CORP COM	2,091,359	$271.6M	49.74%
2	LRCXEURLAM RESEARCH CORP COM	294,504	$41.7M	7.63%
3	KLACKLA-TENCOR CORP COM	400,750	$36.7M	6.72%
4	CEVACEVA INC COM	743,836	$33.8M	6.19%
5	MXIMMAXIM INTEGRATED PRO COM	717,375	$32.2M	5.90%
6	—NEWSTAR FINANCIAL IN COM	2,257,204	$23.7M	4.34%
7	PRGSPROGRESS SOFTWARE CO COM	612,526	$18.9M	3.46%
8	PETSPETMED EXPRESS INC COM	373,675	$15.2M	2.78%
9	—BANKRATE INC DEL COM	1,128,508	$14.5M	2.66%
10	—ENERNOC INC COM	1,813,488	$14.1M	2.57%
11	—AMBER RD INC COM	953,960	$8.2M	1.50%
12	VMWEURVMWARE INC CL A COM	92,500	$8.1M	1.48%
13	XLESELECT SECTOR SPDR T ENERGY	100,000	$6.5M	1.19%
14	ASPNASPEN AEROGELS INC COM	1,221,048	$5.4M	1.00%
15	DELLDELL TECHNOLOGIES IN COM CL V	77,837	$4.8M	0.87%
16	—ACCELERATE DIAGNOSTI COM	155,000	$4.2M	0.78%
17	EGANEGAIN CORP COM NEW	2,036,843	$3.4M	0.62%
18	INTCINTEL CORP COM	33,010	$1.1M	0.20%
19	—NEUROTROPE INC COM NEW	116,845	$1.1M	0.20%
20	ANIKANIKA THERAPEUTICS I COM	12,500	$617K	0.11%
21	OVEROVERSTOCK COM INC DE COM	24,662	$402K	0.07%