OAKTOP CAPITAL MANAGEMENT II, L.P. Q3 2017 Filing

Filed November 13, 2017

Portfolio Value

$597.9B

Holdings

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (20 positions)

#	Stock	Shares	Value	% Portfolio
1	CELGCELGENE CORP COM	2,091,359	$305.0B	51.01%
2	LRCXEURLAM RESEARCH CORP COM	294,504	$54.5B	9.11%
3	KLACKLA-TENCOR CORP COM	400,750	$42.5B	7.10%
4	MXIMMAXIM INTEGRATED PRO COM	717,375	$34.2B	5.72%
5	CEVACEVA INC COM	743,836	$31.8B	5.32%
6	—NEWSTAR FINANCIAL IN COM	2,257,204	$26.5B	4.43%
7	PRGSPROGRESS SOFTWARE CO COM	612,526	$23.4B	3.91%
8	—BANKRATE INC DEL COM	1,128,508	$15.7B	2.63%
9	PETSPETMED EXPRESS INC COM	373,675	$12.4B	2.07%
10	VMWEURVMWARE INC CL A COM	92,500	$10.1B	1.69%
11	—AMBER RD INC COM	1,196,812	$9.2B	1.54%
12	EGANEGAIN CORP COM NEW	2,536,843	$6.8B	1.15%
13	XLESELECT SECTOR SPDR T ENERGY	100,000	$6.8B	1.15%
14	ASPNASPEN AEROGELS INC COM	1,399,001	$6.1B	1.02%
15	DELLDELL TECHNOLOGIES IN COM CL V	77,837	$6.0B	1.01%
16	—ACCELERATE DIAGNOSTI COM	155,000	$3.5B	0.58%
17	INTCINTEL CORP COM	33,010	$1.3B	0.21%
18	OVEROVERSTOCK COM INC DE COM	24,662	$732.0M	0.12%
19	ANIKANIKA THERAPEUTICS I COM	12,500	$725.0M	0.12%
20	—NEUROTROPE INC COM NEW	116,845	$603.0M	0.10%