-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Ov+5BfscxqcY6dwk84tIafPfb/wB9L4c5R5n65pHtsY8cLKMV2bjg84Fzo1pFZ2U JJ1ZMSdX8BVXv309B7rgtQ== 0000919574-11-001498.txt : 20110214 0000919574-11-001498.hdr.sgml : 20110214 20110214191702 ACCESSION NUMBER: 0000919574-11-001498 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20101231 FILED AS OF DATE: 20110214 DATE AS OF CHANGE: 20110214 EFFECTIVENESS DATE: 20110214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001423686 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 11610752 BUSINESS ADDRESS: STREET 1: 461 FIFTH AVENUE STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-792-8811 MAIL ADDRESS: STREET 1: 461 FIFTH AVENUE STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 d1171562_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F Cover Page Report for the Calendar Year or Quarter Ended December 31, 2010 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Cadian Capital Management, LLC Address: 461 Fifth Avenue 24th Floor New York, New York 10017 13F File Number: 028-12842 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 form. Person Signing this Report on Behalf of Reporting Manager: Name: Graham Quigley Title: Chief Financial Officer Phone: (212) 792-8800 Signature, Place and Date of Signing: /s/ Graham Quigley New York, New York February 14, 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 managers(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: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 97 Form 13F Information Table Value Total: $2,081,900 (thousands) List of Other Included Managers: No. Form 13F File Number Name 1. 028-12841 Cadian Fund LP 2. 028-12845 Cadian Offshore Fund Ltd. FORM 13F INFORMATION TABLE Cadian Capital Management, LLC December 31, 2010
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE AUTODESK INC COM 052769106 15,089 395,000 SH DEFINED 1,2 395,000 AIXTRON AKTIENGESELLSCHAFT SPONSORED ADR 009606104 3,162 85,000 PUT DEFINED 1,2 85,000 AIXTRON AKTIENGESELLSCHAFT SPONSORED ADR 009606104 1,860 50,000 PUT DEFINED 1,2 50,000 AIXTRON AKTIENGESELLSCHAFT SPONSORED ADR 009606104 3,720 100,000 PUT DEFINED 1,2 100,000 AMKOR TECHNOLOGY INC COM 031652100 62,831 8,479,217 SH DEFINED 1,2 8,479,217 AMERICAN SUPERCONDUCTOR CORP COM 030111108 6,314 220,852 SH DEFINED 1,2 220,852 AMERICAN SUPERCONDUCTOR CORP COM 030111108 1,430 50,000 PUT DEFINED 1,2 50,000 ABERCROMBIE & FITCH CO CL A 002896207 25,720 446,300 SH DEFINED 1,2 446,300 ABERCROMBIE & FITCH CO CL A 002896207 20,171 350,000 CALL DEFINED 1,2 350,000 ABERCROMBIE & FITCH CO CL A 002896207 4,322 75,000 CALL DEFINED 1,2 75,000 ARUBA NETWORKS INC COM 043176106 2,088 100,000 PUT DEFINED 1,2 100,000 ASPEN TECHNOLOGY INC COM 045327103 64,135 5,050,000 SH DEFINED 1,2 5,050,000 COGO GROUP INC COM 192448108 23,912 2,701,885 SH DEFINED 1,2 2,701,885 CEPHEID COM 15670R107 49,834 2,190,496 SH DEFINED 1,2 2,190,496 CREE INC COM 225447101 18,779 285,000 PUT DEFINED 1,2 285,000 CHARLES RIV LABS INTL INC COM 159864107 70,200 1,975,240 SH DEFINED 1,2 1,975,240 CISCO SYS INC COM 17275R102 4,754 235,000 SH DEFINED 1,2 235,000 COMMVAULT SYSTEMS INC COM 204166102 14,450 504,900 SH DEFINED 1,2 504,900 DAQO NEW ENERGY CORP SPONSORED ADR 23703Q104 696 68,500 SH DEFINED 1,2 68,500 DIGITAL RIV INC COM 25388B104 14,109 409,900 SH DEFINED 1,2 409,900 EMC CORP MASS COM 268648102 27,595 1,205,000 SH DEFINED 1,2 1,205,000 EQUINIX INC COM NEW 29444U502 33,511 412,392 SH DEFINED 1,2 412,392 EQUINIX INC COM NEW 29444U502 8,126 100,000 CALL DEFINED 1,2 100,000 EQUINIX INC COM NEW 29444U502 16,252 200,000 CALL DEFINED 1,2 200,000 EQUINIX INC COM NEW 29444U502 24,378 300,000 CALL DEFINED 1,2 300,000 EXPRESS SCRIPTS INC COM 302182100 18,966 350,906 SH DEFINED 1,2 350,906 EXPRESS SCRIPTS INC COM 302182100 35,133 650,000 CALL DEFINED 1,2 650,000 EXPRESS SCRIPTS INC COM 302182100 21,620 400,000 CALL DEFINED 1,2 400,000 EXPRESS SCRIPTS INC COM 302182100 12,161 225,000 CALL DEFINED 1,2 225,000 EXPRESS SCRIPTS INC COM 302182100 5,405 100,000 CALL DEFINED 1,2 100,000 FLEETCOR TECHNOLOGIES INC COM 339041105 2,431 78,611 SH DEFINED 1,2 78,611 GENERAL MTRS CO COM 37045V100 18,430 500,000 CALL DEFINED 1,2 500,000 GOOGLE INC CL A 38259P508 38,608 65,000 CALL DEFINED 1,2 65,000 HARLEY DAVIDSON INC COM 412822108 5,651 163,000 SH DEFINED 1,2 163,000 INFINERA CORPORATION COM 45667G103 8,935 865,000 SH DEFINED 1,2 865,000 JONES GROUP INC COM 48020T101 3,108 200,000 SH DEFINED 1,2 200,000 KEMET CORP COM NEW 488360207 13,142 901,400 SH DEFINED 1,2 901,400 LIFE TECHNOLOGIES CORP COM 53217V109 31,358 565,000 SH DEFINED 1,2 565,000 LATTICE SEMICONDUCTOR CORP COM 518415104 31,437 5,187,604 SH DEFINED 1,2 5,187,604 LTX-CREDENCE CORP COM NEW 502403207 15,847 2,141,452 SH DEFINED 1,2 2,141,452 MASTERCARD INC CL A 57636Q104 11,206 50,000 CALL DEFINED 1,2 50,000 MASTERCARD INC CL A 57636Q104 44,822 200,000 CALL DEFINED 1,2 200,000 MASTERCARD INC CL A 57636Q104 49,304 220,000 CALL DEFINED 1,2 220,000 MF GLOBAL HLDGS LTD COM 55277J108 34,442 4,119,907 SH DEFINED 1,2 4,119,907 MONSANTO CO NEW COM 61166W101 10,098 145,000 CALL DEFINED 1,2 145,000 MONSANTO CO NEW COM 61166W101 3,482 50,000 CALL DEFINED 1,2 50,000 MONOLITHIC PWR SYS INC COM 609839105 18,465 1,117,712 SH DEFINED 1,2 1,117,712 MICRON TECHNOLOGY INC COM 595112103 16,361 2,040,000 SH DEFINED 1,2 2,040,000 NATIONAL CINEMEDIA INC COM 635309107 5,242 263,262 SH DEFINED 1,2 263,262 NCR CORP NEW COM 62886E108 62,078 4,038,928 SH DEFINED 1,2 4,038,928 NCR CORP NEW COM 62886E108 15,754 1,025,000 CALL DEFINED 1,2 1,025,000 NCR CORP NEW COM 62886E108 3,074 200,000 CALL DEFINED 1,2 200,000 NCR CORP NEW COM 62886E108 23,055 1,500,000 CALL DEFINED 1,2 1,500,000 NCR CORP NEW COM 62886E108 6,233 405,500 CALL DEFINED 1,2 405,500 99 CENTS ONLY STORES COM 65440K106 2,630 165,000 SH DEFINED 1,2 165,000 NICE SYS LTD SPONSORED ADR 653656108 25,306 725,090 SH DEFINED 1,2 725,090 NETSCOUT SYS INC COM 64115T104 35,212 1,530,270 SH DEFINED 1,2 1,530,270 NETSCOUT SYS INC COM 64115T104 11,505 500,000 CALL DEFINED 1,2 500,000 NETSPEND HLDGS INC COM 64118V106 1,923 150,000 SH DEFINED 1,2 150,000 NVR INC COM 62944T105 62,745 90,800 SH DEFINED 1,2 90,800 ON SEMICONDUCTOR CORP COM 682189105 148,866 15,067,380 SH DEFINED 1,2 15,067,380 ON SEMICONDUCTOR CORP COM 682189105 2,965 300,100 CALL DEFINED 1,2 300,100 ON SEMICONDUCTOR CORP COM 682189105 28,904 2,925,500 CALL DEFINED 1,2 2,925,500 ON SEMICONDUCTOR CORP COM 682189105 17,784 1,800,000 CALL DEFINED 1,2 1,800,000 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 6,802 427,500 SH DEFINED 1,2 427,500 PMC-SIERRA INC COM 69344F106 9,610 1,118,728 SH DEFINED 1,2 1,118,728 POWER ONE INC NEW COM 73930R102 8,160 800,000 SH DEFINED 1,2 800,000 QUALCOMM INC COM 747525103 7,424 150,000 SH DEFINED 1,2 150,000 QUALCOMM INC COM 747525103 37,612 760,000 CALL DEFINED 1,2 760,000 RACKSPACE HOSTING INC COM 750086100 3,141 100,000 PUT DEFINED 1,2 100,000 RUBICON TECHNOLOGY INC COM 78112T107 668 31,684 SH DEFINED 1,2 31,684 RADWARE LTD ORD M81873107 33,982 905,950 SH DEFINED 1,2 905,950 RESEARCH IN MOTION LTD COM 760975102 29,065 500,000 PUT DEFINED 1,2 500,000 RESEARCH IN MOTION LTD COM 760975102 34,878 600,000 PUT DEFINED 1,2 600,000 SIRONA DENTAL SYSTEMS INC COM 82966C103 6,025 144,200 SH DEFINED 1,2 144,200 SKECHERS U S A INC CL A 830566105 39,000 1,950,000 SH DEFINED 1,2 1,950,000 SKECHERS U S A INC CL A 830566105 3,000 150,000 CALL DEFINED 1,2 150,000 SKECHERS U S A INC CL A 830566105 6,000 300,000 CALL DEFINED 1,2 300,000 SANDISK CORP COM 80004C101 10,570 212,000 SH DEFINED 1,2 212,000 SOLUTIA INC COM NEW 834376501 71,637 3,103,838 SH DEFINED 1,2 3,103,838 SOLUTIA INC COM NEW 834376501 6,924 300,000 CALL DEFINED 1,2 300,000 SOLUTIA INC COM NEW 834376501 23,080 1,000,000 CALL DEFINED 1,2 1,000,000 STR HLDGS INC COM 78478V100 4,023 201,173 SH DEFINED 1,2 201,173 TERADYNE INC COM 880770102 4,001 285,000 SH DEFINED 1,2 285,000 TALEO CORP CL A 87424N104 29,032 1,049,988 SH DEFINED 1,2 1,049,988 TOLL BROTHERS INC COM 889478103 41,629 2,191,000 SH DEFINED 1,2 2,191,000 TOLL BROTHERS INC COM 889478103 4,275 225,000 CALL DEFINED 1,2 225,000 TOLL BROTHERS INC COM 889478103 3,800 200,000 CALL DEFINED 1,2 200,000 TOLL BROTHERS INC COM 889478103 9,500 500,000 CALL DEFINED 1,2 500,000 TESLA MTRS INC COM 88160R101 1,997 75,000 PUT DEFINED 1,2 75,000 TESLA MTRS INC COM 88160R101 5,193 195,000 PUT DEFINED 1,2 195,000 VISA INC COM CL A 92826C839 16,117 229,000 CALL DEFINED 1,2 229,000 VERIGY LTD SHS Y93691106 77,067 5,919,156 SH DEFINED 1,2 5,919,156 VERINT SYS INC COM 92343X100 84,508 2,665,881 SH DEFINED 1,2 2,665,881 WATSCO INC COM 942622200 38,166 605,046 SH DEFINED 1,2 605,046 XILINX INC COM 983919101 2,208 76,200 SH DEFINED 1,2 76,200 YOUKU COM INC SPONSORED ADR 98742U100 1,680 48,000 SH DEFINED 1,2 48,000
SK 25926 0001 1171562
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