0000919574-11-004868.txt : 20110815
0000919574-11-004868.hdr.sgml : 20110815
20110815161036
ACCESSION NUMBER: 0000919574-11-004868
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110630
FILED AS OF DATE: 20110815
DATE AS OF CHANGE: 20110815
EFFECTIVENESS DATE: 20110815
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: 111036395
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
d1219454_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 June 30, 2011
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 August 15, 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: 57
Form 13F Information Table Value Total: $2,460,674
(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
June 30, 2011
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 MNGRS SOLE SHARED NONE
21VIANET GROUP INC SPONSORED ADR 90138A103 344 25,000 SH DEFINED 1, 2 25,000
ABERCROMBIE & FITCH CO CL A 002896207 3,346 50,000 SH DEFINED 1, 2 50,000
ADECOAGRO S A COM L00849106 3,552 318,251 SH DEFINED 1, 2 318,251
AIXTRON SE SPONSORED ADR 009606104 6,483 190,000 PUT DEFINED 1, 2 190,000
AIXTRON SE SPONSORED ADR 009606104 2,047 60,000 PUT DEFINED 1, 2 60,000
AIXTRON SE SPONSORED ADR 009606104 3,412 100,000 PUT DEFINED 1, 2 100,000
AMKOR TECHNOLOGY INC COM 031652100 95,400 15,461,953 SH DEFINED 1, 2 15,461,953
ASPEN TECHNOLOGY INC COM 045327103 75,692 4,405,808 SH DEFINED 1, 2 4,405,808
CAREFUSION CORP COM 14170T101 53,932 1,985,000 SH DEFINED 1, 2 1,985,000
CHARLES RIV LABS INTL INC COM 159864107 33,140 815,240 SH DEFINED 1, 2 815,240
CHINA MED TECHNOLOGIES INC SPONSORED ADR 169483104 3,662 475,000 SH DEFINED 1, 2 475,000
COGO GROUP INC COM 192448108 18,819 3,524,089 SH DEFINED 1, 2 3,524,089
DEMAND MEDIA INC COM 24802N109 955 70,495 SH DEFINED 1, 2 70,495
E M C CORP MASS COM 268648102 18,596 675,000 SH DEFINED 1, 2 675,000
EQUINIX INC COM NEW 29444U502 103,370 1,023,262 SH DEFINED 1, 2 1,023,262
EXPEDIA INC DEL COM 30212P105 41,456 1,430,000 SH DEFINED 1, 2 1,430,000
EXPRESS SCRIPTS INC COM 302182100 98,562 1,825,906 SH DEFINED 1, 2 1,825,906
GENERAL CABLE CORP DEL NEW COM 369300108 84,881 1,993,459 SH DEFINED 1, 2 1,993,459
GNC HLDGS INC COM CL A 36191G107 567 26,010 SH DEFINED 1, 2 26,010
KEMET CORP COM NEW 488360207 45,085 3,155,000 SH DEFINED 1, 2 3,155,000
LATTICE SEMICONDUCTOR CORP COM 518415104 50,322 7,718,151 SH DEFINED 1, 2 7,718,151
LIFE TECHNOLOGIES CORP COM 53217V109 35,147 675,000 SH DEFINED 1, 2 675,000
MASTERCARD INC CL A 57636Q104 17,749 58,900 SH DEFINED 1, 2 58,900
MF GLOBAL HLDGS LTD COM 55277J108 78,795 10,180,286 SH DEFINED 1, 2 10,180,286
NATIONAL CINEMEDIA INC COM 635309107 10,766 636,662 SH DEFINED 1, 2 636,662
NCR CORP NEW COM 62886E108 183,768 9,728,335 SH DEFINED 1, 2 9,728,335
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 5,208 600,000 CALL DEFINED 1, 2 600,000
NETAPP INC COM 64110D104 113,899 2,158,000 SH DEFINED 1, 2 2,158,000
NETGEAR INC COM 64111Q104 4,582 104,798 SH DEFINED 1, 2 104,798
NETSCOUT SYS INC COM 64115T104 87,669 4,196,674 SH DEFINED 1, 2 4,196,674
NICE SYS LTD SPONSORED ADR 653656108 70,007 1,925,390 SH DEFINED 1, 2 1,925,390
NXP SEMICONDUCTORS N V COM N6596X109 50,881 1,903,500 SH DEFINED 1, 2 1,903,500
ON SEMICONDUCTOR CORP COM 682189105 18,846 1,800,000 CALL DEFINED 1, 2 1,800,000
ON SEMICONDUCTOR CORP COM 682189105 30,630 2,925,500 CALL DEFINED 1, 2 2,925,500
ON SEMICONDUCTOR CORP COM 682189105 170,822 16,315,390 SH DEFINED 1, 2 16,315,390
OPEN TEXT CORP COM 683715106 10,883 170,000 PUT DEFINED 1, 2 170,000
PMC-SIERRA INC COM 69344F106 68,417 9,037,883 SH DEFINED 1, 2 9,037,883
QUALITY SYS INC COM 747582104 32,301 370,000 PUT DEFINED 1, 2 370,000
QUALITY SYS INC COM 747582104 17,460 200,000 PUT DEFINED 1, 2 200,000
QUALITY SYS INC COM 747582104 4,365 50,000 PUT DEFINED 1, 2 50,000
RADWARE LTD ORD M81873107 41,493 1,190,947 SH DEFINED 1, 2 1,190,947
RESPONSYS INC COM 761248103 709 40,000 SH DEFINED 1, 2 40,000
SERVICESOURCE INTL LLC COM 81763U100 2,691 121,100 SH DEFINED 1, 2 121,100
SIERRA WIRELESS INC COM 826516106 4,842 414,224 SH DEFINED 1, 2 414,224
SKECHERS U S A INC CL A 830566105 25,906 1,789,111 SH DEFINED 1, 2 1,789,111
SOLUTIA INC COM NEW 834376501 139,088 6,087,004 SH DEFINED 1, 2 6,087,004
STANDARD MICROSYSTEMS CORP COM 853626109 30,909 1,145,219 SH DEFINED 1, 2 1,145,219
TALEO CORP CL A 87424N104 67,993 1,836,169 SH DEFINED 1, 2 1,836,169
TERADYNE INC COM 880770102 4,810 325,000 SH DEFINED 1, 2 325,000
THORATEC CORP COM NEW 885175307 109,598 3,339,355 SH DEFINED 1, 2 3,339,355
TOLL BROTHERS INC COM 889478103 87,911 4,238,700 SH DEFINED 1, 2 4,238,700
TRAVELZOO INC COM 89421Q106 23,962 370,702 SH DEFINED 1, 2 370,702
ULTRATECH INC COM 904034105 760 25,000 SH DEFINED 1, 2 25,000
VERIGY LTD SHS Y93691106 3,099 207,042 SH DEFINED 1, 2 207,042
VERINT SYS INC COM 92343X100 64,659 1,745,655 SH DEFINED 1, 2 1,745,655
WATSCO INC COM 942622200 58,074 854,159 SH DEFINED 1, 2 854,159
YAHOO INC COM 984332106 38,352 2,550,000 SH DEFINED 1, 2 2,550,000
SK 25926 0001 1219454