0000919574-11-006403.txt : 20111114
0000919574-11-006403.hdr.sgml : 20111111
20111114164300
ACCESSION NUMBER: 0000919574-11-006403
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110930
FILED AS OF DATE: 20111114
DATE AS OF CHANGE: 20111114
EFFECTIVENESS DATE: 20111114
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: 111203498
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
d1242332_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 September 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 November 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: 52
Form 13F Information Table Value Total: $2,231,494
(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
September 30, 2011
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------------- -------------- --------- -------- --------------------- ---------- -------- ----------------------
VALUE SHS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE
-------------- -------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ----
AIXTRON SE SPONSORED ADR 009606104 2,759 190,000 PUT DEFINED 1,2 190,000
AIXTRON SE SPONSORED ADR 009606104 871 60,000 PUT DEFINED 1,2 60,000
AMKOR TECHNOLOGY INC COM 031652100 48,505 11,124,962 SH DEFINED 1,2 11,124,962
ANALOG DEVICES INC COM 032654105 10,469 335,000 SH DEFINED 1,2 335,000
ASPEN TECHNOLOGY INC COM 045327103 47,241 3,093,707 SH DEFINED 1,2 3,093,707
AUTODESK INC COM 052769106 40,198 1,446,500 SH DEFINED 1,2 1,446,500
CAREFUSION CORP COM 14170T101 68,660 2,866,795 SH DEFINED 1,2 2,866,795
COMSCORE INC COM 20564W105 31,667 1,877,100 SH DEFINED 1,2 1,877,100
EQUINIX INC COM NEW 29444U502 48,570 546,773 SH DEFINED 1,2 546,773
EXPEDIA INC DEL COM 30212P105 28,391 1,102,556 SH DEFINED 1,2 1,102,556
EXPRESS SCRIPTS INC COM 302182100 140,158 3,780,906 SH DEFINED 1,2 3,780,906
FUSION-IO INC COM 36112J107 4,954 260,726 SH DEFINED 1,2 260,726
GENERAL CABLE CORP DEL NEW COM 369300108 1,168 50,000 CALL DEFINED 1,2 50,000
GENERAL CABLE CORP DEL NEW COM 369300108 67,644 2,896,959 SH DEFINED 1,2 2,896,959
HOMEAWAY INC COM 43739Q100 504 15,000 SH DEFINED 1,2 15,000
INTERDIGITAL INC COM 45867G101 4,658 100,000 PUT DEFINED 1,2 100,000
ISHARES TR RUSSELL 2000 464287655 25,720 400,000 PUT DEFINED 1,2 400,000
ISHARES TR RUSSELL 2000 464287655 154,320 2,400,000 PUT DEFINED 1,2 2,400,000
KEMET CORP COM NEW 488360207 715 100,000 CALL DEFINED 1,2 100,000
KEMET CORP COM NEW 488360207 29,742 4,159,700 SH DEFINED 1,2 4,159,700
LATTICE SEMICONDUCTOR CORP COM 518415104 41,257 7,858,526 SH DEFINED 1,2 7,858,526
LIFE TECHNOLOGIES CORP COM 53217V109 72,248 1,880,000 SH DEFINED 1,2 1,880,000
LTX-CREDENCE CORP COM NEW 502403207 9,226 1,744,100 SH DEFINED 1,2 1,744,100
MF GLOBAL HLDGS LTD COM 55277J108 62,849 15,217,754 SH DEFINED 1,2 15,217,754
NCR CORP NEW COM 62886E108 167,838 9,937,135 SH DEFINED 1,2 9,937,135
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 3,900 600,000 CALL DEFINED 1,2 600,000
NETAPP INC COM 64110D104 83,542 2,462,200 SH DEFINED 1,2 2,462,200
NETSCOUT SYS INC COM 64115T104 47,926 4,196,674 SH DEFINED 1,2 4,196,674
NICE SYS LTD SPONSORED ADR 653656108 71,790 2,365,390 SH DEFINED 1,2 2,365,390
NXP SEMICONDUCTORS N V COM N6596X109 75,014 5,312,619 SH DEFINED 1,2 5,312,619
ON SEMICONDUCTOR CORP COM 682189105 12,924 1,800,000 CALL DEFINED 1,2 1,800,000
ON SEMICONDUCTOR CORP COM 682189105 21,005 2,925,500 CALL DEFINED 1,2 2,925,500
ON SEMICONDUCTOR CORP COM 682189105 123,589 17,212,890 SH DEFINED 1,2 17,212,890
OPEN TEXT CORP COM 683715106 8,860 170,000 PUT DEFINED 1,2 170,000
PMC-SIERRA INC COM 69344F106 89,979 15,046,683 SH DEFINED 1,2 15,046,683
QUALITY SYS INC COM 747582104 35,890 370,000 PUT DEFINED 1,2 370,000
QUALITY SYS INC COM 747582104 4,850 50,000 PUT DEFINED 1,2 50,000
RADWARE LTD ORD M81873107 26,576 1,230,947 SH DEFINED 1,2 1,230,947
SKECHERS U S A INC CL A 830566105 27,455 1,956,911 SH DEFINED 1,2 1,956,911
SOLUTIA INC COM NEW 834376501 78,218 6,087,004 SH DEFINED 1,2 6,087,004
STANDARD MICROSYSTEMS CORP COM 853626109 21,732 1,120,219 SH DEFINED 1,2 1,120,219
TALEO CORP CL A 87424N104 69,131 2,687,848 SH DEFINED 1,2 2,687,848
TERADYNE INC COM 880770102 551 50,000 SH DEFINED 1,2 50,000
TESLA MTRS INC COM 88160R101 15,610 640,000 PUT DEFINED 1,2 640,000
TESLA MTRS INC COM 88160R101 9,958 408,284 SH DEFINED 1,2 408,284
THORATEC CORP COM NEW 885175307 122,542 3,754,355 SH DEFINED 1,2 3,754,355
TOLL BROTHERS INC COM 889478103 54,310 3,763,700 SH DEFINED 1,2 3,763,700
ULTRATECH INC COM 904034105 10,609 618,600 SH DEFINED 1,2 618,600
VERINT SYS INC COM 92343X100 53,241 2,025,132 SH DEFINED 1,2 2,025,132
VIRNETX HLDG CORP COM 92823T108 3,026 201,898 SH DEFINED 1,2 201,898
WATSCO INC COM 942622200 36,120 706,859 SH DEFINED 1,2 706,859
WEBMD HEALTH CORP COM 94770V102 12,814 425,000 SH DEFINED 1,2 425,000
SK 25926 0001 1242332