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
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