13F-HR 1 lochcapital033108.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: March 31, 2008 Check here if Amendment [ ]; Amendment Number: This amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Address: 13 File Number: 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 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: Title: Phone: Signature, Place and Date of Signing: April 11, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 43 Form 13F Information Table Value Total: 662006 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D ACTIVISION INC COM STK COMMON STOCK 004930202 19396 710200 SH SOLE 710200 0 0 D ADC TELECOMMUNICATIO NS INC CO COMMON STOCK 000886309 1834 151800 SH SOLE 151800 0 0 D ADTRAN INC COM STK COMMON STOCK 00738A106 1069 57800 SH SOLE 57800 0 0 D AMDOCS LTD COM STK COMMON STOCK G02602103 11843 417600 SH SOLE 417600 0 0 D AMERICAN TOWER COMMON STOCK 029912201 52153 1330090 SH SOLE 1330090 0 0 D ANALOG DEVICES INC COM STK COMMON STOCK 032654105 16853 570900 SH SOLE 570900 0 0 D APPLIED MATLS INC COM STK COMMON STOCK 038222105 32084 1644500 SH SOLE 1644500 0 0 D BEA SYS INC COM STK COMMON STOCK 073325102 39028 2038000 SH SOLE 2038000 0 0 D BLADELOGIC INC COMMON STOCK 09265M102 2707 96520 SH SOLE 96520 0 0 D BROADCOM CORP CL A COM STK COMMON STOCK 111320107 33162 1720900 SH SOLE 1720900 0 0 D CANADIAN SOLAR INC COMMON STOCK 136635109 1902 91000 SH SOLE 91000 0 0 D COVAD COMMUNICATIONS GROUP IN COMMON STOCK 222814204 1445 1475660 SH SOLE 1475660 0 0 D CROWN CASTLE INTERNA TIONAL CO COMMON STOCK 228227104 6408 185800 SH SOLE 185800 0 0 D DIRECTV GROUP INC COM STK COMMON STOCK 25459L106 18057 728400 SH SOLE 728400 0 0 D DISH NETWORK CORP CL A COMMON STOCK 25470M109 13196 459300 SH SOLE 459300 0 0 D EARTHLINK INC COM STK COMMON STOCK 270321102 239 31700 SH SOLE 31700 0 0 D ELECTRONIC ARTS INC COM STK COMMON STOCK 285512109 19284 386300 SH SOLE 386300 0 0 D EMULEX CORP COM NEW COMMON STOCK 292475209 1895 116700 SH SOLE 116700 0 0 D ENTROPIC COMMUNICATI ONS INC C COMMON STOCK 29384R105 636 158904 SH SOLE 158904 0 0 D JUNIPER NETWORKS INC COM STK COMMON STOCK 48203R104 30931 1237256 SH SOLE 1237256 0 0 D LBRTY MD SR A COMMON STOCK 53071M500 13430 593200 SH SOLE 593200 0 0 D MARVELL TECHNOLOGY G ROUP LTD COMMON STOCK G5876H105 64781 5954163 SH SOLE 5954163 0 0 D MDC PARTNERS INC CL A SUB VTG COMMON STOCK 552697104 103 14100 SH SOLE 14100 0 0 D MICROCHIP TECHNOLOGY INC COM COMMON STOCK 595017104 12964 396100 SH SOLE 396100 0 0 D MICROSOFT CORP COM STK COMMON STOCK 594918104 11324 399000 SH SOLE 399000 0 0 D NOKIA CORP ADR ADRS STOCKS 654902204 36477 1146000 SH SOLE 1146000 0 0 D NORTEL NETWORKS CORP COMMON STOCK 656568508 3217 480800 SH SOLE 480800 0 0 D NOVELL INC COM STK COMMON STOCK 670006105 2795 444300 SH SOLE 444300 0 0 D NVIDIA CORP COM STK COMMON STOCK 67066G104 6582 332600 SH SOLE 332600 0 0 D PARAMETRIC TECHNOLOG Y CORP CO COMMON STOCK 699173209 8028 502400 SH SOLE 502400 0 0 D QLOGIC CORP COM STK COMMON STOCK 747277101 9905 645300 SH SOLE 645300 0 0 D QUALCOMM INC COM STK COMMON STOCK 747525103 6671 162700 SH SOLE 162700 0 0 D RESEARCH IN MOTION LTD COMMON STOCK 760975102 29034 258700 SH SOLE 258700 0 0 D SANDISK CORP COM STK COMMON STOCK 80004C101 20153 892900 SH SOLE 892900 0 0 D SBA COMMUNICATIONS C ORP CL A COMMON STOCK 78388J106 996 33400 SH SOLE 33400 0 0 D SONUS NETWORKS INC COM STK COMMON STOCK 835916107 873 253638 SH SOLE 253638 0 0 D SPRINT NEXTEL CORP COMMON STOCK 852061100 27414 4097700 SH SOLE 4097700 0 0 D SYMANTEC CORP COM STK COMMON STOCK 871503108 18927 1138800 SH SOLE 1138800 0 0 D TELLABS INC COM STK COMMON STOCK 879664100 6239 1144802 SH SOLE 1144802 0 0 D TERADYNE INC COM STK COMMON STOCK 880770102 23869 1921836 SH SOLE 1921836 0 0 D VIRAGE LOGIC CORP COM STK COMMON STOCK 92763R104 1442 250380 SH SOLE 250380 0 0 D VIRGIN MEDIA INC COM STK COMMON STOCK 92769L101 16072 1142276 SH SOLE 1142276 0 0 D YAHOO INC COM STK COMMON STOCK 984332106 36588 1264700 SH SOLE 1264700 0 0 S REPORT SUMMARY 43 DATA RECORDS 662006 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED