13F-HR 1 w34874e13fvhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Cover Page Report for the Calendar Year or Quarter Ended: 3/31/07 ------- Check here if Amendment [ ]; Amendment Number: ------- This Amendment (Check only one): [ ] is a restatement [ ] adds new holding entries Institutional Investment Manager Filing this Report: Name: Firelake Capital Management, LLC Address: 575 High Street, Suite 330 Palo Alto, CA 94301 Form 13F File Number: 28-11724 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: By: Firelake Capital Management, LLC Name: Martin L. Lagod Title: Managing Director Phone: 650-321-0880 Signature, Place, and Date of Signing: /s/ Martin L. Lagod Palo Alto, CA May 11, 2007 ------------------------------------- ------------- ------------ [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 manager(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).) Form 13F Summary Page REPORT SUMMARY: Number of Other Included Managers: 0 ------------ Form 13F Information Table Entry Total: 27 ------------ Form 13F Information Table Value Total: $136,455.95 ------------ (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE

~~MARKET~~COLUMN ~~VALUE~~1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------------------------------------------------------------------------------------------------------- TITLE OF ~~(x$1000)~~VALUE ~~SHARE/PRN~~SHRS ~~SHARE~~OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP ~~(USD)~~[x$1000] ~~AMOUNT~~PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -----------------------------------------------------------------------------------------------------------------------------~~----~~ ADVANCED ANALOGIC TECH INC COM 00752J108 610,~~333.25~~199 1,~~175~~550,000 SH SOLE 1,~~175~~550,000 AMERICAN SUPERCONDUCTOR CORP COM 030111108 538.80 40,000 SH SOLE 40,000 APPLIED MICRO CIRCUITS CORP COM 03822W109 910,~~612~~402.5 2,~~700~~850,000 SH SOLE 2,~~700~~850,000 ATHEROS COMMUNICATIONS INC COM 04743P108 1214,~~792~~358 600,000 SH SOLE 600,000 AXT INC COM 00246W103 ~~283~~3,400.29 60710,000 SH SOLE 60710,000 CYBERSOURCE CORP COM 23251J106 610,~~391.6~~008 ~~580~~800,000 SH SOLE ~~580~~800,000 ~~DIVERSA~~EQUINIX ~~CORP~~INC COM ~~255064107~~29444U502 29,~~387.072~~156 ~~219~~106,~~400~~925 SH SOLE ~~219~~106,~~400~~925 ~~EQUINIX~~HARRIS STRATEX NETWORKS, INC COM ~~29444U502~~41457P106 98,~~074~~635.45 ~~120~~450,000 SH SOLE ~~120~~450,000 INFORMATICA CORP COM 45666Q102 6,~~105~~715 500,000 SH SOLE 500,000 LEADIS TECHNOLOGY INC COM 52171N103 4,~~221~~400 ~~900~~1,100,000 SH SOLE ~~900~~1,100,000 MAXWELL TECHNOLOGIES INC COM 577767106 43,~~185~~004.8 ~~300~~240,000 SH SOLE ~~300~~240,000 MELLANOX TECHNOLOGIES, LTD COM M51363113 1,460 100,000 SH SOLE 100,000 MONOLITHIC POWER SYSTEMS INC COM 609839105 37,~~333~~095 ~~300~~550,000 SH SOLE ~~300~~550,000 NETLOGIC MICROSYSTEMS INC COM 64118B100 711,~~266~~313.155 ~~335~~425,000 SH SOLE ~~335~~425,000 NETWORK EQUIPMENT TECHNOLOGIES COM 641208103 47,~~365~~275 750,000 SH SOLE 750,000 OCCAM NETWORKS, INC COM 67457P309 ~~577~~781.59 3570,000 SH SOLE 3570,000 ~~PERICOM~~OMNITURE ~~SEMICONDUCTOR~~INC ~~CORP~~COM 682125109 364.6 20,000 SH SOLE 20,000 OPSWARE INC COM ~~713831105~~68383A101 5145 20,~~735~~000 ~~500~~SH SOLE 20,000 RIVERBED TECHNOLOGIES INC. COM 768573107 552.8 20,000 SH SOLE ~~500~~20,000 SILICON IMAGE INC COM 82705T102 52,~~724~~203.2 ~~450~~270,000 SH SOLE ~~450~~270,000 ~~SIRF~~SIMTEK ~~TECHNOLOGY~~CORP ~~HLDG INC~~ COM ~~82967H101~~829204304 739.7~~,018~~ ~~275~~130,000 SH SOLE ~~275~~130,000 ~~STRATEX~~SIRF ~~NETWORKS~~TECHNOLOGY HLDG INC COM ~~86279T109~~82967H101 98,~~418.50~~328 1300,~~950,~~000 SH SOLE 1300,~~950,~~000 SYMYX TECHNOLOGIES INC COM 87155S108 71,~~016.75~~772 ~~325~~100,000 SH SOLE ~~325~~100,000 UQM TECHNOLOGIES INC COM 903213106 68 308.25 75,000 SH SOLE 2575,000 VA SOFTWARE CORP COM 91819B105 43,~~024~~828.5 ~~800~~950,000 SH SOLE ~~800~~950,000 VOLTERRA SEMICONDUCTOR CORP COM 928708106 97,~~000~~836 600,000 SH SOLE 600,000 WJ COMMUNICATIONS INC COM 929284107 1,~~452.25~~634 ~~925~~950,000 SH SOLE ~~925~~950,000

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