13F-HR 1 w63805e13fvhr.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: 6/30/08 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 July 25, 2008 -------------------------------------- ------------- ------------- [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: 21 Form 13F Information Table Value Total: $85,662.0 (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

~~COLUMN~~TITLE 1MARKET ~~COLUMN~~VALUE 2VOTING ~~COLUMN~~AUTHORITY 3OF ~~COLUMN~~(X$1000) 4SHARE ~~COLUMN~~/ 5PRN ~~COLUMN~~SHARE 6/ ~~COLUMN~~PUT 7/ ~~COLUMN~~INVESTMENT 8OTHER ---------------------~~--------------------------------------------------------------------------------------------------------~~ ~~TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY~~ NAME OF ISSUER CLASS CUSIP ~~[x$1000]~~(USD) ~~PRN~~AMOUNT ~~AMT~~ PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------------- ----- --------- ------------ ----------- ------- ----- ---------- -------- --------- ------ ----~~-----~~ ADVANCED ANALOGIC TECH INC CMN COM 00752J108 105,~~199~~782 1,~~550~~400,000 SH ~~SOLE~~ 1,~~550~~400,000 ~~AMERICAN~~ALTAIR ~~SUPERCONDUCTOR~~NANOTECHNOLOGIES ~~CORP~~INC CMN COM ~~030111108~~021373105 ~~538.80~~17 4010,000 SH ~~SOLE 40~~10,000 APPLIED MICRO CIRCUITS CORP CMN COM ~~03822W109~~03822W406 106,~~402.5~~848 2800,~~850,~~000 SH ~~SOLE 2~~800,~~850,~~000 ~~ATHEROS~~ARUBA ~~COMMUNICATIONS~~NETWORKS, INC. CMN COM ~~04743P108~~043176106 145,~~358~~884 ~~600~~1,125,000 SH ~~SOLE 600~~1,125,000 ~~AXT~~ATHEROS COMMUNICATIONS INC CMN COM ~~00246W103~~04743P108 37,~~400.9~~500 ~~710~~250,000 SH ~~SOLE 710~~250,000 CYBERSOURCE CORP CMN COM 23251J106 108,~~008~~030 ~~800~~480,000 SH ~~SOLE 800~~480,000 ~~EQUINIX~~DATA DOMAIN INC CMN COM ~~29444U502~~23767P109 98,~~156~~399 ~~106~~360,~~925~~000 SH ~~SOLE~~360,000 ~~106~~ECHELON CORP CMN COM 27874N105 3,~~925~~924 ~~HARRIS~~360,000 ~~STRATEX~~SH ~~NETWORKS~~360,000 ENER1 INC CMN COM ~~41457P106~~29267A203 81,~~635.5~~484 ~~450~~200,000 SH ~~SOLE 450~~200,000 ~~INFORMATICA~~FUELCELL ~~CORP~~ENERGY INC CMN COM ~~45666Q102~~35952H106 ~~6,715~~178 ~~500~~25,000 SH ~~SOLE 500~~25,000 LEADIS TECHNOLOGY, INC. CMN COM 52171N103 43,~~400~~160 1,~~100~~975,000 SH ~~SOLE~~ 1,~~100~~975,000 MAXWELL TECHNOLOGIES INC. CMN COM 577767106 31,~~004.8~~381 ~~240~~130,000 SH ~~SOLE 240~~130,000 ~~MELLANOX~~MEMSIC ~~TECHNOLOGIES,~~INC ~~LTD~~CMN COM ~~M51363113~~586264103 1,~~460~~337 ~~100~~450,000 SH ~~SOLE 100~~450,000 MONOLITHIC POWER SYSTEMS, INC. CMN COM 609839105 7,~~095~~027 ~~550~~325,000 SH ~~SOLE 550~~325,000 NETLOGIC MICROSYSTEMS, INC. CMN COM 64118B100 119,~~313.5~~296 ~~425~~280,000 SH ~~SOLE 425~~280,000 NETWORK EQUIPMENT TECHNOLOGIES CMN COM 641208103 72,~~275~~130 ~~750~~600,000 SH ~~SOLE 750~~600,000 ~~OCCAM~~RENTECH ~~NETWORKS,~~ INC CMN COM ~~67457P309~~760112102 ~~781.9 70~~2,~~000~~660 ~~SH SOLE 70~~1,~~000 OMNITURE INC COM 682125109 364.6 20~~400,000 SH ~~SOLE 20~~1,~~000 OPSWARE INC COM 68383A101 145 20~~400,000 SHSYNTHESIS ~~SOLE~~ENERGY ~~20,000~~SYSTEMS ~~RIVERBED TECHNOLOGIES~~ INC. CMN COM ~~768573107~~871628103 ~~552.8~~630 2070,000 SH ~~SOLE 20~~70,000 ~~SILICON~~VERAZ ~~IMAGE~~NETWORKS, INC ~~COM 82705T102 2,203~~.2 ~~270,000~~CMN ~~SH SOLE 270,000 SIMTEK CORP~~ COM ~~829204304~~923359103 ~~739.7~~761 ~~130~~447,~~000~~800 SH ~~SOLE 130~~447,~~000~~800 ~~SIRF~~VIRAGE ~~TECHNOLOGY~~LOGIC ~~HLDG~~CORP ~~INC~~CMN COM ~~82967H101~~92763R104 84,~~328~~368 ~~300~~610,000 SH ~~SOLE 300~~610,000 ~~SYMYX~~MELLANOX TECHNOLOGIES ~~INC COM 87155S108 1~~,~~772~~ ~~100,000 SH SOLE 100,000 UQM TECHNOLOGIES INC COM 903213106 308~~LTD.25 ~~75,000~~CMN ~~SH SOLE 75,000 VA SOFTWARE CORP~~ COM ~~91819B105~~M51363113 34,~~828.5~~866 ~~950~~359,~~000~~400 SH ~~SOLE 950~~359,~~000 VOLTERRA SEMICONDUCTOR CORP COM 928708106 7,836 600,000 SH SOLE 600,000 WJ COMMUNICATIONS INC COM 929284107 1,634 950,000 SH SOLE 950,000~~400

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