| Adobe Systems Inc (ADBE) |
US |
ADBE |
Electronic Forms |
75,606 |
$1,663,332 |
$-1,686,770 |
-50.34 % |
Sold Some |
-47,400 |
-38.53 |
$1,057,494 |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
59,400 |
$690,228 |
$-692,604 |
-50.08 % |
Sold Some |
-37,700 |
-38.82 |
$439,582 |
| Alcon Inc (ACL) |
CH |
ACL |
Optical Supplies |
28,200 |
$2,372,748 |
$-2,433,660 |
-50.63 % |
New Holding |
28,200 |
100.00 |
$-2,433,660 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
48,200 |
$4,457,054 |
$-3,917,214 |
-46.77 % |
Sold Some |
-6,500 |
-11.88 |
$528,255 |
| Applied Materials Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
274,000 |
$2,463,260 |
$-2,605,740 |
-51.40 % |
Sold Some |
-13,600 |
-4.72 |
$129,336 |
| Ariba Inc (ARBA) |
US |
ARBA |
B2b/E-Commerce |
155,400 |
$1,207,458 |
$-1,146,852 |
-48.71 % |
New Holding |
155,400 |
100.00 |
$-1,146,852 |
| Bankrate Inc (RATE) |
US |
RATE |
Commercial Serv-Fi ... |
None |
- |
- |
- % |
Sold All |
-34,000 |
-100.00 |
$115,600 |
| Barr Pharmaceuticals Inc (BRL) |
US |
BRL |
Medical-Generic Dr ... |
None |
- |
- |
- % |
Sold All |
-32,600 |
-100.00 |
$119,968 |
| Bmc Software Inc (BMC) |
US |
BMC |
Enterprise Softwar ... |
92,400 |
$2,184,336 |
$-861,168 |
-28.27 % |
New Holding |
92,400 |
100.00 |
$-861,168 |
| Cavium Networks Inc (CAVM) |
US |
CAVM |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-130,600 |
-100.00 |
$901,140 |
| Celgene Corp (CELG) |
US |
CELG |
Medical-Biomedical ... |
24,400 |
$1,240,496 |
$-467,260 |
-27.36 % |
New Holding |
24,400 |
100.00 |
$-467,260 |
| Cisco Systems Inc (CSCO) |
US |
CSCO |
Networking Product ... |
193,500 |
$2,964,420 |
$-1,807,290 |
-37.87 % |
Added More |
33,500 |
20.93 |
$-312,890 |
| Comcast Corp (CCT) |
US |
CCT |
- |
121,000 |
$2,274,800 |
$-608,630 |
-21.10 % |
Added More |
37,300 |
44.56 |
$-187,619 |
| Commscope Inc (CTV) |
US |
CTV |
Telecommunication ... |
29,700 |
$324,324 |
$-1,158,894 |
-78.13 % |
New Holding |
29,700 |
100.00 |
$-1,158,894 |
| Concur Technologies Inc (CNQR) |
US |
CNQR |
Enterprise Softwar ... |
47,000 |
$1,224,820 |
$-899,580 |
-42.34 % |
New Holding |
47,000 |
100.00 |
$-899,580 |
| Corning Inc (GLW) |
US |
GLW |
Telecom Eq Fiber O ... |
117,100 |
$1,004,718 |
$-1,427,449 |
-58.69 % |
Sold Some |
-38,400 |
-24.69 |
$468,096 |
| Data Domain Inc (DDUP) |
US |
DDUP |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-17,400 |
-100.00 |
$113,448 |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
46,700 |
$619,242 |
$-566,938 |
-47.79 % |
New Holding |
46,700 |
100.00 |
$-566,938 |
| Energy Conversion Devices Inc (ENER) |
US |
ENER |
Batteries/Battery ... |
26,700 |
$685,923 |
$-1,357,962 |
-66.44 % |
New Holding |
26,700 |
100.00 |
$-1,357,962 |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
17,100 |
$715,464 |
$-656,982 |
-47.86 % |
New Holding |
17,100 |
100.00 |
$-656,982 |
| F5 Networks Inc (FFIV) |
US |
FFIV |
Internet Infrastr ... |
104,500 |
$2,395,140 |
$-1,231,010 |
-33.94 % |
New Holding |
104,500 |
100.00 |
$-1,231,010 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
8,800 |
$1,021,856 |
$-1,424,544 |
-58.23 % |
Added More |
5,100 |
137.83 |
$-825,588 |
| Genentech Inc (DNA) |
US |
DNA |
Medical-Biomedical ... |
75,100 |
$5,389,927 |
$-2,003,668 |
-27.10 % |
Added More |
10,100 |
15.53 |
$-269,468 |
| Genzyme Corp (GENZ) |
US |
GENZ |
Medical-Biomedical ... |
71,700 |
$4,304,868 |
$-1,376,640 |
-24.23 % |
Added More |
6,000 |
9.13 |
$-115,200 |
| Gilead Sciences Inc (GILD) |
US |
GILD |
Therapeutics |
67,600 |
$2,980,484 |
$-616,512 |
-17.13 % |
Added More |
12,600 |
22.90 |
$-114,912 |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
10,100 |
$2,778,611 |
$-2,006,567 |
-41.93 % |
Added More |
400 |
4.12 |
$-79,468 |
| Hewlett-Packard Co (HPQ) |
US |
HPQ |
Computers |
64,700 |
$2,217,269 |
$-844,982 |
-27.59 % |
Sold Some |
-38,100 |
-37.06 |
$497,586 |
| Hologic Inc (HOLX) |
US |
HOLX |
X-Ray Equipment |
None |
- |
- |
- % |
Sold All |
-28,300 |
-100.00 |
$251,587 |
| International Business Machines C ... (IBM) |
US |
IBM |
Computers |
59,600 |
$4,758,464 |
$-2,666,504 |
-35.91 % |
Added More |
6,000 |
11.19 |
$-268,440 |
| Intuitive Surgical Inc (ISRG) |
US |
ISRG |
Medical Instrument ... |
None |
- |
- |
- % |
Sold All |
-4,700 |
-100.00 |
$852,909 |
| Joy Global Inc (JOYG) |
US |
JOYG |
Machinery-Constr A ... |
11,179 |
$235,094 |
$-573,594 |
-70.92 % |
New Holding |
11,179 |
100.00 |
$-573,594 |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
68,600 |
$1,114,064 |
$-668,164 |
-37.49 % |
Added More |
23,400 |
51.76 |
$-227,916 |
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
703,400 |
$956,624 |
$-738,570 |
-43.56 % |
New Holding |
703,400 |
100.00 |
$-738,570 |
| Lockheed Martin Corp (LMT) |
US |
LMT |
Aerospace/Defense |
None |
- |
- |
- % |
Sold All |
-28,200 |
-100.00 |
$1,296,072 |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
301,000 |
$1,532,090 |
$-2,910,670 |
-65.51 % |
Added More |
194,800 |
183.42 |
$-1,883,716 |
| Masimo Corp (MASI) |
US |
MASI |
Patient Monitoring ... |
60,600 |
$1,484,094 |
$-990,204 |
-40.01 % |
New Holding |
60,600 |
100.00 |
$-990,204 |
| Mcafee Inc (MFE) |
US |
MFE |
Internet Security |
None |
- |
- |
- % |
Sold All |
-66,800 |
-100.00 |
$785,568 |
| Microchip Technology Inc (MCHP) |
US |
MCHP |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-92,000 |
-100.00 |
$1,402,080 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-245,600 |
-100.00 |
$2,158,824 |
| Millennium Pharmaceuticals Inc (MLNM) |
US |
MLNM |
Medical-Biomedical ... |
None |
- |
- |
- % |
Sold All |
-173,600 |
-100.00 |
|
| Monsanto Co (MON) |
US |
MON |
Agricultural Chemi ... |
15,000 |
$1,107,900 |
$-644,700 |
-36.78 % |
New Holding |
15,000 |
100.00 |
$-644,700 |
| National Oilwell Varco Inc (NOV) |
US |
NOV |
Oil Field Mach And ... |
24,700 |
$574,522 |
$-1,300,702 |
-69.36 % |
New Holding |
24,700 |
100.00 |
$-1,300,702 |
| Netlogic Microsystems Inc (NETL) |
US |
NETL |
Electronic Compo-S ... |
62,984 |
$1,083,325 |
$-1,110,408 |
-50.61 % |
New Holding |
62,984 |
100.00 |
$-1,110,408 |
| Netsuite Inc (N) |
US |
N |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-27,609 |
-100.00 |
$275,262 |
| Nokia Oyj (NOK) |
US |
NOK |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-169,000 |
-100.00 |
$2,061,800 |
| Nuvasive Inc (NUVA) |
US |
NUVA |
Medical Instrument ... |
35,600 |
$1,161,628 |
$-559,988 |
-32.52 % |
New Holding |
35,600 |
100.00 |
$-559,988 |
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-136,300 |
-100.00 |
$808,259 |
| Omniture Inc (OMTR) |
US |
OMTR |
Computer Software |
37,721 |
$363,630 |
$-319,120 |
-46.74 % |
Sold Some |
-39,400 |
-51.08 |
$333,324 |
| Oracle Corp (ORCL) |
US |
ORCL |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-330,300 |
-100.00 |
$2,262,555 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
155,100 |
$4,736,754 |
$-3,633,993 |
-43.41 % |
Sold Some |
-6,500 |
-4.02 |
$152,295 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
45,700 |
$1,705,524 |
$-4,082,381 |
-70.53 % |
Added More |
17,400 |
61.48 |
$-1,554,342 |
| Synchronoss Technologies Inc (SNCR) |
US |
SNCR |
Transactional Soft ... |
None |
- |
- |
- % |
Sold All |
-84,580 |
-100.00 |
$520,167 |
| Verisign Inc (VRSN) |
US |
VRSN |
Internet Security |
84,700 |
$1,611,841 |
$-1,151,073 |
-41.66 % |
New Holding |
84,700 |
100.00 |
$-1,151,073 |
| Vistaprint Ltd (VPRT) |
FR |
VPRT |
Printing-Commercia ... |
None |
- |
- |
- % |
Sold All |
-42,800 |
-100.00 |
$752,852 |
| Weatherford International Ltd (WFT) |
BM |
WFT |
Oil-Field Services |
None |
- |
- |
- % |
Sold All |
-10,000 |
-100.00 |
$281,500 |
| Xilinx Inc (XLNX) |
US |
XLNX |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-91,000 |
-100.00 |
$1,032,850 |
| Yucheng Technologies Ltd (YTEC) |
VG |
YTEC |
Transactional Soft ... |
None |
- |
- |
- % |
Sold All |
-114,002 |
-100.00 |
$654,371 |