| Agrium Belgium Vvpr (AGU) |
BE |
AGU |
Agricultural Chemi ... |
1,400,000 |
$116,592,000 |
$-33,292,000 |
-22.21 % |
No Compare |
- |
- |
- |
| Air Prods And Chems Inc (AP3.BE) |
US |
AP3.BE |
Industrial Gases |
340,000 |
$31,052,200 |
$-3,270,800 |
-9.52 % |
No Compare |
- |
- |
- |
| Amphenol Corp (APH) |
US |
APH |
Electronic Connect ... |
1,336,000 |
$64,996,400 |
$374,080 |
0.57 % |
No Compare |
- |
- |
- |
| Anixter Intl Inc (AXE) |
US |
AXE |
Networking Product ... |
425,000 |
$30,829,500 |
$4,173,500 |
15.65 % |
No Compare |
- |
- |
- |
| Ansys Ag (ANSS) |
CH |
ANSS |
Computer Aided Des ... |
900,000 |
$40,518,000 |
$-1,134,000 |
-2.72 % |
No Compare |
- |
- |
- |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
3,900,000 |
$677,586,000 |
$-14,235,000 |
-2.05 % |
No Compare |
- |
- |
- |
| Aspen Technology Inc (AZPN) |
US |
AZPN |
Computer Aided Des ... |
2,000,000 |
|
|
% |
No Compare |
- |
- |
- |
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
2,000,000 |
$65,420,000 |
$3,860,000 |
6.27 % |
No Compare |
- |
- |
- |
| Autodesk Inc (ADSK) |
US |
ADSK |
Computer Aided Des ... |
1,600,000 |
$60,064,000 |
$1,904,000 |
3.27 % |
No Compare |
- |
- |
- |
| Avnet Inc (AVT) |
US |
AVT |
Electronic Parts D ... |
2,400,000 |
$72,384,000 |
$3,120,000 |
4.50 % |
No Compare |
- |
- |
- |
| Brocade Communications Sys Inc (BRCD) |
US |
BRCD |
Computers-Integrat ... |
4,500,000 |
$33,930,000 |
$-4,140,000 |
-10.87 % |
No Compare |
- |
- |
- |
| Cabot Microelectronics Corp (CCMP) |
US |
CCMP |
Semiconductor Equi ... |
725,000 |
$28,949,250 |
$3,306,000 |
12.89 % |
No Compare |
- |
- |
- |
| Cf Inds Hldgs Inc (CF) |
US |
CF |
Agricultural Chemi ... |
520,000 |
$78,312,000 |
$-4,118,400 |
-4.99 % |
No Compare |
- |
- |
- |
| China Mobilenet Ltd (CMNO.UL) |
JE |
CMNO.UL |
Cellular Telecom |
1,700,000 |
$208,250,000 |
$-33,150,000 |
-13.73 % |
No Compare |
- |
- |
- |
| Cisco Sys Inc (CSCO) |
US |
CSCO |
Networking Product ... |
6,050,000 |
$149,193,000 |
$-242,000 |
-0.16 % |
No Compare |
- |
- |
- |
| Cleveland Cliffs Inc (CLF) |
US |
CLF |
Metal-Iron |
325,000 |
$33,010,250 |
$-3,802,500 |
-10.32 % |
No Compare |
- |
- |
- |
| Commscope Inc (COJ.BE) |
US |
COJ.BE |
Telecommunication ... |
1,100,000 |
$52,173,000 |
$-5,159,000 |
-8.99 % |
No Compare |
- |
- |
- |
| Diodes Inc (DIOD) |
US |
DIOD |
Electronic Compo-S ... |
900,000 |
$22,032,000 |
$-4,068,000 |
-15.58 % |
No Compare |
- |
- |
- |
| Dolby Laboratories Inc (DLB) |
US |
DLB |
Industr Audio&Vide ... |
1,003,300 |
$41,255,696 |
$-642,112 |
-1.53 % |
No Compare |
- |
- |
- |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
2,500,000 |
$63,500,000 |
$-6,900,000 |
-9.80 % |
No Compare |
- |
- |
- |
| Electronic Arts Inc (ERTS) |
US |
ERTS |
Entertainment Soft ... |
2,150,000 |
$105,092,000 |
$6,557,500 |
6.65 % |
No Compare |
- |
- |
- |
| Emc Corp (EMC) |
US |
EMC |
Computers-Memory D ... |
13,600,000 |
$213,928,000 |
$-8,024,000 |
-3.61 % |
No Compare |
- |
- |
- |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
600,000 |
$48,156,000 |
$-7,644,000 |
-13.69 % |
No Compare |
- |
- |
- |
| Factset Resh Sys Inc (FDS) |
US |
FDS |
Multimedia |
1,000,000 |
$63,490,000 |
$2,380,000 |
3.89 % |
No Compare |
- |
- |
- |
| Flir Sys Inc (FLIR) |
US |
FLIR |
Electronic Measur ... |
3,000,000 |
$110,670,000 |
$-11,460,000 |
-9.38 % |
No Compare |
- |
- |
- |
| Foundry Networks Inc (FDRY) |
US |
FDRY |
Networking Product ... |
3,500,000 |
$64,575,000 |
$20,545,000 |
46.66 % |
No Compare |
- |
- |
- |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
1,080,000 |
$511,682,400 |
$-83,397,600 |
-14.01 % |
No Compare |
- |
- |
- |
| Grainger W W Inc (GWW.BE) |
US |
GWW.BE |
Distribution/Whole ... |
350,000 |
$30,936,500 |
$1,246,000 |
4.19 % |
No Compare |
- |
- |
- |
| Hewlett Packard Co (HPQ) |
US |
HPQ |
Computers |
1,600,000 |
$75,728,000 |
$2,768,000 |
3.79 % |
No Compare |
- |
- |
- |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
2,676,000 |
$69,522,480 |
$7,091,400 |
11.35 % |
No Compare |
- |
- |
- |
| Lubrizol Corp (LZ) |
US |
LZ |
Chemicals-Specialt ... |
500,000 |
$26,975,000 |
$2,295,000 |
9.29 % |
No Compare |
- |
- |
- |
| Memc Electronic Materials Spa (WFR) |
IT |
WFR |
Electronic Compo-S ... |
1,600,000 |
$79,760,000 |
$-26,336,000 |
-24.82 % |
No Compare |
- |
- |
- |
| Mettler Toledo Intl Inc (MTD) |
US |
MTD |
Instruments-Contro ... |
700,000 |
$73,885,000 |
$5,726,000 |
8.40 % |
No Compare |
- |
- |
- |
| Micros Sys Inc (MCRS) |
US |
MCRS |
Computers-Integrat ... |
500,000 |
$15,595,000 |
$15,000 |
0.09 % |
No Compare |
- |
- |
- |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
2,550,000 |
$71,247,000 |
$-1,045,500 |
-1.44 % |
No Compare |
- |
- |
- |
| Millicom International Cellular S ... (MICC) |
SE |
MICC |
Cellular Telecom |
1,600,000 |
$129,056,000 |
$-50,816,000 |
-28.25 % |
No Compare |
- |
- |
- |
| Mosaic Co (MOS) |
US |
MOS |
Agricultural Chemi ... |
600,000 |
$63,750,000 |
$-23,586,000 |
-27.00 % |
No Compare |
- |
- |
- |
| Ncr Corp (NCR) |
US |
NCR |
Computers-Integrat ... |
3,500,000 |
$95,025,000 |
$4,445,000 |
4.90 % |
No Compare |
- |
- |
- |
| Netgear Inc (NTGR) |
US |
NTGR |
Networking Product ... |
1,370,000 |
$23,481,800 |
$2,904,400 |
14.11 % |
No Compare |
- |
- |
- |
| Nokia Corp (NOK) |
US |
NOK |
Wireless Equipment |
5,457,000 |
$141,008,880 |
$-1,418,820 |
-0.99 % |
No Compare |
- |
- |
- |
| Nuance Communications Inc (NUAN) |
US |
NUAN |
Applications Softw ... |
4,700,000 |
$75,153,000 |
$-2,162,000 |
-2.79 % |
No Compare |
- |
- |
- |
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
3,500,000 |
$45,990,000 |
$-24,360,000 |
-34.62 % |
No Compare |
- |
- |
- |
| Oracle Corp (ORCL) |
US |
ORCL |
Enterprise Softwar ... |
9,100,000 |
$206,024,000 |
$819,000 |
0.39 % |
No Compare |
- |
- |
- |
| Owens Ill Inc (OI) |
US |
OI |
Containers-Metal/G ... |
650,000 |
$29,094,000 |
$-1,274,000 |
-4.19 % |
No Compare |
- |
- |
- |
| Plexus Corp (PLXS) |
US |
PLXS |
Electronic Compo-M ... |
1,200,000 |
$34,224,000 |
$-780,000 |
-2.22 % |
No Compare |
- |
- |
- |
| Pmc Sierra Inc (PMCS) |
US |
PMCS |
Electronic Compo-S ... |
4,000,000 |
$36,520,000 |
$2,000,000 |
5.79 % |
No Compare |
- |
- |
- |
| Praxair Inc (PX) |
US |
PX |
Industrial Gases |
400,000 |
$36,400,000 |
$-2,812,000 |
-7.17 % |
No Compare |
- |
- |
- |
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
4,200,000 |
$531,930,000 |
$-65,898,000 |
-11.02 % |
No Compare |
- |
- |
- |
| Rockwell Collins Inc (RWC.BE) |
US |
RWC.BE |
Aerospace/Defense |
1,200,000 |
$61,632,000 |
$2,568,000 |
4.34 % |
No Compare |
- |
- |
- |
| Rofin Sinar Technologies Inc (RSTI) |
US |
RSTI |
Lasers-Syst/Compon ... |
700,000 |
$29,638,000 |
$6,965,000 |
30.71 % |
No Compare |
- |
- |
- |
| Sigma Designs Inc (SIGM) |
US |
SIGM |
Semicon Compo-Intg ... |
800,000 |
$14,232,000 |
$1,992,000 |
16.27 % |
No Compare |
- |
- |
- |
| Sina Corporation (SINA) |
KY |
SINA |
Web Portals/Isp |
1,750,000 |
$74,235,000 |
$-4,340,000 |
-5.52 % |
No Compare |
- |
- |
- |
| Sirf Technology Hldgs Inc (SIRF) |
US |
SIRF |
Electronic Compo-S ... |
1,980,000 |
$3,960,000 |
$-6,692,400 |
-62.82 % |
No Compare |
- |
- |
- |
| Spx Corp (SPW) |
US |
SPW |
Diversified Manufa ... |
300,000 |
$35,877,000 |
$-3,498,000 |
-8.88 % |
No Compare |
- |
- |
- |
| Steel Dynamics Inc (STLD) |
US |
STLD |
Steel-Producers |
600,000 |
$15,084,000 |
$-8,838,000 |
-36.94 % |
No Compare |
- |
- |
- |
| Stericycle Inc (SRCL) |
US |
SRCL |
Hazardous Waste Di ... |
500,000 |
$30,405,000 |
$4,885,000 |
19.14 % |
No Compare |
- |
- |
- |
| Sunpower Corp (SPWR) |
US |
SPWR |
Energy-Alternate S ... |
1,000,000 |
$96,960,000 |
$15,960,000 |
19.70 % |
No Compare |
- |
- |
- |
| Synopsys Inc (SNPS) |
US |
SNPS |
Electronic Design ... |
1,800,000 |
$39,078,000 |
$-5,652,000 |
-12.63 % |
No Compare |
- |
- |
- |
| Teledyne Technologies Inc (TDY) |
US |
TDY |
Aerospace/Defense |
600,000 |
$38,100,000 |
$6,336,000 |
19.94 % |
No Compare |
- |
- |
- |
| Teradata Corp (TDC) |
US |
TDC |
Computers-Integrat ... |
3,500,000 |
$87,115,000 |
$5,705,000 |
7.00 % |
No Compare |
- |
- |
- |
| Terra Industries Inc (TRA) |
US |
TRA |
Agricultural Chemi ... |
1,125,000 |
$56,745,000 |
$1,766,250 |
3.21 % |
No Compare |
- |
- |
- |
| Textron Inc (TXT) |
US |
TXT |
Diversified Manufa ... |
1,500,000 |
$61,650,000 |
$-11,370,000 |
-15.57 % |
No Compare |
- |
- |
- |
| Transdigm Group Inc (TDG) |
US |
TDG |
Aerospace/Defense |
650,000 |
$24,615,500 |
$1,540,500 |
6.67 % |
No Compare |
- |
- |
- |
| United Technologies Corp (UTX) |
US |
UTX |
Aerospace/Defense- ... |
1,812,820 |
$120,951,350 |
$1,268,974 |
1.06 % |
No Compare |
- |
- |
- |
| Valueclick Inc (VCLK) |
US |
VCLK |
E-Marketing/Info |
2,700,000 |
$35,532,000 |
$-6,966,000 |
-16.39 % |
No Compare |
- |
- |
- |
| Varian Semiconductor Equiptment A ... (VSEA) |
US |
VSEA |
Semiconductor Equi ... |
2,850,000 |
$96,558,000 |
$-7,609,500 |
-7.30 % |
No Compare |
- |
- |
- |
| Verigy Ltd (VRGY) |
US |
VRGY |
Semiconductor Equi ... |
1,860,000 |
$34,819,200 |
$-7,998,000 |
-18.67 % |
No Compare |
- |
- |
- |
| Vistaprint Com S A (VPRT) |
FR |
VPRT |
Printing-Commercia ... |
1,200,000 |
$40,140,000 |
$8,976,000 |
28.80 % |
No Compare |
- |
- |
- |
| Vmware Inc (VMW) |
US |
VMW |
Software Tools |
350,000 |
$13,849,500 |
$-7,913,500 |
-36.36 % |
No Compare |
- |
- |
- |
| Western Digital Corp (WDC) |
US |
WDC |
Computers-Memory D ... |
1,250,000 |
$35,225,000 |
$-10,562,500 |
-23.06 % |
No Compare |
- |
- |
- |