| Activision Blizzard Inc (ATVI) |
US |
ATVI |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-322,200 |
-100.00 |
$1,424,124 |
| Adobe Systems Inc (ADBE) |
US |
ADBE |
Electronic Forms |
498,615 |
$11,547,923 |
$-8,311,912 |
-41.85 % |
Added More |
251,400 |
101.69 |
$-4,190,838 |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
190,775 |
$2,340,809 |
$-934,798 |
-28.53 % |
Sold Some |
-371,925 |
-66.09 |
$1,822,433 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
183,800 |
$17,032,746 |
$-7,215,988 |
-29.75 % |
Sold Some |
-36,200 |
-16.45 |
$1,421,212 |
| Applied Materials Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
198,300 |
$1,899,714 |
$-1,277,052 |
-40.19 % |
No Change |
- |
- |
- |
| Asml Holding Nv (ASML) |
US |
ASML |
Semiconductor Equi ... |
214,300 |
$3,285,219 |
$-745,764 |
-18.50 % |
No Change |
- |
- |
- |
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
217,300 |
$3,172,580 |
$-1,827,493 |
-36.54 % |
Sold Some |
-69,500 |
-24.23 |
$584,495 |
| Brightpoint Inc (CELL) |
US |
CELL |
Distribution/Whole ... |
None |
- |
- |
- % |
Sold All |
-382,100 |
-100.00 |
$1,448,159 |
| Brocade Communications Systems In ... (BRCD) |
US |
BRCD |
Computers-Integrat ... |
None |
- |
- |
- % |
Sold All |
-521,277 |
-100.00 |
$1,334,469 |
| Ciena Corp (CIEN) |
US |
CIEN |
Telecom Eq Fiber O ... |
414,200 |
$3,065,080 |
$-1,723,072 |
-35.98 % |
Added More |
156,300 |
60.60 |
$-650,208 |
| Cisco Systems Inc (CSCO) |
US |
CSCO |
Networking Product ... |
1,112,689 |
$18,403,876 |
$-7,722,062 |
-29.55 % |
No Change |
- |
- |
- |
| Citrix Systems Inc (CTXS) |
US |
CTXS |
Applications Softw ... |
633,700 |
$16,894,442 |
$-1,115,312 |
-6.19 % |
Added More |
202,500 |
46.96 |
$-356,400 |
| Cymer Inc (CYMI) |
US |
CYMI |
Lasers-Syst/Compon ... |
118,400 |
$2,781,216 |
$-491,360 |
-15.01 % |
No Change |
- |
- |
- |
| Dell Inc (DELL) |
US |
DELL |
Computers |
318,800 |
$3,560,996 |
$-1,836,288 |
-34.02 % |
Sold Some |
-108,200 |
-25.33 |
$623,232 |
| Dupont Fabros Technology Inc (DFT) |
US |
DFT |
Reits-Diversified |
252,000 |
$539,280 |
$-3,273,480 |
-85.85 % |
No Change |
- |
- |
- |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
555,400 |
$7,292,402 |
$-5,126,342 |
-41.27 % |
Added More |
364,300 |
190.63 |
$-3,362,489 |
| Electronic Arts Inc (ERTS) |
US |
ERTS |
Entertainment Soft ... |
211,100 |
$4,023,566 |
$-4,257,887 |
-51.41 % |
No Change |
- |
- |
- |
| Emc Corpmassachusetts (EMC) |
US |
EMC |
Computers-Memory D ... |
504,900 |
$5,336,793 |
$-1,247,103 |
-18.94 % |
No Change |
- |
- |
- |
| F5 Networks Inc (FFIV) |
US |
FFIV |
Internet Infrastr ... |
169,600 |
$4,223,040 |
$403,648 |
10.56 % |
New Holding |
169,600 |
100.00 |
$403,648 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
18,800 |
$2,346,992 |
$-1,814,952 |
-43.60 % |
No Change |
- |
- |
- |
| Fiserv Inc (FISV) |
US |
FISV |
Data Processing/Mg ... |
193,900 |
$6,619,746 |
$-3,174,143 |
-32.40 % |
No Change |
- |
- |
- |
| Focus Media Holding Ltd (FMCN) |
KY |
FMCN |
Advertising Sales |
226,700 |
$1,693,449 |
$-5,365,989 |
-76.01 % |
New Holding |
226,700 |
100.00 |
$-5,365,989 |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
150,000 |
$2,029,500 |
$-840,000 |
-29.27 % |
No Change |
- |
- |
- |
| Foundry Networks Inc (FDRY) |
US |
FDRY |
Networking Product ... |
1,059,900 |
$16,417,851 |
$-2,935,923 |
-15.16 % |
No Change |
- |
- |
- |
| Global Payments Inc (GPN) |
US |
GPN |
Data Processing/Mg ... |
188,600 |
$6,821,662 |
$-2,127,408 |
-23.77 % |
Sold Some |
-258,900 |
-57.85 |
$2,920,392 |
| Grupo Televisa Sa (TV) |
MX |
TV |
Broadcast Serv/Pro ... |
292,100 |
$4,340,606 |
$-2,263,775 |
-34.27 % |
No Change |
- |
- |
- |
| Harris Corp (HRS) |
US |
HRS |
Telecommunication ... |
79,300 |
$2,765,984 |
$-1,030,900 |
-27.15 % |
New Holding |
79,300 |
100.00 |
$-1,030,900 |
| Hewlett-Packard Co (HPQ) |
US |
HPQ |
Computers |
405,800 |
$14,316,624 |
$-5,040,036 |
-26.03 % |
Sold Some |
-249,100 |
-38.03 |
$3,093,822 |
| Hon Hai Precision Industry Co Ltd (HNHPF.PK) |
TW |
HNHPF.PK |
Electronic Compo-M ... |
2,033,360 |
$7,360,763 |
$-8,153,774 |
-52.55 % |
Added More |
1,145,000 |
128.88 |
$-4,591,450 |
| Illumina Inc (ILMN) |
US |
ILMN |
Medical-Biomedical ... |
None |
- |
- |
- % |
Sold All |
-2,527 |
-100.00 |
$47,432 |
| Infinera Corp (INFN) |
US |
INFN |
Networking Product ... |
193,700 |
$1,890,512 |
$17,433 |
0.93 % |
New Holding |
193,700 |
100.00 |
$17,433 |
| Informatica Corp (INFA) |
RO |
INFA |
Enterprise Softwar ... |
389,600 |
$5,407,648 |
$-416,872 |
-7.15 % |
New Holding |
389,600 |
100.00 |
$-416,872 |
| Integrated Device Technology Inc (IDTI) |
US |
IDTI |
Semicon Compo-Intg ... |
368,800 |
$1,906,696 |
$-1,239,168 |
-39.39 % |
New Holding |
368,800 |
100.00 |
$-1,239,168 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
1,877,900 |
$25,915,020 |
$-8,957,583 |
-25.68 % |
Sold Some |
-373,300 |
-16.58 |
$1,780,641 |
| International Business Machines C ... (IBM) |
US |
IBM |
Computers |
225,100 |
$18,368,160 |
$-8,668,601 |
-32.06 % |
No Change |
- |
- |
- |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
918,600 |
$15,965,268 |
$-5,346,252 |
-25.08 % |
Sold Some |
-222,400 |
-19.49 |
$1,294,368 |
| Kla-Tencor Corp (KLAC) |
US |
KLAC |
Semiconductor Equi ... |
147,200 |
$2,768,832 |
$-1,962,176 |
-41.47 % |
No Change |
- |
- |
- |
| Manpower Inc (MAN) |
US |
MAN |
Human Resources |
122,400 |
$3,853,152 |
$-1,537,344 |
-28.51 % |
No Change |
- |
- |
- |
| Mcafee Inc (MFE) |
US |
MFE |
Internet Security |
117,200 |
$3,554,676 |
$-692,652 |
-16.30 % |
Sold Some |
-146,500 |
-55.55 |
$865,815 |
| Memc Electronic Materials Inc (WFR) |
IT |
WFR |
Electronic Compo-S ... |
60,200 |
$904,204 |
$-969,220 |
-51.73 % |
No Change |
- |
- |
- |
| Microchip Technology Inc (MCHP) |
US |
MCHP |
Electronic Compo-S ... |
384,000 |
$7,104,000 |
$-4,604,160 |
-39.32 % |
Sold Some |
-174,300 |
-31.21 |
$2,089,857 |
| Microsemi Corp (MSCC) |
US |
MSCC |
Electronic Compo-S ... |
197,300 |
$3,845,377 |
$-1,162,097 |
-23.20 % |
No Change |
- |
- |
- |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
817,800 |
$16,535,916 |
$-5,225,742 |
-24.01 % |
No Change |
- |
- |
- |
| Mks Instruments Inc (MKSI) |
US |
MKSI |
Semiconductor Equi ... |
83,600 |
$1,196,316 |
$-495,748 |
-29.29 % |
Sold Some |
-94,400 |
-53.03 |
$559,792 |
| National Semiconductor Corp (NSM) |
US |
NSM |
Electronic Compo-S ... |
448,700 |
$4,935,700 |
$-2,835,784 |
-36.48 % |
No Change |
- |
- |
- |
| Nice Systems Ltd (NICE) |
IL |
NICE |
Telecommunication ... |
270,600 |
$6,034,380 |
$-1,658,778 |
-21.56 % |
No Change |
- |
- |
- |
| Nintendo Co Ltd (NTDOF.PK) |
JP |
NTDOF.PK |
Toys |
8,600 |
$2,519,800 |
$-1,350,200 |
-34.88 % |
No Change |
- |
- |
- |
| Nokia Oyj (NOK) |
US |
NOK |
Wireless Equipment |
450,100 |
$6,377,917 |
$-2,732,107 |
-29.99 % |
No Change |
- |
- |
- |
| Nortel Networks Corp (NT) |
US |
NT |
Telecommunication ... |
4,003 |
$2,282 |
$-7,325 |
-76.25 % |
New Holding |
4,003 |
100.00 |
$-7,325 |
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
404,785 |
$3,023,744 |
$-1,619,140 |
-34.87 % |
No Change |
- |
- |
- |
| Oracle Corp (ORCL) |
US |
ORCL |
Enterprise Softwar ... |
857,900 |
$13,803,611 |
$-3,757,602 |
-21.39 % |
No Change |
- |
- |
- |
| Pmc - Sierra Inc (PMCS) |
US |
PMCS |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-683,774 |
-100.00 |
$2,461,586 |
| Polycom Inc (PLCM) |
US |
PLCM |
Networking Product ... |
994,400 |
$18,724,552 |
$-4,972,000 |
-20.98 % |
Added More |
179,800 |
22.07 |
$-899,000 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
575,454 |
$19,317,991 |
$-7,463,638 |
-27.86 % |
Added More |
248,700 |
76.11 |
$-3,225,639 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
128,800 |
$5,470,136 |
$-7,091,728 |
-56.45 % |
No Change |
- |
- |
- |
| Riverbed Technology Inc (RVBD) |
US |
RVBD |
Computers-Integrat ... |
None |
- |
- |
- % |
Sold All |
-111,600 |
-100.00 |
$363,816 |
| Salesforcecom Inc (CRM) |
US |
CRM |
Applications Softw ... |
138,100 |
$3,952,422 |
$-3,234,302 |
-45.00 % |
No Change |
- |
- |
- |
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
150,600 |
$1,204,800 |
$-2,051,172 |
-62.99 % |
New Holding |
150,600 |
100.00 |
$-2,051,172 |
| Seagate Technology (STX) |
US |
STX |
Computers-Memory D ... |
290,300 |
$1,222,163 |
$-2,397,878 |
-66.23 % |
No Change |
- |
- |
- |
| Sina Corpchina (SINA) |
KY |
SINA |
Web Portals/Isp |
94,000 |
$2,904,600 |
$-612,880 |
-17.42 % |
Sold Some |
-67,300 |
-41.72 |
$438,796 |
| Sonus Networks Inc (SONS) |
US |
SONS |
Telecommunication ... |
1,699,600 |
$2,634,380 |
$-2,396,436 |
-47.63 % |
No Change |
- |
- |
- |
| Sun Microsystems Inc (JAVA) |
US |
JAVA |
Computers |
None |
- |
- |
- % |
Sold All |
-521,925 |
-100.00 |
$2,500,021 |
| Symantec Corp (SYMC) |
US |
SYMC |
Internet Security |
427,400 |
$5,141,622 |
$-3,261,062 |
-38.80 % |
Sold Some |
-335,000 |
-43.94 |
$2,556,050 |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
196,500 |
$4,317,105 |
$-1,652,565 |
-27.68 % |
New Holding |
196,500 |
100.00 |
$-1,652,565 |
| Texas Instruments Inc (TXN) |
US |
TXN |
Electronic Compo-S ... |
207,200 |
$3,226,104 |
$-1,475,264 |
-31.37 % |
No Change |
- |
- |
- |
| Thq Inc (THQI) |
US |
THQI |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-196,600 |
-100.00 |
$1,505,956 |
| Varian Semiconductor Equipment As ... (VSEA) |
US |
VSEA |
Semiconductor Equi ... |
138,400 |
$2,546,560 |
$-1,193,008 |
-31.90 % |
No Change |
- |
- |
- |
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
1,052,700 |
$12,116,577 |
$-8,095,263 |
-40.05 % |
No Change |
- |
- |
- |