| Activision Blizzard Inc (ATVI) |
US |
ATVI |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-20,633 |
-100.00 |
$-28,886 |
| Adtran Inc (ADTN) |
US |
ADTN |
Telecommunication ... |
15,300 |
$217,260 |
$17,136 |
8.56 % |
New Holding |
15,300 |
100.00 |
$17,136 |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
27,200 |
$333,744 |
$47,600 |
16.63 % |
Added More |
15,000 |
122.95 |
$26,250 |
| Amazoncom Inc (AMZN) |
US |
AMZN |
E-Commerce/Product ... |
9,550 |
$407,785 |
$46,127 |
12.75 % |
New Holding |
9,550 |
100.00 |
$46,127 |
| Analog Devices Inc (ADI) |
US |
ADI |
Semicon Compo-Intg ... |
13,000 |
$222,300 |
$2,340 |
1.06 % |
No Change |
- |
- |
- |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
32,700 |
$3,030,309 |
$329,943 |
12.21 % |
New Holding |
32,700 |
100.00 |
$329,943 |
| Applied Materials Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
31,000 |
$296,980 |
$38,130 |
14.73 % |
No Change |
- |
- |
- |
| Arrow Electronics Inc (ARW) |
US |
ARW |
Electronic Parts D ... |
17,700 |
$244,260 |
$19,293 |
8.57 % |
New Holding |
17,700 |
100.00 |
$19,293 |
| Autodesk Inc (ADSK) |
US |
ADSK |
Computer Aided Des ... |
23,000 |
$381,570 |
$51,060 |
15.44 % |
New Holding |
23,000 |
100.00 |
$51,060 |
| Automatic Data Processing Inc (ADP) |
US |
ADP |
Commercial Serv-Fi ... |
7,800 |
$320,268 |
$45,318 |
16.48 % |
New Holding |
7,800 |
100.00 |
$45,318 |
| Avnet Inc (AVT) |
US |
AVT |
Electronic Parts D ... |
15,500 |
$220,720 |
$22,320 |
11.25 % |
New Holding |
15,500 |
100.00 |
$22,320 |
| Bmc Software Inc (BMC) |
US |
BMC |
Enterprise Softwar ... |
60,700 |
$1,515,072 |
$94,085 |
6.62 % |
Added More |
200 |
0.33 |
$310 |
| Ca Inc (CA) |
US |
CA |
Enterprise Softwar ... |
17,000 |
$286,280 |
$31,960 |
12.56 % |
Sold Some |
-9,000 |
-34.61 |
$-16,920 |
| Check Point Software Technologies (CHKP) |
IL |
CHKP |
Internet Security |
97,400 |
$2,007,414 |
$93,504 |
4.88 % |
Added More |
8,400 |
9.43 |
$8,064 |
| Chordiant Software Inc (CHRD) |
US |
CHRD |
Internet Infrastr ... |
None |
- |
- |
- % |
Sold All |
-71,000 |
-100.00 |
$-42,600 |
| Ciena Corp (CIEN) |
US |
CIEN |
Telecom Eq Fiber O ... |
30,200 |
$223,480 |
$49,226 |
28.24 % |
New Holding |
30,200 |
100.00 |
$49,226 |
| Cisco Systems Inc (CSCO) |
US |
CSCO |
Networking Product ... |
129,300 |
$2,138,622 |
$177,141 |
9.03 % |
New Holding |
129,300 |
100.00 |
$177,141 |
| Cree Inc (CREE) |
US |
CREE |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-31,500 |
-100.00 |
$-46,620 |
| Dell Inc (DELL) |
US |
DELL |
Computers |
46,000 |
$513,820 |
$86,020 |
20.10 % |
New Holding |
46,000 |
100.00 |
$86,020 |
| Digital River Inc (DRIV) |
US |
DRIV |
E-Marketing/Info |
11,600 |
$245,108 |
$23,084 |
10.39 % |
Sold Some |
-12,500 |
-51.86 |
$-24,875 |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-44,800 |
-100.00 |
$-50,176 |
| Electronics For Imaging Inc (EFII) |
US |
EFII |
Computers-Peripher ... |
37,000 |
$361,490 |
$40,330 |
12.55 % |
New Holding |
37,000 |
100.00 |
$40,330 |
| Emc Corpmassachusetts (EMC) |
US |
EMC |
Computers-Memory D ... |
97,900 |
$1,034,803 |
$124,333 |
13.65 % |
New Holding |
97,900 |
100.00 |
$124,333 |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
4,500 |
$204,345 |
$46,215 |
29.22 % |
New Holding |
4,500 |
100.00 |
$46,215 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
1,500 |
$187,260 |
$48,045 |
34.51 % |
New Holding |
1,500 |
100.00 |
$48,045 |
| Gamestop Corp (GME) |
US |
GME |
Retail-Computer Eq ... |
13,500 |
$294,975 |
$52,245 |
21.52 % |
New Holding |
13,500 |
100.00 |
$52,245 |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
5,070 |
$1,485,307 |
$154,787 |
11.63 % |
Added More |
1,170 |
30.00 |
$35,720 |
| Hewlett-Packard Co (HPQ) |
US |
HPQ |
Computers |
80,730 |
$2,848,154 |
$51,667 |
1.84 % |
New Holding |
80,730 |
100.00 |
$51,667 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
69,100 |
$953,580 |
$47,679 |
5.26 % |
Sold Some |
-3,900 |
-5.34 |
$-2,691 |
| Intermap Technologies Corp (ITMSF.PK) |
CA |
ITMSF.PK |
Commercial Service ... |
113,014 |
$139,007 |
$21,473 |
18.26 % |
New Holding |
113,014 |
100.00 |
$21,473 |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
15,000 |
$260,700 |
$37,050 |
16.56 % |
New Holding |
15,000 |
100.00 |
$37,050 |
| Linear Technology Corp (LLTC) |
US |
LLTC |
Semicon Compo-Intg ... |
12,000 |
$239,400 |
$12,600 |
5.55 % |
No Change |
- |
- |
- |
| Logitech International Sa (LOGI) |
DE |
LOGI |
Computers-Peripher ... |
23,000 |
$300,150 |
$11,730 |
4.06 % |
New Holding |
23,000 |
100.00 |
$11,730 |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
124,000 |
$719,200 |
$85,560 |
13.50 % |
Added More |
4,000 |
3.33 |
$2,760 |
| Maxim Integrated Products Inc (MXIM) |
US |
MXIM |
Semicon Compo-Intg ... |
19,000 |
$235,030 |
$15,960 |
7.28 % |
Sold Some |
-3,000 |
-13.63 |
$-2,520 |
| Mcafee Inc (MFE) |
US |
MFE |
Internet Security |
55,000 |
$1,668,150 |
$152,350 |
10.05 % |
Sold Some |
-41,000 |
-42.70 |
$-113,570 |
| Memc Electronic Materials Inc (WFR) |
IT |
WFR |
Electronic Compo-S ... |
10,700 |
$160,714 |
$38,734 |
31.75 % |
Sold Some |
-3,500 |
-24.64 |
$-12,670 |
| Micron Technology Inc (MU) |
US |
MU |
Electronic Compo-S ... |
124,500 |
$341,130 |
$108,315 |
46.52 % |
Added More |
42,500 |
51.82 |
$36,975 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
81,100 |
$1,639,842 |
$43,794 |
2.74 % |
Sold Some |
-66,000 |
-44.86 |
$-35,640 |
| National Semiconductor Corp (NSM) |
US |
NSM |
Electronic Compo-S ... |
18,500 |
$203,500 |
$19,055 |
10.33 % |
No Change |
- |
- |
- |
| Netapp Inc (NTAP) |
US |
NTAP |
Computers-Memory D ... |
112,000 |
$1,512,000 |
$110,880 |
7.91 % |
New Holding |
112,000 |
100.00 |
$110,880 |
| Neustar Inc (NSR) |
US |
NSR |
Telecom Services |
16,200 |
$310,230 |
$15,390 |
5.21 % |
New Holding |
16,200 |
100.00 |
$15,390 |
| Nintendo Co Ltd (NTDOF.PK) |
JP |
NTDOF.PK |
Toys |
750 |
$219,750 |
$9,750 |
4.64 % |
No Change |
- |
- |
- |
| Novell Inc (NOVL) |
US |
NOVL |
Enterprise Softwar ... |
65,000 |
$295,750 |
$46,150 |
18.48 % |
No Change |
- |
- |
- |
| Novellus Systems Inc (NVLS) |
US |
NVLS |
Semiconductor Equi ... |
23,100 |
$286,209 |
$25,641 |
9.84 % |
Sold Some |
-5,000 |
-17.79 |
$-5,550 |
| O2micro International Ltd (OIIM) |
US |
OIIM |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-68,000 |
-100.00 |
$-34,680 |
| Oracle Corp Japan (OCLCF.PK) |
JP |
OCLCF.PK |
Enterprise Softwar ... |
107,125 |
$4,820,625 |
$0 |
0.00 % |
Sold Some |
-49,000 |
-31.38 |
$0 |
| Pericom Semiconductor Corp (PSEM) |
US |
PSEM |
Semicon Compo-Intg ... |
28,000 |
$151,480 |
$-1,680 |
-1.09 % |
Sold Some |
-7,000 |
-20.00 |
$420 |
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-32,100 |
-100.00 |
$-28,569 |
| Red Hat Inc (RHT) |
US |
RHT |
Applications Softw ... |
29,500 |
$272,875 |
$20,355 |
8.06 % |
Sold Some |
-2,000 |
-6.34 |
$-1,380 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
18,900 |
$802,683 |
$-44,037 |
-5.20 % |
New Holding |
18,900 |
100.00 |
$-44,037 |
| Rogers Corp (ROG) |
US |
ROG |
Electronic Compo-M ... |
9,500 |
$267,900 |
$36,385 |
15.71 % |
New Holding |
9,500 |
100.00 |
$36,385 |
| Salesforcecom Inc (CRM) |
US |
CRM |
Applications Softw ... |
6,400 |
$183,168 |
$40,320 |
28.22 % |
Sold Some |
-2,700 |
-29.67 |
$-17,010 |
| Seagate Technology (STX) |
US |
STX |
Computers-Memory D ... |
135,700 |
$571,297 |
$-25,783 |
-4.31 % |
New Holding |
135,700 |
100.00 |
$-25,783 |
| Semtech Corp (SMTC) |
US |
SMTC |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-24,500 |
-100.00 |
$-33,565 |
| Sina Corpchina (SINA) |
KY |
SINA |
Web Portals/Isp |
15,500 |
$478,950 |
$111,755 |
30.43 % |
Added More |
7,000 |
82.35 |
$50,470 |
| Sourceforge Inc (LNUX) |
US |
LNUX |
Applications Softw ... |
127,100 |
$85,157 |
$2,542 |
3.07 % |
Sold Some |
-7,940 |
-5.87 |
$-159 |
| Successfactors Inc (SFSF) |
US |
SFSF |
Human Resources |
None |
- |
- |
- % |
Sold All |
-39,000 |
-100.00 |
$-47,190 |
| Symantec Corp (SYMC) |
US |
SYMC |
Internet Security |
132,000 |
$1,587,960 |
$142,560 |
9.86 % |
Sold Some |
-4,900 |
-3.57 |
$-5,292 |
| Synopsys Inc (SNPS) |
US |
SNPS |
Electronic Design ... |
136,800 |
$2,192,904 |
$116,280 |
5.59 % |
Added More |
17,800 |
14.95 |
$15,130 |
| Tencent Holdings Ltd (TCEHF.PK) |
KY |
TCEHF.PK |
Internet Applic Sf ... |
None |
- |
- |
- % |
Sold All |
-53,000 |
-100.00 |
$-7,950 |
| Trident Microsystems Inc (TRID) |
US |
TRID |
Computer Graphics |
126,000 |
$211,680 |
$35,280 |
20.00 % |
Added More |
48,000 |
61.53 |
$13,440 |
| Unisys Corp (UIS) |
US |
UIS |
Computer Services |
135,000 |
$90,450 |
$24,300 |
36.73 % |
Added More |
35,000 |
35.00 |
$6,300 |
| Vishay Intertechnology Inc (VSH) |
US |
VSH |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-103,600 |
-100.00 |
$-59,052 |
| Wireless Ronin Technologies Inc (RNIN) |
US |
RNIN |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-42,000 |
-100.00 |
$4,200 |
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
37,000 |
$425,870 |
$78,440 |
22.57 % |
Sold Some |
-9,800 |
-20.94 |
$-20,776 |