| Advanced Analog Technology Inc (3438.TW) |
TW |
3438.TW |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-508,000 |
-100.00 |
|
| Advanced Micro Devices Inc (AMD) |
US |
AMD |
Electronic Compo-S ... |
1,100,000 |
$6,083,000 |
$-539,000 |
-8.13 % |
Sold Some |
-2,900,000 |
-72.50 |
$1,421,000 |
| Altera Corp (ALTR) |
US |
ALTR |
Electronic Compo-S ... |
1,600,000 |
$31,568,000 |
$-2,320,000 |
-6.84 % |
Sold Some |
-150,000 |
-8.57 |
$217,500 |
| Anpec Electronics Corporation (6138.TW) |
TW |
6138.TW |
Tools-Hand Held |
None |
- |
- |
- % |
Sold All |
-523,580 |
-100.00 |
|
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
None |
- |
- |
- % |
Sold All |
-70,000 |
-100.00 |
$-315,000 |
| Applied Matls Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
4,900,000 |
$92,316,000 |
$-784,000 |
-0.84 % |
Added More |
1,400,000 |
40.00 |
$-224,000 |
| Arrow Electrs Inc (ARW) |
US |
ARW |
Electronic Parts D ... |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
$-310,500 |
| Asml Holding N V (ASML) |
US |
ASML |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
$1,307,500 |
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
177,939 |
$5,804,370 |
$1,044,502 |
21.94 % |
Added More |
53,200 |
42.64 |
$312,284 |
| Atmel Corp (ATML) |
US |
ATML |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-1,000,000 |
-100.00 |
$180,000 |
| Benchmark Electrs Inc (BHE) |
US |
BHE |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-16,171 |
-100.00 |
$15,686 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
2,294,200 |
$65,889,424 |
$5,047,240 |
8.29 % |
Sold Some |
-900,000 |
-28.17 |
$-1,980,000 |
| Cavium Networks Inc (DQD.BE) |
US |
DQD.BE |
Electronic Compo-S ... |
354,311 |
$7,008,272 |
$-131,095 |
-1.83 % |
Added More |
140,396 |
65.63 |
$-51,947 |
| Ceva Inc (PVJA.BE) |
US |
PVJA.BE |
Electronic Compo-S ... |
121,200 |
$938,088 |
$-156,348 |
-14.28 % |
New Holding |
121,200 |
100.00 |
$-156,348 |
| Cisco Sys Inc (CSCO) |
US |
CSCO |
Networking Product ... |
500,000 |
$11,440,000 |
$-1,315,000 |
-10.30 % |
Added More |
200,000 |
66.66 |
$-526,000 |
| Cymer Inc (CYMI) |
US |
CYMI |
Lasers-Syst/Compon ... |
200,000 |
$5,436,000 |
$8,000 |
0.14 % |
New Holding |
200,000 |
100.00 |
$8,000 |
| Cyntec Co Ltd (2452.TW) |
TW |
2452.TW |
- |
None |
- |
- |
- % |
Sold All |
-1,649,143 |
-100.00 |
$247,371 |
| Cypress Semiconductor Corp (CY) |
US |
CY |
Semicon Compo-Intg ... |
130,500 |
$2,983,230 |
$-660,330 |
-18.12 % |
New Holding |
130,500 |
100.00 |
$-660,330 |
| Diodes Inc (DIOD) |
US |
DIOD |
Electronic Compo-S ... |
300,000 |
$7,500,000 |
$-708,000 |
-8.62 % |
Sold Some |
-250,000 |
-45.45 |
$590,000 |
| Emc Corp (EMC) |
US |
EMC |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-300,000 |
-100.00 |
$699,000 |
| Epistar Corporation (2448.TW) |
TW |
2448.TW |
- |
1,999,593 |
$3,779,231 |
$-1,679,658 |
-30.76 % |
Added More |
1,049,000 |
110.35 |
$-881,160 |
| Evergreen Solar Inc (ESLR) |
US |
ESLR |
Energy-Alternate S ... |
300,000 |
$2,673,000 |
$141,000 |
5.56 % |
Sold Some |
-600,000 |
-66.66 |
$-282,000 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
70,000 |
$18,340,000 |
$-1,604,400 |
-8.04 % |
Added More |
20,000 |
40.00 |
$-458,400 |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
800,000 |
$15,072,000 |
$-984,000 |
-6.12 % |
Added More |
463,288 |
137.59 |
$-569,844 |
| Foxconn International Holdingslim ... (FXCNF.PK) |
KY |
FXCNF.PK |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-5,000,000 |
-100.00 |
$3,800,000 |
| Garmin Ltd (GRMN) |
KY |
GRMN |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-6,500 |
-100.00 |
$15,210 |
| Global Mixed Mode Technology Inc (8081.TW) |
TW |
8081.TW |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-800,000 |
-100.00 |
|
| Global Unichip Corp (3443.TW) |
TW |
3443.TW |
- |
400,000 |
$3,088,000 |
$-152,000 |
-4.69 % |
No Change |
- |
- |
- |
| Greatek Electronics Inc (2441.TW) |
TW |
2441.TW |
- |
2,479,040 |
$2,875,686 |
$-371,856 |
-11.45 % |
Sold Some |
-2,700,000 |
-52.13 |
$405,000 |
| Harris And Harris Group Inc (TINY) |
US |
TINY |
Investment Compani ... |
691,460 |
$3,948,237 |
$-1,590,358 |
-28.71 % |
Sold Some |
-4,495 |
-0.64 |
$10,339 |
| Hewlett Packard Co (HPQ) |
US |
HPQ |
Computers |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
$658,500 |
| Hittite Microwave Corp (HITT) |
US |
HITT |
Semicon Compo-Intg ... |
302,900 |
$10,268,310 |
$-2,244,489 |
-17.93 % |
Sold Some |
-29,600 |
-8.90 |
$219,336 |
| Ibiden Co Ltd (IBIDF.PK) |
JP |
IBIDF.PK |
Circuit Boards |
18,200 |
$789,880 |
$11,830 |
1.52 % |
New Holding |
18,200 |
100.00 |
$11,830 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
11,730,600 |
$245,404,152 |
$-19,942,020 |
-7.51 % |
Sold Some |
-2,652,400 |
-18.44 |
$4,509,080 |
| Intersil Corp (ISIL) |
US |
ISIL |
Electronic Compo-S ... |
602,300 |
$14,497,361 |
$-1,758,716 |
-10.81 % |
Sold Some |
-50,000 |
-7.66 |
$146,000 |
| Ja Solar Hldgs Co Ltd (JASO) |
US |
JASO |
Energy-Alternate S ... |
300,000 |
$4,644,000 |
$-2,304,000 |
-33.16 % |
New Holding |
300,000 |
100.00 |
$-2,304,000 |
| Jumptv Inc (KC5.BE) |
CA |
KC5.BE |
Cable Tv |
1,431,300 |
$916,032 |
$0 |
0.00 % |
No Change |
- |
- |
- |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
$603,000 |
| Lam Resh Corp (LRCX) |
US |
LRCX |
Semiconductor Equi ... |
600,000 |
$21,042,000 |
$-3,894,000 |
-15.61 % |
New Holding |
600,000 |
100.00 |
$-3,894,000 |
| Linear Technology Corp (LLTC) |
US |
LLTC |
Semicon Compo-Intg ... |
98,100 |
$3,201,003 |
$-234,459 |
-6.82 % |
Sold Some |
-300,000 |
-75.35 |
$717,000 |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
4,356,300 |
$73,142,277 |
$16,336,125 |
28.75 % |
Sold Some |
-850,000 |
-16.32 |
$-3,187,500 |
| Maxim Integrated Prods Inc (MXIM) |
US |
MXIM |
Semicon Compo-Intg ... |
600,000 |
|
|
% |
Sold Some |
-500,000 |
-45.45 |
|
| Memc Electronic Materials Spa (WFR) |
IT |
WFR |
Electronic Compo-S ... |
614,500 |
$33,797,500 |
$-8,848,800 |
-20.74 % |
Added More |
275,000 |
81.00 |
$-3,960,000 |
| Microchip Technology Inc (MCHP) |
US |
MCHP |
Electronic Compo-S ... |
895,800 |
$26,712,756 |
$-6,324,348 |
-19.14 % |
Added More |
350,000 |
64.12 |
$-2,471,000 |
| Micron Technology Inc (MU) |
US |
MU |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-114,700 |
-100.00 |
$268,398 |
| Mindspeed Technologies Inc (MSPD) |
US |
MSPD |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-2,000,000 |
-100.00 |
$-540,000 |
| Motech Industries Inc (DLT1.BE) |
TW |
DLT1.BE |
Energy-Alternate S ... |
877,427 |
$6,668,445 |
$-157,937 |
-2.31 % |
No Change |
- |
- |
- |
| Murata Manufacturing Company Ltd (MRAAF.PK) |
JP |
MRAAF.PK |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-45,900 |
-100.00 |
$103,275 |
| Nan Ya Printed Circuit Board Corp ... (8046.TW) |
TW |
8046.TW |
- |
None |
- |
- |
- % |
Sold All |
-615,861 |
-100.00 |
$387,992 |
| Nanophase Technologies Corp (NANX) |
US |
NANX |
Advanced Materials ... |
None |
- |
- |
- % |
Sold All |
-2,067,471 |
-100.00 |
$1,881,399 |
| National Semiconductor Corp (NSM) |
US |
NSM |
Electronic Compo-S ... |
900,000 |
$18,504,000 |
$-387,000 |
-2.04 % |
Sold Some |
-1,100,000 |
-55.00 |
$473,000 |
| Neo Neon Holdings Limited (NNHLF.PK) |
KY |
NNHLF.PK |
Lighting Products& ... |
None |
- |
- |
- % |
Sold All |
-4,000,000 |
-100.00 |
$800,000 |
| Netdragon Websoft Inc (3ND.BE) |
KY |
3ND.BE |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-132,000 |
-100.00 |
$5,280 |
| Ngk Insulators Ltd (NGKIF.PK) |
JP |
NGKIF.PK |
Electronic Compo-M ... |
43,000 |
$920,200 |
$126,850 |
15.98 % |
New Holding |
43,000 |
100.00 |
$126,850 |
| Nidec Corp (NJ) |
US |
NJ |
Electronic Compo-M ... |
73,400 |
$1,208,164 |
$-141,662 |
-10.49 % |
No Change |
- |
- |
- |
| Nintendo Co Ltd (NTDOF.PK) |
JP |
NTDOF.PK |
Toys |
40,000 |
$22,560,000 |
$120,000 |
0.53 % |
Added More |
10,000 |
33.33 |
$30,000 |
| Nitto Denko Corp (NDEKF.PK) |
US |
NDEKF.PK |
Chemicals-Diversif ... |
44,400 |
$1,720,500 |
$-93,240 |
-5.14 % |
Sold Some |
-54,100 |
-54.92 |
$113,610 |
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
545,350 |
$6,560,561 |
$-4,455,510 |
-40.44 % |
Sold Some |
-550,002 |
-50.21 |
$4,493,516 |
| On Semiconductor Corp (ONNN) |
US |
ONNN |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-592,000 |
-100.00 |
$-976,800 |
| Opera Software Asa (OS3.BE) |
NO |
OS3.BE |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-135,000 |
-100.00 |
$-218,700 |
| Phoenix Precision Technology Corp ... (2446.TW) |
TW |
2446.TW |
- |
None |
- |
- |
- % |
Sold All |
-3,000,000 |
-100.00 |
$750,000 |
| Pmc Sierra Inc (PMCS) |
US |
PMCS |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-300,000 |
-100.00 |
$171,000 |
| Powertech Technology Inc (PWT.IL) |
US |
PWT.IL |
S&L/Thrifts-Centra ... |
214,000 |
$1,572,900 |
$-96,300 |
-5.76 % |
No Change |
- |
- |
- |
| Q Cells Ag (QCLSF.PK) |
DE |
QCLSF.PK |
Energy-Alternate S ... |
None |
- |
- |
- % |
Sold All |
-60,000 |
-100.00 |
$1,506,000 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
300,000 |
$14,265,000 |
$1,137,000 |
8.66 % |
Added More |
50,000 |
20.00 |
$189,500 |
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
None |
- |
- |
- % |
Sold All |
-70,000 |
-100.00 |
$297,500 |
| Rexcapital Financial Holdingsltd (RXCPF.PK) |
BM |
RXCPF.PK |
Finance-Invest Bnk ... |
None |
- |
- |
- % |
Sold All |
-38,725,000 |
-100.00 |
$387,250 |
| Richtek Technology Corporation (RHTKF.PK) |
TW |
RHTKF.PK |
Semicon Compo-Intg ... |
1,100,500 |
$17,718,050 |
$0 |
0.00 % |
No Change |
- |
- |
- |
| Samsung Electronics Co Ltd (SSNKF.PK) |
KR |
SSNKF.PK |
Electronic Compo-S ... |
16,000 |
$2,464,480 |
$0 |
0.00 % |
New Holding |
16,000 |
100.00 |
$0 |
| Silicon Laboratories Inc (SLAB) |
US |
SLAB |
Electronic Compo-S ... |
300,000 |
$10,368,000 |
$-207,000 |
-1.95 % |
No Change |
- |
- |
- |
| Solarworld Ag (SRWRF.PK) |
DE |
SRWRF.PK |
Energy-Alternate S ... |
175,000 |
$7,778,750 |
$-2,371,250 |
-23.36 % |
Added More |
25,000 |
16.66 |
$-338,750 |
| Stec Inc (STEC.DE) |
US |
STEC.DE |
- |
542,674 |
$3,820,425 |
$27,134 |
0.71 % |
Added More |
42,674 |
8.53 |
$2,134 |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
260,823 |
$11,139,750 |
$2,420,437 |
27.75 % |
New Holding |
260,823 |
100.00 |
$2,420,437 |
| Tessera Technologies Inc (TSRA) |
US |
TSRA |
Semiconductor Equi ... |
300,000 |
$4,923,000 |
$-1,239,000 |
-20.10 % |
Sold Some |
-200,000 |
-40.00 |
$826,000 |
| Texas Instrs Inc (TXN) |
US |
TXN |
Electronic Compo-S ... |
2,887,700 |
$79,758,274 |
$-5,890,908 |
-6.87 % |
Added More |
200,000 |
7.44 |
$-408,000 |
| Tokuyama Corporation (TKYMF.PK) |
JP |
TKYMF.PK |
Chemicals-Diversif ... |
None |
- |
- |
- % |
Sold All |
-344,000 |
-100.00 |
$860,000 |
| Topco Scientific Co Ltd (5434.TW) |
TW |
5434.TW |
- |
1,348,200 |
$1,887,480 |
$-431,424 |
-18.60 % |
No Change |
- |
- |
- |
| Triquint Semiconductor Inc (TQNT) |
US |
TQNT |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-900,000 |
-100.00 |
$810,000 |
| Universal Display Corp (PANL) |
US |
PANL |
Lighting Products& ... |
60,000 |
$709,800 |
$-195,600 |
-21.60 % |
New Holding |
60,000 |
100.00 |
$-195,600 |
| Vmware Inc (VMW) |
US |
VMW |
Software Tools |
None |
- |
- |
- % |
Sold All |
-5,200 |
-100.00 |
$146,900 |
| Vodone Ltd (VODOF.PK) |
BM |
VODOF.PK |
Therapeutics |
1,766,000 |
$105,960 |
$-35,320 |
-25.00 % |
No Change |
- |
- |
- |
| Volterra Semiconductor Corp (VLTR) |
US |
VLTR |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-450,043 |
-100.00 |
$-243,023 |
| Wacker Chemie (WKCMF.PK) |
CH |
WKCMF.PK |
Chemicals-Diversif ... |
14,200 |
$2,641,058 |
$-617,842 |
-18.95 % |
Sold Some |
-23,900 |
-62.72 |
$1,039,889 |
| Wolfson Microelectronics (WLFMF.PK) |
GB |
WLFMF.PK |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-886,832 |
-100.00 |
$0 |
| Xilinx Inc (XLNX) |
US |
XLNX |
Electronic Compo-S ... |
1,700,000 |
$40,613,000 |
$-1,989,000 |
-4.66 % |
Added More |
200,000 |
13.33 |
$-234,000 |