| American Tower Corp (AMT) |
US |
AMT |
Wireless Equipment |
1,092,000 |
$44,193,240 |
$-2,839,200 |
-6.03 % |
Added More |
513,600 |
88.79 |
$-1,335,360 |
| Aruba Networks Inc (ARUN) |
US |
ARUN |
Wireless Equipment |
329,076 |
$1,563,111 |
$-411,345 |
-20.83 % |
Sold Some |
-642,708 |
-66.13 |
$803,385 |
| At And T Inc (T) |
US |
T |
Telephone-Integrat ... |
5,887,806 |
$194,062,086 |
$-33,148,348 |
-14.58 % |
Added More |
1,645,802 |
38.79 |
$-9,265,865 |
| Bt Group (BT) |
GB |
BT |
Telephone-Integrat ... |
15,159 |
$645,773 |
$-3,941 |
-0.60 % |
Added More |
5,053 |
50.00 |
$-1,314 |
| Cable And Wireless (CWPUF.PK) |
GB |
CWPUF.PK |
Telecom Services |
56,400 |
$184,428 |
$20,868 |
12.75 % |
Added More |
18,800 |
50.00 |
$6,956 |
| Cbeyond Inc (CBEY) |
US |
CBEY |
Telecom Services |
377,886 |
$6,340,927 |
$-1,303,707 |
-17.05 % |
Added More |
101,562 |
36.75 |
$-350,389 |
| Cincinnati Bell Inc (CIB.BE) |
US |
CIB.BE |
Telephone-Integrat ... |
897,300 |
$3,400,767 |
$-610,164 |
-15.21 % |
Sold Some |
-194,900 |
-17.84 |
$132,532 |
| Clearwire Corporation (CLWR) |
US |
CLWR |
Telecom Services |
229,500 |
$2,570,400 |
$-911,115 |
-26.17 % |
Added More |
180,300 |
366.46 |
$-715,791 |
| Cogent Communications Group Inc (CCOI) |
US |
CCOI |
Internet Connectiv ... |
None |
- |
- |
- % |
Sold All |
-240,816 |
-100.00 |
$1,965,059 |
| Comcast Corp (CCT) |
US |
CCT |
- |
895,200 |
$20,070,384 |
$-1,682,976 |
-7.73 % |
Added More |
892,000 |
27875.00 |
$-1,676,960 |
| Crown Castle Intl Corp (CCI) |
US |
CCI |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-697,600 |
-100.00 |
$1,346,368 |
| Embarq Corp (EQ) |
US |
EQ |
Telecom Services |
135,300 |
$5,993,790 |
$627,792 |
11.69 % |
Sold Some |
-545,100 |
-80.11 |
$-2,529,264 |
| F5 Networks Inc (FFIV) |
US |
FFIV |
Internet Infrastr ... |
4,800 |
$150,960 |
$41,568 |
37.99 % |
Added More |
1,600 |
50.00 |
$13,856 |
| Fairpoint Communications Inc (FRP) |
US |
FRP |
Telecom Services |
222,900 |
$1,669,521 |
$-378,930 |
-18.49 % |
Sold Some |
-10,900 |
-4.66 |
$18,530 |
| Gameloft (GF3.BE) |
FR |
GF3.BE |
Entertainment Soft ... |
2,084,958 |
$9,319,762 |
$-1,876,462 |
-16.75 % |
Sold Some |
-1,465,614 |
-41.27 |
$1,319,053 |
| Global Crossing Ltd (GLBC) |
US |
GLBC |
Telecom Services |
4,060,221 |
$70,566,641 |
$1,745,895 |
2.53 % |
Added More |
3,661,821 |
919.13 |
$1,574,583 |
| Glu Mobile Inc (GLUU) |
US |
GLUU |
Entertainment Soft ... |
624,642 |
$2,461,089 |
$-493,467 |
-16.70 % |
Sold Some |
-26,386 |
-4.05 |
$20,845 |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-180 |
-100.00 |
$709 |
| Infinera Corp (INFN) |
US |
INFN |
Networking Product ... |
214,200 |
$1,989,918 |
$-664,020 |
-25.02 % |
Added More |
160,600 |
299.62 |
$-497,860 |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
168,300 |
$3,928,122 |
$-676,566 |
-14.69 % |
Added More |
134,900 |
403.89 |
$-542,298 |
| Leap Wireless Intl Inc (LEAP) |
US |
LEAP |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-101,228 |
-100.00 |
$1,319,001 |
| Level 3 Communications Inc (LVLT) |
US |
LVLT |
Telephone-Integrat ... |
None |
- |
- |
- % |
Sold All |
-13,473,328 |
-100.00 |
$3,233,599 |
| Liberty Global Inc (LBTYB) |
US |
LBTYB |
Broadcast Serv/Pro ... |
1,200 |
$36,600 |
$-4,812 |
-11.61 % |
Added More |
400 |
50.00 |
$-1,604 |
| Metropcs Communications Inc (PCS) |
US |
PCS |
Cellular Telecom |
179,700 |
$2,862,621 |
$-731,379 |
-20.35 % |
Added More |
134,700 |
299.33 |
$-548,229 |
| Millicom International Cellular S ... (MICC) |
SE |
MICC |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-67,400 |
-100.00 |
$603,230 |
| Mtn Group Ltd (MTNOF.PK) |
US |
MTNOF.PK |
Cellular Telecom |
124,500 |
$1,917,300 |
$-267,675 |
-12.25 % |
New Holding |
124,500 |
100.00 |
$-267,675 |
| Netapp Inc (NTAP) |
US |
NTAP |
Computers-Memory D ... |
2,100 |
$49,455 |
$-1,071 |
-2.11 % |
Added More |
700 |
50.00 |
$-357 |
| Nii Holdings (NIHD) |
US |
NIHD |
Cellular Telecom |
357,900 |
$16,635,192 |
$486,744 |
3.01 % |
Sold Some |
-873,500 |
-70.93 |
$-1,187,960 |
| Ntelos Hldgs Corp (N3R.BE) |
US |
N3R.BE |
Telecom Services |
1,896 |
$47,722 |
$-1,744 |
-3.52 % |
Added More |
632 |
50.00 |
$-581 |
| Paetec Hldg Corp (PAET) |
US |
PAET |
Telecom Services |
None |
- |
- |
- % |
Sold All |
-197,400 |
-100.00 |
$309,918 |
| Polycom Inc (PLCM) |
US |
PLCM |
Networking Product ... |
5,100 |
$119,187 |
$4,743 |
4.14 % |
Added More |
1,700 |
50.00 |
$1,581 |
| Pt Indosat Tbk (PTIFF.PK) |
ID |
PTIFF.PK |
Diversified Minera ... |
5,334,000 |
$1,173,480 |
$586,740 |
100.00 % |
New Holding |
5,334,000 |
100.00 |
$586,740 |
| Redline Communications Group Inc (RDL.L) |
US |
RDL.L |
Recreational Vehic ... |
None |
- |
- |
- % |
Sold All |
-227,000 |
-100.00 |
$-6,723,740 |
| Sandvine Corporation (SNVNF.PK) |
CA |
SNVNF.PK |
Telecommunication ... |
9,600 |
$10,368 |
$-2,784 |
-21.16 % |
Sold Some |
-721,000 |
-98.68 |
$209,090 |
| Savvis Inc (SVVS) |
US |
SVVS |
Telecom Services |
1,073,400 |
$13,159,884 |
$-6,891,228 |
-34.36 % |
Sold Some |
-94,400 |
-8.08 |
$606,048 |
| Sonus Networks Inc (SONS) |
US |
SONS |
Telecommunication ... |
170,400 |
$591,288 |
$-90,312 |
-13.25 % |
Added More |
56,800 |
50.00 |
$-30,104 |
| Sprint Nextel Corp (S) |
US |
S |
Telephone-Integrat ... |
3,183,339 |
$28,522,717 |
$2,801,338 |
10.89 % |
Added More |
2,105,739 |
195.41 |
$1,853,050 |
| Starent Networks Corp (SN6.BE) |
US |
SN6.BE |
Networking Product ... |
2,612,142 |
$30,666,547 |
$-6,086,291 |
-16.56 % |
Added More |
907,714 |
53.25 |
$-2,114,974 |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
900 |
$38,439 |
$8,352 |
27.75 % |
Added More |
300 |
50.00 |
$2,784 |
| Synchronoss Technologies Inc (SNCR) |
US |
SNCR |
Transactional Soft ... |
None |
- |
- |
- % |
Sold All |
-1,169,326 |
-100.00 |
$13,342,010 |
| Syniverse Hldgs Inc (SVR) |
US |
SVR |
Cellular Telecom |
109,404 |
$1,604,957 |
$-149,883 |
-8.54 % |
New Holding |
109,404 |
100.00 |
$-149,883 |
| Telefonica S A (TEFOF.PK) |
US |
TEFOF.PK |
Telephone-Integrat ... |
122,400 |
$3,329,280 |
$-117,504 |
-3.40 % |
Sold Some |
-9,800 |
-7.41 |
$9,408 |
| Telenor Asa (TELNF.PK) |
NO |
TELNF.PK |
Telecom Services |
150,000 |
$2,977,500 |
$45,000 |
1.53 % |
Sold Some |
-6,800 |
-4.33 |
$-2,040 |
| Telephone And Data Sys Inc (TDA) |
US |
TDA |
- |
52,623 |
$1,086,665 |
$-29,469 |
-2.64 % |
Sold Some |
-177 |
-0.33 |
$99 |
| Telkom Sa Ltd (TKG) |
US |
TKG |
Telephone-Integrat ... |
103,500 |
$7,010,055 |
$-30,015 |
-0.42 % |
New Holding |
103,500 |
100.00 |
$-30,015 |
| Time Warner Inc (TWX) |
US |
TWX |
Multimedia |
3,600 |
$51,660 |
$-3,312 |
-6.02 % |
Added More |
1,200 |
50.00 |
$-1,104 |
| Trimble Nav Ltd (TRMB) |
US |
TRMB |
Electronic Measur ... |
26,820 |
$897,129 |
$7,510 |
0.84 % |
Added More |
8,940 |
50.00 |
$2,503 |
| Verizon Communications Inc (VZ) |
US |
VZ |
Telephone-Integrat ... |
2,044,572 |
$72,296,066 |
$-5,827,030 |
-7.45 % |
Added More |
765,724 |
59.87 |
$-2,182,313 |
| Virgin Media Inc (VMEDW) |
US |
VMEDW |
- |
4,200 |
$336 |
$-294 |
-46.66 % |
Sold Some |
-55,000 |
-92.90 |
$3,850 |
| Vtg Ag (VT9.BE) |
DE |
VT9.BE |
Transport-Rail |
270 |
$6,275 |
$-157 |
-2.43 % |
New Holding |
270 |
100.00 |
$-157 |
| Windstream Corp (WIN) |
US |
WIN |
Telephone-Integrat ... |
120,924 |
$1,460,762 |
$31,440 |
2.19 % |
Added More |
908 |
0.75 |
$236 |