| Adtran Inc (ADTN) |
US |
ADTN |
Telecommunication ... |
101,900 |
$1,446,980 |
$-101,900 |
-6.57 % |
Sold Some |
-20,000 |
-16.40 |
$20,000 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
560,000 |
$51,895,200 |
$-8,355,200 |
-13.86 % |
Sold Some |
-72,600 |
-11.47 |
$1,083,192 |
| Applied Materials Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-171,500 |
-100.00 |
$571,095 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
63,100 |
$966,061 |
$-111,687 |
-10.36 % |
Sold Some |
-109,200 |
-63.37 |
$193,284 |
| Brocade Communications Systems In ... (BRCD) |
US |
BRCD |
Computers-Integrat ... |
None |
- |
- |
- % |
Sold All |
-155,000 |
-100.00 |
$85,250 |
| Chi Mei Optoelectronics Corp (3009.TW) |
TW |
3009.TW |
- |
None |
- |
- |
- % |
Sold All |
-1,540,000 |
-100.00 |
$123,200 |
| Cisco Systems Inc (CSCO) |
US |
CSCO |
Networking Product ... |
77,900 |
$1,288,466 |
$-95,817 |
-6.92 % |
Sold Some |
-61,300 |
-44.03 |
$75,399 |
| Citrix Systems Inc (CTXS) |
US |
CTXS |
Applications Softw ... |
57,800 |
$1,540,948 |
$51,442 |
3.45 % |
Sold Some |
-11,300 |
-16.35 |
$-10,057 |
| Dell Inc (DELL) |
US |
DELL |
Computers |
866,878 |
$9,683,027 |
$-892,884 |
-8.44 % |
Sold Some |
-15,200 |
-1.72 |
$15,656 |
| Dynapack International Technology ... (3211.TWO) |
TW |
3211.TWO |
Batteries/Battery ... |
None |
- |
- |
- % |
Sold All |
-447,000 |
-100.00 |
|
| Electronic Arts Inc (ERTS) |
US |
ERTS |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-70,800 |
-100.00 |
$263,376 |
| Electronic Data Systems Corp (EDS) |
US |
EDS |
Computer Services |
None |
- |
- |
- % |
Sold All |
-152,700 |
-100.00 |
$0 |
| Electronics For Imaging Inc (EFII) |
US |
EFII |
Computers-Peripher ... |
60,100 |
$587,177 |
$-49,883 |
-7.83 % |
No Change |
- |
- |
- |
| Emc Corpmassachusetts (EMC) |
US |
EMC |
Computers-Memory D ... |
1,242,078 |
$13,128,764 |
$-1,502,914 |
-10.27 % |
Added More |
238,700 |
23.78 |
$-288,827 |
| Emulex Corp (ELX) |
US |
ELX |
Semicon Compo-Intg ... |
122,000 |
$869,860 |
$-289,140 |
-24.94 % |
Sold Some |
-24,000 |
-16.43 |
$56,880 |
| Gamestop Corp (GME) |
US |
GME |
Retail-Computer Eq ... |
31,200 |
$681,720 |
$-172,848 |
-20.22 % |
Sold Some |
-6,100 |
-16.35 |
$33,794 |
| Hewlett-Packard Co (HPQ) |
US |
HPQ |
Computers |
2,055,800 |
$72,528,624 |
$-6,167,400 |
-7.83 % |
Sold Some |
-158,700 |
-7.16 |
$476,100 |
| Hutchinson Technology Inc (HTCH) |
US |
HTCH |
Computers-Memory D ... |
116,800 |
$327,040 |
$-471,872 |
-59.06 % |
Sold Some |
-22,900 |
-16.39 |
$92,516 |
| Informatica Corp (INFA) |
RO |
INFA |
Enterprise Softwar ... |
86,100 |
$1,195,068 |
$-14,637 |
-1.20 % |
Sold Some |
-16,900 |
-16.40 |
$2,873 |
| Intermec Inc (IN) |
US |
IN |
Industrial Automat ... |
83,700 |
$1,111,536 |
$25,947 |
2.39 % |
Added More |
31,200 |
59.42 |
$9,672 |
| International Business Machines C ... (IBM) |
US |
IBM |
Computers |
None |
- |
- |
- % |
Sold All |
-183,550 |
-100.00 |
$2,086,964 |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
84,300 |
$1,465,134 |
$-114,648 |
-7.25 % |
Sold Some |
-139,600 |
-62.34 |
$189,856 |
| Lexmark International Inc (LXK) |
US |
LXK |
Computers-Peripher ... |
None |
- |
- |
- % |
Sold All |
-52,700 |
-100.00 |
$-18,445 |
| Mcafee Inc (MFE) |
US |
MFE |
Internet Security |
55,200 |
$1,674,216 |
$-122,544 |
-6.82 % |
Sold Some |
-10,800 |
-16.36 |
$23,976 |
| Micron Technology Inc (MU) |
US |
MU |
Electronic Compo-S ... |
328,300 |
$899,542 |
$-646,751 |
-41.82 % |
Sold Some |
-1,245,400 |
-79.13 |
$2,453,438 |
| Ncr Corp (NCR) |
US |
NCR |
Computers-Integrat ... |
99,300 |
$1,507,374 |
$-307,830 |
-16.95 % |
No Change |
- |
- |
- |
| Netapp Inc (NTAP) |
US |
NTAP |
Computers-Memory D ... |
209,500 |
$2,828,250 |
$-6,285 |
-0.22 % |
Sold Some |
-109,000 |
-34.22 |
$3,270 |
| Nortel Networks Corp (NT) |
US |
NT |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-24,246 |
-100.00 |
$16,487 |
| Nuance Communications Inc (NUAN) |
US |
NUAN |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-108,400 |
-100.00 |
$-3,252 |
| Oracle Corp (ORCL) |
US |
ORCL |
Enterprise Softwar ... |
98,800 |
$1,589,692 |
$-217,360 |
-12.02 % |
Sold Some |
-19,400 |
-16.41 |
$42,680 |
| Pitney Bowes Inc (PBI) |
US |
PBI |
Office Automation ... |
None |
- |
- |
- % |
Sold All |
-56,500 |
-100.00 |
$3,955 |
| Qlogic Corp (QLGC) |
US |
QLGC |
Electronic Compo-S ... |
119,400 |
$1,268,028 |
$-167,160 |
-11.64 % |
Sold Some |
-23,400 |
-16.38 |
$32,760 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
190,600 |
$6,398,442 |
$-893,914 |
-12.25 % |
Added More |
111,300 |
140.35 |
$-521,997 |
| Quantum Corp (QTM) |
US |
QTM |
Computers-Memory D ... |
378,800 |
$45,456 |
$-64,396 |
-58.62 % |
Sold Some |
-74,400 |
-16.41 |
$12,648 |
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
130,100 |
$1,736,835 |
$13,010 |
0.75 % |
Sold Some |
-25,500 |
-16.38 |
$-2,550 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
6,100 |
$259,067 |
$-48,556 |
-15.78 % |
New Holding |
6,100 |
100.00 |
$-48,556 |
| Samsung Electronics Co Ltd (SSNLF.PK) |
KR |
SSNLF.PK |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-6,760 |
-100.00 |
$0 |
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
679,600 |
$5,436,800 |
$-604,844 |
-10.01 % |
Added More |
12,500 |
1.87 |
$-11,125 |
| Seagate Technology (STX) |
US |
STX |
Computers-Memory D ... |
359,600 |
$1,513,916 |
$-920,576 |
-37.81 % |
Added More |
143,600 |
66.48 |
$-367,616 |
| Simplo Technology Co Ltd (6121.TW) |
TW |
6121.TW |
Mach Tools And Rel ... |
877,400 |
|
|
% |
Sold Some |
-76,600 |
-8.02 |
|
| Skyworks Solutions Inc (SWKS) |
US |
SWKS |
Electronic Compo-S ... |
195,000 |
$1,051,050 |
$-339,300 |
-24.40 % |
Sold Some |
-38,300 |
-16.41 |
$66,642 |
| Stratasys Inc (SSYS) |
US |
SSYS |
Computers-Integrat ... |
89,800 |
$1,002,168 |
$-82,616 |
-7.61 % |
New Holding |
89,800 |
100.00 |
$-82,616 |
| Sun Microsystems Inc (JAVA) |
US |
JAVA |
Computers |
414,925 |
$1,315,312 |
$-593,343 |
-31.08 % |
Added More |
201,600 |
94.50 |
$-288,288 |
| Syntel Inc (SYNT) |
US |
SYNT |
Computer Services |
18,162 |
$436,251 |
$-15,438 |
-3.41 % |
Sold Some |
-3,600 |
-16.54 |
$3,060 |
| Teradata Corp (TDC) |
US |
TDC |
Computers-Integrat ... |
116,000 |
$1,557,880 |
$-227,360 |
-12.73 % |
New Holding |
116,000 |
100.00 |
$-227,360 |
| Vmware Inc (VMW) |
US |
VMW |
Software Tools |
None |
- |
- |
- % |
Sold All |
-93,500 |
-100.00 |
$1,089,275 |
| Western Digital Corp (WDC) |
US |
WDC |
Computers-Memory D ... |
86,084 |
$1,050,225 |
$-367,579 |
-25.92 % |
Sold Some |
-163,900 |
-65.56 |
$699,853 |
| Xilinx Inc (XLNX) |
US |
XLNX |
Electronic Compo-S ... |
83,700 |
$1,369,332 |
$-172,422 |
-11.18 % |
Sold Some |
-16,400 |
-16.38 |
$33,784 |