| 3com Corp (COMS) |
US |
COMS |
Networking Product ... |
196,500 |
|
|
% |
No Change |
- |
- |
- |
| Actel Corp (ACTL) |
US |
ACTL |
Electronic Compo-S ... |
90,700 |
|
|
% |
New Holding |
90,700 |
100.00 |
|
| Adtran Inc (ADTN) |
US |
ADTN |
Telecommunication ... |
294,900 |
|
|
% |
No Change |
- |
- |
- |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
None |
- |
- |
- % |
Sold All |
-866,800 |
-100.00 |
|
| American Reprographics Co (BK1.BE) |
US |
BK1.BE |
Applications Softw ... |
159,059 |
|
|
% |
No Change |
- |
- |
- |
| Anadigics Inc (ANAD) |
US |
ANAD |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-20,000 |
-100.00 |
|
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
None |
- |
- |
- % |
Sold All |
-167,700 |
-100.00 |
|
| Ariad Pharmaceuticals Inc (ARIA) |
US |
ARIA |
Medical-Biomedical ... |
851,607 |
|
|
% |
Sold Some |
-754,719 |
-46.98 |
|
| Aruba Networks Inc (ARUN) |
US |
ARUN |
Wireless Equipment |
3,658,184 |
|
|
% |
Added More |
1,704,024 |
87.19 |
|
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
244,000 |
|
|
% |
New Holding |
244,000 |
100.00 |
|
| Axcelis Technologies Inc (ACLS) |
US |
ACLS |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-163,568 |
-100.00 |
|
| Bea Sys Inc (BEAS) |
US |
BEAS |
Enterprise Softwar ... |
2,869,099 |
|
|
% |
Added More |
741,274 |
34.83 |
|
| Beijing Med Pharm Corp (BJGP) |
US |
BJGP |
Distribution/Whole ... |
None |
- |
- |
- % |
Sold All |
-4,415,578 |
-100.00 |
|
| Bladelogic Inc (EFL.BE) |
US |
EFL.BE |
Data Processing/Mg ... |
582,484 |
|
|
% |
Added More |
226,134 |
63.45 |
|
| Bmc Software Inc (BMC) |
US |
BMC |
Enterprise Softwar ... |
163,500 |
|
|
% |
New Holding |
163,500 |
100.00 |
|
| Borland Software Corp (BORL) |
US |
BORL |
Software Tools |
1,747,419 |
|
|
% |
No Change |
- |
- |
- |
| Bridge Cap Hldgs (BBNK) |
US |
BBNK |
Commer Banks-Weste ... |
90,876 |
|
|
% |
No Change |
- |
- |
- |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
10,280,976 |
|
|
% |
Added More |
860,250 |
9.13 |
|
| Captaris Inc (CAPA) |
US |
CAPA |
Communications Sof ... |
28,622 |
|
|
% |
New Holding |
28,622 |
100.00 |
|
| Carrier Access Corp (CACS) |
US |
CACS |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-436,049 |
-100.00 |
|
| Chesapeake Energy Corp (CHK) |
US |
CHK |
Oil Comp-Explor&Pr ... |
150,000 |
|
|
% |
New Holding |
150,000 |
100.00 |
|
| China Grentech Corp Ltd (C9O1.BE) |
US |
C9O1.BE |
Wireless Equipment |
289,200 |
|
|
% |
No Change |
- |
- |
- |
| Ciena Corp (CIEN) |
US |
CIEN |
Telecom Eq Fiber O ... |
936,500 |
|
|
% |
Added More |
844,383 |
916.64 |
|
| Cogent Inc (COGT) |
US |
COGT |
Identification Sys ... |
None |
- |
- |
- % |
Sold All |
-225,700 |
-100.00 |
|
| Collective Brands Inc (PYL.BE) |
US |
PYL.BE |
Retail-Apparel/Sho ... |
1,297,300 |
|
|
% |
New Holding |
1,297,300 |
100.00 |
|
| Commscope Inc (COJ.BE) |
US |
COJ.BE |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-13,968 |
-100.00 |
|
| Conexant Sys Inc (CNXT) |
US |
CNXT |
Electronic Compo-S ... |
250,000 |
|
|
% |
New Holding |
250,000 |
100.00 |
|
| Cypress Semiconductor Corp (CY) |
US |
CY |
Semicon Compo-Intg ... |
25,288 |
|
|
% |
New Holding |
25,288 |
100.00 |
|
| Data Domain Inc (DDUP) |
US |
DDUP |
Computers-Memory D ... |
4,526,972 |
|
|
% |
Added More |
4,418,972 |
4091.64 |
|
| Eagle Test Sys Inc (EGLT) |
US |
EGLT |
Electronic Measur ... |
None |
- |
- |
- % |
Sold All |
-81,700 |
-100.00 |
|
| Echostar Communications Corpnew (DISH) |
US |
DISH |
Television |
None |
- |
- |
- % |
Sold All |
-5,518,598 |
-100.00 |
|
| Elixir Gaming Technologies Inc (EGT) |
US |
EGT |
Casino Services |
3,747,302 |
|
|
% |
Added More |
1,845,403 |
97.02 |
|
| Emc Corp (EMC) |
US |
EMC |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-2,652,113 |
-100.00 |
|
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
222,500 |
|
|
% |
New Holding |
222,500 |
100.00 |
|
| Exar Corp (EXAR) |
US |
EXAR |
Semicon Compo-Intg ... |
3,090,721 |
|
|
% |
Added More |
21,092 |
0.68 |
|
| Finisar Corp (FNSR) |
US |
FNSR |
Telecom Eq Fiber O ... |
1,726,000 |
|
|
% |
New Holding |
1,726,000 |
100.00 |
|
| Gencorp Inc (GY) |
US |
GY |
Aerospace/Defense- ... |
2,366,200 |
|
|
% |
Sold Some |
-39,300 |
-1.63 |
|
| Genesis Microchip Inc (GNSS) |
US |
GNSS |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-790,700 |
-100.00 |
|
| I D Sys Inc (IDY.BE) |
US |
IDY.BE |
Wireless Equipment |
2,203,896 |
|
|
% |
No Change |
- |
- |
- |
| Ikanos Communications (IKAN) |
US |
IKAN |
Electronic Compo-S ... |
679,478 |
|
|
% |
Added More |
55,000 |
8.80 |
|
| Integrated Device Technologyinc (IDTI) |
US |
IDTI |
Semicon Compo-Intg ... |
645,000 |
|
|
% |
New Holding |
645,000 |
100.00 |
|
| Interdigital Inc Pa (IDCC) |
US |
IDCC |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-127,592 |
-100.00 |
|
| International Rectifier Corp (IRF) |
US |
IRF |
Electronic Compo-S ... |
398,100 |
|
|
% |
New Holding |
398,100 |
100.00 |
|
| Ionatron Inc (IOTN) |
US |
IOTN |
Lasers-Syst/Compon ... |
None |
- |
- |
- % |
Sold All |
-8,346,638 |
-100.00 |
|
| Isilon Sys Inc (ISLN) |
US |
ISLN |
Computers-Memory D ... |
4,287,259 |
|
|
% |
Added More |
217,851 |
5.35 |
|
| Ja Solar Hldgs Co Ltd (JASO) |
US |
JASO |
Energy-Alternate S ... |
75,000 |
|
|
% |
New Holding |
75,000 |
100.00 |
|
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
134,000 |
|
|
% |
Added More |
42,200 |
45.96 |
|
| Kratos Defense And Sec Solutions (WF5.BE) |
US |
WF5.BE |
Aerospace/Defense |
463,786 |
|
|
% |
No Change |
- |
- |
- |
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
15,110,655 |
|
|
% |
Added More |
1,368,934 |
9.96 |
|
| Ldk Solar Co Ltd (LDK) |
US |
LDK |
Energy-Alternate S ... |
None |
- |
- |
- % |
Sold All |
-57,600 |
-100.00 |
|
| Looksmart Ltd (LOOK) |
US |
LOOK |
E-Marketing/Info |
None |
- |
- |
- % |
Sold All |
-349,508 |
-100.00 |
|
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
28,265,814 |
|
|
% |
Added More |
9,218,725 |
48.39 |
|
| Micrel Inc (MCRL) |
US |
MCRL |
Semicon Compo-Intg ... |
347,000 |
|
|
% |
New Holding |
347,000 |
100.00 |
|
| Microchip Technology Inc (MCHP) |
US |
MCHP |
Electronic Compo-S ... |
155,400 |
|
|
% |
New Holding |
155,400 |
100.00 |
|
| Microtune Inc (TUNE) |
US |
TUNE |
Electronic Compo-S ... |
306,000 |
|
|
% |
Added More |
103,855 |
51.37 |
|
| Monolithic Pwr Sys Inc (MPWR) |
US |
MPWR |
Electronic Compo-S ... |
1,574,394 |
|
|
% |
Sold Some |
-189,406 |
-10.73 |
|
| Neose Technologies Inc (NTEC) |
US |
NTEC |
Medical-Biomedical ... |
460,500 |
|
|
% |
Sold Some |
-75,197 |
-14.03 |
|
| Ness Technologies Inc (NSTC) |
US |
NSTC |
Computer Services |
669,996 |
|
|
% |
Sold Some |
-209,300 |
-23.80 |
|
| Netapp Inc (NTAP) |
US |
NTAP |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-2,371,300 |
-100.00 |
|
| Netezza Corp (NZ) |
US |
NZ |
Computers-Memory D ... |
50,439 |
|
|
% |
New Holding |
50,439 |
100.00 |
|
| Netlogic Microsystems Inc (NETL) |
US |
NETL |
Electronic Compo-S ... |
263,000 |
|
|
% |
New Holding |
263,000 |
100.00 |
|
| Nokia Corp (NOK) |
US |
NOK |
Wireless Equipment |
1,595,900 |
|
|
% |
Added More |
1,034,500 |
184.27 |
|
| Novellus Sys Inc (NVLS) |
US |
NVLS |
Semiconductor Equi ... |
288,000 |
|
|
% |
New Holding |
288,000 |
100.00 |
|
| Nuance Communications Inc (NUAN) |
US |
NUAN |
Applications Softw ... |
619,000 |
|
|
% |
Sold Some |
-3,085,619 |
-83.29 |
|
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
1,664,100 |
|
|
% |
New Holding |
1,664,100 |
100.00 |
|
| Occam Networks Inc (OCNW) |
US |
OCNW |
Telecommunication ... |
574,162 |
|
|
% |
Added More |
40,000 |
7.48 |
|
| Omnivision Technologies Inc (OVTI) |
US |
OVTI |
Electronic Compo-S ... |
578,500 |
|
|
% |
Sold Some |
-8,055,738 |
-93.29 |
|
| Orange 21 Inc (ORNG) |
US |
ORNG |
- |
49,695 |
|
|
% |
Sold Some |
-4,747 |
-8.71 |
|
| Pdf Solutions Inc (PD9.BE) |
US |
PD9.BE |
Applications Softw ... |
288,029 |
|
|
% |
Added More |
27,800 |
10.68 |
|
| Phoenix Technologies Ltd (PTEC) |
US |
PTEC |
Computer Software |
None |
- |
- |
- % |
Sold All |
-829,685 |
-100.00 |
|
| Photronics Inc (PLAB) |
US |
PLAB |
Semiconductor Equi ... |
100,700 |
|
|
% |
New Holding |
100,700 |
100.00 |
|
| Plx Technology Inc (PLX.BE) |
US |
PLX.BE |
Electronic Compo-S ... |
647,349 |
|
|
% |
Added More |
253,550 |
64.38 |
|
| Pmc Sierra Inc (PMCS) |
US |
PMCS |
Electronic Compo-S ... |
3,618,000 |
|
|
% |
New Holding |
3,618,000 |
100.00 |
|
| Polycom Inc (PLCM) |
US |
PLCM |
Networking Product ... |
None |
- |
- |
- % |
Sold All |
-904,785 |
-100.00 |
|
| Powerwave Technologies Inc (PWAV) |
US |
PWAV |
Wireless Equipment |
18,161,227 |
|
|
% |
Added More |
3,858,804 |
26.98 |
|
| Qlogic Corp (QLGC) |
US |
QLGC |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-489,797 |
-100.00 |
|
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
1,621,000 |
|
|
% |
Sold Some |
-3,043,536 |
-65.24 |
|
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
1,124,322 |
|
|
% |
New Holding |
1,124,322 |
100.00 |
|
| Rackable Sys Inc (RACK) |
US |
RACK |
Computers |
None |
- |
- |
- % |
Sold All |
-405,743 |
-100.00 |
|
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
620,480 |
|
|
% |
New Holding |
620,480 |
100.00 |
|
| Riverbed Technology Inc (RVBD) |
US |
RVBD |
Computers-Integrat ... |
None |
- |
- |
- % |
Sold All |
-275,900 |
-100.00 |
|
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-1,570,140 |
-100.00 |
|
| Satcon Technology Corp (SATC) |
US |
SATC |
Power Conv/Supply ... |
None |
- |
- |
- % |
Sold All |
-104,265 |
-100.00 |
|
| Selectica Inc (SQJ.BE) |
US |
SQJ.BE |
Internet Infrastr ... |
193,507 |
|
|
% |
No Change |
- |
- |
- |
| Semitool Inc (SMTL) |
US |
SMTL |
Semiconductor Equi ... |
3,890,399 |
|
|
% |
Added More |
336,217 |
9.45 |
|
| Sonus Networks Inc (SONS) |
US |
SONS |
Telecommunication ... |
528,000 |
|
|
% |
New Holding |
528,000 |
100.00 |
|
| Spark Networks Inc (LOV) |
US |
LOV |
E-Commerce/Service ... |
12,629 |
|
|
% |
Sold Some |
-54,700 |
-81.24 |
|
| Spectrum Brands Inc (SPC) |
US |
SPC |
Consumer Products- ... |
4,142,700 |
|
|
% |
Sold Some |
-955,995 |
-18.74 |
|
| Sprint Nextel Corp (S) |
US |
S |
Telephone-Integrat ... |
300,000 |
|
|
% |
New Holding |
300,000 |
100.00 |
|
| Stec Inc (STEC.DE) |
US |
STEC.DE |
- |
1,162,384 |
|
|
% |
New Holding |
1,162,384 |
100.00 |
|
| Sunpower Corp (SPWR) |
US |
SPWR |
Energy-Alternate S ... |
215,404 |
|
|
% |
New Holding |
215,404 |
100.00 |
|
| Super Micro Computer Inc (SMCI) |
US |
SMCI |
Computers-Integrat ... |
356,099 |
|
|
% |
Added More |
5,900 |
1.68 |
|
| Synplicity Inc (SYNP) |
US |
SYNP |
Electronic Design ... |
1,262,194 |
|
|
% |
Sold Some |
-30,000 |
-2.32 |
|
| Taser Intl Inc (TASR) |
US |
TASR |
Electronic Secur D ... |
414,705 |
|
|
% |
Sold Some |
-251,600 |
-37.76 |
|
| Telik Inc (TELK) |
US |
TELK |
Medical-Biomedical ... |
216,700 |
|
|
% |
No Change |
- |
- |
- |
| Tellabs Inc (TLAB) |
US |
TLAB |
Telecommunication ... |
1,851,000 |
|
|
% |
Added More |
1,638,300 |
770.23 |
|
| Teradyne Inc (TEY.BE) |
US |
TEY.BE |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-106,500 |
-100.00 |
|
| Tessco Technologies Inc (TT5.BE) |
US |
TT5.BE |
Wireless Equipment |
94,400 |
|
|
% |
Added More |
20,529 |
27.79 |
|
| Triquint Semiconductor Inc (TQNT) |
US |
TQNT |
Semicon Compo-Intg ... |
590,554 |
|
|
% |
New Holding |
590,554 |
100.00 |
|
| Unifi Inc (UFI) |
US |
UFI |
Textile-Apparel |
254,300 |
|
|
% |
No Change |
- |
- |
- |
| Veeco Instrs Inc (VECO) |
US |
VECO |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-45,337 |
-100.00 |
|
| Vignette Corp (VGNA.BE) |
US |
VGNA.BE |
Internet Applic Sf ... |
65,288 |
|
|
% |
No Change |
- |
- |
- |
| Virage Logic Corp (VIRL) |
US |
VIRL |
Electronic Compo-S ... |
4,724,706 |
|
|
% |
No Change |
- |
- |
- |
| Virgin Mobile Usa Inc (DGC.BE) |
US |
DGC.BE |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-794,800 |
-100.00 |
|
| Volterra Semiconductor Corp (VLTR) |
US |
VLTR |
Electronic Compo-S ... |
2,334,659 |
|
|
% |
Added More |
590,195 |
33.83 |
|
| Website Pros Inc (WSPI) |
US |
WSPI |
Web Hosting/Design |
None |
- |
- |
- % |
Sold All |
-503,284 |
-100.00 |
|
| Wpt Enterprises Inc (WPTE) |
US |
WPTE |
Multimedia |
140,170 |
|
|
% |
No Change |
- |
- |
- |
| Xilinx Inc (XLNX) |
US |
XLNX |
Electronic Compo-S ... |
633,000 |
|
|
% |
Added More |
320,500 |
102.56 |
|
| Xinyuan Real Estate Co Ltd (3XRA.MU) |
US |
3XRA.MU |
Bldg-Residential/C ... |
None |
- |
- |
- % |
Sold All |
-406,100 |
-100.00 |
|
| Xyratex Ltd (XRTX) |
BM |
XRTX |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-265,300 |
-100.00 |
|
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-1,917,500 |
-100.00 |
|
| Yingli Green Energy Hldg Co Ltd (YGE) |
US |
YGE |
Energy-Alternate S ... |
978,800 |
|
|
% |
Added More |
321,975 |
49.01 |
|
| Zoran Corp (ZRAN) |
US |
ZRAN |
Electronic Compo-S ... |
109,600 |
|
|
% |
New Holding |
109,600 |
100.00 |
|