| 51job Inc (JOBS) |
US |
JOBS |
Human Resources |
None |
- |
- |
- % |
Sold All |
-26,248 |
-100.00 |
$40,159 |
| Acme Packet Inc (APKT) |
US |
APKT |
Networking Product ... |
None |
- |
- |
- % |
Sold All |
-17,600 |
-100.00 |
$176 |
| Adobe Sys Inc (ADBE) |
US |
ADBE |
Electronic Forms |
209,111 |
$8,554,731 |
$-984,913 |
-10.32 % |
Added More |
5,925 |
2.91 |
$-27,907 |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
233,300 |
$4,528,353 |
$-818,883 |
-15.31 % |
No Change |
- |
- |
- |
| Akeena Solar Inc (X9U.BE) |
US |
X9U.BE |
Energy-Alternate S ... |
None |
- |
- |
- % |
Sold All |
-88,995 |
-100.00 |
$24,919 |
| America Movil S A De C V (AMX) |
US |
AMX |
Cellular Telecom |
61,500 |
$3,051,015 |
$88,560 |
2.98 % |
Added More |
57,800 |
1562.16 |
$83,232 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
None |
- |
- |
- % |
Sold All |
-100,905 |
-100.00 |
$1,669,978 |
| Applied Matls Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
776,625 |
$13,326,885 |
$-1,017,379 |
-7.09 % |
Added More |
16,330 |
2.14 |
$-21,392 |
| Authentec Inc (AUTH) |
US |
AUTH |
Electronic Compo-S ... |
1,438,974 |
$9,195,044 |
$-3,654,994 |
-28.44 % |
Added More |
170,000 |
13.39 |
$-431,800 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
1,065,693 |
$23,796,925 |
$-4,497,224 |
-15.89 % |
Added More |
360,445 |
51.10 |
$-1,521,078 |
| Cavium Networks Inc (DQD.BE) |
US |
DQD.BE |
Electronic Compo-S ... |
29,400 |
$428,064 |
$-106,134 |
-19.86 % |
New Holding |
29,400 |
100.00 |
$-106,134 |
| Chartered Semiconductor Mfgltd (CHRT) |
US |
CHRT |
Electronic Compo-S ... |
1,182,042 |
$3,392,461 |
$-1,217,503 |
-26.41 % |
No Change |
- |
- |
- |
| China Mobile Hong Kong Ltd (CHL) |
US |
CHL |
Cellular Telecom |
188,020 |
$9,963,180 |
$-1,088,636 |
-9.85 % |
Added More |
6,860 |
3.78 |
$-39,719 |
| Cisco Sys Inc (CSCO) |
US |
CSCO |
Networking Product ... |
960,870 |
$21,388,966 |
$-2,152,349 |
-9.14 % |
Added More |
19,105 |
2.02 |
$-42,795 |
| Corning Inc (GLW) |
US |
GLW |
Telecom Eq Fiber O ... |
1,543,024 |
$25,753,071 |
$-7,329,364 |
-22.15 % |
Added More |
23,015 |
1.51 |
$-109,321 |
| Ctrip Com Intl Ltd (CTRP) |
US |
CTRP |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-23,000 |
-100.00 |
$14,030 |
| Cybersource Corp (CYBS) |
US |
CYBS |
Internet Applic Sf ... |
41,814 |
$671,533 |
$-104,535 |
-13.46 % |
No Change |
- |
- |
- |
| Cypress Semiconductor Corp (CY) |
US |
CY |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-903,910 |
-100.00 |
$-2,051,876 |
| Dassault Systemes (DSY1.BE) |
FR |
DSY1.BE |
Computer Aided Des ... |
None |
- |
- |
- % |
Sold All |
-3,900 |
-100.00 |
$24,804 |
| Dell Inc (DELL) |
US |
DELL |
Computers |
15,500 |
$316,355 |
$-76,260 |
-19.42 % |
No Change |
- |
- |
- |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
263,585 |
$6,265,415 |
$-600,974 |
-8.75 % |
Added More |
8,420 |
3.29 |
$-19,198 |
| Echelon Corp (EN6.BE) |
US |
EN6.BE |
Computers-Integrat ... |
497,305 |
$5,972,633 |
$9,946 |
0.16 % |
Added More |
24,100 |
5.09 |
$482 |
| Emc Corp (EMC) |
US |
EMC |
Computers-Memory D ... |
1,298,750 |
$18,234,450 |
$-1,441,613 |
-7.32 % |
Added More |
29,435 |
2.31 |
$-32,673 |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
25,000 |
$1,937,250 |
$0 |
0.00 % |
Added More |
10,000 |
66.66 |
$0 |
| Finisar Corp (FNSR) |
US |
FNSR |
Telecom Eq Fiber O ... |
None |
- |
- |
- % |
Sold All |
-52,000 |
-100.00 |
$8,840 |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
294,594 |
$5,358,665 |
$-500,810 |
-8.54 % |
Sold Some |
-2,800 |
-0.94 |
$4,760 |
| Gmarket Inc (GMKT) |
US |
GMKT |
E-Commerce/Product ... |
22,100 |
$522,444 |
$32,266 |
6.58 % |
No Change |
- |
- |
- |
| Hewlett Packard Co (HPQ) |
US |
HPQ |
Computers |
201,240 |
$9,047,750 |
$-144,893 |
-1.57 % |
Added More |
7,320 |
3.77 |
$-5,270 |
| Igate Corp (IGTE) |
US |
IGTE |
Computer Services |
None |
- |
- |
- % |
Sold All |
-17,989 |
-100.00 |
$899 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
1,083,275 |
$22,326,298 |
$-4,235,605 |
-15.94 % |
Added More |
25,095 |
2.37 |
$-98,121 |
| Internap Network Svcs Corp (INAP) |
US |
INAP |
Internet Connectiv ... |
23,715 |
$72,805 |
$-7,589 |
-9.43 % |
No Change |
- |
- |
- |
| International Business Machines C ... (IBM) |
US |
IBM |
Computers |
7,200 |
$823,176 |
$-78,408 |
-8.69 % |
No Change |
- |
- |
- |
| Intevac Inc (IVAC) |
US |
IVAC |
Machinery-General ... |
796,700 |
$9,528,532 |
$422,251 |
4.63 % |
Sold Some |
-20,400 |
-2.49 |
$-10,812 |
| Irobot Corp (IRBT) |
US |
IRBT |
Industrial Automat ... |
11,800 |
$166,380 |
$-7,906 |
-4.53 % |
No Change |
- |
- |
- |
| Itron Inc (ITRI) |
US |
ITRI |
Electronic Measur ... |
50,565 |
$4,910,367 |
$-152,706 |
-3.01 % |
Sold Some |
-10,000 |
-16.51 |
$30,200 |
| Koninklijke Philips Electrs N V (PHG) |
US |
PHG |
Electronic Compo-M ... |
157,950 |
$4,962,789 |
$-514,917 |
-9.40 % |
Added More |
1,180 |
0.75 |
$-3,847 |
| L 1 Identity Solutions Inc (VT21.BE) |
US |
VT21.BE |
Identification Sys ... |
973,015 |
$15,714,192 |
$583,809 |
3.85 % |
Added More |
32,540 |
3.45 |
$19,524 |
| Lenovo Group Ltd (LNVGY.PK) |
US |
LNVGY.PK |
Computers |
49,300 |
$591,600 |
$-83,810 |
-12.40 % |
Added More |
19,300 |
64.33 |
$-32,810 |
| Live Person Inc (LPSN) |
US |
LPSN |
Computer Services |
140,000 |
$453,600 |
$43,400 |
10.58 % |
Sold Some |
-62,400 |
-30.83 |
$-19,344 |
| Metalico Inc (MT5.BE) |
US |
MT5.BE |
Recycling |
11,500 |
$119,370 |
$-27,370 |
-18.65 % |
New Holding |
11,500 |
100.00 |
$-27,370 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
416,701 |
$10,688,381 |
$-1,029,251 |
-8.78 % |
Added More |
12,170 |
3.00 |
$-30,060 |
| Microtune Inc (TUNE) |
US |
TUNE |
Electronic Compo-S ... |
18,600 |
$60,078 |
$-9,858 |
-14.09 % |
No Change |
- |
- |
- |
| Microvision Inc (MVI.BE) |
US |
MVI.BE |
Medical Imaging Sy ... |
260,100 |
$613,836 |
$5,202 |
0.85 % |
Added More |
133,000 |
104.64 |
$2,660 |
| Mips Technologies Inc (MIPS) |
US |
MIPS |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-76,800 |
-100.00 |
$4,608 |
| Monster Worldwide Inc (MNST) |
US |
MNST |
Human Resources |
34,900 |
$682,295 |
$-11,866 |
-1.70 % |
Sold Some |
-420 |
-1.18 |
$143 |
| Napster Inc (NAPS) |
US |
NAPS |
E-Commerce/Service ... |
550,000 |
$737,000 |
$-88,000 |
-10.66 % |
Sold Some |
-50,000 |
-8.33 |
$8,000 |
| Netflix Inc (NFLX) |
US |
NFLX |
E-Commerce/Service ... |
353,000 |
$10,469,980 |
$-405,950 |
-3.73 % |
Added More |
3,000 |
0.85 |
$-3,450 |
| Netlogic Microsystems Inc (NETL) |
US |
NETL |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-11,400 |
-100.00 |
$54,720 |
| Nice Systems Ltd (NICE) |
IL |
NICE |
Telecommunication ... |
580,955 |
$16,754,742 |
$-1,458,197 |
-8.00 % |
Added More |
207,020 |
55.36 |
$-519,620 |
| Nokia Corp (NOK) |
US |
NOK |
Wireless Equipment |
774,175 |
$15,963,489 |
$-4,606,341 |
-22.39 % |
Added More |
447,890 |
137.26 |
$-2,664,946 |
| Omniture Inc (OMTR) |
US |
OMTR |
Computer Software |
215,546 |
$3,961,735 |
$-209,080 |
-5.01 % |
Added More |
10,000 |
4.86 |
$-9,700 |
| Oracle Corp (ORCL) |
US |
ORCL |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-91,100 |
-100.00 |
$257,813 |
| Orion Energy Sys (OESX) |
US |
OESX |
Lighting Products& ... |
14,000 |
$82,600 |
$-420 |
-0.50 % |
New Holding |
14,000 |
100.00 |
$-420 |
| Plx Technology Inc (PLX.BE) |
US |
PLX.BE |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-10,000 |
-100.00 |
$7,900 |
| Power Integrations Inc (POWI) |
US |
POWI |
Semicon Compo-Intg ... |
12,800 |
$332,160 |
$-48,128 |
-12.65 % |
Added More |
2,900 |
29.29 |
$-10,904 |
| Rambus Inc (RMBS) |
US |
RMBS |
Electronic Compo-S ... |
991,500 |
$16,835,670 |
$961,755 |
6.05 % |
No Change |
- |
- |
- |
| Ramtron Intl Corp (RMTR) |
US |
RMTR |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$21,000 |
| Saba Software Inc (SABA) |
US |
SABA |
E-Services/Consult ... |
None |
- |
- |
- % |
Sold All |
-30,300 |
-100.00 |
$-303 |
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-640,360 |
-100.00 |
$-224,126 |
| Semiconductor Manufacturing Inter ... (SMI) |
KY |
SMI |
Semicon Compo-Intg ... |
1,300,000 |
$2,977,000 |
$156,000 |
5.52 % |
Added More |
600,000 |
85.71 |
$72,000 |
| Shoretel Inc (SHOR) |
US |
SHOR |
Telecommunication ... |
10,000 |
$56,800 |
$-1,400 |
-2.40 % |
No Change |
- |
- |
- |
| Sigmatel Inc (SGTL) |
US |
SGTL |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-122,500 |
-100.00 |
|
| Sirf Technology Hldgs Inc (SIRF) |
US |
SIRF |
Electronic Compo-S ... |
1,049,000 |
$2,695,930 |
$262,250 |
10.77 % |
Added More |
300,000 |
40.05 |
$75,000 |
| Spreadtrum Communications Inc (SPRD) |
US |
SPRD |
Electronic Compo-S ... |
97,800 |
$323,718 |
$-95,844 |
-22.84 % |
Added More |
81,300 |
492.72 |
$-79,674 |
| Suntech Pwr Hldgs Co Ltd (S9H.BE) |
US |
S9H.BE |
Energy-Alternate S ... |
250,140 |
$10,358,297 |
$2,218,742 |
27.25 % |
Added More |
56,975 |
29.49 |
$505,368 |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
15,300 |
$491,130 |
$-322,218 |
-39.61 % |
No Change |
- |
- |
- |
| Taiwan Semiconductor Manufacturin ... (TSM) |
TW |
TSM |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-21,002 |
-100.00 |
$33,603 |
| Techwell Inc (TWLL) |
US |
TWLL |
Semicon Compo-Intg ... |
159,700 |
$1,734,342 |
$-31,940 |
-1.80 % |
Added More |
125,500 |
366.95 |
$-25,100 |
| Texas Instrs Inc (TXN) |
US |
TXN |
Electronic Compo-S ... |
282,459 |
$6,394,872 |
$-1,062,046 |
-14.24 % |
Added More |
3,865 |
1.38 |
$-14,532 |
| The9 Ltd (NCTY) |
US |
NCTY |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-12,000 |
-100.00 |
$41,400 |
| Trina Solar Ltd (TSL) |
US |
TSL |
Energy-Alternate S ... |
159,400 |
$4,434,508 |
$-143,460 |
-3.13 % |
No Change |
- |
- |
- |
| U S Geothermal Inc (U9G.BE) |
US |
U9G.BE |
Electric-Integrate ... |
10,500 |
$19,530 |
$-4,935 |
-20.17 % |
No Change |
- |
- |
- |
| Valence Technology Inc (VLNC) |
US |
VLNC |
Batteries/Battery ... |
38,900 |
$126,814 |
$-7,391 |
-5.50 % |
New Holding |
38,900 |
100.00 |
$-7,391 |
| Valueclick Inc (VCLK) |
US |
VCLK |
E-Marketing/Info |
56,300 |
$648,013 |
$-112,037 |
-14.74 % |
No Change |
- |
- |
- |
| Verifone Inc (PAY) |
US |
PAY |
Transactional Soft ... |
475,985 |
$9,481,621 |
$1,918,220 |
25.36 % |
Sold Some |
-612,865 |
-56.28 |
$-2,469,846 |
| Verint Sys Inc (VRNT.PK) |
US |
VRNT.PK |
Applications Softw ... |
22,200 |
$488,400 |
$-3,330 |
-0.67 % |
Sold Some |
-10,000 |
-31.05 |
$1,500 |
| Versant Corp (VSNT) |
US |
VSNT |
Data Processing/Mg ... |
None |
- |
- |
- % |
Sold All |
-25,000 |
-100.00 |
$95,250 |
| Viasat Inc (VSAT) |
US |
VSAT |
Wireless Equipment |
195,900 |
$4,944,516 |
$-489,750 |
-9.01 % |
No Change |
- |
- |
- |
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-138,900 |
-100.00 |
$326,415 |