| Acme Packet Inc (APKT) |
US |
APKT |
Networking Product ... |
273,382 |
$1,591,083 |
$172,231 |
12.13 % |
Sold Some |
-209,020 |
-43.32 |
$-131,683 |
| Advanced Micro Devices Inc (AMD) |
US |
AMD |
Electronic Compo-S ... |
375,000 |
$2,190,000 |
$266,250 |
13.84 % |
Added More |
225,000 |
150.00 |
$159,750 |
| Analog Devices Inc (ADI) |
US |
ADI |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-100,000 |
-100.00 |
$607,000 |
| Aruba Networks Inc (ARUN) |
US |
ARUN |
Wireless Equipment |
203,900 |
$1,129,606 |
$-134,574 |
-10.64 % |
Sold Some |
-78,676 |
-27.84 |
$51,926 |
| Asyst Technologies Inc (ASYT) |
US |
ASYT |
Semiconductor Equi ... |
1,170,549 |
$4,600,258 |
$-421,398 |
-8.39 % |
Sold Some |
-404,461 |
-25.67 |
$145,606 |
| Autobytel Inc (ABTL) |
US |
ABTL |
Internet Content-I ... |
300,000 |
$333,000 |
$18,000 |
5.71 % |
Added More |
9,421 |
3.24 |
$565 |
| Bookham Inc (BKHM) |
US |
BKHM |
Electronic Compo-S ... |
2,202,417 |
$3,523,867 |
$-176,193 |
-4.76 % |
Sold Some |
-607,815 |
-21.62 |
$48,625 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-70,000 |
-100.00 |
$265,300 |
| Brooks Automation Inc (BRKS) |
US |
BRKS |
Semiconductor Equi ... |
125,000 |
$1,136,250 |
$21,250 |
1.90 % |
Added More |
60,500 |
93.79 |
$10,285 |
| California Micro Devices Corp (CAMD) |
US |
CAMD |
Electronic Compo-S ... |
590,464 |
$1,854,057 |
$5,905 |
0.31 % |
Sold Some |
-67,605 |
-10.27 |
$-676 |
| Concurrent Computer Corp (CCUR) |
US |
CCUR |
Communications Sof ... |
3,599,774 |
$24,982,432 |
$-3,167,801 |
-11.25 % |
Sold Some |
-260,249 |
-6.74 |
$229,019 |
| Conexant Sys Inc (CNXT) |
US |
CNXT |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-3,755,120 |
-100.00 |
$1,426,946 |
| Diamond Mgmt And Technology Consu ... (DTPI) |
US |
DTPI |
Consulting Service ... |
15,000 |
$87,300 |
$1,500 |
1.74 % |
New Holding |
15,000 |
100.00 |
$1,500 |
| Eagle Test Sys Inc (EGLT) |
US |
EGLT |
Electronic Measur ... |
86,864 |
$1,335,100 |
$178,940 |
15.47 % |
Sold Some |
-162,358 |
-65.14 |
$-334,457 |
| Eloyalty Corp (ELOY) |
US |
ELOY |
Computer Services |
262,485 |
$1,233,680 |
$-238,861 |
-16.22 % |
Sold Some |
-8,138 |
-3.00 |
$7,406 |
| Emc Corp (EMC) |
US |
EMC |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
$162,000 |
| Entrust Inc (ENTU) |
US |
ENTU |
Internet Security |
907,955 |
$2,061,058 |
$-127,114 |
-5.80 % |
Sold Some |
-1,121,532 |
-55.26 |
$157,014 |
| Exar Corp (EXAR) |
US |
EXAR |
Semicon Compo-Intg ... |
255,000 |
$1,787,550 |
$-262,650 |
-12.81 % |
New Holding |
255,000 |
100.00 |
$-262,650 |
| Exfo Elec Opt Engineering Inc (EXFO) |
CA |
EXFO |
Telecom Eq Fiber O ... |
300,000 |
$1,341,000 |
$102,000 |
8.23 % |
Added More |
49,971 |
19.98 |
$16,990 |
| Fei Co (FEIC) |
US |
FEIC |
Instruments-Scient ... |
55,471 |
$1,418,948 |
$-122,591 |
-7.95 % |
New Holding |
55,471 |
100.00 |
$-122,591 |
| Globecomm Sys Inc (GB3.BE) |
US |
GB3.BE |
Wireless Equipment |
380,528 |
$3,782,448 |
$293,007 |
8.39 % |
Sold Some |
-86,172 |
-18.46 |
$-66,352 |
| Harmonic Inc (HLIT) |
US |
HLIT |
Telecom Eq Fiber O ... |
260,710 |
$2,090,894 |
$-101,677 |
-4.63 % |
New Holding |
260,710 |
100.00 |
$-101,677 |
| Ikanos Communications (IKAN) |
US |
IKAN |
Electronic Compo-S ... |
133,600 |
$301,936 |
$16,032 |
5.60 % |
Added More |
43,600 |
48.44 |
$5,232 |
| Integrated Silicon Solutioninc (ISSI) |
US |
ISSI |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-80,070 |
-100.00 |
$62,455 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
95,000 |
$1,949,400 |
$-352,450 |
-15.31 % |
New Holding |
95,000 |
100.00 |
$-352,450 |
| Interwoven Inc (IWOV) |
US |
IWOV |
Internet Applic Sf ... |
157,600 |
$2,126,024 |
$-263,192 |
-11.01 % |
Sold Some |
-75,003 |
-32.24 |
$125,255 |
| Iomega Corp (IOM) |
US |
IOM |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-905,000 |
-100.00 |
$0 |
| Ixys Corp (IXYS) |
US |
IXYS |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-26,729 |
-100.00 |
$22,720 |
| Lantronix Inc (LTRX) |
US |
LTRX |
Networking Product ... |
1,556,861 |
$793,999 |
$-62,274 |
-7.27 % |
Sold Some |
-93,867 |
-5.68 |
$3,755 |
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
1,221,678 |
$2,809,859 |
$-256,552 |
-8.36 % |
Sold Some |
-1,054,743 |
-46.33 |
$221,496 |
| Ltx Corp (LTXX) |
US |
LTXX |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-545,262 |
-100.00 |
$185,389 |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-195,000 |
-100.00 |
$703,950 |
| Merix Corp (MERX) |
US |
MERX |
Circuit Boards |
475,000 |
$859,750 |
$-123,500 |
-12.56 % |
Added More |
53,606 |
12.72 |
$-13,938 |
| Micron Technology Inc (MU) |
US |
MU |
Electronic Compo-S ... |
100,000 |
$417,000 |
$-110,000 |
-20.87 % |
New Holding |
100,000 |
100.00 |
$-110,000 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$89,000 |
| Microtune Inc (TUNE) |
US |
TUNE |
Electronic Compo-S ... |
883,042 |
$2,905,208 |
$-362,047 |
-11.08 % |
Added More |
417,739 |
89.77 |
$-171,273 |
| Mindspeed Technologies Inc (MSPD) |
US |
MSPD |
Electronic Compo-S ... |
4,349,763 |
$15,485,156 |
$-1,609,412 |
-9.41 % |
Added More |
541,824 |
14.22 |
$-200,475 |
| Mrv Communications Inc (MRVC) |
US |
MRVC |
Telecom Eq Fiber O ... |
2,667,000 |
$3,387,090 |
$-320,040 |
-8.63 % |
Added More |
51,905 |
1.98 |
$-6,229 |
| Network Engines Inc (NENG) |
US |
NENG |
Internet Infrastr ... |
474,460 |
$427,014 |
$-47,446 |
-10.00 % |
Sold Some |
-22,042 |
-4.43 |
$2,204 |
| Network Equip Technologies (NWK) |
US |
NWK |
Telecommunication ... |
215,000 |
$655,750 |
$-53,750 |
-7.57 % |
Sold Some |
-26,400 |
-10.93 |
$6,600 |
| Nms Communications Corp (NMSS) |
US |
NMSS |
Telecommunication ... |
1,006,530 |
$593,853 |
$-110,718 |
-15.71 % |
Added More |
20,400 |
2.06 |
$-2,244 |
| Nortel Networks Corp (NT) |
US |
NT |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-125,000 |
-100.00 |
$23,750 |
| Oplink Communications Inc (OPLK) |
US |
OPLK |
Telecom Eq Fiber O ... |
None |
- |
- |
- % |
Sold All |
-82,800 |
-100.00 |
$-125,856 |
| Opnext Inc (OPXT) |
US |
OPXT |
Telecommunication ... |
280,000 |
$1,450,400 |
$-156,800 |
-9.75 % |
New Holding |
280,000 |
100.00 |
$-156,800 |
| Packeteer Inc (PKTR) |
US |
PKTR |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-112,969 |
-100.00 |
|
| Pdf Solutions Inc (PD9.BE) |
US |
PD9.BE |
Applications Softw ... |
149,659 |
$899,451 |
$137,686 |
18.07 % |
Sold Some |
-29,637 |
-16.52 |
$-27,266 |
| Performance Technologies Inc (PTIX) |
US |
PTIX |
Networking Product ... |
375,866 |
$1,777,846 |
$37,587 |
2.15 % |
Sold Some |
-19,022 |
-4.81 |
$-1,902 |
| Photon Dynamics Inc (PHTN) |
US |
PHTN |
Instruments-Contro ... |
300,000 |
$4,587,000 |
$6,000 |
0.13 % |
Sold Some |
-217,238 |
-41.99 |
$-4,345 |
| Photronics Inc (PLAB) |
US |
PLAB |
Semiconductor Equi ... |
183,574 |
$532,365 |
$-99,130 |
-15.69 % |
New Holding |
183,574 |
100.00 |
$-99,130 |
| Pixelworks Inc (PXLW) |
US |
PXLW |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,804,671 |
-100.00 |
$415,074 |
| Planar Sys Inc (PLNR) |
US |
PLNR |
Electronic Compo-M ... |
557,059 |
$1,487,348 |
$-77,988 |
-4.98 % |
Added More |
52,588 |
10.42 |
$-7,362 |
| Powerwave Technologies Inc (PWAV) |
US |
PWAV |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-700,894 |
-100.00 |
$105,134 |
| Premiere Global Svcs Inc (PVX.BE) |
US |
PVX.BE |
Telecom Services |
31,000 |
$449,810 |
$-26,970 |
-5.65 % |
New Holding |
31,000 |
100.00 |
$-26,970 |
| Rf Micro Devices Inc (RFMD) |
US |
RFMD |
Wireless Equipment |
1,325,000 |
$5,114,500 |
$159,000 |
3.20 % |
New Holding |
1,325,000 |
100.00 |
$159,000 |
| Rf Monolithics Inc (RFMI) |
US |
RFMI |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-124,441 |
-100.00 |
$19,911 |
| Riverbed Technology Inc (RVBD) |
US |
RVBD |
Computers-Integrat ... |
135,000 |
$2,096,550 |
$-294,300 |
-12.30 % |
Sold Some |
-40,000 |
-22.85 |
$87,200 |
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
150,000 |
$2,019,000 |
$-481,500 |
-19.25 % |
New Holding |
150,000 |
100.00 |
$-481,500 |
| Sanmina Sci Corp (SANM) |
US |
SANM |
Electronic Compo-M ... |
2,531,100 |
$5,669,664 |
$253,110 |
4.67 % |
New Holding |
2,531,100 |
100.00 |
$253,110 |
| Savvis Inc (SVVS) |
US |
SVVS |
Telecom Services |
80,000 |
$1,224,800 |
$-182,400 |
-12.96 % |
New Holding |
80,000 |
100.00 |
$-182,400 |
| Secure Computing Corp (SCUR) |
US |
SCUR |
Internet Security |
156,758 |
$644,275 |
$-83,082 |
-11.42 % |
New Holding |
156,758 |
100.00 |
$-83,082 |
| Synplicity Inc (SYNP) |
US |
SYNP |
Electronic Design ... |
None |
- |
- |
- % |
Sold All |
-371,131 |
-100.00 |
|
| Trident Microsystems Inc (TRID) |
US |
TRID |
Computer Graphics |
294,493 |
$924,708 |
$64,788 |
7.53 % |
New Holding |
294,493 |
100.00 |
$64,788 |
| Tumbleweed Communications Corp (TMWD) |
US |
TMWD |
Internet Applic Sf ... |
None |
- |
- |
- % |
Sold All |
-1,045,907 |
-100.00 |
$156,886 |
| Virage Logic Corp (VIRL) |
US |
VIRL |
Electronic Compo-S ... |
405,000 |
$2,583,900 |
$4,050 |
0.15 % |
Sold Some |
-180,318 |
-30.80 |
$-1,803 |
| Zhone Technologies Inc (ZHNE) |
US |
ZHNE |
Networking Product ... |
500,000 |
$150,000 |
$-15,000 |
-9.09 % |
Added More |
292,337 |
140.77 |
$-8,770 |
| Zoran Corp (ZRAN) |
US |
ZRAN |
Electronic Compo-S ... |
185,000 |
$1,566,950 |
$-62,900 |
-3.85 % |
New Holding |
185,000 |
100.00 |
$-62,900 |