| Accelrys Inc (ACCL) |
US |
ACCL |
Computer Software |
928,012 |
|
|
% |
Added More |
230,100 |
32.96 |
|
| Accenture (XET.BE) |
FR |
XET.BE |
Consulting Service ... |
52,300 |
|
|
% |
Sold Some |
-124,700 |
-70.45 |
|
| Actel Corp (ACTL) |
US |
ACTL |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-185,000 |
-100.00 |
|
| Advanced Analogic Technologiesinc (AATI) |
US |
AATI |
Electronic Compo-S ... |
450,000 |
|
|
% |
New Holding |
450,000 |
100.00 |
|
| Advanced Energy Inds Inc (AEIS) |
US |
AEIS |
Power Conv/Supply ... |
205,000 |
|
|
% |
Added More |
105,000 |
105.00 |
|
| Airspan Networks (AIRN) |
IL |
AIRN |
Cellular Telecom |
2,875,000 |
|
|
% |
New Holding |
2,875,000 |
100.00 |
|
| Align Technology Inc (ALGN) |
US |
ALGN |
Dental Supplies&Eq ... |
None |
- |
- |
- % |
Sold All |
-585,000 |
-100.00 |
|
| Amicas Inc (AMCS) |
US |
AMCS |
Medical Informatio ... |
2,698,375 |
|
|
% |
No Change |
- |
- |
- |
| Amis Hldgs Inc (AMIS) |
US |
AMIS |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,008,600 |
-100.00 |
|
| Applied Micro Circuits Corp (AMCCD) |
US |
AMCCD |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,272,675 |
-100.00 |
|
| Arena Pharmaceuticals Inc (ARNA) |
US |
ARNA |
Medical-Biomedical ... |
223,000 |
|
|
% |
No Change |
- |
- |
- |
| Ariba Inc (ARBA) |
US |
ARBA |
B2b/E-Commerce |
1,780,500 |
|
|
% |
Added More |
70,000 |
4.09 |
|
| Aspen Technology Inc (AZPN) |
US |
AZPN |
Computer Aided Des ... |
109,400 |
|
|
% |
No Change |
- |
- |
- |
| Atmel Corp (ATML) |
US |
ATML |
Semicon Compo-Intg ... |
4,113,900 |
|
|
% |
Added More |
1,968,700 |
91.77 |
|
| Autobytel Inc (ABTL) |
US |
ABTL |
Internet Content-I ... |
501,700 |
|
|
% |
Sold Some |
-453,900 |
-47.49 |
|
| Autodesk Inc (ADSK) |
US |
ADSK |
Computer Aided Des ... |
467,700 |
|
|
% |
Added More |
363,100 |
347.13 |
|
| Avx Corp (AVX) |
US |
AVX |
Electronic Compo-M ... |
858,500 |
|
|
% |
Added More |
685,500 |
396.24 |
|
| Ballantyne Omaha Inc (BTN) |
US |
BTN |
Industr Audio&Vide ... |
449,400 |
|
|
% |
Added More |
77,100 |
20.70 |
|
| Bea Sys Inc (BEAS) |
US |
BEAS |
Enterprise Softwar ... |
1,443,900 |
|
|
% |
Added More |
422,800 |
41.40 |
|
| Bladelogic Inc (EFL.BE) |
US |
EFL.BE |
Data Processing/Mg ... |
150,000 |
|
|
% |
New Holding |
150,000 |
100.00 |
|
| Bmc Software Inc (BMC) |
US |
BMC |
Enterprise Softwar ... |
1,576,300 |
|
|
% |
Sold Some |
-649,200 |
-29.17 |
|
| Borland Software Corp (BORL) |
US |
BORL |
Software Tools |
6,595,000 |
|
|
% |
Sold Some |
-55,000 |
-0.82 |
|
| Brooks Automation Inc (BRKS) |
US |
BRKS |
Semiconductor Equi ... |
343,000 |
|
|
% |
Added More |
53,000 |
18.27 |
|
| Business Objects S A (BOBJ) |
US |
BOBJ |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-12,300 |
-100.00 |
|
| California Micro Devices Corp (CAMD) |
US |
CAMD |
Electronic Compo-S ... |
917,700 |
|
|
% |
Sold Some |
-426,400 |
-31.72 |
|
| Citrix Sys Inc (CTXS) |
US |
CTXS |
Applications Softw ... |
1,028,800 |
|
|
% |
Added More |
209,400 |
25.55 |
|
| Cnet Networks Inc (CNET) |
US |
CNET |
Internet Content-I ... |
None |
- |
- |
- % |
Sold All |
-2,872,100 |
-100.00 |
|
| Cogent Inc (COGT) |
US |
COGT |
Identification Sys ... |
300,000 |
|
|
% |
New Holding |
300,000 |
100.00 |
|
| Cognizant Technology Solutionscor ... (CTSH) |
US |
CTSH |
Computer Services |
705,100 |
|
|
% |
Sold Some |
-94,400 |
-11.80 |
|
| Cognos Ag (COGN) |
DE |
COGN |
Decision Support S ... |
None |
- |
- |
- % |
Sold All |
-727,500 |
-100.00 |
|
| Coherent Inc (COHR) |
US |
COHR |
Lasers-Syst/Compon ... |
218,200 |
|
|
% |
Added More |
18,200 |
9.10 |
|
| Computer Task Group Inc (CTGX) |
US |
CTGX |
Computer Services |
517,900 |
|
|
% |
Sold Some |
-4,600 |
-0.88 |
|
| Compuware Corp (CPWR) |
US |
CPWR |
Applications Softw ... |
2,484,600 |
|
|
% |
Added More |
208,900 |
9.17 |
|
| Comverse Technology Inc (CMVT.PK) |
US |
CMVT.PK |
Telecommunication ... |
3,009,800 |
|
|
% |
Added More |
229,700 |
8.26 |
|
| Corel Corporation (W2L.BE) |
CA |
W2L.BE |
Applications Softw ... |
599,300 |
|
|
% |
Added More |
164,200 |
37.73 |
|
| Dexcom Inc (DXCM) |
US |
DXCM |
Medical Instrument ... |
621,300 |
|
|
% |
Added More |
25,000 |
4.19 |
|
| Dice Hldgs Inc (DHX) |
US |
DHX |
Internet Content-I ... |
248,600 |
|
|
% |
Sold Some |
-421,800 |
-62.91 |
|
| Digital Riv Inc (DRIV) |
US |
DRIV |
E-Marketing/Info |
728,700 |
|
|
% |
New Holding |
728,700 |
100.00 |
|
| Double Take Software (DBTK) |
US |
DBTK |
Computer Software |
225,000 |
|
|
% |
New Holding |
225,000 |
100.00 |
|
| Eagle Test Sys Inc (EGLT) |
US |
EGLT |
Electronic Measur ... |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
|
| Efj Inc (EFJ.BE) |
US |
EFJ.BE |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-825,000 |
-100.00 |
|
| Ehealth Inc (EHTH) |
US |
EHTH |
Insurance Brokers |
86,800 |
|
|
% |
New Holding |
86,800 |
100.00 |
|
| Eloyalty Corp (ELOY) |
US |
ELOY |
Computer Services |
840,868 |
|
|
% |
Added More |
10,200 |
1.22 |
|
| Emcore Corp (EMKR) |
US |
EMKR |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-820,000 |
-100.00 |
|
| Epicor Software Corp (EPIC) |
US |
EPIC |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-199,700 |
-100.00 |
|
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
175,000 |
|
|
% |
New Holding |
175,000 |
100.00 |
|
| Guidance Software Inc (GUID) |
US |
GUID |
Computer Software |
182,100 |
|
|
% |
New Holding |
182,100 |
100.00 |
|
| Himax Technologies Inc (HIMX) |
US |
HIMX |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-1,650,000 |
-100.00 |
|
| Ikanos Communications (IKAN) |
US |
IKAN |
Electronic Compo-S ... |
1,015,000 |
|
|
% |
No Change |
- |
- |
- |
| Informatica (INFA) |
RO |
INFA |
Enterprise Softwar ... |
1,190,300 |
|
|
% |
Sold Some |
-201,300 |
-14.46 |
|
| Integrated Device Technologyinc (IDTI) |
US |
IDTI |
Semicon Compo-Intg ... |
2,634,100 |
|
|
% |
Added More |
502,000 |
23.54 |
|
| Integrated Silicon Solutioninc (ISSI) |
US |
ISSI |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-624,000 |
-100.00 |
|
| Internap Network Svcs Corp (INAP) |
US |
INAP |
Internet Connectiv ... |
631,600 |
|
|
% |
New Holding |
631,600 |
100.00 |
|
| International Rectifier Corp (IRF) |
US |
IRF |
Electronic Compo-S ... |
831,600 |
|
|
% |
Added More |
160,300 |
23.87 |
|
| Intersil Corp (ISIL) |
US |
ISIL |
Electronic Compo-S ... |
200,000 |
|
|
% |
New Holding |
200,000 |
100.00 |
|
| Invacare Corp (IVC) |
US |
IVC |
Medical Products |
516,600 |
|
|
% |
Sold Some |
-494,800 |
-48.92 |
|
| Ion Geophysical Corp (IO8.BE) |
US |
IO8.BE |
Seismic Data Colle ... |
25,000 |
|
|
% |
No Change |
- |
- |
- |
| Ixia (XXIA) |
US |
XXIA |
Networking Product ... |
1,522,500 |
|
|
% |
Sold Some |
-3,800 |
-0.24 |
|
| Jabil Circuit Inc (JBL) |
US |
JBL |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-187,400 |
-100.00 |
|
| Jupitermedia Corp (JUPM) |
US |
JUPM |
Internet Content-I ... |
3,479,800 |
|
|
% |
No Change |
- |
- |
- |
| Kemet Corp (KEM) |
US |
KEM |
Capacitors |
1,277,900 |
|
|
% |
Added More |
50,000 |
4.07 |
|
| Keynote Sys Inc (KEYN) |
US |
KEYN |
E-Services/Consult ... |
1,082,100 |
|
|
% |
Sold Some |
-92,200 |
-7.85 |
|
| Kosan Biosciences Inc (KOSN) |
US |
KOSN |
Medical-Biomedical ... |
541,000 |
|
|
% |
No Change |
- |
- |
- |
| Kulicke And Soffa Inds Inc (KLIC) |
US |
KLIC |
Semiconductor Equi ... |
1,115,000 |
|
|
% |
Added More |
250,000 |
28.90 |
|
| L S I Corp (LSI) |
US |
LSI |
Electronic Compo-S ... |
1,302,120 |
|
|
% |
Sold Some |
-1,411,600 |
-52.01 |
|
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
6,254,700 |
|
|
% |
Added More |
902,200 |
16.85 |
|
| Lawson Software Inc (LWSN) |
US |
LWSN |
Enterprise Softwar ... |
447,100 |
|
|
% |
Sold Some |
-7,800 |
-1.71 |
|
| Linear Technology Corp (LLTC) |
US |
LLTC |
Semicon Compo-Intg ... |
233,700 |
|
|
% |
New Holding |
233,700 |
100.00 |
|
| Liquidity Svcs Inc (LQDT) |
US |
LQDT |
E-Marketing/Info |
426,200 |
|
|
% |
Added More |
40,800 |
10.58 |
|
| Looksmart Ltd (LOOK) |
US |
LOOK |
E-Marketing/Info |
1,123,140 |
|
|
% |
Sold Some |
-800,000 |
-41.59 |
|
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
863,600 |
|
|
% |
Sold Some |
-162,900 |
-15.86 |
|
| Mattson Technology Inc (MTSN) |
US |
MTSN |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-390,000 |
-100.00 |
|
| Maxim Integrated Prods Inc (MXIM) |
US |
MXIM |
Semicon Compo-Intg ... |
1,237,920 |
|
|
% |
Sold Some |
-367,700 |
-22.90 |
|
| Mcafee Inc (MCF.BE) |
US |
MCF.BE |
Internet Security |
546,200 |
|
|
% |
Added More |
161,500 |
41.98 |
|
| Medicines Co (MDCO) |
US |
MDCO |
Therapeutics |
566,600 |
|
|
% |
Sold Some |
-155,800 |
-21.56 |
|
| Mentor Corp Minn (MNT) |
US |
MNT |
Medical Products |
None |
- |
- |
- % |
Sold All |
-251,000 |
-100.00 |
|
| Merix Corp (MERX) |
US |
MERX |
Circuit Boards |
847,400 |
|
|
% |
No Change |
- |
- |
- |
| Micrel Inc (MCRL) |
US |
MCRL |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-340,000 |
-100.00 |
|
| Micron Technology Inc (MU) |
US |
MU |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-762,100 |
-100.00 |
|
| Mindspeed Technologies Inc (MSPD) |
US |
MSPD |
Electronic Compo-S ... |
3,184,000 |
|
|
% |
No Change |
- |
- |
- |
| Mks Instrs Inc (MKSI) |
US |
MKSI |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-370,000 |
-100.00 |
|
| Monogram Biosciences Inc (MGRM) |
US |
MGRM |
Medical-Biomedical ... |
3,900,000 |
|
|
% |
No Change |
- |
- |
- |
| Motive Inc (MOTV.PK) |
US |
MOTV.PK |
Internet Applic Sf ... |
3,318,600 |
|
|
% |
Added More |
793,400 |
31.41 |
|
| Move Inc (MOVE) |
US |
MOVE |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-1,952,000 |
-100.00 |
|
| Msc Software Corp (MSCS) |
US |
MSCS |
Computer Aided Des ... |
1,806,000 |
|
|
% |
Added More |
49,300 |
2.80 |
|
| Mylan Inc (MYL) |
US |
MYL |
Medical-Generic Dr ... |
None |
- |
- |
- % |
Sold All |
-806,200 |
-100.00 |
|
| National Semiconductor Corp (NSM) |
US |
NSM |
Electronic Compo-S ... |
473,600 |
|
|
% |
New Holding |
473,600 |
100.00 |
|
| Netflix Inc (NFLX) |
US |
NFLX |
E-Commerce/Service ... |
53,200 |
|
|
% |
Sold Some |
-397,300 |
-88.19 |
|
| Northstar Neuroscience Inc (NSTR) |
US |
NSTR |
Medical Products |
None |
- |
- |
- % |
Sold All |
-242,900 |
-100.00 |
|
| Novell Inc (NOVL) |
US |
NOVL |
Enterprise Softwar ... |
3,368,400 |
|
|
% |
Added More |
1,255,100 |
59.39 |
|
| O2micro Intl Ltd (OIIM) |
US |
OIIM |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-437,600 |
-100.00 |
|
| On Semiconductor Corp (ONNN) |
US |
ONNN |
Electronic Compo-S ... |
1,280,640 |
|
|
% |
New Holding |
1,280,640 |
100.00 |
|
| Opnet Technologies Inc (OPNT) |
US |
OPNT |
Enterprise Softwar ... |
1,827,300 |
|
|
% |
Added More |
3,200 |
0.17 |
|
| Opnext Inc (OPXT) |
US |
OPXT |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-297,000 |
-100.00 |
|
| Par Pharmaceutical Cos Inc (PZJ.BE) |
US |
PZJ.BE |
Medical-Generic Dr ... |
245,000 |
|
|
% |
No Change |
- |
- |
- |
| Parametric Technology Corp (PMTC) |
US |
PMTC |
Computer Aided Des ... |
None |
- |
- |
- % |
Sold All |
-1,034,200 |
-100.00 |
|
| Photronics Inc (PLAB) |
US |
PLAB |
Semiconductor Equi ... |
395,000 |
|
|
% |
No Change |
- |
- |
- |
| Plato Learning Inc (TUTR) |
US |
TUTR |
Educational Softwa ... |
1,761,800 |
|
|
% |
No Change |
- |
- |
- |
| Power Med Interventions Inc (PMII) |
US |
PMII |
Medical Products |
None |
- |
- |
- % |
Sold All |
-217,000 |
-100.00 |
|
| Powerwave Technologies Inc (PWAV) |
US |
PWAV |
Wireless Equipment |
7,868,300 |
|
|
% |
Sold Some |
-53,100 |
-0.67 |
|
| Presstek Inc (PRST) |
US |
PRST |
Machinery-Print Tr ... |
1,021,900 |
|
|
% |
No Change |
- |
- |
- |
| Qlogic Corp (QLGC) |
US |
QLGC |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,018,700 |
-100.00 |
|
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
933,700 |
|
|
% |
Added More |
602,300 |
181.74 |
|
| Rf Micro Devices Inc (RFMD) |
US |
RFMD |
Wireless Equipment |
5,336,500 |
|
|
% |
New Holding |
5,336,500 |
100.00 |
|
| Salary Com Inc (XWA.BE) |
US |
XWA.BE |
Enterprise Softwar ... |
330,000 |
|
|
% |
New Holding |
330,000 |
100.00 |
|
| Sapient Corp (SAPE) |
US |
SAPE |
E-Services/Consult ... |
1,099,000 |
|
|
% |
Added More |
475,800 |
76.34 |
|
| Scientific Learning Corp (SCIL) |
US |
SCIL |
Educational Softwa ... |
None |
- |
- |
- % |
Sold All |
-1,000,000 |
-100.00 |
|
| Silicon Motion Technology Corp (SIMO) |
US |
SIMO |
Electronic Compo-S ... |
125,000 |
|
|
% |
New Holding |
125,000 |
100.00 |
|
| Smart Modular Technologies Wwhinc (SMOD) |
KY |
SMOD |
Computers-Memory D ... |
950,000 |
|
|
% |
Added More |
100,000 |
11.76 |
|
| Sonic Solutions (SNIC) |
US |
SNIC |
Industr Audio&Vide ... |
566,200 |
|
|
% |
Added More |
55,000 |
10.75 |
|
| Spansion Inc (SPSN) |
US |
SPSN |
Electronic Compo-S ... |
2,976,200 |
|
|
% |
Sold Some |
-215,400 |
-6.74 |
|
| Symmetricom Inc (SYMM) |
US |
SYMM |
Telecommunication ... |
1,400,600 |
|
|
% |
No Change |
- |
- |
- |
| Telecommunication Sys Inc (TSYS) |
US |
TSYS |
Internet Infrastr ... |
2,544,400 |
|
|
% |
Sold Some |
-45,000 |
-1.73 |
|
| Tellabs Inc (TLAB) |
US |
TLAB |
Telecommunication ... |
5,232,600 |
|
|
% |
Added More |
1,165,100 |
28.64 |
|
| Teradyne Inc (TEY.BE) |
US |
TEY.BE |
Semiconductor Equi ... |
1,542,900 |
|
|
% |
Sold Some |
-293,600 |
-15.98 |
|
| Tns Inc (TNS) |
US |
TNS |
Commercial Serv-Fi ... |
950,100 |
|
|
% |
Added More |
100,200 |
11.78 |
|
| Trans1 Inc (3TR.BE) |
US |
3TR.BE |
Medical Instrument ... |
None |
- |
- |
- % |
Sold All |
-171,100 |
-100.00 |
|
| Trident Microsystems Inc (TRID) |
US |
TRID |
Computer Graphics |
None |
- |
- |
- % |
Sold All |
-1,478,800 |
-100.00 |
|
| Trx Inc (TRXI) |
US |
TRXI |
E-Services/Consult ... |
2,173,700 |
|
|
% |
Added More |
402,400 |
22.71 |
|
| Tumbleweed Communications Corp (TMWD) |
US |
TMWD |
Internet Applic Sf ... |
5,002,300 |
|
|
% |
No Change |
- |
- |
- |
| Ulticom Inc (ULCM.PK) |
US |
ULCM.PK |
Communications Sof ... |
885,100 |
|
|
% |
No Change |
- |
- |
- |
| Ultimate Software Group Inc (ULTI) |
US |
ULTI |
Enterprise Softwar ... |
None |
- |
- |
- % |
Sold All |
-20,300 |
-100.00 |
|
| Ultratech Inc (UTEK) |
US |
UTEK |
Semiconductor Equi ... |
260,000 |
|
|
% |
Added More |
75,000 |
40.54 |
|
| Unica Corp (NZ4.BE) |
US |
NZ4.BE |
Applications Softw ... |
40,000 |
|
|
% |
New Holding |
40,000 |
100.00 |
|
| Valeant Pharmaceuticals Intl (VRX) |
US |
VRX |
Medical-Drugs |
1,527,600 |
|
|
% |
Sold Some |
-13,800 |
-0.89 |
|
| Valueclick Inc (VCLK) |
US |
VCLK |
E-Marketing/Info |
None |
- |
- |
- % |
Sold All |
-675,500 |
-100.00 |
|
| Verisign Inc (VRSN) |
US |
VRSN |
Internet Security |
56,100 |
|
|
% |
No Change |
- |
- |
- |
| Virage Logic Corp (VIRL) |
US |
VIRL |
Electronic Compo-S ... |
854,200 |
|
|
% |
Added More |
141,800 |
19.90 |
|
| Vishay Intertechnology Inc (VSH) |
US |
VSH |
Electronic Compo-M ... |
1,543,200 |
|
|
% |
Added More |
388,700 |
33.66 |
|
| Website Pros Inc (WSPI) |
US |
WSPI |
Web Hosting/Design |
950,978 |
|
|
% |
Added More |
430,700 |
82.78 |
|
| Western Digital Corp (WDC) |
US |
WDC |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-100,900 |
-100.00 |
|
| Wind Riv Sys Inc (WIND) |
US |
WIND |
Decision Support S ... |
4,838,400 |
|
|
% |
Added More |
581,300 |
13.65 |
|
| Xyratex Ltd (XRTX) |
BM |
XRTX |
Computers-Memory D ... |
424,200 |
|
|
% |
Sold Some |
-75,000 |
-15.02 |
|
| Zarlink Semiconductor Inc (ZL) |
CA |
ZL |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,658,200 |
-100.00 |
|
| Zhone Technologies Inc (ZHNE) |
US |
ZHNE |
Networking Product ... |
3,298,674 |
|
|
% |
No Change |
- |
- |
- |