| Adept Technology Inc (ADEP) |
US |
ADEP |
Computers-Integrat ... |
956,251 |
$6,665,069 |
$-1,874,252 |
-21.94 % |
No Change |
- |
- |
- |
| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
404,503 |
$13,486,130 |
$-1,933,524 |
-12.53 % |
Added More |
331,800 |
456.37 |
$-1,586,004 |
| Amylin Pharmaceuticals Inc (AMLN) |
US |
AMLN |
Therapeutics |
None |
- |
- |
- % |
Sold All |
-155,800 |
-100.00 |
$23,370 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
178,500 |
$29,677,410 |
$-3,570,000 |
-10.73 % |
Added More |
61,300 |
52.30 |
$-1,226,000 |
| Aruba Networks Inc (ARUN) |
US |
ARUN |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-40,000 |
-100.00 |
$67,600 |
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
717,100 |
$22,473,914 |
$1,462,884 |
6.96 % |
Sold Some |
-173,400 |
-19.47 |
$-353,736 |
| Aware Inc Mass (AWRE) |
US |
AWRE |
Telecommunication ... |
254,709 |
$677,526 |
$-117,166 |
-14.74 % |
Sold Some |
-9,290 |
-3.51 |
$4,273 |
| Brookfield Asset Mgmt Inc (BAM) |
CA |
BAM |
Real Estate Oper/D ... |
None |
- |
- |
- % |
Sold All |
-30,000 |
-100.00 |
$50,700 |
| Cascade Microtech Inc (CSCD) |
US |
CSCD |
Semiconductor Equi ... |
394,800 |
$2,392,488 |
$-631,680 |
-20.88 % |
Sold Some |
-8,400 |
-2.08 |
$13,440 |
| Cavium Networks Inc (DQD.BE) |
US |
DQD.BE |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-9,200 |
-100.00 |
$53,544 |
| Cbeyond Inc (CBEY) |
US |
CBEY |
Telecom Services |
1,186,526 |
$21,784,617 |
$1,364,505 |
6.68 % |
Added More |
1,076,226 |
975.72 |
$1,237,660 |
| China Mobile Media Technology Inc (CHMO.PK) |
US |
CHMO.PK |
Direct Marketing |
101,800 |
$9,162 |
$-5,090 |
-35.71 % |
Added More |
1,800 |
1.80 |
$-90 |
| Cognizant Technology Solutionscor ... (CTSH) |
US |
CTSH |
Computer Services |
536,200 |
$15,324,596 |
$-1,099,210 |
-6.69 % |
Added More |
393,200 |
274.96 |
$-806,060 |
| Cosan Limited (CZZ) |
BR |
CZZ |
Sugar |
None |
- |
- |
- % |
Sold All |
-71,500 |
-100.00 |
$10,725 |
| Crown Castle Intl Corp (CCI) |
US |
CCI |
Wireless Equipment |
75,603 |
$2,723,976 |
$-466,471 |
-14.62 % |
Added More |
27,003 |
55.56 |
$-166,609 |
| Dolby Laboratories Inc (DLB) |
US |
DLB |
Industr Audio&Vide ... |
None |
- |
- |
- % |
Sold All |
-25,000 |
-100.00 |
$119,250 |
| Egain Communications Corp (EGAN.PK) |
US |
EGAN.PK |
Internet Applic Sf ... |
905,642 |
$679,232 |
$-172,072 |
-20.21 % |
Sold Some |
-14,190 |
-1.54 |
$2,696 |
| Entropic Communications Inc (ENTR) |
US |
ENTR |
Electronic Compo-S ... |
458,597 |
$1,825,216 |
$-490,699 |
-21.18 % |
Sold Some |
-91,403 |
-16.61 |
$97,801 |
| Equinix Inc (EQIX) |
US |
EQIX |
Web Hosting/Design |
662,165 |
$61,362,831 |
$2,900,283 |
4.96 % |
Added More |
298,663 |
82.16 |
$1,308,144 |
| Finisar Corp (FNSR) |
US |
FNSR |
Telecom Eq Fiber O ... |
2,203,300 |
$3,238,851 |
$286,429 |
9.70 % |
Sold Some |
-74,800 |
-3.28 |
$-9,724 |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
153,952 |
$39,984,413 |
$-7,423,565 |
-15.65 % |
Sold Some |
-62,948 |
-29.02 |
$3,035,353 |
| Fiserv Inc (FISV) |
US |
FISV |
Data Processing/Mg ... |
260,000 |
$12,508,600 |
$-910,000 |
-6.78 % |
New Holding |
260,000 |
100.00 |
$-910,000 |
| Flow Intl Corp (FLOW) |
US |
FLOW |
Machinery-General ... |
None |
- |
- |
- % |
Sold All |
-41,900 |
-100.00 |
$152,935 |
| Focus Media Holding Limited (FMCN) |
KY |
FMCN |
Advertising Sales |
None |
- |
- |
- % |
Sold All |
-20,000 |
-100.00 |
$215,800 |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
64,200 |
$1,046,460 |
$-312,012 |
-22.96 % |
Sold Some |
-348,535 |
-84.44 |
$1,693,880 |
| Global Traffic Network Inc (GNET) |
US |
GNET |
Broadcast Serv/Pro ... |
653,100 |
$6,465,690 |
$933,933 |
16.88 % |
Sold Some |
-17,500 |
-2.60 |
$-25,025 |
| Hewlett Packard Co (HPQ) |
US |
HPQ |
Computers |
124,600 |
$5,517,288 |
$-169,456 |
-2.97 % |
New Holding |
124,600 |
100.00 |
$-169,456 |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
314,700 |
$7,017,810 |
$-484,638 |
-6.45 % |
Sold Some |
-215,300 |
-40.62 |
$331,562 |
| Internap Network Svcs Corp (INAP) |
US |
INAP |
Internet Connectiv ... |
1,562,492 |
$7,812,460 |
$593,747 |
8.22 % |
Added More |
170,100 |
12.21 |
$64,638 |
| Juniper Networks Inc (JNPR) |
US |
JNPR |
Networking Product ... |
None |
- |
- |
- % |
Sold All |
-183,800 |
-100.00 |
$795,854 |
| Kana Software Inc (KAAA.BE) |
US |
KAAA.BE |
Internet Applic Sf ... |
682,100 |
$750,310 |
$-190,988 |
-20.28 % |
Sold Some |
-246,000 |
-26.50 |
$68,880 |
| Kenexa Corp (KNXA) |
US |
KNXA |
Human Resources |
None |
- |
- |
- % |
Sold All |
-144,227 |
-100.00 |
$79,325 |
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
77,700 |
$216,783 |
$-59,052 |
-21.40 % |
New Holding |
77,700 |
100.00 |
$-59,052 |
| Limelight Networks Inc (LLNW) |
US |
LLNW |
Computer Services |
789,799 |
$3,103,910 |
$852,983 |
37.89 % |
Added More |
531,671 |
205.97 |
$574,205 |
| Live Person Inc (LPSN) |
US |
LPSN |
Computer Services |
None |
- |
- |
- % |
Sold All |
-370,290 |
-100.00 |
$-51,841 |
| Marchex Inc (MCHX) |
US |
MCHX |
Advertising Servic ... |
None |
- |
- |
- % |
Sold All |
-19,400 |
-100.00 |
$21,534 |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-897,300 |
-100.00 |
$-951,138 |
| Memc Electronic Materials Spa (WFR) |
IT |
WFR |
Electronic Compo-S ... |
232,700 |
$12,519,260 |
$-3,765,086 |
-23.12 % |
Sold Some |
-187,900 |
-44.67 |
$3,040,222 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
425,100 |
$11,235,393 |
$-1,487,850 |
-11.69 % |
New Holding |
425,100 |
100.00 |
$-1,487,850 |
| Microtune Inc (TUNE) |
US |
TUNE |
Electronic Compo-S ... |
1,243,290 |
$3,916,364 |
$-1,280,589 |
-24.64 % |
Sold Some |
-33,210 |
-2.60 |
$34,206 |
| Monolithic Pwr Sys Inc (MPWR) |
US |
MPWR |
Electronic Compo-S ... |
200,600 |
$4,611,794 |
$-439,314 |
-8.69 % |
Added More |
81,700 |
68.71 |
$-178,923 |
| Netapp Inc (NTAP) |
US |
NTAP |
Computers-Memory D ... |
None |
- |
- |
- % |
Sold All |
-165,900 |
-100.00 |
$353,367 |
| Netflix Inc (NFLX) |
US |
NFLX |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-781,259 |
-100.00 |
$1,890,647 |
| Neutral Tandem Inc (TNDM) |
US |
TNDM |
Telecom Services |
None |
- |
- |
- % |
Sold All |
-18,800 |
-100.00 |
$32,900 |
| Nii Hldgs Inc (NIHD) |
US |
NIHD |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-15,000 |
-100.00 |
$-41,250 |
| Nokia Corp (NOK) |
US |
NOK |
Wireless Equipment |
398,400 |
$10,637,280 |
$-633,456 |
-5.62 % |
New Holding |
398,400 |
100.00 |
$-633,456 |
| Nxstage Med Inc (NXTM) |
US |
NXTM |
Medical Products |
701,627 |
$3,059,094 |
$-329,765 |
-9.73 % |
Added More |
17,551 |
2.56 |
$-8,249 |
| Omniture Inc (OMTR) |
US |
OMTR |
Computer Software |
1,829,964 |
$38,374,345 |
$-6,770,867 |
-14.99 % |
Added More |
363,800 |
24.81 |
$-1,346,060 |
| Orthovita Inc (VITA) |
US |
VITA |
Diagnostic Kits |
1,279,607 |
$3,032,669 |
$243,125 |
8.71 % |
Added More |
54,507 |
4.44 |
$10,356 |
| Phoenix Technologies Ltd (PTEC) |
US |
PTEC |
Computer Software |
728,598 |
$9,020,043 |
$663,024 |
7.93 % |
Sold Some |
-638,459 |
-46.70 |
$-580,998 |
| Plx Technology Inc (PLX.BE) |
US |
PLX.BE |
Electronic Compo-S ... |
440,400 |
$3,179,688 |
$-598,944 |
-15.85 % |
Sold Some |
-24,211 |
-5.21 |
$32,927 |
| Power Integrations Inc (POWI) |
US |
POWI |
Semicon Compo-Intg ... |
235,000 |
$6,918,400 |
$-1,001,100 |
-12.64 % |
Sold Some |
-217,600 |
-48.07 |
$926,976 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
460,400 |
$20,635,128 |
$317,676 |
1.56 % |
Added More |
151,300 |
48.94 |
$104,397 |
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
216,700 |
$3,252,667 |
$-39,006 |
-1.18 % |
New Holding |
216,700 |
100.00 |
$-39,006 |
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
35,200 |
$4,141,632 |
$-735,680 |
-15.08 % |
Sold Some |
-146,200 |
-80.59 |
$3,055,580 |
| Riverbed Technology Inc (RVBD) |
US |
RVBD |
Computers-Integrat ... |
750,957 |
$12,443,357 |
$165,211 |
1.34 % |
Added More |
5,450 |
0.73 |
$1,199 |
| Saba Software Inc (SABA) |
US |
SABA |
E-Services/Consult ... |
936,400 |
$2,734,288 |
$-664,844 |
-19.55 % |
Added More |
20,900 |
2.28 |
$-14,839 |
| Savvis Inc (SVVS) |
US |
SVVS |
Telecom Services |
None |
- |
- |
- % |
Sold All |
-60,000 |
-100.00 |
$144,000 |
| Shoretel Inc (SHOR) |
US |
SHOR |
Telecommunication ... |
639,438 |
$3,344,261 |
$185,437 |
5.87 % |
New Holding |
639,438 |
100.00 |
$185,437 |
| Shutterfly Inc (SFLY) |
US |
SFLY |
E-Commerce/Product ... |
541,938 |
$6,221,448 |
$-1,018,843 |
-14.07 % |
Added More |
226,538 |
71.82 |
$-425,891 |
| Soundbite Communications Inc (SDBT) |
US |
SDBT |
Communications Sof ... |
472,110 |
$1,444,657 |
$108,585 |
8.12 % |
Sold Some |
-7,190 |
-1.50 |
$-1,654 |
| Starent Networks Corp (SN6.BE) |
US |
SN6.BE |
Networking Product ... |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$94,500 |
| Successfactors Inc (SFSF) |
US |
SFSF |
Human Resources |
47,200 |
$509,288 |
$-37,288 |
-6.82 % |
New Holding |
47,200 |
100.00 |
$-37,288 |
| Sunpower Corp (SPWR) |
US |
SPWR |
Energy-Alternate S ... |
None |
- |
- |
- % |
Sold All |
-173,300 |
-100.00 |
$2,847,319 |
| Supportsoft Inc (SPRT) |
US |
SPRT |
Internet Infrastr ... |
4,110,929 |
$14,429,361 |
$0 |
0.00 % |
Added More |
774,239 |
23.20 |
$0 |
| Taiwan Semiconductor Manufacturin ... (TSM) |
TW |
TSM |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-100,000 |
-100.00 |
$116,000 |
| Taser Intl Inc (TASR) |
US |
TASR |
Electronic Secur D ... |
None |
- |
- |
- % |
Sold All |
-360,900 |
-100.00 |
$793,980 |
| Tessera Technologies Inc (TSRA) |
US |
TSRA |
Semiconductor Equi ... |
590,875 |
$10,287,134 |
$-1,187,659 |
-10.35 % |
Added More |
192,200 |
48.20 |
$-386,322 |
| The9 Ltd (NCTY) |
US |
NCTY |
Entertainment Soft ... |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$-141,500 |
| Thestreet Com Inc (THS.BE) |
US |
THS.BE |
Internet Content-I ... |
None |
- |
- |
- % |
Sold All |
-246,900 |
-100.00 |
$348,129 |
| Tivo Inc (TIVO) |
US |
TIVO |
Audio/Video Produc ... |
558,872 |
$4,381,556 |
$-234,726 |
-5.08 % |
Added More |
354,600 |
173.59 |
$-148,932 |
| Total Sys Svcs Inc (TSS) |
US |
TSS |
Data Processing/Mg ... |
100,000 |
$2,289,000 |
$-232,000 |
-9.20 % |
New Holding |
100,000 |
100.00 |
$-232,000 |
| Unica Corp (NZ4.BE) |
US |
NZ4.BE |
Applications Softw ... |
100,000 |
$820,000 |
$99,000 |
13.73 % |
New Holding |
100,000 |
100.00 |
$99,000 |
| Veraz Networks Inc (VRAZ) |
US |
VRAZ |
Networking Product ... |
425,200 |
$382,680 |
$-403,940 |
-51.35 % |
Sold Some |
-12,400 |
-2.83 |
$11,780 |
| Virage Logic Corp (VIRL) |
US |
VIRL |
Electronic Compo-S ... |
1,997,056 |
$13,599,951 |
$-419,382 |
-2.99 % |
No Change |
- |
- |
- |
| Vnus Med Technologies Inc (VNUS) |
US |
VNUS |
Medical Products |
None |
- |
- |
- % |
Sold All |
-390,201 |
-100.00 |
$-2,251,460 |
| Wind Riv Sys Inc (WIND) |
US |
WIND |
Decision Support S ... |
1,846,600 |
$21,974,540 |
$6,629,294 |
43.20 % |
Sold Some |
-180,400 |
-8.89 |
$-647,636 |
| Workstream Inc (WSTM) |
CA |
WSTM |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-1,148,750 |
-100.00 |
$493,963 |
| Wright Express Corp (WXS) |
US |
WXS |
Commercial Serv-Fi ... |
152,500 |
$3,710,325 |
$-1,177,300 |
-24.08 % |
Sold Some |
-5,100 |
-3.23 |
$39,372 |
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
208,800 |
$4,257,432 |
$-1,409,400 |
-24.87 % |
New Holding |
208,800 |
100.00 |
$-1,409,400 |
| Yingli Green Energy Hldg Co Ltd (YGE) |
US |
YGE |
Energy-Alternate S ... |
None |
- |
- |
- % |
Sold All |
-205,700 |
-100.00 |
$2,307,954 |