| Akamai Technologies Inc (AKAM) |
US |
AKAM |
Internet Infrastr ... |
1,092,029 |
$21,196,283 |
$-4,499,159 |
-17.50 % |
Added More |
22,096 |
2.06 |
$-91,036 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
1,323,719 |
$212,033,309 |
$-25,335,982 |
-10.67 % |
No Change |
- |
- |
- |
| Ariba Inc (ARBA) |
US |
ARBA |
B2b/E-Commerce |
47,653 |
$683,344 |
$-138,670 |
-16.86 % |
No Change |
- |
- |
- |
| Au Optronics Corp (AUO) |
US |
AUO |
Electronic Compo-M ... |
500,000 |
$5,345,000 |
$-910,000 |
-14.54 % |
No Change |
- |
- |
- |
| Authentidate Holding Corp (ADAT) |
CH |
ADAT |
Applications Softw ... |
153,702 |
$98,369 |
$4,611 |
4.91 % |
Added More |
59,138 |
62.53 |
$1,774 |
| Bankrate Inc (RATE) |
US |
RATE |
Commercial Serv-Fi ... |
1,798,571 |
$58,867,229 |
$-4,010,813 |
-6.37 % |
No Change |
- |
- |
- |
| Blue Nile Inc (NILE) |
US |
NILE |
E-Commerce/Product ... |
326,700 |
$12,787,038 |
$-2,659,338 |
-17.21 % |
Added More |
92,243 |
39.34 |
$-750,858 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
240,000 |
$5,359,200 |
$-1,161,600 |
-17.81 % |
No Change |
- |
- |
- |
| Cheniere Energy Inc (LNG) |
US |
LNG |
Oil Refining&Marke ... |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
$272,000 |
| China Digital Tv Hldg Co Ltd (STV) |
US |
STV |
Electronic Compo-M ... |
370,000 |
$3,281,900 |
$-817,700 |
-19.94 % |
No Change |
- |
- |
- |
| China Techfaith Wireless Communic ... (CNTF) |
US |
CNTF |
Wireless Equipment |
355,733 |
$515,813 |
$-462,453 |
-47.27 % |
No Change |
- |
- |
- |
| Citrix Sys Inc (CTXS) |
US |
CTXS |
Applications Softw ... |
2,897,993 |
$83,027,499 |
$-8,520,099 |
-9.30 % |
New Holding |
2,897,993 |
100.00 |
$-8,520,099 |
| Cogent Inc (COGT) |
US |
COGT |
Identification Sys ... |
None |
- |
- |
- % |
Sold All |
-65,795 |
-100.00 |
$96,061 |
| Comtech Telecommunicationscorp (CMTL) |
US |
CMTL |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-44,287 |
-100.00 |
$209,920 |
| Cree Inc (CREE) |
US |
CREE |
Electronic Compo-S ... |
820,012 |
$17,917,262 |
$-418,206 |
-2.28 % |
No Change |
- |
- |
- |
| Crown Castle Intl Corp (CCI) |
US |
CCI |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-36,936 |
-100.00 |
$97,880 |
| Falconstor Software Inc (NP3.BE) |
US |
NP3.BE |
Data Processing/Mg ... |
2,446,133 |
$18,052,462 |
$-415,843 |
-2.25 % |
Added More |
1,805,978 |
282.11 |
$-307,016 |
| Focus Media Holding Limited (FMCN) |
KY |
FMCN |
Advertising Sales |
None |
- |
- |
- % |
Sold All |
-436,447 |
-100.00 |
$-1,894,180 |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
None |
- |
- |
- % |
Sold All |
-109,215 |
-100.00 |
$252,287 |
| Garmin Ltd (GRMN) |
KY |
GRMN |
Electronic Compo-M ... |
325,000 |
$10,565,750 |
$-1,608,750 |
-13.21 % |
No Change |
- |
- |
- |
| Home Inns And Hotels Management I ... (HMIN) |
KY |
HMIN |
Hotels&Motels |
2,380,855 |
$35,546,165 |
$-7,166,374 |
-16.77 % |
Added More |
917,515 |
62.70 |
$-2,761,720 |
| Idearc Inc (IAR) |
US |
IAR |
Publishing-Periodi ... |
233,000 |
$414,740 |
$114,170 |
37.98 % |
No Change |
- |
- |
- |
| Ipass Inc (IPAS) |
US |
IPAS |
Internet Security |
234,898 |
$505,031 |
$-16,443 |
-3.15 % |
No Change |
- |
- |
- |
| Isilon Sys Inc (ISLN) |
US |
ISLN |
Computers-Memory D ... |
415,038 |
$2,041,987 |
$-70,556 |
-3.33 % |
Added More |
175,612 |
73.34 |
$-29,854 |
| Knot Inc (KNOT) |
US |
KNOT |
Internet Content-I ... |
None |
- |
- |
- % |
Sold All |
-559,834 |
-100.00 |
$-39,188 |
| La Z Boy Inc (LAZ.BE) |
US |
LAZ.BE |
Home Furnishings |
108,809 |
$819,332 |
$-100,104 |
-10.88 % |
No Change |
- |
- |
- |
| Lawson Software Inc (LWSN) |
US |
LWSN |
Enterprise Softwar ... |
8,890,188 |
$68,454,448 |
$-6,400,935 |
-8.55 % |
Sold Some |
-1,692,793 |
-15.99 |
$1,218,811 |
| Ldk Solar Co Ltd (LDK) |
US |
LDK |
Energy-Alternate S ... |
320,000 |
$14,448,000 |
$1,424,000 |
10.93 % |
No Change |
- |
- |
- |
| Lg Philips Lcd Co Ltd (LGA.BE) |
US |
LGA.BE |
Electronic Compo-M ... |
500,000 |
$5,435,000 |
$-1,605,000 |
-22.79 % |
No Change |
- |
- |
- |
| Macrovision Corp (MVSN) |
US |
MVSN |
Motion Pictures&Se ... |
None |
- |
- |
- % |
Sold All |
-2,494,445 |
-100.00 |
$1,870,834 |
| Marchex Inc (MCHX) |
US |
MCHX |
Advertising Servic ... |
1,231,673 |
$13,683,887 |
$-1,650,442 |
-10.76 % |
Sold Some |
-306,117 |
-19.90 |
$410,197 |
| Micrel Inc (MCRL) |
US |
MCRL |
Semicon Compo-Intg ... |
None |
- |
- |
- % |
Sold All |
-175,890 |
-100.00 |
$230,416 |
| Navteq Corp (NVT) |
US |
NVT |
Data Processing/Mg ... |
31,030 |
$2,419,409 |
$0 |
0.00 % |
No Change |
- |
- |
- |
| Netflix Inc (NFLX) |
US |
NFLX |
E-Commerce/Service ... |
500,000 |
$14,830,000 |
$-1,090,000 |
-6.84 % |
No Change |
- |
- |
- |
| Nortel Networks Corp (NT) |
US |
NT |
Telecommunication ... |
3,084,600 |
$17,674,758 |
$-1,141,302 |
-6.06 % |
No Change |
- |
- |
- |
| Nutri Sys Inc (NTRI) |
US |
NTRI |
E-Commerce/Product ... |
728,383 |
$14,050,508 |
$-429,746 |
-2.96 % |
Added More |
678,383 |
1356.76 |
$-400,246 |
| O2micro Intl Ltd (OIIM) |
US |
OIIM |
Semicon Compo-Intg ... |
1,497,964 |
$6,650,960 |
$-1,333,188 |
-16.69 % |
No Change |
- |
- |
- |
| Omnivision Technologies Inc (OVTI) |
US |
OVTI |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-494,042 |
-100.00 |
$-98,808 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
4,496,446 |
$214,345,581 |
$-39,029,151 |
-15.40 % |
Added More |
450,000 |
11.12 |
$-3,906,000 |
| R H Donnelley Corp (BSR.BE) |
US |
BSR.BE |
Publishing-Periodi ... |
183,000 |
$598,410 |
$243,390 |
68.55 % |
No Change |
- |
- |
- |
| Raymond James Finl Inc (RJF) |
US |
RJF |
Finance-Invest Bnk ... |
None |
- |
- |
- % |
Sold All |
-1,000,000 |
-100.00 |
$1,920,000 |
| Realnetworks Inc (RNWK) |
US |
RNWK |
Internet Applic Sf ... |
433,729 |
$2,684,783 |
$-346,983 |
-11.44 % |
No Change |
- |
- |
- |
| Renesola Ltd (SOL) |
US |
SOL |
Electronic Compo-S ... |
425,000 |
$6,519,500 |
$-561,000 |
-7.92 % |
New Holding |
425,000 |
100.00 |
$-561,000 |
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
2,121,230 |
$226,865,549 |
$-50,442,849 |
-18.19 % |
Added More |
512,049 |
31.82 |
$-12,176,525 |
| Rf Micro Devices Inc (RFMD) |
US |
RFMD |
Wireless Equipment |
426,929 |
$1,536,944 |
$-64,039 |
-4.00 % |
No Change |
- |
- |
- |
| Sandisk Corp (SNDK) |
US |
SNDK |
Computers-Memory D ... |
390,685 |
$6,891,683 |
$-70,323 |
-1.01 % |
No Change |
- |
- |
- |
| Secure Computing Corp (SCUR) |
US |
SCUR |
Internet Security |
None |
- |
- |
- % |
Sold All |
-50,735 |
-100.00 |
$22,323 |
| Select Comfort Corp (SCSS) |
US |
SCSS |
Retail-Bedding |
156,811 |
$435,935 |
$90,950 |
26.36 % |
No Change |
- |
- |
- |
| Sierra Wireless Inc (SWIR) |
CA |
SWIR |
Wireless Equipment |
343,919 |
$4,089,197 |
$-85,980 |
-2.05 % |
Sold Some |
-228,617 |
-39.93 |
$57,154 |
| Sigma Designs Inc (SIGM) |
US |
SIGM |
Semicon Compo-Intg ... |
2,219,300 |
$34,332,571 |
$-9,831,499 |
-22.26 % |
Added More |
849,165 |
61.97 |
$-3,761,801 |
| Silicon Motion Technology Corp (SIMO) |
US |
SIMO |
Electronic Compo-S ... |
762,168 |
$5,327,554 |
$-685,951 |
-11.40 % |
No Change |
- |
- |
- |
| Sirf Technology Hldgs Inc (SIRF) |
US |
SIRF |
Electronic Compo-S ... |
1,649,104 |
$4,238,197 |
$346,312 |
8.89 % |
No Change |
- |
- |
- |
| Skillsoft Pub Ltd Co (CBBA.BE) |
US |
CBBA.BE |
Educational Softwa ... |
None |
- |
- |
- % |
Sold All |
-241,769 |
-100.00 |
$-217,592 |
| Sohu Com Inc (SOHU) |
US |
SOHU |
Web Portals/Isp |
2,995,138 |
$203,549,578 |
$-25,608,430 |
-11.17 % |
No Change |
- |
- |
- |
| Successfactors Inc (SFSF) |
US |
SFSF |
Human Resources |
None |
- |
- |
- % |
Sold All |
-150,952 |
-100.00 |
$95,100 |
| Sunpower Corp (SPWR) |
US |
SPWR |
Energy-Alternate S ... |
357,608 |
$30,661,310 |
$2,564,049 |
9.12 % |
New Holding |
357,608 |
100.00 |
$2,564,049 |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
5,648 |
$181,301 |
$-119,173 |
-39.66 % |
New Holding |
5,648 |
100.00 |
$-119,173 |
| Techtarget Inc (TTGT) |
US |
TTGT |
Internet Content-I ... |
919,544 |
$6,804,626 |
$-202,300 |
-2.88 % |
Added More |
29,100 |
3.26 |
$-6,402 |
| The9 Ltd (NCTY) |
US |
NCTY |
Entertainment Soft ... |
350,891 |
$6,800,268 |
$91,232 |
1.35 % |
Added More |
108,940 |
45.02 |
$28,324 |
| Travelzoo Inc (TZOO) |
US |
TZOO |
Internet Content-I ... |
581,628 |
$4,530,882 |
$58,163 |
1.30 % |
No Change |
- |
- |
- |
| Trident Microsystems Inc (TRID) |
US |
TRID |
Computer Graphics |
170,188 |
$529,285 |
$22,124 |
4.36 % |
No Change |
- |
- |
- |
| Trina Solar Ltd (TSL) |
US |
TSL |
Energy-Alternate S ... |
200,000 |
$5,564,000 |
$-260,000 |
-4.46 % |
New Holding |
200,000 |
100.00 |
$-260,000 |
| Under Armour Inc (UA) |
US |
UA |
Retail-Apparel/Sho ... |
242,259 |
$8,360,358 |
$314,937 |
3.91 % |
No Change |
- |
- |
- |
| Utstarcom Inc (UTSI) |
US |
UTSI |
Telecommunication ... |
350,000 |
$1,095,500 |
$-157,500 |
-12.56 % |
No Change |
- |
- |
- |