| 1 |
LAM RESEARCH CORP |
170,000 |
13,488 |
7.92% |
|
|
| 2 |
QUALCOMM INC |
175,000 |
13,008 |
7.64% |
|
|
| 3 |
MATTSON TECHNOLOGY INC |
3,280,000 |
11,152 |
6.55% |
|
|
| 4 |
NETFLIX INC |
30,000 |
10,248 |
6.02% |
|
|
| 5 |
APPLE INC |
77,500 |
8,554 |
5.02% |
|
|
| 6 |
INVENSENSE INC |
520,000 |
8,455 |
4.96% |
|
|
| 7 |
ARM HOLDINGS PLC ADR |
180,000 |
8,334 |
4.89% |
|
|
| 8 |
WORKDAY INC |
100,000 |
8,161 |
4.79% |
|
|
| 9 |
FACEBOOK INC |
80,000 |
6,242 |
3.67% |
|
|
| 10 |
AMAZON COM INC |
20,000 |
6,207 |
3.64% |
|
|
| 11 |
Ambarella, Inc. |
100,000 |
5,072 |
2.98% |
|
|
| 12 |
Equinix Inc New |
20,472 |
4,642 |
2.73% |
|
|
| 13 |
BAIDU INC |
20,000 |
4,559 |
2.68% |
|
|
| 14 |
WESTERN DIGITAL CORP |
40,000 |
4,428 |
2.60% |
|
|
| 15 |
SKYWORKS SOLUTIONS INC |
60,000 |
4,363 |
2.56% |
|
|
| 16 |
PALO ALTO NETWORKS INC |
30,000 |
3,677 |
2.16% |
|
|
| 17 |
ADOBE INC |
50,000 |
3,635 |
2.13% |
|
|
| 18 |
TWITTER INC |
100,000 |
3,587 |
2.11% |
|
|
| 19 |
Pandora Media Inc |
200,000 |
3,566 |
2.09% |
|
|
| 20 |
Intuit Inc |
15,000 |
3,446 |
2.02% |
|
|
| 21 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
6,000 |
3,184 |
1.87% |
|
|
| 22 |
GOOGLE INC |
6,000 |
3,158 |
1.85% |
|
|
| 23 |
AKAMAI TECHNOLOGIES INC |
40,000 |
2,518 |
1.48% |
|
|
| 24 |
VMWARE INC |
30,000 |
2,476 |
1.45% |
|
|
| 25 |
EXAR CORPORATION |
220,000 |
2,244 |
1.32% |
|
|
| 26 |
SINA CORP |
55,000 |
2,056 |
1.21% |
|
|
| 27 |
INTEVAC INC COM |
259,683 |
2,018 |
1.18% |
|
|
| 28 |
RACKSPACE HOSTING INC |
40,000 |
1,872 |
1.10% |
|
|
| 29 |
INTUIT |
20,000 |
1,844 |
1.08% |
|
|
| 30 |
Royal Gold Inc |
150,000 |
1,803 |
1.06% |
|
|
| 31 |
VERIFONE SYS INC |
40,000 |
1,488 |
0.87% |
|
|
| 32 |
E M C CORP MASS COM |
50,000 |
1,487 |
0.87% |
|
|
| 33 |
ROCKET FUEL INC |
60,000 |
967 |
0.57% |
|
|
| 34 |
GOGO INC |
50,000 |
827 |
0.49% |
|
|
| 35 |
SOLARCITY CORP |
13,000 |
695 |
0.41% |
|
|
| 36 |
SUNPOWER CORP |
25,931 |
670 |
0.39% |
|
|
| 37 |
SunEdison Inc |
31,130 |
607 |
0.36% |
|
|
| 38 |
POWER INTEGRATIONS INC COM |
10,799 |
559 |
0.33% |
|
|
| 39 |
JOHNSON CTLS INTL PLC |
10,200 |
493 |
0.29% |
|
|
| 40 |
CREE INC |
15,000 |
483 |
0.28% |
|
|
| 41 |
FIRST SOLAR INC |
10,000 |
446 |
0.26% |
|
|
| 42 |
ABB LTD |
20,000 |
423 |
0.25% |
|
|
| 43 |
HONEYWELL INTL INC |
4,080 |
408 |
0.24% |
|
|
| 44 |
3M CO |
2,300 |
378 |
0.22% |
|
|
| 45 |
ESCO TECHNOLOGIES INC COM |
10,000 |
369 |
0.22% |
|
|
| 46 |
KONINKLIJKE PHILIPS N V |
11,378 |
330 |
0.19% |
|
|
| 47 |
Covanta Holding Corp. |
15,000 |
330 |
0.19% |
|
|
| 48 |
PRAXAIR INC |
2,400 |
311 |
0.18% |
|
|
| 49 |
UNITED TECHNOLOGIES CORP |
2,500 |
288 |
0.17% |
|
|
| 50 |
QUANTA SVCS INC |
10,000 |
284 |
0.17% |
|
|
