7X7 ASSET MANAGEMENT LLC Information

100 PINE STREET, SUITE 1950, SAN FRANCISCO, California, 94111, (415) 249-6800

Report Date: 09/30/2013

Position Statistics

Total Positions 22
New Positions 5
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 114

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 0.41%
Technology 99.59%
Transportation
Utilities

22 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 12,765 12,765 New 370,000
VMWARE INC CL A COM 11,919 6,218 109.09 115,000
APPLE INC COM 10,560 9,504 900 105,000
SKYWORKS SOLUTIONS INC COM 10,327 2,512 32.14 185,000
CITRIX SYS INC COM 8,686 3,475 66.67 125,000
BROADCOM CORP CL A 8,366 3,502 72 215,000
JUNIPER NETWORKS INC COM 6,778 2,852 72.67 284,900
AVAGO TECHNOLOGIES LTD SHS 6,492 6,492 New 85,000
APPLIED MATLS INC COM 5,475 2,190 66.67 250,000
GOOGLE INC CL A 4,466 1,489 50 7,500
GOOGLE INC CL C 4,384 1,461 50 7,500
TIBCO SOFTWARE INC COM 4,210 1,684 66.67 200,000
AOL INC COM 3,938 3,938 New 90,000
E M C CORP MASS COM 3,267 -2,228 (40.54) 110,000
NETAPP INC COM 2,318 2,318 New 56,582
MONOLITHIC PWR SYS INC COM 2,301 -5,753 (71.43) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,839 -1,547 (45.69) 75,000
JIVE SOFTWARE INC COM 1,687 722 74.77 244,500
MAXIM INTEGRATED PRODS INC COM 1,548 -3,406 (68.75) 50,000
NANOMETRICS INC COM 1,213 288 31.17 72,144