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) 115

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 0.46%
Technology 99.54%
Transportation
Utilities

22 Activity Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 12,883 12,883 New 370,000
VMWARE INC CL A COM 10,826 5,648 109.09 115,000
SKYWORKS SOLUTIONS INC COM 10,671 2,596 32.14 185,000
APPLE INC COM 10,601 9,541 900 105,000
CITRIX SYS INC COM 8,955 3,582 66.67 125,000
BROADCOM CORP CL A 8,791 3,680 72 215,000
AVAGO TECHNOLOGIES LTD SHS 7,574 7,574 New 85,000
JUNIPER NETWORKS INC COM 6,447 2,713 72.67 284,900
APPLIED MATLS INC COM 5,638 2,255 66.67 250,000
GOOGLE INC CL A 4,541 1,514 50 7,500
GOOGLE INC CL C 4,471 1,490 50 7,500
TIBCO SOFTWARE INC COM 3,872 1,549 66.67 200,000
AOL INC COM 3,818 3,818 New 90,000
E M C CORP MASS COM 3,248 -2,215 (40.54) 110,000
NETAPP INC COM 2,433 2,433 New 56,582
MONOLITHIC PWR SYS INC COM 2,273 -5,681 (71.43) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,883 -1,585 (45.69) 75,000
MAXIM INTEGRATED PRODS INC COM 1,548 -3,406 (68.75) 50,000
JIVE SOFTWARE INC COM 1,540 659 74.77 244,500
NANOMETRICS INC COM 1,178 280 31.17 72,144