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 0.46%
Technology 99.54%
Transportation
Utilities

17 INCREASED Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 12,924 12,924 New 370,000
VMWARE INC CL A COM 10,941 5,708 109.09 115,000
APPLE INC COM 10,590 9,531 900 105,000
SKYWORKS SOLUTIONS INC COM 10,327 2,512 32.14 185,000
CITRIX SYS INC COM 8,946 3,579 66.67 125,000
BROADCOM CORP CL A 8,692 3,639 72 215,000
AVAGO TECHNOLOGIES LTD SHS 7,473 7,473 New 85,000
JUNIPER NETWORKS INC COM 6,496 2,734 72.67 284,900
APPLIED MATLS INC COM 5,593 2,237 66.67 250,000
GOOGLE INC CL A 4,416 1,472 50 7,500
GOOGLE INC CL C 4,350 1,450 50 7,500
TIBCO SOFTWARE INC COM 4,306 1,722 66.67 200,000
AOL INC COM 3,819 3,819 New 90,000
NETAPP INC COM 2,431 2,431 New 56,582
JIVE SOFTWARE INC COM 1,572 673 74.77 244,500
NANOMETRICS INC COM 1,152 274 31.17 72,144
GROUPON INC COM CL A 521 521 New 75,000